A full donor management system designed by Agilon, LLC.
The Agilon Business Financials solution provides a fully integrated fund accounting solution for the ONE donor management system. Using the power of Agresso’s Business World solution, Agilon empowers nonprofits with the advanced functionality used by many organizations.
Components of the Business Financials solution include:
The ONE’s fundraising system includes core modules for:
Additional Modules in this product line:
Maintain all vital information about your vendors and their accounts in one master file. In addition to storing standard vendor information, Account Payable can be tailored to track the specific information that your organization needs.
Workflow in Accounts Receivable can be combined with automated business alerts, so you are always informed about exceptional events. Agresso keeps a record of all actions taken, such as phone call or memos.
Bank Reconciliation contains routines for both manual and automatic bank reconciliation in the General Ledger against bank statements. You can reconcile at any time. Reconciliations have a full audit trail. You can inquire about previous reconciliations, reprint the reports at any time and have the ability to correct historic items. Bank Reconciliation can handle multi-company, multi-bank, multi-statement and multi-currency.
Agresso budgeting, Planner, offers reporting needs. It provides full drill-down, drill-around, and analytic capabilities. By modeling your budgets, you can store the information in Agresso while maintaining the ease and flexibility of using a spreadsheet for reporting
The workflow, business alerts and process automation capabilities in Business Process Automation alert managers when things go off track, proactively direct staff to complete critical tasks and push actionable financial information to executives concerned with controlling costs.
Link transactions or master file information to documents, both external and documents, created within Agresso. Track changes to documents and maintain version control through the ýCheck In/Check Outý function.
The Business Financials module supports multiple depreciation methods and books while supporting linked/composite assets. The automated depreciation function eliminates the need for manual journal and spreadsheet calculations.
Bring together your actuals and budgets, simultaneously holding statutory information, management information and adjustments. With a user-friendly design, user-defined transaction templates, automatic code completion, automatic reversing and accrual features data entry is fast and efficient.
Track investment activity down to the fund level. Investing/divesting, distribution of payout, earnings, realized and unrealized gains/losses, etc. is calculated and distributed down to the fund level based on the fund’s level of participation. All activity, per investment and fund, is recorded and can be viewed at any time.
Workflow allows best practices to be defined for any business process and creates workflow rules that automatically prompt completion of the process according to those defined practices
How often, at the close of service ticket with a vendor/partner, are you grateful for that partner? I have never, in my 10+ year relationship with Agilon, had a poor customer service experience. The team is, hands down, the best software partners I have worked with. They are all the things that a customer looks for: Responsive, Knowledgeable, and Accurate. When an issue comes up, I receive a response from them at lightening speed (even if just to acknowledge the problem and describe next steps), and they start working the problem very quickly. The Agilon team is knowledgeable about our specific installation of Agilon ONE, understand issues that I bring forward, promptly can track down the reason why an issue has occurred. Their responses are accurate, and the solutions they offer/implement are on point. Not only are they stellar, professionally; they are kind, helpful people.
Excellent customer support! Thank you very much.
Agilon is a model for every company that offers support!
Agilon’s ONE provides a comprehensive suite of tools for your organization’s fundraising needs.
Customer support exceeds anything I have ever gotten from another software vendor, whether it is for installation, configuration, customization, even integration with other software.