Gracely Features
General Ledger (3)
Journal Entries
Increases user efficiency by auto-populating based on previously entered information. Schedules future entries. Allows Journal Entries to be uploaded from an external source.
Tags / Dimensions
Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. These dimensions should be available on any transaction in any module in the system and available to be reported upon.
Audit Trail
Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record
Accounts Receivable (3)
Invoice Customization
The layout of the invoice template is fully customizable and you can add or remove fields.
AR Automation
Automation helps the user be more efficient by populating default customer data, setting up systematic payments from clients and automatically matching customer receipts to outstanding transactions.
Collections Automation
The system automates the dunning process to help drive collections
Accounts Payable (9)
AP Automation
Steamlines data entry by auto populating recurring or predefined vendor values
Payment Processing
Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.
Purchase Orders
Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process
Invoice Processing
Creation, processing, verification, and execution of invoices till the payment is made
Purchase Order Management
Create, send, and track purchase orders and their statuses
ACH Payment Processing
Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)
Electronic Payments
Electronically collect payments for goods or services
Electronic Payments
Electronically collect payments for goods or services
Credit Card Processing
Accept and process credit card transactions
Platform Basics (27)
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Membership Tracking
Tracks the number of committed members to the church and stores family names in church directory.
Donation Management
Tracks the amount of donations submitted to the church each week, as well as record keeping of donors for tax purposes.
Congregation Communication
Maintains a communicaion system within the church so that the minister or church group can communicate with the rest of the community. Specifcally being able to send emails, newsletters, text messages and mail to announce church events, ask for donations and more.
Event Planning
Manages the event planning aspect of church gatherings whether it be a fundraiser, holiday event, festivals, children events and more. Specifically keepign track of event attendance and processing payments for donations, entrance fee, entertainment fees, food and beverages, etc.
Church Accounting
Allows for managing payroll for ministers and church employees, as well as keeping a budget for church maintenance repairs and cleaning.
Volunteer Management
Manage volunteer information and direct volunteer resources
Financial Management
Plan, manage, and track the financial activities of an individual or organization
Asset Tracking
Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle
Expense Tracking
Monitor and record expenses such as purchases or charges incurred
Time & Expense Tracking
Log and record hours worked and costs spent to assist in billing and invoicing
Sales Tax Management
Calculation of consumption tax imposed on the sale of goods/services
Attendance Management
Manage attendance for classes, shifts, meetings, or events
Cash Flow Management
Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period
Receipt Management
Upload, track, and submit receipts in a central database
Purchase Order Management
Create, send, and track purchase orders and their statuses
Membership Management
Database of members to track personal information of individuals and families
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Registration Management
Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.
Contact Management
Manage, organize, and store contact information
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Worship Planning
Coordinate and schedule the flow of services, plan musical selections, and assign team members
Attendance Tracking
Track the attendance of specific individuals or groups
Visitor Tracking
Track visitors and purpose of visits
Forms Management
Store, manage and track all forms in a centralized location
Website Management
Built-in website builder or integration with third-party site
Small Group Management
Organize members and schedule recurring small group meetings
Platform Additional Functionality (6)
People Management Specific Tools
This is a tool that enables users to specifically manage people who belong to a church. This can include keeping a directory of parishoners, managing communication with congregation, tracking attendance, creating family groups to learn peoples names and more.
Event Management Specific Tools
This is a tool that enables users to specifically manage the community events aspects of a church. This includes the management of media, booking a location, set up and clean up coordination, entertainment booking and more.
