The Complete Nonprofit Financial Platform
Every capability your organization needs to run its finances with precision, compliance, and confidence — all in one deeply integrated system designed specifically for nonprofits and fiscal sponsors.
Automated Accounting
Mazlo's fund accounting engine was built from the ground up for organizations managing multiple concurrent projects, programs, or fiscally-sponsored initiatives. Each project maintains its own complete financial ledger while rolling up into a consolidated organizational view that gives leadership the full picture at any time.
The platform is built to GAAP standards (FASB ASC 958), with a multi-project chart of accounts that automatically separates restricted and unrestricted funds, tracks grant balances in real time, and generates financial statements that are audit-ready from day one. Manual data entry and month-end reconciliation headaches are eliminated by design.
- FASB ASC 958 compliant fund accounting with GAAP-standard statements
- Multi-project chart of accounts with per-project customization
- Real-time ledger updates as transactions clear
- Restricted and unrestricted fund tracking with balance monitoring
- Multi-entity and subsidiary consolidation
- Inter-project allocation and overhead cost-sharing
- Real-time budget vs. actuals reporting at every level
- Automated journal entries for recurring transactions
Banking Integration
Manual bank reconciliation is one of the most time-consuming tasks in nonprofit finance. Mazlo eliminates it through direct bank connections via secure API that pull transactions in real time and apply your categorization rules automatically using intelligent pattern recognition.
Our matching engine handles over 95 percent of transactions without human intervention, flagging only the genuine exceptions that require a human decision. Transaction categorization, project coding, and fund allocation happen automatically as transactions clear — giving your team a continuously accurate financial picture rather than a month-end snapshot.
- Direct bank feed integrations via secure, encrypted APIs
- Automatic transaction categorization and fund coding
- Machine learning matching for recurring transactions
- Exception queue for items requiring human review
- Real-time cash position across all connected accounts
- Sub-account structures aligned with your fund architecture
- On-demand reconciliation reports with full audit trail
- Multi-currency support for international operations
Compliance & Reporting
Nonprofit compliance requirements are uniquely demanding. Between Form 990 schedules, grant-specific reporting packages, board financial presentations, and audit preparation, finance teams spend a disproportionate share of their time producing reports rather than analyzing them.
Mazlo generates every required output automatically from your live accounting data. Form 990 preparation data is available on demand throughout the year — not just at year-end. Grant reporting is formatted to each grantor's specifications. Audit trails are maintained automatically with complete documentation at every step.
- 990 preparation data with supporting schedules (A, B, D, F, H)
- Grant-specific financial reports and reimbursement requests
- Board and executive financial packages with one-click generation
- Audit preparation packages with complete documentation
- Functional expense allocation reporting
- State charitable registration financial filings
- Programmatic impact and spending summaries
- Automated immutable audit trail for every transaction
Donation Management
Every gift — whether a recurring monthly donation, a major gift pledge, an in-kind contribution, or a complex restricted grant — flows through Mazlo's donation management module and posts automatically to the correct fund in your accounting system without manual entry.
Donors receive timely, IRS-compliant acknowledgment letters automatically upon gift receipt. Pledge installments are tracked and reconciled against receivables. Fund allocations are enforced from the moment a gift is recorded, giving your team confidence that every restricted dollar is deployed according to donor intent.
- Online donation processing with direct accounting integration
- Pledge management with automated installment tracking
- Restricted gift tracking with fund balance monitoring and alerts
- IRS-compliant acknowledgment letter generation and delivery
- In-kind and non-cash gift recording and valuation support
- Planned giving and endowment tracking
- Campaign and appeal performance reporting
- Donor acknowledgment history with full audit trail
Spending Controls
Mazlo's spend management module gives finance leaders complete control over organizational expenditures without creating unnecessary friction for staff doing legitimate work. Configurable approval workflows route purchase requests to the right approver at the right threshold, automatically.
Every transaction posts directly to the correct project budget in real time. Budget limits are enforced at the card and project level. Expense policies are applied automatically — preventing non-compliant spending before it happens rather than detecting it after. The result is a permanent condition of financial control, not a month-end exercise.
