Industry playbookTERP Accounting for NGO
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NGO with TERP Accounting

Industry Solutions

TERP Accounting for NGO

Improve controls, approvals, and reporting so ngo teams can close faster.

Key metrics

Budget complianceDonor reporting speedAudit readinessProcurement transparencyClose time
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Overview

What TERP Accounting helps you achieve

Improve reconciliations, approvals, and financial reporting so ngo teams can move faster with better controls.

01

Program/cost center reporting for accountability.

Improves financial controls with approval routing, reconciliations, and drill-down reporting.

02

Budgets and approvals for governance.

Improves financial controls with approval routing, reconciliations, and drill-down reporting.

03

Audit-ready exports and financial statements.

Improves financial controls with approval routing, reconciliations, and drill-down reporting.

04

Cashflow visibility for leadership teams.

Improves financial controls with approval routing, reconciliations, and drill-down reporting.

Integrations

Bank exportsEmail/SMS notifications

Challenges

Common pain points we solve

Most ngo teams struggle with visibility, controls, and reporting. Tessera brings those workflows together.

01

Donor fund reporting requires program-level financial visibility that manual records cannot provide.

TERP Accounting tackles this with approval routing, reconciliation workflows, and cashflow visibility.

02

Multi-program budget tracking makes it hard to see fund utilization in real time.

TERP Accounting tackles this with approval routing, reconciliation workflows, and cashflow visibility.

03

Procurement transparency is required by funders but hard to document consistently.

TERP Accounting tackles this with approval routing, reconciliation workflows, and cashflow visibility.

04

Audit requirements from boards and donors demand readily available approvals history.

TERP Accounting tackles this with approval routing, reconciliation workflows, and cashflow visibility.

05

Cashflow is unclear when funds arrive and are spent across multiple programs.

TERP Accounting tackles this with approval routing, reconciliation workflows, and cashflow visibility.

Workflows

Key workflows for NGO

These are the most common workflows ngo organizations implement first for fast ROI.

Talk to an expert

Program-level P&L reporting

Designed for faster close with approval routing, drill-down visibility, and exportable outputs.

Donor fund tracking

Designed for faster close with approval routing, drill-down visibility, and exportable outputs.

Budget controls and approvals

Designed for faster close with approval routing, drill-down visibility, and exportable outputs.

Procurement governance

Designed for faster close with approval routing, drill-down visibility, and exportable outputs.

Audit-ready exports

Designed for faster close with approval routing, drill-down visibility, and exportable outputs.

Cashflow dashboards

Designed for faster close with approval routing, drill-down visibility, and exportable outputs.

Common use cases

Budget vs actual reporting by program/project.
Spend approvals and audit trail controls.
Financial statement reporting with drill-down.
Cashflow tracking and outstanding reporting.
Audit-ready reporting for funders and boards.

Capabilities

What you get with TERP Accounting

A practical feature set designed for ngo teams, with controls and reporting built in.

01

Multi-company + multi-currency

Handle multiple entities, currencies, and reporting structures with clear controls.

02

Chart of accounts + cost centers

User-defined COA with cost/profit centers for departmental accountability.

03

AP/AR + ageing controls

Supplier/customer management, ageing, credit limits, and outstanding visibility.

04

Budgets + approvals

Spending controls with approval routing to reduce leakage and improve governance.

05

Bank reconciliation + exports

Reconcile faster and export/import transactions for integrations where needed.

06

VAT/statutory reporting

Generate VAT/statutory outputs and audit-ready reports with drill-down clarity.

07

Report builder

Design reports with filters, pivots, and role-based visibility for secure sharing.

08

Operational integrations

Connect inventory, purchasing, and POS so finance stays aligned with operations.

Reporting

Dashboards and insights

Get visibility that helps teams act faster: drill-down reporting, analysis views, and exportable outputs.

See it in a demo

Common dashboards & reports

Trial balance, P&L, balance sheet (with drill-down)
AP/AR ageing and outstanding analysis
Cost center P&L and profitability views
Budget vs actual and variance reports
Bank reconciliation outputs and exports
VAT/statutory and compliance reports

Built for teams

Secure reporting and controlled exports

Share the right view with the right people using role-based access. Export and schedule reports for finance, operations, and leadership.

Role-based visibilityDrill-down viewsExports (PDF/Excel)Scheduled sharing

Workflow example

See how the work moves through Tessera

A practical example of how ngo teams can connect requests, approvals, operations, and reporting.

01

Request

Teams submit a structured operational request with the information needed for review.

02

Approve and process

Role-based controls route the transaction to the right people and retain its approval history.

03

Report

Operations and finance see the completed transaction in shared dashboards and exports.

Map your workflow with our team

FAQ

Questions we hear from NGO teams

If you want, we can walk through your exact workflows in a short demo.

Yes. Program-level cost centers with donor-ready reports can be configured.

Approval logs, transaction history, and structured exports support audit requirements.

Yes. Approval routing and procurement governance workflows enforce transparency.

Get started

Get a ngo demo

We will map your workflows, recommend a rollout plan, and show the dashboards your team will use day-to-day.

In the demo

  • Reconciliation workflows and AP/AR controls
  • Budget approvals and financial dashboards
  • Implementation timeline + support plan
  • Module recommendations for your team