One platform for the entire stewardship lifecycle
From the executive dashboard to board reports — and a clearly-marked roadmap for giving and accounting.
Executive Dashboard
Every executive KPI, chart, and insight on one board-ready screen — giving, expenses, surplus, cash, reserves, payroll, and variance.
Ask Tara AI
Plain-English financial answers grounded in your data, with sources shown and honest “data missing” states.
Scenario Lab
Interactive sliders for giving, attendance, payroll, and costs — with live surplus, reserve, and forecast outputs.
Budget vs Actual
Department, program, and fund-level budgets with variance alerts and favorable / unfavorable tracking.
Forecasting
Rolling 12-month, 3-year, and 5-year forecasts with sensitivity analysis baked in.
Board Reports
A section-toggle report builder with approval status, sharing, and a print-optimized cover page.
Tara Vault
A secure document library with tags, AI-ready status, version history, and access control.
Tara Connect
An integration center for accounting, giving, banking, and file sources — with clear connection health.
Tara Giving
Donor flows, recurring gifts, settlement, and tax receipting — designed now, processed by secure providers later.
Tara Accounting
Chart of accounts, funds, journal entries, reconciliation, and two-way QuickBooks / Xero sync.
Benchmarking
Compare reserves, payroll ratio, and giving growth against organizations in your size and revenue band.