Financial Management Solutions

Don’t rely on multiple disconnected systems to run your finance department or other important departments within your organization. Our core accounting modules are the foundation of ProviderPro. Each module is built around sound fiscal management processes and procedures.

Information flows between the modules in this suite, all tying back to the General Ledger module, promoting single-point data entry and integration. Reconcile statements with a click of your mouse.

Take advantage of industry-proven best practices and enjoy the benefits of a truly integrated workflow.

General Ledger
This is the financial centerpiece of the software. Accounting transactions are stored in General Ledger for analysis and reporting. Manage bank accounts and perform electronic reconciliations. Create and report against budgets. Inquire down to the transaction level.

Financial Reporting
Generate statements and cost reports by site, program, funding source and more. Options include advanced point-and-click, drill-down financial reports and electronic distributions.

Accounts Payable
Quickly process vendor payments while distributing expense to General Ledger. Unlimited invoice history saves trips to the file cabinet for distribution and payment references. It includes tools to assist with cash management. Speed up processing of credit card charges by downloading transactions from your card company for easy coding and payment.

Accounts Receivable
Invoice your “customer” and send revenue to General Ledger for reporting. Issue statements and use provided tools to manage receivables and cash. [Note: Services provided to clients are invoiced and managed through the Client Billing module, part of the Client Management suite.]

Donation Tracking
Manage donors while tracking pledges, memorials, tributes and volunteer activity. Create professional letters, requests and statements through mail merges with popular software packages. It helps you organize your donor information, maximize your fundraising efforts and cultivate your relationships with donors, prospects and other constituents.

Fixed Assets
The Fixed Assets Integration package incorporates one of the industry’s leading third-party fixed assets programs. The program integrates with General Ledger and accommodates popular depreciation methods and asset tracking.