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Navigating the intricacies of financial reports while maintaining a steadfast focus on your nonprofit’s mission can be a difficult role for directors to maintain. For nonprofit leaders, time is of the essence. That’s why we partnered with nonprofit leaders to design Smart Transaction Coding to simplify your financial management journey, turning the arduous task of coding income and expenses into a seamless and efficient process.

Effortless Tagging and Organization

Tell your team they no longer need to sift through endless lists and worksheets. With Mazlo’s Smart Transaction Coding, assigning donor information, purpose codes, grant information, and documents to each donation becomes a straightforward task directly from your transaction list. The user-friendly interface enhances the coding process, allowing you to open transactions, view or assign donors and purpose codes, and efficiently categorize donations through easy filtering and searching.

Build Your Chart of Accounts in Mazlo

Tailor Mazlo to perfectly reflect your organization’s unique structure by building a customized chart of accounts with revenue and expense codes. Whether it’s campaign-specific categories, volunteer event contributions, or designated funds, the system adapts to your organizational needs, providing a level of customization that aligns seamlessly with your mission.

Unlocking Deeper Donor Insights

Smart Transaction Coding goes beyond mere names and amounts, enabling you to paint a detailed picture of your donors. Identify trends, track specific fundraising initiatives, and uncover hidden patterns in giving behavior. This newfound depth of understanding allows you to leverage rich donor data for personalized communication, building stronger relationships and enhancing donor engagement.

Boosting Transparency and Accountability

Empower your team and Projects to easily categorize donations with Mazlo, ensuring a high level of financial transparency and accountability both internally and externally. Mazlo’s Smart Transaction Coding becomes a cornerstone for building trust among partners and stakeholders as you navigate the intricate landscape of nonprofit financial reporting.

Ready to Transform Your Nonprofit’s Financial Management?

Apply for Mazlo today and experience the transformative power of smart transaction coding for your team and Projects. Make data-driven decisions to drive sustainable growth, optimizing your efforts and securing lasting support for your mission.