Stay informed with
smart alerts
Get notified about budget warnings, large transactions, reconciliation reminders, and security events. Stay on top of your church finances without constant monitoring.
Total Income
$284,520
+12%
Expenses
$198,340
-5%
Net
$86,180
+18%
New Donation
+$250 received
Features
Intelligent Notifications
The right information at the right time
Smart Alerts
Get notified about things that need your attention. Important events surface automatically.
Email Notifications
Receive alerts via email. Stay informed even when you're not logged into the system.
Budget Warnings
Get alerted when spending approaches budget limits. 75%, 90%, and 100% thresholds.
Large Transaction Alerts
Be notified of transactions above a threshold you set. Catch unusual activity immediately.
Reconciliation Reminders
Monthly reminders to reconcile bank accounts. Never fall behind on reconciliation.
Report Schedules
Get reminded when reports are due. Board meeting prep, monthly close, year-end statements.
Approval Requests
Be notified when items need your approval. Expenses, transactions, or report reviews.
Giving Updates
Weekly or monthly giving summaries. Stay aware of giving trends without checking daily.
Team Activity
Get notified of important team actions. New users, role changes, or access modifications.
Security Alerts
Be alerted to security events. Failed login attempts, new device logins, or suspicious activity.
Customizable Preferences
Choose which notifications you receive. Turn on what's important, silence what's not.
In-App Notifications
See notifications within the app. Notification center shows all recent alerts.
Stay informed without constant checking
Get budget warnings before overspending
Receive reminders for important tasks
Know about large or unusual transactions
Customize which alerts you receive
Use Cases
Real-world applications
Budget Monitoring
Set up alerts at 75% and 90% of budget. Address overspending before it becomes a problem.
Monthly Reconciliation
Receive a reminder to reconcile bank accounts each month. Stay current on bookkeeping.
Board Report Preparation
Get reminded before board meetings to prepare financial reports. Never be caught off guard.
Security Awareness
Be alerted to unusual login activity. Respond quickly to potential security issues.
FAQ
Frequently Asked Questions
Everything you need to know about this feature
How do I customize which notifications I receive?
Go to Settings > Notifications to enable or disable each notification type. Choose email delivery, in-app only, or both for each category.
Can I set custom budget alert thresholds?
Yes! Set alerts at any percentage — common choices are 75%, 90%, and 100%. Choose which team members receive each alert type.
What triggers a large transaction alert?
You set the threshold. Transactions above your chosen amount (e.g., $1,000) trigger immediate notification to designated team members.
Can I get a weekly summary instead of individual alerts?
Yes! Choose digest mode for a weekly summary of all activity instead of immediate notifications for each event.
Still have questions?
Contact our support team