Serenic Navigator for Non-Profit Organizations (NPO)

Nonprofit organizations that rely heavily on donor contributions and grants, must hold themselves to a high degree of accountability in their spending and funder reporting. Revenue from fundraising, grants, donations, and other sources must be carefully tracked against a variety of projects and programs. This need for accountability also makes budgeting a very important business requirement for nonprofits. Without easy-to-understand, real-time budget management, nonprofit organizations run the risk of over-spending and losing accurate visibility into the organization’s financial performance.

Serenic Navigator for NPO is a comprehensive cloud ERP solution, built upon the foundation of the Microsoft Dynamics 365 Business Central, and integrates core functionality with the sector-specific functionality your nonprofit needs in a single solution.

Serenic Navigator for NPO delivers many benefits, including:

  • Reliable, proven performance that will free you and your team up to focus on accomplishing your goals and achieving critical milestones
  • Complete budget and expenditure transparency and accountability required to manage funding sources, and programs
  • Compatibility with your business processes across departments, programs, locations, and funding sources
  • Multiple language and currency functionality to record and display transactions for estimates, obligations, and subawards in select currencies and languages
  • Consolidation of multiple companies and the ability to enter intercompany transactions; thereby eliminating multiple financial statements and data entry errors
  • Easily set up budget approval requirements prior to posting to a G/L, and budget “what if” calculation scenarios for improving accuracy and planning

A Selection of NPO Customers


Award/Grants Management Dashboard
Account Schedule overview with multiple funding sources
Budget Plan Card
Optimize Procurement

Meeting Key Role Requirements:

Serenic Navigator for NPO meets the requirements for key roles in nonprofit organizations:

Improve compliance & accountability to key stakeholders.

Improve staff productivity with automated workflow to streamline accounting tasks.
Improve financial control with real-time visibility of important program costs and supporting operational data.

Full audit trail for all transactional data to support the required reporting for external audits and grantor review.

System-based enforcement of internal controls.

Accurate, timely and compliant management of grants, cooperative agreements, contracts and supporting programs.

Comply with funder instructions for start/end dates, milestones, indirect cost calculation, matching share requirements and other agreement terms and conditions.

Track real-time expenses associated with the grant, including committed and encumbered transactions, pulled directly from Serenic Navigator’s general ledger eliminating redundant and conflicting data.

Report on the latest expense numbers and provide the rules defined by the funder for indirect cost calculations. Manage expense transaction approvals, budget control rules, and reporting.

Manage complex combination of varying pay cycles, contracts, union regulations, and retirement calculations.

Compliance reporting and retirement calculations for federal, state, and local authorities.

Reduce burden on HR with a secure employee portal giving immediate access to view pay stubs, W-2s/T-4s, absence history, W4 and local tax settings, and direct deposit information.

Allocate compensation expense to different programs, locations, and activities

Control costs by leveraging modern, reliable solutions, available 24/7, to improve business performance.

Protect sensitive data in a secure system accessible only to authorized users.

Scalable solution, minimizing IT requirements and physical data storage.

Serenic is partnered with Microsoft who has a 99.96% uptime guarantee, which includes both high availability and disaster recovery at the regional level.

Serenic Navigator for NPOs:

From core fund accounting software to specialized financial management, Serenic Navigator will help you focus resources on your mission with efficiency and transparency.

  • Multi-entity support to manage your various regional missions, fundraising and revenue-generating activities
  • Consolidation of multiple companies and the ability to enter intercompany transactions; thereby eliminating multiple financial statements and data entry errors
  • Meet FASB requirements issued by Accounting Standards Update (ASU). Manage and report on multiple funds and fund types, and fund classes that meet FASB requirements. Create FASB reports for key stakeholders including management, board members, auditors and the accounting team
  • Integrated purchasing and accounts payable
  • Comprehensive financial reporting, with flexible views for management, boards, donors, funding agencies, and auditors

Accurate, timely and compliant award/grant management is essential. Serenic Navigator for NPO automates the process so that you spend less time on paperwork, while increasing your chances of securing future awards with our robust grant management software.

