FiscalThe operating system for fiscal sponsors

Every project's books, always exact.

Host projects under one umbrella, hold their restricted funds, approve disbursements and give every project lead clear books. Admin fees post themselves, and every request is checked before anyone looks at it.

✓ Fees calculated on every gift✓ A portal for project leads✓ Grant reports on time
fiscal.designsbytona.com/projects/eastside-youth-robotics
Eastside Youth RoboticsHosted project · 10% admin fee
Active
General fund$13,170
STEM Access grant$42,000
Available now$50,170
Request: Competition travel, $5,250Needs a receipt
✓Within the STEM Access budget
✓Enough available after approved requests
✓Inside the grant period
✕Receipt required above $2,500
Gift recorded
$1,250 gift+$1,250Admin fee, 10%−$125
ReminderGrant report due in 7 daysSTEM Access · 2 projects

Built for

Comprehensive fiscal sponsorsArts and culture sponsorsCommunity foundationsIncubators and intermediaries
Sound familiar?

Spreadsheets weren't built for a hundred sets of books.

Every project has a different fee, and grants that cap overhead have another.

With Tona Fiscal: the fee posts itself on every gift and grant, at the fund's rate or the project's, as its own line.

Half the disbursement requests we get are missing something.

With Tona Fiscal: budget, balance, grant period and receipt are checked before a request reaches you.

Project leads email us every week asking what they have left.

With Tona Fiscal: leads see their balances, requests and statements in their own portal.

We found out a grant report was due when the funder asked for it.

With Tona Fiscal: you're reminded a week before every report, with the statement one click away.

Everything in Tona Fiscal

Hold the money. Keep the trust.

A ledger that's always right

Every dollar in or out, by project and fund. Gifts, grants, disbursements, transfers and adjustments. Balances are always computed from the ledger, never typed in, and re-importing the same CSV skips what's already recorded.

Opening balance$48,900Contributions+$12,400Grants+$42,000Admin fees−$5,440Disbursements−$42,690
Closing balance$55,170

Restricted funds

Each grant keeps its grantor, purpose, spending budget, period, report date and, if it caps overhead, its own fee.

Approvals with two keys

Approve, ask for a receipt, or decline with a reason. Large requests need two different approvers.

A portal for project leads

Leads see only their projects: balances by fund, what's available, their requests and their statements.

Statements on demand

Any project, any period, or one grant's whole life: contributions, fees, disbursements, spending by category. Printable.

Onboarding checklists

Invite a project and its lead. They upload a budget and mission statement in the portal; your team ticks off the rest.

How it works

Move your portfolio over in a week.

1

Set your fees and rules

Default admin fee, receipt threshold and the amount that needs a second approver.

2

Bring in your projects

Add projects and their restricted funds, import past gifts from a CSV, and invite each lead.

3

Run approvals in one place

Requests arrive already checked. Approve, record the payment, and the ledger updates itself.

Better together

Give every project its own fundraising.

Tona EngageEvery gift goes to Engage, tagged with its project, so each project gets its own scored supporter list.
Tona PulseGrade each hosted project's fundraising on its own, from retention to revenue growth.
Pricing

Priced by the projects you host.

Pay yearly and get two months free, with setup included.

Starter

$299 /month
  • Up to 15 hosted projects
  • Ledger and restricted funds
  • Approvals and project portal
Book a demo

Growth Most sponsors

$719 /month
  • Everything in Starter
  • Up to 50 hosted projects
  • Automatic admin-fee calculation
Book a demo

Network

$1,439 /month
  • Everything in Growth
  • 50+ hosted projects
  • Multiple staff approvers
Talk to us
Questions

Good to know.

Anything else? Book a demo and ask a person.

Does this replace our accounting system?

No. Tona Fiscal keeps each project's books and approvals. Your organization's general ledger stays where it is; export any filtered view as CSV.

Can different grants carry different fees?

Yes. Each project has a rate, and a restricted fund can override it when a grant caps overhead. The fee posts as a separate linked line.

What do project leads see?

Only their own projects: balances by fund, what's available to spend, recent activity, their requests and statements.

How do we move our existing projects in?

Add each project and its funds, import past gifts from a CSV, and invite leads. We'll do the first import with you.

Spend less time on books and more on your projects.

A 30-minute demo with sample projects that look like yours.

Book a free demo