Connect FundMesa to your accounting system

Sync budgets, actuals, and grant-level financial data automatically. No more reconciling spreadsheets between your grant tracker and your general ledger.

Works with the accounting systems nonprofits actually use

Sage Intacct

The AICPA-preferred accounting platform used by mid-to-large nonprofits for fund accounting and grant tracking.

QuickBooks Online

The most widely used accounting platform for small and mid-size nonprofits.

Xero

Cloud accounting popular with growing nonprofits and globally distributed organizations.

NetSuite

Enterprise-grade financial management for larger nonprofits and complex multi-entity organizations.

Blackbaud Financial Edge NXT

Nonprofit-specific fund accounting from Blackbaud's financial product line.

Available on Enterprise plans

Don't see your platform?

Tell us what your organization uses. We're expanding our integration roster based on customer demand.

Guided setup, included in your subscription

1

Request setup

Tell us about your accounting system using the form below. We'll respond within one business day.

2

30-minute setup call

We'll walk through your platform configuration, confirm what you'll need from your accounting admin, and answer any questions about how grant data flows between systems.

3

Authorization & go-live

Your accounting admin authorizes FundMesa in your system — typically under 30 minutes of their time. Most integrations are live within one to two weeks.

Integration setup is included in every FundMesa subscription. Some accounting platforms (notably Sage Intacct and NetSuite) require API access on your side as part of your existing accounting contract. We'll confirm what's needed during your setup call so there are no surprises.

Why we set up every integration personally

Every nonprofit tracks grants a little differently. Some use a dedicated Grant dimension in Sage Intacct. Others map grants to Projects, Classes, or Funds. Some have custom fields specific to their funders or compliance requirements.

Generic, self-serve integrations make assumptions that rarely fit nonprofit accounting. We set up every integration personally so your grant data syncs the way your organization actually tracks it — from the first day, not after months of reconciliation pain.

For most nonprofits, the entire setup takes one short call and a few minutes of your accounting admin's time.

Frequently asked questions

How long does integration setup take?

Most integrations are live within one to two weeks of your request. Sage Intacct and QuickBooks Online connections are typically the fastest; NetSuite and Blackbaud setups can take slightly longer depending on your configuration.

Is there an extra fee for the integration?

No — integration setup is included in every FundMesa subscription. Some accounting platforms require API access on your side as part of your existing accounting contract. We'll confirm whether your current plan includes this during the setup call.

What if my accounting platform isn't listed?

Let us know — we expand our integration roster based on customer demand. For platforms we don't yet support natively, FundMesa includes a CSV import tool that handles most accounting exports.

Will the integration change anything in my accounting system?

By default, FundMesa reads from your accounting system without writing back. Two-way sync (pushing FundMesa-tracked budgets back into your accounting system) is available as an option on higher plans. Your accounting admin controls all permissions during setup.

Who needs to be involved in the setup?

You'll need access to your accounting system administrator — either yourself or a colleague who can authorize FundMesa in your accounting platform's admin panel. Most nonprofits have their controller, CFO, or finance director handle this step.

What data syncs between FundMesa and our accounting system?

By default: your chart of accounts, grant-related budgets, and actuals posted to grant-tagged transactions. Your existing grant-tracking dimensions (Project, Class, Fund, or custom dimensions) determine how grants are identified in the sync.

Is our accounting data secure?

Yes. FundMesa connects through your accounting platform's official API using read-only credentials by default. We never store your accounting system's password, and you can revoke FundMesa's access from your accounting platform at any time.

Request integration setup

Tell us about your setup and we'll be in touch within one business day.

See FundMesa in action

Schedule a 20-minute walkthrough to see how FundMesa connects grant tracking and accounting in one place.