Charity OneSys is a multi-tenant SaaS platform purpose-built for Canadian denominational bodies — church associations, conventions, and not-for-profit corporations that oversee hundreds of member churches and thousands of people. It replaces scattered spreadsheets and disconnected tools with a single, audit-ready system of record.
From contribution tracking and loan amortization to ordination licensing and GIC certificates, every core function of a Canadian denominational organization is covered in one place, accessible from anywhere, with full role-based security and a complete audit trail.
Organization Management
Manage hundreds of churches, associations, and ministry organizations from a single unified directory with full contact and status tracking.
People & HR
Track clergy, staff, and members with role-based profiles, ordination history, and position assignments across every organization.
Contributions & Donations
Record individual and batch donations, import from CSV, generate fund breakdowns, and produce print-ready contribution reports.
Loans & Mortgages
Full amortization schedules, payment tracking, prepayment handling, and real-time portfolio health dashboards for your entire loan book.
GIC Certificates
Issue, renew, and redeem investment certificates with automatic interest calculations and maturity tracking across all investors.
Benefits Administration
Monitor group benefit enrollment status across all member churches, flag pending actions, and keep compliance dashboards current.
Ordination & Licensing
Track ministerial license and ordination applications through every stage — from submission to approval — with full credential history.
Grants Management
Track funding received from governments and foundations, as well as grants your organization distributes to member churches and partner ministries.
Reports & Analytics
Live dashboards with contribution trends, loan portfolio health, certificate maturities, and Income & Expense reports with QuickBooks Online sync.
Online Forms
Build and publish public-facing forms for event registration, prayer requests, expense reimbursements, mileage reports, and giving — with optional payment integration.
Notes & Communications
Log interactions, flag urgent items, mark confidential notes, and maintain a complete communication history for every person and organization.
Role-Based Security
Granular user roles — Admin, Finance, HR, Ordination, and Viewer — ensure every team member sees only what they need, with a full audit trail.
Charity OneSys is built with Canadian not-for-profit compliance requirements in mind. Every action in the system is logged in a tamper-evident audit trail. Role-based access control ensures sensitive financial and personal data is accessible only to authorized users. Multi-factor authentication (MFA) is available for administrator accounts.