- Configurable approval workflows by amount, category, and project
- Per-project and per-card budget limits enforced automatically
- Expense policies with merchant category controls
- Virtual and physical debit cards for staff and vendors
- Mobile receipt capture via iOS and Android apps
- Real-time transaction notifications and policy violation alerts
- Project and grant code assignment at point of purchase
- Expense reimbursement processing with direct deposit
Real-Time Dashboards
Financial data is only valuable when the right people can access it in the right format at the right moment. Mazlo's dashboard layer presents your live financial data through role-specific views designed around how each stakeholder actually uses financial information in their day-to-day work.
Executive directors see live financial health and organizational runway. Program managers see project burn rates and budget utilization. Boards see governance-ready financial summaries. Donor retention metrics and fundraising performance are surfaced automatically alongside operational financials, giving leadership a complete picture without manual report assembly.
- Role-based views: Executive, Finance, Program, Board
- Live financial health and organizational runway analysis
- Project burn rates with budget utilization indicators
- Donor retention metrics and fundraising performance
- Grant portfolio health and deadline monitoring
- Cross-project comparative analytics
- Export to PDF, Excel, and Google Sheets
- Automated scheduled delivery to stakeholders
Connects With Your Existing Tools
Mazlo integrates natively with the platforms your organization already uses — eliminating duplicate data entry and ensuring your financial records stay accurate across every system.
QuickBooks
Two-way sync with QuickBooks Online for organizations transitioning to Mazlo or maintaining parallel records. Chart of accounts, transactions, and reports stay aligned automatically.
Stripe
Native Stripe integration for online donation processing. Gifts flow directly from your Stripe account into the correct fund in Mazlo, with acknowledgments triggered automatically upon receipt.
PayPal
Automatic import and categorization of PayPal transactions, including donations, vendor payments, and refunds. Full reconciliation against your PayPal balance with no manual exports required.
Salesforce
Bi-directional sync with Salesforce Nonprofit Success Pack (NPSP). Donor records, gift data, and campaign results stay aligned between your CRM and your financial system without manual reconciliation.
Additional integrations available via Mazlo's open API and webhook framework — including Bloomerang, DonorPerfect, Blackbaud, and more. Talk to our team about your specific stack.
Enterprise-Grade Security, Built for Nonprofits
Your financial data is among the most sensitive information your organization manages. Mazlo protects it with the same security infrastructure used by leading financial institutions.
SOC 2 Type II Certified
Mazlo maintains an active SOC 2 Type II certification, independently audited and verified annually. This certification covers security, availability, processing integrity, confidentiality, and privacy controls across all systems handling your financial data. Audit reports are available to enterprise customers on request.
Bank-Grade Encryption
All data is encrypted with 256-bit AES at rest and TLS 1.3 in transit. Bank connections are established via OAuth 2.0 with read-only access tokens — Mazlo never stores your banking credentials. All API communications are encrypted and authenticated with signed certificates verified on every request.
Role-Based Access Controls
Granular role-based permissions let you control exactly what each team member can see and do. Assign roles by organization level, project, and function — from read-only board observers to full administrative control. All access is logged with immutable audit trails and multi-factor authentication is enforced for all users by default.
99.9% Uptime SLA
Mazlo runs on redundant cloud infrastructure with active failover, real-time monitoring, and automated incident response. We commit to a 99.9% uptime SLA with financial remedies for any breach. Status and maintenance windows are communicated proactively to all customers.
Continuous Data Backups
Your financial data is backed up continuously with point-in-time recovery capability. Backups are encrypted, geographically distributed, and tested quarterly. In the event of any incident, your data can be restored to any point within the previous 90 days.
Privacy & Data Ownership
Your data is yours. Mazlo does not sell, share, or use your financial data for any purpose beyond providing the Mazlo service. You retain full ownership and can export your complete dataset at any time in standard formats. Full GDPR and CCPA compliance maintained.
See Every Feature Working with Your Data
The best way to understand Mazlo is to see it working with data that looks like yours. Our team will walk through every feature relevant to your organization in a personalized demo session tailored to your sector and complexity.
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