EXCLUSIVE KINETICBOOKS ADD-ON

Stop building
board reports

from scratch.

2

One-page board
snapshots, delivered
every month.

0

Hours spent scrambling before board meetings.
Snap!

FundFlow Snapshot is the monthly reporting add-on that plugs directly into your KineticBooks bookkeeping — so your non-profit’s financial story is always current, always organized, and always ready when your board walks into the room.

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    Program Spending + Funding  Usage
    Two lenses. Same data. Complete                                  board picture — automatically.
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      Built for Canadian non-profits —                      registered charities, BC societies,                                 NPOs, across Canada.

     
HOW REPORTING CHANGES

From monthly scramble
to monthly confidence

FundFlow Snapshot doesn’t just improve your reports — it changes the rhythm of your whole month. Here’s what shifts when it’s part of your bookkeeping workflow.

What’s inside FundFlow Snapshot

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Program Spending Snapshot

One clean page showing income and expenses grouped by program — so your board immediately understands where money is going.

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Funding Usage Snapshot

A second one-page view re-grouped by funding source — tracking restricted and unrestricted funders separately, all year long.

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Built into your Monthly Workflow

No bolt-on. No extra step. Produced as part of your existing KineticBooks monthly bookkeeping — reports arrive automatically.

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Budget vs. actuals (optional)

Add your annual budget into the bookkeeping and every snapshot includes variance columns — track progress against plan month by month.

SEE IT IN ACTION

The anatomy of FundFlow Snapshot

Same bookkeeping data. Two different lenses. Designed so your board can ask the right questions — not try to decode a wall of numbers.

FundFlow Snapshot Portrait


Income & Expenses grouped by Program Here

Your board sees exactly how each program is performing — income, expenses, and variances — on a single clean page. No digging. No decoding.



Line-by-line actuals and variances

Every account shows actuals for each program with a variance column — so directors can immediately spot what’s on track and what needs attention.

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Program by Funder — the second snapshot

The same data, re-grouped by funding source. Tracks restricted and unrestricted funders separately so your organization stays compliant and audit-ready all year.

“I was spending an entire weekend before every board meeting pulling numbers together. Now the reports just show up — clean, organized, and exactly what our board needs.” – Maya Tremblay

“We manage four programs & three different funders, so our finances used to look like a puzzle. FundFlow Snapshot untangles all of it into two simple pages.” – David Okafor

MONTHLY ADD-ON

Quoted to fit
your organization

Pricing is based on your monthly transaction volume and the number of programs and funders we’re tracking. Added to your existing monthly bookkeeping fee — no surprise invoices, ever.

Program Spending Snapshot (1 page/month)

Funding Usage Snapshot (1 page/month)

Delivered automatically every month
Restricted & unrestricted fund tracking
Optional budget vs. actuals view
Flat monthly rate — no billable-hour surprises

Bring what you’ve got — number of programs, funders, and rough monthly transaction volume. We’ll confirm fit and pricing on the call.

IS THIS YOU?

FundFlow Snapshot is built for Canadian non-profits with…



Multiple programs

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CDN charities & NPOs



Wellness NPOs

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Multiple funders/grants

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Community orgs

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Social Services orgs

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CRA T3010 obligations



Arts & Culture groups



Financial Tracking

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Rainbow Maple Leaf

Leading loud. Serving change.

KineticBooks is rainbow-inclusive and passionately committed to supporting the vibrant work non-profits do in building more inclusive, accessible communities. When your finances sparkle, your mission shines even brighter in the diverse communities you serve. Your books should be as fabulous as the work you do. ✨

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Ready for calmer board meetings?
Let’s talk. ✦

An honest conversation about your organization’s needs and whether FundFlow Snapshot is the right fit. No pressure, no jargon — just clarity.

604-245-0418

Vancouver, BC

Link to our Non-Profit Page