Welcome to ImpactGraph! ImpactGraph is used to manage your expenses, report on funding sources, and get real-time visibility into your finances! Let's show you how to set up your account
Create your account
Fiscal Sponsors will send sign-up links to sponsored organization admins. If you have not received your link, please contact your fiscal sponsor and ask them to re-send a new one.
💡 Your personalized emailed link can only be provided by your sponsor. Please do not share this with anyone!
Org admins can invite team members and assign roles to them.
Sign-up emails will be sent from no-reply@impactgraph.ai. If you cannot find your sign-up email, check your junk mail. If you still cannot find the sign-up email, contact your fiscal sponsor.
Click Verify Your Account in the sign up email
Your account has now been created. Log into ImpactGraph on web by navigating to app.impactgraph.ai.
Complete your Profile
Now that your account is created and verified, you can begin to set up the rest of your account and organization settings.
💡 You need to complete these steps for both 1) your organization and 2) individual users before you can issue payments and spend cards in the system.
Sign into https://app.impactgraph.ai
Click on your name at the bottom of the left-hand side navigation panel and then click Profile.
Update or set Name, Phone Number, Address, and Date of Birth
If needed, complete the Account Details section to make your organization eligible for spend cards
Complete Organization Information
Organization set up is needed to ensure that your customized donation page information is correct. We're planning to add more personalization to this page soon, if you have ideas please let us know at support@impactgraph.ai!
Sign into https://app.impactgraph.ai.
Go to Settings > Organization to view organization and donation page information
Fill out all the necessary information and adjust the styling to fit your organization. The page will save as you update it, so your work won't get lost. Please note that the page publishes automatically at the provided share link!
What's Next?
Congratulations! Your organization and profile are set up. Learn more about ImpactGraph's other features like:
Expense Management: Easy-to-use suite to manage and tag transactions in real time
Banking: Cash management accounts for each organization, managed centrally at no additional cost
Compliance controls: Create spend policies and monitoring for non-mission-oriented expenditures
Spend Cards: Create physical and virtual cards for users with customized limits, categories, and workflows
Bill Pay: Initiate payments, create approval flows for your team, and manage vendors
Custom Donation Page: Create and style a custom donation page for your organization with sharable links
Funding Sources: Manage grant restrictions, impact reporting, and budgeting so you can maintain stewardship of contributions and revenue
Reporting: Real time visibility to equip your entire organization with insights, not just the finance team