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Office and Books

Every dollar, where it belongs.

The church's books on the same system as its giving: bank rows that come in on their own, funds kept apart, a month-end close in six checks, and statements in January. Who gave what stays with the owner, an admin and your accountant.

Start free, no card See the books
Your bank, connected2, 5 or unlimited accounts by plan
Funds kept apartRestricted gifts on their own line
Giving behind a wallOwner, admin and accountant only
Grace Fellowship Search people, groups, gifts Ask Chief
Operate This week People and Care Groups Giving Kids Grow Member app Sermons Build Website Books
BooksOctoberYear to date
Money in$19,380gifts and building use
Money out$16,920payroll, bills and cards
Cash on hand$100,510in 2 bank accounts
To sort3bank rows need a category
By fund
FundInOutBalance
General$14,280$15,640$41,900
Building fundRestricted$3,300$1,200$52,400
MissionsRestricted$1,800$80$6,210
Bank rows
Oct 27Stripe payoutSunday's gifts+$4,820
Oct 24Check 1043 · Lakeside RoofingNeeds a category-$1,200
Oct 23City WaterUtilities-$212
Oct 22CostcoHospitality-$184
Oct 20Stripe payoutSunday's gifts+$4,310
Oct 15PayrollStaff-$5,200
Oct 14Transfer from savingsYour own accounts+$2,000
Oct 13Stripe payoutSunday's gifts+$4,560
Oct 9Cash App, J. MooreNeeds a category-$90
Close October3 of 6
The bank is synced Money in is explained Every row has a category3 left Statements agree Look over the month Close and lock October
Reports
Profit and lossPDFCSV
Balance sheetPDFCSV
Cash flowPDFCSV
Budget against actualPDFCSV
General ledgerPDFCSV
Chief looked at the 3 rows left
2 categories to approve. The $90 Cash App row is left for you. Review
InboxJan 12
Your 2026 giving statement from Grace Fellowship
GFGrace Fellowshipto Sarah Kim
Dear Sarah,
Thank you for your faithful giving to Grace Fellowship in 2026. Your contribution statement is below. Please keep it with your tax records.
Grace Fellowship Annual Contribution Statement 2026 Donor: Sarah Kim Gifts received: 2026-01-01 $50.00 (Building fund) 2026-01-04 $40.00 2026-02-01 $50.00 (Building fund) 2026-02-01 $40.00 2026-03-01 $50.00 (Building fund) 2026-03-01 $40.00 2026-04-05 $60.00 ... TOTAL 2026: $1,240.00 (26 gifts) No goods or services were provided in exchange for these contributions.

The books

Bank rows in. Books that add up.

Connect the church's bank and the rows come in on their own. Gifts from the give page are already in the books, so the treasurer starts from a ledger, not a shoebox.

  • Stripe payouts matched to the deposits in the bank
  • Profit and loss, balance sheet, cash flow and the full ledger on every plan
  • Reports to PDF or CSV, whenever the board asks
  • Budget against actual on Professional and up
Profit and lossGrace Fellowship · October 2026 PDFCSV
Money in
Tithes and offerings$13,140
Building fund giftsRestricted$3,300
Missions giftsRestricted$1,800
Building use$1,140
Total money in$19,380
Money out
Staff and benefits$10,400
Building and utilities$3,640
Ministries and events$2,280
Office and supplies$520
Missions support$80
Total money out$16,920
Net for October+$2,460
Close the monthOctober 2026 3 of 6 done
The bank is syncedSynced November 1, and every October row is in the ledger.
Money in is explainedFour Stripe deposits matched to payouts, one transfer from savings confirmed.
3Every row has a category3 rows left, starting with check 1043 for $1,200.Sort them
Statements agreeChecking $61,240 and savings $39,270, the same as the books on October 31.
5Look over the monthMoney in, money out, and the biggest changes from September.
6Close and lock OctoberLocks the month, so nothing in October changes by accident.Lock

Month-end

Close the month in six checks.

One checklist for the month, in order, and each check says what's left. When all six are done, the month locks, so nobody changes October by accident.

  • Each account's statement balance checked against the books
  • The year-end close posts the closing entry for you
  • A year-end package, ready to email to your accountant
  • On the Professional plan and up

Who sees what

Giving stays with the people who keep it.

Who gave what is walled off in the database itself: only the owner, an admin and the church's accountant can see it. Leaders do their work from the member app's Lead tab, which never shows giving.

  • Your church's own titles, from Elders to Trustees, each on a job Chief understands
  • 1 login on Starter, 3 on Professional, 7 on Solutionist
  • A seat for your accountant on Solutionist
  • Every change to a recorded gift is kept, with who made it
Who sees who gave whatSAMPLE
Office logins
PJPastor JamesLead Pastor · ownerSees giving
DRDenise RayAdministrator · admin loginSees giving
SLSara Lin, CPAThe church's accountantBooks and giving
MTMarcus TateExecutive Pastor · manager loginRecords, no giving
In the member app's Lead tab
EDYElders, Deacons, Youth PastorThe people and requests handed to themNever giving
The wall holds in the database, not only on the screen.

Sorting

Chief does the sorting.

Chief goes through the bank rows, matches Stripe payouts to Sunday's giving and suggests a category for the rest. Nothing changes in the books until a person says yes.

  • Matches, categories, and moves between your own accounts
  • When nothing fits, it leaves the row for you instead of guessing
  • It tells you when a month is ready to close
  • On the Professional plan and up
Checking, ending 4417October · 5 rows to look atSAMPLE
Oct 27Stripe payoutMatch: Sunday's gifts+$4,820.00
Oct 20Stripe payoutMatch: Sunday's gifts+$4,310.00
Oct 14Transfer from savingsYour own accounts+$2,000.00
Oct 24Check 1043Building repairs?-$1,200.00
Oct 9Cash App, J. MooreLeft for you-$90.00
Oct 23City WaterUtilities-$212.00
Oct 22CostcoHospitality-$184.00
Oct 15PayrollStaff-$5,200.00
ChiefBooks · sample
Two deposits match Stripe payouts from Sunday's giving. The $2,000 is a move from your own savings, so it isn't income. Check 1043 looks like building repairs. I left the $90 for you. Say yes to these four, and it's the last October row to sort.
Approve all 4Show me each one

Chief works the same way in every room. It works from your church's own records, waits for your yes before it sends anything or touches money, and lists what it does on your History page.

How Chief works

The rooms next door.

The books share one list of people with every other part of your church.

GivingEvery gift from the give page and the app arrives in the books on its own.Go to Giving People and CareThe same people, so each statement reaches the right giver.Go to People and Care Member AppLeaders work from its Lead tab, which never shows giving.Go to the Member App

Plans

The books come with every plan.

Every church sees its own full ledger, on every plan. The bigger plans add the month-end close, Chief's sorting, and the work your accountant does at year-end.

Starter$79 a month
  • Bank rows, categories and reconciliation
  • Profit and loss, balance sheet and the full ledger
  • 1 login and 2 bank connections
Professional$149 a month
  • Everything in Starter
  • Month-end and year-end close
  • Restricted funds kept apart, and budget against actual
  • Chief sorts the bank rows
  • 3 logins and 5 bank connections
Solutionist$299 a month
  • Everything in Professional
  • 990 prep, and an audit trail of every change to a closed month
  • A seat for your accountant
  • 7 logins and unlimited bank connections
Compare every plan

Books your treasurer will thank you for.

7 days free, no card needed.

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