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See how Stratas automates AP for mid-market finance teams.
Stratas connects to 100+ ERPs. Start with the system you run.
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AP automation for charities
Restricted funds, grant codes and a small finance team carrying the reporting. Every supplier invoice is coded to the right fund, grant and programme as it arrives, then posted to Sage, Xero or the finance system you already run.
A live walkthrough on your own invoices. Or calculate your savings
Multi-entity group · 30 companies, many budget holders
“It allowed us to have invoices approved by colleagues who previously hadn't been able to, which has increased ownership and visibility across the business. Everyone finds it really easy to use.”
Diane Potts, Group Financial Controller, Inn Collection Group
30
Trading entities with one view of AP
Much clearer
Visibility across all companies
Improved
Audit compliance
AP automation that understands restricted funds.
Restricted fund coding
Invoices are coded to the correct restricted, unrestricted or designated fund using the rules we set up with you, so fund balances stay right without month-end rework.
Grant allocation and tracking
Supplier costs are matched to the correct grant, programme and activity code, and split across grants where one invoice serves several. Budget holders see spend against each grant as it happens.
Donor and funder accountability
Every pound of restricted income traces back to its supplier invoice, approval and fund code. When a funder asks how their money was spent, the answer comes from the ledger.
Trustee and Charity Commission reporting
Clean, fund-coded data feeds your SOFA and trustee reports. Your annual return and accounts draw on figures that were coded correctly when the invoice arrived.
From invoice to fund-coded and trustee-ready.
- 01
Invoices arrive
Supplier invoices come in by email, post or portal and land in one queue for the finance team.
- 02
AI reads and fund-codes
Every field is read and the invoice is coded to the correct fund, grant, programme and nominal, then checked against your chart of accounts.
- 03
Routed for approval
Invoices go to the right programme manager or budget holder under your approval rules. Approve on desktop or mobile.
- 04
Posted to your finance system
Approved invoices post to Sage, Xero, QuickBooks or 100+ other platforms, with fund and grant codes intact.
Stratas posts to the finance system you already run.
MRI Qube
OrderWise
Sage 200
Business Central
NetSuite
Xero
SAP
QuickBooks
Oracle Fusion
Infor CSICommon questions from charity finance teams.
Yes. We integrate with Sage, Xero, QuickBooks, Access and 100+ other platforms, and work alongside the fund accounting systems common in the sector. If you run something less common, tell us which and we'll give you a straight answer on how the integration would work.
We set up your fund structure with you: restricted, unrestricted, designated and endowment funds. Invoices are coded to the correct fund, grant, programme and nominal as they arrive, so your SOFA is accurate without manual rework.
Yes. Each charity, trading subsidiary or programme entity gets its own fund coding rules, approval workflows and posting configuration.
Every invoice is coded to its fund and activity at the point of entry, which gives you clean data for your annual return, trustees' report and auditor requests. The audit trail links every supplier payment to its source document and approval.
Invoices can be split across grants, funds and programmes under your allocation rules: by percentage, headcount or a custom ratio. Each allocation posts to the correct fund and cost centre.
Often it is. Small finance teams handling high invoice volumes tend to see the biggest change. We scope every project properly during discovery, and if it doesn't fit your setup or budget, we'll say so.
Ready to automate AP for your charity?
Book a 30-minute call with our UK-based team. Bring a few real invoices and we'll run them through on the call.