Tara Financial
Financial Intelligence for Faithful Stewardship
Plan, forecast, report, and steward with confidence — built for churches, charities, ministries, and faith-based nonprofits.
Built for churches · charities · ministries · Christian schools · mission organizations · faith-aligned nonprofits
Faithful organizations deserve better than guesswork
Most ministries run their finances across disconnected tools that record history but never tell leaders what comes next.
Numbers live in ten places
Giving in the ChMS, expenses in QuickBooks, forecasts in spreadsheets, board packs in slides. No single source of truth.
Reporting eats the month
Treasurers and finance directors lose days rebuilding the same board report every cycle — by hand, under deadline.
Decisions without foresight
“Can we afford this hire?” gets answered on instinct. Reserves, payroll ratios, and runway aren't modelled before the vote.
QuickBooks and spreadsheets were never built for this
They're fine for bookkeeping. They were never designed to steward a mission.
- Bookkeeping tools record the past — they don't forecast reserves, runway, or payroll ratios.
- Spreadsheets break silently, aren't access-controlled, and can't be trusted in a board room.
- Neither speaks the language of stewardship: funds, designations, restricted giving, ministries.
- No role model for senior leaders, board members, trustees, and auditors to share safely.
Tara sits on top of everything
Keep your bookkeeping where it is. Tara becomes the intelligence layer — connecting your accounting, giving, and bank data into one stewardship view for leaders and boards.
The whole picture, the moment you log in
Giving, expenses, surplus, cash, reserves, payroll ratio, and budget variance — every executive KPI on one calm, board-ready screen.
Plain-English answers, grounded in your numbers
Ask “Can we afford another staff member?” or “What happens if giving drops 10%?” Tara answers with its sources shown — and tells you when data is missing rather than guessing.
- Sources used on every answer
- Confidence indicator
- Never fabricates a number
Model the decision before the board votes
Move sliders for giving, attendance, payroll, utilities, and staffing. Watch surplus, reserve ratio, days cash, and a 12 / 24-month forecast update live.
- Baseline & saved scenarios
- 12 and 24-month projections
- Risk level + Tara commentary
Board-ready in minutes, not days
Toggle the sections you need, drop in scenario summaries and AI recommendations, and produce a print-optimized, cover-paged pack your board will actually read.
- Section toggles & preview
- Approval status & sharing
- Print-optimized cover page
Giving and accounting, done the stewardship way
Tara Giving and Tara Accounting are designed and visible in the product today — and clearly marked as future modules. When they go live, donations, settlements, and journal entries will flow into the same stewardship view, with payment data tokenized through secure providers.
Tara Giving
Donor flows, recurring gifts, settlement, refunds, and tax receipting — visualized now, processed by secure providers later.
Tara Accounting
Chart of accounts, funds, journal entries, reconciliation, and two-way QuickBooks / Xero sync, modelled for the future.
Built to be trusted in the board room
Tenant isolation, role-based access, audit logs, and encryption by default. Tara never stores raw card or bank account details — payment data is tokenized through secure providers.
Read our trust commitmentsPlans that grow with your organization
From founding organizations to multi-site enterprises and national charities.