Platform capabilities
Everything your team needs to manage financial care
FundWise brings together every tool your organization needs — from daily transactions to compliance reporting — in one secure, purpose-built platform.
Explore the platform
Built for every part of your workflow
A real-time view of every account
Your command center for financial oversight. See account balances, recent activity, pending approvals, and compliance alerts across your entire organization — all on one screen.
- Organization-wide account summary
- Pending approval queue with one-click actions
- Compliance alerts and flagged transactions
- Customizable widgets for your workflow
At a glance
Five modules. One platform.
A real-time view of every account
Your command center for financial oversight. See account balances, recent activity, pending approvals, and compliance alerts across your entire organization — all on one screen.
Accurate, auditable transaction management
Record, categorize, and track every financial movement with confidence. FundWise enforces consistent categorization and maintains a complete, tamper-evident history for every account.
Multi-step approvals built for accountability
Define who can authorize what — and at what threshold. Approval workflows route requests to the right staff, capture decisions with timestamps, and keep your organization audit-ready.
Secure document storage tied to every account
Attach receipts, authorizations, care plans, and correspondence directly to transactions and accounts. Everything is searchable, versioned, and accessible to authorized staff.
Compliance-ready reports in minutes
Generate the statements, summaries, and audit reports your organization needs — for regulators, families, or internal review. Export to PDF or CSV with a single click.
Enterprise-grade security
SOC 2 certified, HIPAA-ready infrastructure with 256-bit encryption, role-based access controls, and a complete audit trail on every action.
See FundWise in action
Book a 30-minute demo and we'll walk you through the platform with your organization's use case in mind.
Request a demo