Social Sector & Non-profits
Charities report to funders, trustees and the regulator from the same finance and supporter records, and each funder wants the figures in a different shape. We build the data, reporting and workflows that let a charity or foundation answer those requests from one source, sized to the organisation. No anonymised engagement in this sector is published, and this page sets out our approach.
Discuss this with usMarket context
On 14 October 2026 the Charity Commission's register listed 171,880 main charities in England and Wales. 51,910 of them reported income of £5,000 or less, and 1,724 reported income over £10 million.
Source: Charity Commission, Register of Charities: charities by income band (14 October 2026)
On the same date, the 1,724 charities with income over £10 million reported total gross income of £72,554,106,237, out of £108,321,992,609 for all main charities on the register.
Source: Charity Commission, Register of Charities: charities by income band (14 October 2026)
For financial years ending on or after 30 September 2026, the income threshold for a compulsory audit of charity accounts in England and Wales rises from £1,000,000 to £1,500,000, and the threshold for preparing accruals accounts rises from £250,000 to £500,000.
Source: Charity Commission, Threshold changes at a glance (updated 16 September 2026)
Business challenges
01
Every funder wants a different report
Grant reports ask for outputs, outcomes and spend in each funder's own categories and periods. Staff rebuild them from the ledger, a case-management system and spreadsheets, and the figures do not always match the annual accounts.
02
Restricted funds tracked by hand
Spending against restricted grants is often allocated in a spreadsheet at year end. Program managers cannot see mid-year how much of a grant remains or whether costs sit against the right fund.
03
Supporter data split across giving platforms
Donations arrive through online giving platforms, direct debit, events and legacies, each with its own export. Duplicate supporter records, gaps in consent history and incomplete Gift Aid declarations follow.
04
No return figure for each appeal
Without income joined to campaign and channel, a fundraising team can report totals but cannot say which appeals, events or digital campaigns paid back what they cost.
05
Operations held by one or two people
Volunteer rotas, referrals and service records run on email and shared documents. When a coordinator leaves, much of the process leaves with them.
Where the opportunity sits
Funder reports from one set of definitions
Mapping each funder's categories once to the charity's own chart of accounts and service data lets staff produce grant reports from the same figures that feed the trustees' annual report.
Fund balances during the year
Coding income and costs to restricted and unrestricted funds as they are recorded gives program managers monthly fund balances and gives trustees early warning of over- or under-spend.
One supporter record
Merging donation, consent and Gift Aid data into the CRM, with a duplicate check at entry, makes Gift Aid claims more complete and lets fundraisers report income against cost by appeal and channel.
How we approach it
We start with the finance ledger, the supporter CRM and whatever system records the services delivered, read-only and within the charity's data-protection policy. We take two or three live funder reports and trace each figure back to its source, which shows where definitions differ and where numbers are rebuilt by hand. The findings become a prioritised plan sized to the organisation, with an owner and a measure for each item. If the charity wants us to build, we set up reporting, data cleaning and workflow automation in the tools it already pays for wherever they can do the job. Our financial work covers management information and reporting design. We do not prepare statutory accounts, carry out independent examinations or audits, or give legal or regulatory advice; those stay with the charity's examiner, auditor and advisers.
How our experience is evidenced
No anonymised engagement with a charity, foundation or other non-profit is published. This page describes our approach and capabilities in funder reporting, fundraising data and operations. THEFOCUS does not prepare statutory accounts or carry out independent examinations or audits. FINMETRA, our financial-data intelligence product, is in design and is not offered today.
Questions executives ask
Have you worked with charities before?
We have not published an anonymised engagement in the social sector. A proposal would state which methods we have applied in other sectors and which would be new for your organisation.
Can you prepare our annual accounts or act as independent examiner?
No. We do not prepare statutory accounts, carry out independent examinations or audits, or advise on charity law. We build the management reporting and data that your finance team, examiner or auditor works from.
Will we need to buy new software?
Not by default. We first check whether your accounting package, CRM and spreadsheets can do the job once the data is structured consistently. Where a new tool is justified, the recommendation states its running cost and the problem it removes.
Is FINMETRA available?
No. FINMETRA is in design. It is intended to turn accounting and management data into decision-ready reporting, and it has no customers and is not offered as a product today.
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