Receipts and invoices come in through one form. The right people approve. Your bookkeeper gets a clean list to pay, and the board sees where the budget stands.
Board members sign in with an emailed code and see budget, year to date and this month by category. They can open a category to see the accounts behind it and send a question to the treasurer.

Only approved requests appear. Each one shows who approved it, the category and the documents. The bookkeeper records the check number and the request closes.

Clean Sheet reads QuickBooks to build the budget view. It does not write to your books or move money. You sign in to QuickBooks on your own iPhone, and that sign-in stays on the phone.

Clean Sheet is in early access. Tell us about your association and we will be in touch.
Ask for early access