Charity bookkeeping software UK treasurers use.
Same browser ledger as any UK organisation: invoices, expenses, bank CSV and reports. No fund-accounting module, no SORP pack and no Gift Aid filing from this login. 30-day trial, then Solo at £15/month ex VAT — same plans as everyone else.
Income in, costs out, bank reconciled.
Trustees still need an accountant for SORP accounts and Charity Commission filings. This login is the day-to-day books.
Income
Sales → Invoices where income is billed. Donations you record per your accountant's chart of accounts.
Costs
Purchases → Bills or Expenses for suppliers and overheads.
Bank
Smart Bank Import from CSV, match, Reconcile. No live bank feed.
Reports
P&L and balance sheet for trustee meetings. Export for year-end.
The same core tools as a small business.
Invoices
Bill grants or trading income where an invoice is the right document.
Expenses
Key costs in Purchases. Recurring expenses for known overheads.
Bank CSV
Import the charity bank statement and reconcile.
Reports
Standard P&L and balance sheet — not a SORP Statement of Financial Activities.
Accountant access
Invite your accountant in Users on every plan.
Projects on Business+
Track spend against a funded project on Business and above.
No charity-only modules.
Charity bookkeeping software in the market sometimes means fund accounting, restricted-fund controls and SORP templates. SwiftBooks Pro is a general UK ledger in the browser. There is no fund-accounting module, no Gift Aid submission to HMRC, no Charity Commission return from this login, and no restricted-grant engine.
Your accountant prepares SORP accounts and filings from the figures you export. if the charity is registered.
Pick by team size — not by charity status.
Solo · £15
Two users, one organisation, three banks. Invoices, expenses, bank CSV.
Business · £39
Unlimited users. Projects, stock, GoCardless, bank rules, multi-currency.
Multi-Company · £69
Up to five companies — e.g. charity plus trading subsidiary.
Practice
Quote only. For accountants running many client charities.
Charity and non-profit questions
Is there special charity accounting software in SwiftBooks Pro?
No separate product. Same invoices, expenses, bank CSV and reports as any UK organisation. No fund accounting, SORP generator or Gift Aid filing from this login.
Can SwiftBooks Pro produce a SORP report?
Standard P&L, balance sheet and trial balance only. Your accountant builds the SORP pack from those figures.
Is there a charity discount?
Published plan prices apply. We do not advertise a charity discount on this site. See pricing.
Can our accountant access the books?
Yes — Users on every plan. See team and accountant access.
Does SwiftBooks Pro file VAT returns?
No. If the charity is VAT-registered, keep the ledger here.
Same plans. Same ledger.
Charity bookkeeping in the browser — no special tier, no SORP engine in this login.