Expense Process Audit for NFP industry

Is your not-for-profit managing expenses effectively? An expense process audit evaluates how your organisation handles spending across programs, administration, and fundraising. It helps you understand where time and money are being lost to manual processes, compliance gaps, or poor visibility.

Why audit your expense process?

NFPs operate under tight budgets with strong accountability requirements. Without a clear expense process, spending can drift, receipts go missing, and acquittal reporting becomes a scramble. By auditing your expense process, you can identify where automation would save the most time and improve the transparency that donors and grant bodies expect.

What’s inside

• Checklist to assess your current expense workflows, from purchase to reconciliation
• Common inefficiencies and compliance gaps to look for in not-for-profit organisations
• Recommendations for automating manual processes and improving spend visibility across programs

How to use it

1. Enter your details to get access to the audit
2. Go through each question to evaluate your current expense process (it should take around 5 minutes)
3. Calculate your audit scores to find out how efficient your organisation’s expense process is
4. Use the recommendations to identify quick wins and longer-term improvements

Free audit template. Identify where time and money are being lost.