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Digital Steward Module

Financial Management

Automated receipting, cashbook, budgets and bank reconciliation — a treasurer's handover is a login, not a shoebox.

Receipting, the cashbook, budgets and bank reconciliation all live in one running record, so the next treasurer inherits a complete, auditable set of books instead of a shoebox of receipts.
Features & Capabilities

What's Included in Financial Management

Automated Receipting

Every gift gets a receipt automatically — no handwritten receipt book to run out of.

Cashbook

A running cashbook that reconciles itself as entries are made, not once a month.

Budget Management

Set a budget by fund or ministry and see actual spend against it in real time.

Bank Reconciliation

Match bank deposits to recorded offerings without a separate spreadsheet.

Financial Statements

Generate a full financial statement in a few clicks, not a week of collation.

Audit Reports

Give an auditor a complete, exportable trail instead of a box of receipts.

Income and Expenditure Reports

See income and expenditure by fund, by month, without building the report by hand.

See it with your own presbytery's numbers.

Book a 20-minute walkthrough. We'll show you the membership roll, the giving record and a sample presbytery report — using categories from your own presbytery, not a generic demo.

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