Stewardship Nsites

Financial & member intelligence layer

Connected application · Live

Secure onboarding documents, dashboards, Member Detail, Category Views, Statements, Executive Reports, and Comparative Financials.

https://stewardshipnsitesonboarding.nsites.tech

Dashboard

Giving, revenue, expense, and fund health at a glance.

Member Detail

Household and member giving history and trends.

Category Views

Spending and revenue by account, fund, and ministry.

Statements

Income statements, balance sheets, and contribution statements.

Executive Reports

Board-ready summaries and stewardship insights.

Comparative Financials

Multi-year, budget-vs-actual comparisons.

Onboarding track

Income statements / P&Ls (3+ years)
At least three fiscal years of profit & loss / statement of activities.
Dashboard · Statements · Comparative Financials
Balance sheets (3+ years)
Year-end balance sheets / statements of financial position for at least three years.
Statements · Comparative Financials
Transaction-detail reports
General ledger or transaction detail exports.
Category Views · Executive Reports
Bank statements
Recent monthly statements (PDF). Never send online-banking passwords.
Dashboard · Statements
Investment statements
Endowment, reserve, or brokerage statements.
Statements · Executive Reports
Current & prior budgets
Board-approved budgets for current and prior years.
Dashboard · Comparative Financials
Chart of accounts / fund list
Account and fund structure, including restricted funds.
Category Views
Membership roster
Current member list (CSV or Excel preferred).
Member Detail
Member giving data (2–3 years)
Contribution detail by giver for at least two to three years.
Member Detail · Executive Reports