Clarity by Telofin™

Your board report.
Ready in one click.

Clarity tracks your grants, expenses, and budget — then turns everything into board-ready reports, P&L, and grant summaries in one click. No spreadsheets. No QuickBooks.

Grant tracking, fund allocation, donor management, Form 990 prep, and board-ready reports — built the way nonprofits actually think.

Start free — no account needed → See if it's for you
Free while we grow. No credit card. Your data is yours.
Clarity by Telofin — Grant tracking dashboard showing awarded, spent, and remaining amounts
No account needed to start
Works on any device
Your data is always yours
Built by a bookkeeper, not a startup
D
"I start with the reports people actually need to see — board reports, grant summaries, budget vs actual — and build everything backwards from there. The output is always the point."
Danielle · Founder, Telofin™ · Governmental finance, nonprofits, corporate bookkeeping

Who it's built for

Six types of people who are currently doing this in a spreadsheet and shouldn't be.

Managing three grants in a spreadsheet? Nonprofit directors & staff

Grant tracking, restricted fund management, donor records, and board-ready financials — without hiring a full-time bookkeeper.

Not sure where the money actually went? Small business owners

Cash flow, P&L, and budget vs actual in plain language — without learning accounting from scratch or paying QuickBooks prices.

Juggling clients across too many tools? Bookkeepers & accountants

Manage nonprofits and businesses side by side in one workspace. Built by someone who has been exactly where you are.

Rebuilding the same spreadsheet every engagement? Nonprofit consultants

Deliver grant-ready financials without starting from scratch for every client. The structure is already there.

Volunteer-run with no budget for software? PTAs & community orgs

Simple, honest budgeting for organizations where everyone wears ten hats and nobody has time to learn complex software.

Budgeting on gut feeling? Individuals & households

Track income, expenses, and savings goals with a plan that actually holds — not a resolution that dies in February.

Start now — no account needed →

What makes it different

Not a stripped-down version of something else. Built from scratch for the work.

Grant management

Built for nonprofits — not bolted on

Every grant tracked separately: funder, restrictions, deadlines, expenses. Rolls into your org-wide picture automatically.

Budget vs actual

See where your plan met reality

Set your budget once. Transactions flow in. Color-coded variance by category, by grant, by fund. No manual work.

Board-ready reports

One click. PDF out the door.

P&L, balance sheet, executive summary, grant reports — all export-ready. No formatting. No cleanup. Hand it over.

Double-entry ledger

Real accounting under the hood

Chart of accounts, general ledger, trial balance, reconciliation, journal entries — without the learning curve.

Document vault

Receipts, invoices, records — attached

Attach documents to any transaction. Receipts tied to expenses. Invoices tied to bills. Everything in one place.

Works everywhere

Your data follows you

Sign in once. Everything syncs across phone, tablet, and desktop — automatically. No export, no import, no drama.

Three modes. One tool.

Pick the one that fits your work. Switch clients anytime.

N

Nonprofit

Everything a nonprofit needs — without anything it doesn't.

  • Grant tracking & fund allocation
  • Restricted & unrestricted funds
  • Donor management & acknowledgments
  • Budget vs actual by fund
  • Form 990 prep support
  • Board packet export (one PDF)
  • Reimbursement tracking
  • Compliance banners & audit flags
B

Small Business

Know where you stand — at a glance, every day.

  • Revenue streams & cash flow
  • A/R, invoicing & collections
  • Operating costs & budget variance
  • P&L & balance sheet
  • Sales tax tracking
  • 1099 contractor management
  • Bill tracking & accounts payable
  • Bank reconciliation
P

Personal

For the household budget that actually needs to work.

  • Income tracking
  • Household expense categories
  • Savings goals
  • Budget planning
  • Action items & reminders
  • Financial notes & journal

The story behind it

After more than a decade working across governmental finance, nonprofits, and corporate bookkeeping, I kept running into the same problem. The tools didn't fit the work.

Enterprise software was too complex and too expensive for the organizations that needed it most. Spreadsheets were flexible but exhausting. Nothing spoke the language of a nonprofit director managing three grants, a small business owner trying to understand cash flow, or a bookkeeper juggling a dozen clients at once.

So I built Clarity by Telofin™ — armed with an MBA and years of hands-on experience across every corner of financial work. It's what I always wished existed: bookkeeping software that meets people where they are, without the complexity or the price tag.

The work matters. The people doing it matter too.

Danielle

Your board report.
Ready in one click.

Start right now — no account needed. No credit card. Your data is always yours.

Start free →
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Questions? hello@telofin.com