  • Pre-award estimates, budget integration, and document storage
  • Post-award management of multi-year funding, obligations and program execution
  • Rule-based generation of indirect cost recovery and tracking of unstructured data such as terms & conditions
  • Efficiently manage cooperative agreements
  • Expense monitoring to avoid over- or under-spending, including sub-awardee expenses
  • Compliance reporting

Streamline your budgeting process and then manage the entire budget lifecycle to ensure your strategic plans are executed as planned and on budget. Functionality includes:

  • Budget preparation, including rollup of distributed budgets and what-ifs
  • Real-time expense monitoring vs budget
  • Administration of budget rules, modifications and approvals

Payroll must be completed efficiently, accurately and on time, every time. Frequently, nonprofits can have complex payroll and human resources challenges such as varying pay cycles, contracts and special payroll calculations. Serenic’s Payroll & Human Resources functionality helps you keep pace with the ever-changing needs of your workforce, including:

  • Employee tracking
  • Benefits administration and leave tracking
  • Position control and compensation management
  • Payroll processing, including direct deposit
  • Compliance reporting and calculations for federal, state, and local authorities

Analytics & Reporting helps you make better decisions, faster. Analytics allows you to monitor key performance indicators (KPIs), track actuals vs budget or estimate, and answer ad hoc questions—with data broken out and sorted by department, award or funder, date range or any other criterion.

  • Pre-configured standard dashboards for Serenic general ledger
  • Access to dashboards on laptops, smartphones and tablets
  • Drill-down to detail capabilities
  • On-the-fly filtering, sorting, report development and saving of views
  • Export to MS Excel, PDF, HTML, and email with the click of a button

Non profit organizations frequently manage banking and account deposits, loan disbursements, generation of client statements and maintenance of all loan activities. Serenic’s integrated Deposits & Loans module allows you to:

  • Automatically calculate the loan interest and principal
  • Define loan interest as simple or compound
  • Automatically release loan proceeds through Accounts Payable
  • Generate lines of credit or amortized loans
  • Set up loan maximums based upon user-defined amounts
  • Assign optional finance charges to overdue loan payments

Field Connect allows your remote users to enter simplified general journals with or without an internet connection. If the user is offline when entering their transactions, Serenic Navigator will synchronize between the Field Connect client and your main database the next time the user connects to the system. Accounting personnel at headquarters can revise, reject or post all or some of the transactions. Additionally, any Validation Rules will be enforced, even when working off-line. Field Connect allows your field worker with limited access to the internet to:

  • View available funds, dimension values, GL accounts, vendors, customers, and bank accounts for use while working off-line
  • Enter journal transactions and run reports at any time
  • Be productive without formal accounting background.

Donors are the lifeblood of your nonprofit organizations or faith-based ministry. Serenic Software partners with DonorDirect™ to provide integrated capabilities from their solution, Studio Enterprise, including:

  • Online donation processing and product sales
  • Event registration
  • Donor management CRM
  • Communications management
  • Volunteer management
  • Inventory management of offerings

“We can view fundraising and grants separately and track our service vehicles to a level that lets us know what each one is costing us in gas and maintenance. Overall, Serenic Navigator has improved our organization’s financial management and made reporting to my board much more accurate.”

ARC of Middlesex County


“Serenic Navigator has helped provide new efficiencies and internal control. It’s so much easier to pull information out of the system to find what you need.”

Joyce Meyer Ministries


“Serenic has definitely been worth the investment we made in the software. We appreciate the positive difference Serenic’s features make.”

Muscogee (Creek) Tribal Nation of Indians

Please click here for Serenic Software’s success kit
which includes brochures, whitepapers, and case studies.

A Selection of Our Customers