Debt advice charities and community advice
From a four-adviser food bank to a regional advice network.
MaPS Standards CONC 8 SFS
- Casework, client portal and funder reporting in one place, so advisers stop re-keying
- Open banking for a true Standard Financial Statement in minutes
- Confirmation of advice that clients can read in minutes, aligned to MaPS Standard 4m
- Multi-funder impact reports without a spreadsheet marathon each quarter
- Charity pricing from £8,000 a year, with implementation free
Rooted Finance moved its casework from AdvicePro and Hackney Food Bank moved from Monday.com. Both run on EliConnect today.
Charity pricing