We're Focused on You!

Our job is to make yours a breeze. With our many years of experience as volunteers and supporting non-profits we are uniquely positioned to offer you the services you need to be successful.

Try It for Free!

We know you'll love Treasurer's Briefcase, but want to make this as easy as possible for you to get started today. Try Treasurer's Briefcase now for Free and start showing your board the benefits of using our cloud based solution for tracking your organizations's finances.

Information Center with Forms, Help, and More!

Our Resource Sections provides a wealth of information that will help you manage your organization. We've documented non-profit best practices and assembled other helpful advice. Standard subscription members also have access to our expert staff via phone support. Budget and Standard members can use the Contact page to send us a note or ask us a question.

How Treasurer’s briefcase Works

Tour video
Enter checks, deposits and other transactions. You can split checks and deposits into multiple categories. Print checks and use our approval workflow to allow your board to authorize payment.
image slide
Store all your important document securely in the cloud. Upload or email your documents to your own private storage locker in the cloud!
image slide
All the reports you need to keep your board and stakeholders informed about the financial state of your organization. You can produce all of the reports in either PDF or Excel format.
image slide
Manage all your members, contacts and vendors using our convenient and easy to use contact management feature.
image slide
Trudy's BudgetMaker is the easiest way to create your yearly budget. You last year's data as a starting point and then create your budget variance reports to show how you are tracking toward your goals.
image slide
Our plans are designed for clubs of all sizes. Try Treasurer's Briefcase for free to start and upgrade as needed.
image slide