01
Check against the evidence
Keep original documents beside draft entries so your treasurer can check the amount, account and fund before approval.
Charitas Accounting
Keep the books straight.
Turn statements and receipts into cashbook drafts for your treasurer to check. Keep bank and cash accounts, separate funds and original evidence beside each entry, so approval can be checked against its source. It covers cashbook records in pounds, not statutory accounts or filing.
Accounting is in development, with real-charity qualification still to complete.
Check against the evidenceFictional example
Original evidence
10 OCTOBER 2026Lunch supplies
£85.00lunch-supplies.jpgStart with a documentTo check
Lunch supplies
-£85.00FundCommunity lunch
Check and approve
TreasurerChecks entries and approves the record.
Open the cashbook
Follow a fictional community cashbook for October 2026. Filter entries, inspect evidence and download approved records.
Sunrise community cashbook
Accounting · October 2026
Approved balance£2,390.00 Human-approved records
- Approved
- 4
- To check
- 1
| Transaction | Fund | Amount |
|---|---|---|
| General fund | +£450.00 | |
| Community lunch | +£300.00 | |
| Community lunch | -£120.00 | |
| Community lunch | -£85.00 | |
| General fund | -£40.00 |
Original evidenceApproved
hall-hire-receipt.pdf
Hall hire
-£120.00Community hall booking for the October lunch: £120.00.
- Fund
- Community lunch
- Category
- Venue
- Original evidence
- hall-hire-receipt.pdf
Human-approved records
02
Respect each fund
Record general, restricted and designated funds, including donor conditions.
03
Share checked records
Export approved entries as CSV or prepare a private examiner export.
How it works
From document to record
Each entry passes through human review before approval.
- 01
Start with a document
Upload a supported PDF, image or CSV to prepare cashbook drafts from readable transactions, with originals retained. PDF and image extraction needs a configured AI model; a failed scan is not a prepared entry.
- 02
Check and approve
The treasurer checks the amount, account, fund and evidence. Approved rows cannot be edited.
- 03
Reconcile independently
An independent reviewer records a reconciliation review. Approved entries can be exported before that review is complete.
People stay in charge
Give each person a part
Preparing records, approving them and independently reviewing reconciliation are separate responsibilities.
01
Uploader
Uploads documents and sees their own receipts. They cannot create entries from statements.
02
Treasurer
Checks entries and approves the record.
03
Reviewer
Independently reviews the reconciliation.
Questions, answered.
Find your next step and explore your setup.
Before you start
A PLACE TO START
Start with the records you need.
Record your setup preferences. Accounting is in development and availability must be confirmed.
Start here