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Cash Management
Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances
Pledge Management
Track commitments to donate in the future
Email Management
Manage, store and organize emails within the system or via third-party apps
Agentic AI - Church Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Accounting Integration
Integrate with a third-party accounting system
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Additional Functionality (96)
Real-Time Data
Receive data and information in real time
Purchasing & Receiving
Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity
Budgeting/Forecasting
Create budgets based on historical data and future projections
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Receipt Management
Upload, track, and submit receipts in a central database
Financial Reporting
Generate reports to assess the financial performance of an organization
Partnership Accounting
General Ledger
Centralized accounting record which tracks all financial transactions
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Recurring Giving
Manage and track recurring gifts
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Customizable Reports
Alter the layout and content of reports
Donation Tracking
Track and view detailed financial donation history made by contacts and members
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Expense Tracking
Monitor and record expenses such as purchases or charges incurred
Accounts Receivable
Track outstanding invoices and the money owed from clients
Check Printing
Print paychecks issued to confirm payment of wages or salary
Inventory Tracking
Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
Cash Management
Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances
Chart of Accounts
A financial statement that lists a company's accounts and details the account type and balance
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Financial Analysis
Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk
Revenue Recognition
An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it.
API
Application programming interface that allows for integration with other systems/databases
Real-Time Reporting
Active reporting of data and metrics
Bank Reconciliation
Compare and match accounting/financial records with corresponding bank statements
Fund Management
Manage allocation and performance of financial assets
Multi-Currency
Manage and handle various international currencies
Grant Management
Monitor application statuses, proposals and award funds
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Financial Management
Plan, manage, and track the financial activities of an individual or organization
Accounts Payable
Track money owed to a company's creditors/suppliers
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Fixed Asset Management
Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Donor Management
Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach
Income & Balance Sheet
A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time
Mobile Access
Access software remotely via mobile devices
Tax Management
Implementation of various strategies to manage tax obligations via planning and maintaining compliance
Activity Tracking
Track and document all activities across devices, networks, and other systems
Workflow Management
Create, design and manage workflows for repetitive tasks
Fund Accounting
Manage revenue acquired through grants, donations, and other sources (accountability vs. profitability)
Profit/Loss Statement
A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time
Time & Expense Tracking
Log and record hours worked and costs spent to assist in billing and invoicing
Recurring/Subscription Billing
Automated process of charging customers at regular intervals for repeated access or use of a product or service
Project Accounting
Manage and track financials on a project-to-project basis
Sales Tax Management
Calculation of consumption tax imposed on the sale of goods/services
Contact Management
Manage, organize, and store contact information
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
For Nonprofits
Software specialized for non-profit organizations
Accounting Integration
Integrate with a third-party accounting system
Event Scheduling
Plan an event's time and location
Multi-Currency
Manage and handle various international currencies
Real-Time Data
Receive data and information in real time
Customizable Branding
Add customized logos and colors to align with company branding
Data Import/Export
Import and export data to and from software applications
Mobile Access
Access software remotely via mobile devices
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Recurring/Subscription Billing
Automated process of charging customers at regular intervals for repeated access or use of a product or service
Bank Reconciliation
Compare and match accounting/financial records with corresponding bank statements
Financial Reporting
Generate reports to assess the financial performance of an organization
Real-Time Reporting
Active reporting of data and metrics
Transaction History
Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
For Religious Organizations
Primarily serving churches and religious organizations
Financial Analysis
Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk
Budgeting/Forecasting
Create budgets based on historical data and future projections
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Accounts Receivable
Track outstanding invoices and the money owed from clients
Credit Card Processing
Accept and process credit card transactions
Invoice Processing
Creation, processing, verification, and execution of invoices till the payment is made
Electronic Payments
Electronically collect payments for goods or services
ACH Payment Processing
Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)
Customizable Reports
Alter the layout and content of reports
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Accounts Payable
Track money owed to a company's creditors/suppliers
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
General Ledger
Centralized accounting record which tracks all financial transactions
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
API
Application programming interface that allows for integration with other systems/databases
Check Printing
Print paychecks issued to confirm payment of wages or salary
Multi-Location
Manage and support multiple locations
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Member Portal
Online gateway through which members can access/update personal information
Child Check-in
Secure process of tracking children during activities
Online Giving
Outlet for members and visitors to submit donations electronically
Member Directory
Comprehensive list that contains information and details of all the members associated with a particular organization or group
SMS Messaging
Send messages via SMS
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Online Calendar
Online calendar of upcoming events/activities viewable to members and visitors
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
