u/lloydus123

I help out a small non-profit corp that is wholly volunteer managed - they use BofA checking and savings and receive negligible interest income on the savings account and QBO integration is great. Total cash balances are about 120K but 100k of that can be invested for higher yield. We would like to maintain the same level of quickbooks integration with a different financial institution that can handle our checking needs and savings/investment with a decent yield. We don't mind moving cash between short and longer term needs on a monthly basis but all the money should be pretty immediately available. We'd rather not keep two insititutions because of hassles with changing signatories as board and volunteers turn over.

I have a very simple nonprofit I help manage. I would like to find a free and functional mcp server I could use to prepare month end financial reports (P&L, bal sheet, BvA) and transaction detail reports for the board. Oh and non-profit with no money so needs to be free. Big ask I know but we are paying too much for qb and their terribly formatted financial reports so I cannot afford to pay more.

#MCP
#ClaudeforExcel