Budget & Track

Do you need a financial report at your next chapter or board meeting? OmegaFi’s integrated financial management platform make it easy to plan and then obtain the information you need – when you need it.

Working with OmegaFi your productivity goes up because the time spent compiling financial data goes down. In addition, working with OmegaFi results in higher member and board engagement, lower servicing and delivery costs, greater transparency, consistency from year to year and more insight into organization finances.


Chapters & Chapter Officers

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Chapters using the OmegaFi budgeting tools last year

Use Vault to:

Set officer and chapter-wide budgets

Compare budget to actual results

Establish your own customized chart of accounts or use the one we recommend

Easily report your financial activity to the entire chapter


Quickly pull the financial data you need to file your IRS form 990

Alumni/ae Associations & House Corporations

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You typically need to track donor commitments over a five-year pledge period

Use Embark Fulfillment to:

Track alumni/ae gifts, pledges and planned gifts

Maintain customized donor pledge fulfillment schedules for all contributors

Project cash flow based on donor pledges

Inter/National Headquarters

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Headquarters save ten staff hours per week using Compass Billing

Use Compass Billing to:

Track all assessments to and payments from your chapters

Transparently report all chapter financial activity online to authorized chapter officers and advisors in real-time

Use Compass to:

Collect financial reports from your chapters (budgets, monthly financial activity, a copy of the IRS Form 990, etc.)

Track event registration payment information

Foundations

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Seconds it takes (approx.) to generate your pledge forecasting report in Compass.

Use Embark Fulfillment and Compass to:

Track alumni/ae gifts, pledges and planned gifts

Maintain customized donor pledge fulfillment schedules for all contributors

Project cash flow based on donor pledge

Reduce staff time required to compile reports

INTERESTED? LEARN MORE.

 
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Get in contact with us today! 800-276-6342