Treasurer Tools for Churches

ChurchBooks3 gives church treasurers everything they need — budgets, financial reports, donation statements, and more — without requiring a professional accounting background. Purpose-built for the volunteer or part-time treasurer serving a small church or nonprofit.

Annual Budget

Create and manage the church's annual budget by account and department. Compare budget versus actual spending in real time throughout the year. Monthly breakdowns let your finance committee see exactly where you stand at any point in the fiscal year.

Tax Statements

Generate year-end donation statements for all members in one batch. Email or print statements formatted with your church letterhead — IRS-compliant donor acknowledgment letters ready to send at the start of tax season.

Financial Statements

Income and expense reports, balance sheets, and fund summaries are ready to present to the board with one click. All reports are formatted as professional PDFs with your church letterhead and date.

Audit Trail

ChurchBooks3 maintains a complete record of all transactions — who recorded what, when. Makes financial reviews and annual audits straightforward for your finance committee.

Data Backup

Generate encrypted backups of all financial data at any time. Restore from a backup in any emergency. Your church's financial records are always protected and under your control.

Dedicated Treasurer Role

The treasurer role gets exclusive access to financial functions — fund accounting, budgets, ledger transactions, and donation reports — without access to HR or employee data. Role-based permissions keep sensitive data appropriately separated.

See all pricing plans  •  Fund Accounting  •  Donation Tracking  •  Start your free 30-day trial