MonkeyPod

What you can do with it

Decide whether a connected accounting and CRM platform fits your team, then plan a manageable migration.

Before you start

• List your current accounting, donor, grant, and email tools and who owns each workflow.
• Prepare a sample chart of accounts, contact fields, and grant reporting needs using fictional or de-identified records.
• For Launchpad, check the date on your IRS determination letter before applying.

Put it to work

A suggested workflow from Coach House.

1. 1

   Compare plans and eligibility

   Review current subscription options, included support, and migration fees. Budget beyond any introductory period.

   Compare MonkeyPod plans
2. 2

   Check Launchpad for a new nonprofit

   If your IRS determination letter is less than 12 months old, review Launchpad. Confirm the remaining first-year access and later costs directly with MonkeyPod.

   Review Launchpad eligibility
3. 3

   Walk through one complete workflow

   In a demo, follow a sample donation from the contact record through acknowledgement, fund accounting, and reporting. Include the staff who will use each step.

   Explore MonkeyPod and request a demo
4. 4

   Plan migration and verify the results

   Agree on field mapping, roles, opening balances, and a cutover date. Back up your existing data, check imported balances with your finance lead, and test export before retiring old tools.

   Read the switching guide

Know before you commit

• Launchpad's program years start at IRS approval, not necessarily the day you sign up.
• Confirm migration scope, payment-processing costs, support, and any add-on charges for your selected plan.
• Assign an owner for data quality, permissions, and regular financial reconciliation.