NPact Fund Investment Tool
NPact’s Fund Investment Tool (FIT) is built for nonprofits to eliminate manual spreadsheets and accelerate investment accounting within NetSuite. FIT saves hours of work by automating complex processes and delivering real-time, accurate results. FIT handles critical investment calculations nonprofits need, including: Admin Fees – Automatically calculate and allocate administrative costs across funds Income Allocations – Distribute earnings accurately based on fund balances Rebalancing – Adjust fund positions to maintain target allocations Spending Policies – Apply organization-specific spending rules for compliance and transparency By integrating these capabilities directly into NetSuite, FIT reduces month-end close time, minimizes errors, and gives finance teams more time for strategic decision-making.
Screenshots
Overview
Transform Endowment Management with FIT
NPact’s Fund Investment Tool (FIT) is a cloud-based, multi-tenant SaaS application purpose-built for nonprofit investment accounting. FIT integrates natively with Oracle NetSuite to automate journal entries and streamline endowment-related calculations, replacing spreadsheets with controlled, auditable workflows. Designed for reliability, scale, and security, FIT supports configurable calculation methodologies and batch processing to meet the complex needs of endowment management.
FIT automates critical processes such as administrative fee schedules, income allocations, rebalancing strategies, and spending policy enforcement. By connecting seamlessly with your general ledger, FIT ensures compliance, accuracy, security, and efficiency across all fund management activities.
Key Benefits
- Compliance: Adheres to strict endowment spending policies and financial regulations.
- Accuracy: Eliminates manual errors through automated calculations and allocations.
- Security: Protects sensitive financial data with robust safeguards.
- Efficiency: Saves time by automating repetitive tasks and simplifying workflows.
- Integration: Works directly with Oracle NetSuite and other financial systems for smooth operations
Customer Quote
With FIT, things are a lot faster, which is a treat for the team because we have been conditioned to work with a very slow system that wasn't as fast or as integrated.- Sarah Valencia
Why FIT Matters
Endowment management requires precision and transparency to maintain trust and sustainability. FIT provides organizations with a reliable framework to manage funds effectively, optimize investment income, and ensure long-term financial stability. By leveraging FIT, foundations, educational institutions, and nonprofits can focus on their mission while maintaining confidence in their financial processes.
As a trusted partner in the nonprofit sector, NPact combines deep industry expertise with innovative technology to empower organizations to manage complex financial operations with ease. Our solutions help nonprofits streamline accounting processes, optimize investment tracking, and deliver accurate, timely reporting to support transparency and mission success.
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