Product
Inventory Lists

Build a product catalog or list for your critical vendors

Keep your supplier catalog to hand at all times

Use the inventory list to note items in stock by name and unit price.

Real Time Inventory

Quickly see supplier inventory... no matter what time of the day or night.

Visual Inventory Lists

Customize inventory folders and lists so you can see your options in one easy to see list.

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Latest news & resources for CFOs

Merushka Chetty

Stephen Newland – Travel, Debt Freedom & Building a Fractional CFO Business

In this episode, James Kennedy sits down with Stephen Newland, founder of Money Path, to unpack what it really takes to keep a nonprofit financially healthy as it grows. They cover Stephen’s unusual early-career work at Delta Air Lines, what he learned running a financial education program at a large church, and why money is never “just numbers on a spreadsheet.” From cashflow forecasting to grant reporting to board-ready financial clarity, this episode is a practical guide for nonprofit leaders who want better control without burning out.

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Merushka Chetty

Anna Tiomina – AI Finance Revolution: How CFOs Are Saving 75% of Their Time

In this episode, James Kennedy sits down with Anna Tiomina (Blend to Balance) a former CFO who turned a career curveball into a new mission: helping finance teams adopt AI responsibly and effectively. They unpack how AI is already changing finance work (reporting, commentary, document review, and more), why finance leaders shouldn’t wait for the tech to “mature,” and how to keep human controls in place so speed doesn’t come at the cost of accuracy.

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Merushka Chetty

Angela Satterfield-Sexton – How to Win Government Grants: A CFO’s Survival Guide

In this episode, James Kennedy sits down with Angela Satterfield-Sexton from Burkland to unpack fund accounting and why it matters even if you’re not a nonprofit. Angela breaks down how grant funding really works (pre-award → mid-award → post-award), what causes the most compliance pain, and how the right systems (and habits) can keep your funding safe, your reporting clean, and your team sane.

From time tracking and class coding to receipts, audits, and spend deadlines, this episode is a practical guide for founders, finance leaders and grant-funded operators who want to stay compliant and move fast.

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