Tara FinancePreview

Financial intelligence for the whole church: reporting, budgeting, forecasting and decision support on one governed engine.

Leaders can't answer "can we afford this?" without a week of spreadsheet work — and boards receive numbers nobody can trace to source.

Tara Finance is the most mature part of Tara.OS — real, tested software we demonstrate today with design partners.

What becomes easier

  • Every number on the dashboard traces to a source transaction — nothing is hand-typed
  • Board reports assemble in minutes from live data, exported to PDF and Excel
  • "What if giving drops 10%?" is modelled in Scenario Lab before the vote, not argued after it
  • Restricted, designated and unrestricted funds are first-class, not a spreadsheet convention
app.tara-platform.com

Tara.OS

  • Central
  • Finance
  • GivingSoon
  • PeopleSoon
  • MinistrySoon
  • EngageSoon
  • Vault

Tara Central

City Church Demo · FY2026 · as of Jun 30

Ask Tara

Total Giving YTD

$612,400

+8.4% vs LY

Total Expenses YTD

$555,447

+5.1% vs LY

Net Surplus YTD

$56,953

9.3% margin

Cash Balance

$382,000

+$24K MoM

Giving vs Expenses

$88.2K$105.1K$122K$138.9KJulAugSepOctNovDecJanFebMarAprMayJun

How it works

From a bank export to a board answer

The same path every month, and every figure at the end traces back to the transaction that produced it.

  1. 01

    Upload

    Connect your accounting system, or bring a spreadsheet export.

  2. 02

    Map

    Tara proposes an account mapping with its confidence. You confirm it.

  3. 03

    Reconcile

    Balances are checked against source before anything is reported.

  4. 04

    Understand

    Governed metrics — reserves, payroll ratio, runway — not just totals.

  5. 05

    Report

    A board pack generated from live data rather than rebuilt by hand.

What Tara Finance can do

Each capability carries its own label (Available · Beta · Preview · Coming Soon) — the whole module doesn't inherit the maturity of its best part.

Executive dashboard on governed metricsPreview
Board reports (PDF + Excel)Preview
Budgeting & variancePreview
Forecasting & sensitivityPreview
Scenario LabPreview
Fund accounting (restricted / designated / unrestricted)Preview
Multi-entity consolidation & multi-currencyPreview
Benchmarking against peer cohortsComing Soon

Can I use this without switching everything?

Yes — that's the design. Tara Connect lets Tara Finance work alongside the systems you keep, and every organization designates its own system of record per domain. Consolidate when Tara has earned it, not before.

How coexistence works

See Tara Finance in context

The demo covers where Tara Finance is today, where it's going, and how it would land in your church's actual stack.