CharityFinancials
CharityFinancials is web-based accounting software for UK charities, CIOs, churches and faith organisations.
What CharityFinancials is
CharityFinancials is web-based accounting software for UK charities, CIOs, churches and faith organisations. It tracks restricted, unrestricted, designated and endowment funds with live balances and an audit trail. Users can tag transactions to projects, set budgets and review project income, spending and remaining funds. Reports include SOFA, Income & Expenditure, Balance Sheet, Trial Balance, donor reports, and fund and project reports. The statutory accounts module covers the Trustees' Annual Report, examiner or auditor reports, primary statements and SORP notes. The product says it supports iXBRL tagging with the FRC 2025 taxonomy for Companies House and HMRC filing. Bank statements can be imported from CSV or Excel, but the small-charity page says there is no direct bank-feed licence. Reports export to PDF and Excel, while management accounts can be exported to MS Word. The maker describes MTD VAT submission to HMRC, though its software recognition listing for MTD VAT is pending and alternative filing routes may be used meanwhile. Standard costs £25 a month, billed £25 + VAT / month.
Good
- Tracks four fund types with live balances and an audit trail.
- Includes charity-specific and statutory accounts reports.
- Project reports show income, expenditure and remaining funds.
- Exports reports to PDF and Excel.
Watch out
- No direct bank-feed licence is listed.
- MTD VAT software recognition is currently pending.
- Standard costs £25 a month, plus VAT.
Who it suits
It is aimed at UK charities and their accountants, including small charities and volunteer treasurers. Its fund and project tools may suit organisations that need to report on restricted funds and project budgets.
Verdict
CharityFinancials combines charity fund accounting, project costing and statutory reporting in a web product. Check the VAT recognition status and bank import approach against your organisation’s needs.
Plans and prices
From CharityFinancials's own pricing page, checked 9 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Standard | £25 a month | Multi-fund accounting · budgets and budget-vs-actual reports · SORP-aligned reports · MTD VAT · CSV/Excel bank statement import · £25 + VAT / month |
The facts
Each one read from CharityFinancials's own pages, with the date it was checked.
What it does
- Bank imports
- Bank statements can be imported from CSV or Excel; the small-charity page says there is no direct bank-feed licence.checked 9 Oct 2026
- Charity reports
- The software includes SOFA, Income & Expenditure, Balance Sheet, Trial Balance, donor reports, and fund and project reports.checked 9 Oct 2026
- Exports
- Reports can be exported to PDF and Excel, and management accounts can be exported to MS Word.checked 9 Oct 2026
- Fund accounting
- It tracks restricted, unrestricted, designated and endowment funds with live balances and an audit trail.checked 9 Oct 2026
- Integrations
- The maker describes MTD VAT submission to HMRC and CSV or Excel bank statement imports; it does not name other integrations on these pages.checked 9 Oct 2026
- Intended users
- The product is aimed at UK charities and their accountants, including small charities and volunteer treasurers.checked 9 Oct 2026
- iXBRL
- The product says it supports iXBRL tagging using the FRC 2025 taxonomy for Companies House and HMRC filing.checked 9 Oct 2026
- Purpose
- CharityFinancials is accounting software built for UK charities, CIOs, churches and faith organisations.checked 9 Oct 2026
- Security
- The homepage describes the product as an all-in-one secure platform designed for UK charities and their accountants.checked 9 Oct 2026
- Statutory accounts
- Its statutory accounts module covers the Trustees' Annual Report, independent examiner or auditor report, primary statements and SORP notes.checked 9 Oct 2026
- Support
- The software is developed and supported by NfP Accountants Ltd, a UK practice that works exclusively with charities and not-for-profits.checked 9 Oct 2026
- VAT status
- The features page says the HMRC software recognition listing for MTD VAT is currently pending and alternative filing routes may be used meanwhile.checked 9 Oct 2026
Money
- Project costing
- Users can tag transactions to projects, set project budgets and report project income, expenditure and remaining funds.checked 9 Oct 2026
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