ActuallyFi provides a financial management platform tailored for nonprofit development, finance, and operations teams, replacing fragmented spreadsheets and QuickBooks class work with a unified view of grant budgets and restricted funds. The tool lets users set up detailed grant budgets linked to the chart of accounts, monitor spend against time, and receive automatic alerts when limits are exceeded, all while maintaining audit‑ready traceability. It integrates directly with QuickBooks Online to streamline budgeting, allocation, and reporting for small finance teams.
Funding
Funding not disclosed
Founders
Product
Problem
Nonprofit finance teams often rely on spreadsheets and generic accounting tools that lack built-in support for grant budgets, restricted funds, and staff allocation, leading to fragmented data, manual reconciliations, and difficulty demonstrating compliance to auditors and funders.
Solution
Actually provides a cloud‑based financial management platform that integrates directly with QuickBooks Online to centralize grant budgeting, restricted‑fund tracking, and program spend monitoring. Users create grant budgets linked to the chart of accounts, assign restrictions at the line‑item level, and view real‑time spend‑down versus time elapsed. The system surfaces alerts when budgets are exceeded and offers a full audit trail for every transaction, enabling small finance teams to replace spreadsheet gymnastics with a single source of truth. By syncing transaction details from QuickBooks, Actually eliminates manual cross‑referencing and supports on‑the‑fly reallocation of expenses across grants while maintaining compliance.
Target Audience
The platform is designed for development, finance, and operations leaders at small to mid‑size nonprofit organizations that use QuickBooks Online and need streamlined grant and restricted‑fund management.
Features
- Integrated grant budget builder that ties each budget line to specific programs, functions, and general‑ledger accounts before any spend occurs
- Real‑time dashboard showing budget vs. actual spend, time‑based burn rates, and visual alerts for overages
- Transaction detail view with vendor, account, program, fund, and grant attribution pulled directly from QuickBooks
- Bulk reallocation tool with eligibility rules based on grant restrictions and automatic audit‑trail logging
- Inline alerts for missing allocations, budget conflicts, and compliance issues
- Collaboration interface that allows the whole organization to view and update financial data without spreadsheet exchanges