Jade Funds
Security & trust

Your financial data deserves careful handling.

Jade Funds helps churches and nonprofits manage sensitive financial work with practical safeguards around access, visibility, and daily review.

See safeguards See practical safeguards
Access review Protected
Role-based visibility Enabled
Review history Visible
Bank credentials Not shared
Report status Reviewed
Controlled access Give each person the right level of visibility for their finance responsibilities.
Review-ready history Keep financial activity easier to trace.
Protected workflows Reduce accidental exposure and unclear records.

Security that matches how church finance actually works.

Give staff, volunteers, treasurers, and leaders access based on their responsibility — not everything by default.

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Role-based access

Limit what each person can view, edit, approve, or report.

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Receipt and transaction review

Keep receipts, notes, approvals, and transaction history connected.

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Volunteer-safe workflows

Let volunteers submit receipts or explain spending without giving them full financial access.

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Restricted fund visibility

Keep operating, designated, and restricted funds clear before decisions are made.

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Secure bank connections

Connect accounts through trusted providers instead of sharing bank login credentials.

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Reports with a trail

Prepare reports from reviewed activity, clear fund balances, and connected records.

Practical safeguards

Specific controls for sensitive financial work.

Jade Funds uses practical controls around access, connected accounts, review, and completed work. These are the safeguards available in the product today.

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Role-based permissionsAccess can be scoped to what each staff member, volunteer, treasurer, or leader needs to view and do.
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Connected bank accountsAccounts connect through trusted providers instead of sharing bank login credentials with Jade Funds.
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Review historyReceipts, notes, approvals, and transaction history stay connected to the financial record.
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Locked workReviewed transactions and completed periods can be locked to reduce accidental changes. Reopening a period keeps the explanation and history.
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Safer supportDo not email passwords, bank credentials, full account numbers, donor details, or payroll records. Start with a description of the issue.

Give your church financial confidence without giving everyone full access.

See how Jade Funds helps churches manage access, review activity, and report with confidence.

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