Claevo connects to QuickBooks and gives adoption agencies a live cash flow dashboard, 13-week runway forecast, and automated board reports — without replacing anything you already use.
Request a Free Pilot See how it works →QuickBooks holds your data. But it wasn't built for adoption agency complexity — restricted vs. unrestricted funds, fee pipelines, grant compliance, and board reporting all require work that generic tools don't support.
Finance staff spend 8–12 hours manually pulling QuickBooks data, formatting spreadsheets, and writing narrative — every month, before every board meeting.
Grant restrictions and adoption fee designations aren't visible in a single view. Agencies often learn about compliance gaps too late — during an audit.
Cash flow forecasting requires manual effort most agencies don't have. Leadership makes decisions without knowing what next quarter looks like.
Read-only OAuth connection. No software to install. Your data never leaves your control.
Claevo identifies restricted grants, adoption fee classes, and Title IV-E revenue from your existing chart of accounts.
Your cash flow dashboard, runway forecast, and fee pipeline update automatically — every time QuickBooks syncs.
One click generates a formatted board financial report with variance narrative. Ready to send before your meeting.
Every feature maps to a real problem adoption agency finance staff told us they face — not a generic nonprofit accounting checklist.
13-week actual and forecast view. Weekly inflows, outflows, and ending cash — updated automatically from QuickBooks.
Know exactly how many months of operating runway you have — unrestricted funds only, so you're never misled by restricted grant balances.
One-click formatted PDF with P&L summary, cash position, variance narrative, and adoption fee pipeline — every month, in minutes.
Grants and restricted donations tracked separately from unrestricted operating funds. Compliance visibility built in, not bolted on.
Every open invoice tracked by family, amount, and due date. Know what's coming in before it hits your bank account.
We're running a free 30-day pilot with three adoption agencies before the end of the quarter. Read-only QuickBooks access is all we need to get started.
Request Your Pilot SpotNo software to install · Read-only QuickBooks access · 20-minute setup call