Features

Everything ChurchDash does.

The full tour, for when you want to dig in. Every feature below is live in the demo, with a sample church you can click through.

Your church already has the data. It's just spread across five logins.

Giving lives in one system, attendance in another, the budget in QuickBooks and the real story in someone's head. ChurchDash brings it together and tells you what it means, in plain English, every week.

GivingCheck-InsGroupsQuickBooksSpreadsheets
Weekly check-up

Monday morning, everything in one glance.

A short summary of the week: who to thank, who to reach and how each area of the church is doing compared with last year.

  • First-time givers, connect cards and people to reach, counted for you
  • Each area marked ahead, growing, steady or needs help
  • Open volunteer spots for this Sunday
  • A plain-English note on what stands out and what to raise with staff
  • Emailed to your lead pastor every Monday
See it in the demo →
This week at RiversideSUN OCT 26
8first-time giversa thank-you is ready for each
12connect cards10 from new people
17people to reacha personal note is drafted for each
How each area is doingVS LAST YEAR
Giving$64,820 this monthAHEAD▲ 9.4%
Attendance388 in person last SundayGROWING▲ 8.4%
Groups61% of regulars in a Bible studySTEADY▲ 2 pts
Serving3 teams short for Nov 9NEEDS HELP▼ 6%
EXAMPLE DATA
Giving

Every gift, in context.

This month and this year against the same days last year, so you always know if you're ahead or behind, and why.

  • This month and year so far, givers, gifts and pending gifts
  • Giving by month, this year next to last year
  • Top givers for the year and the month, visible only to people you choose
  • New givers and growing givers, with a thank-you ready to send
  • Warning signs: regular givers who've gone quiet for 60+ days
  • Members not giving, for a gentle check-in
  • Insights: givers kept from last year, recurring share, by fund, by campus, how people give and gift sizes
See Giving in the demo →
This month so far
$64,820
▲ 9.4% vs same days
This year so far
$593,820
▲ 7.1% vs last year
New givers this month8 FIRST GIFTS
NameEmailGivenFirst gift
Jordan PriceThank$120Oct 26
The Okafor familyThank$500Oct 19
Emily SatoThank$300Oct 12
EXAMPLE DATA · FICTIONAL NAMES
People

Know who's here, who's new and who's growing.

Attendance, members, groups, events and serving in one place, so every person has a clear next step.

  • Sunday attendance by campus, online, and a 52-week trend
  • Next steps: how people move from a first visit to a group, serving and membership, and who's ready for the next step
  • Involvement: who came to a group, served or signed up for an event in 90 days
  • New people: every connect card by week, with interests and prayer requests
  • Bible studies: average, last meeting, roster and who's coming
  • Dropping off: regulars who missed their last 3 meetings
  • Events and serving: sign-ups for the last and next 30 days, and who served
  • Givers not involved and membership invites, ranked by who's most ready
  • Want a Bible study and members not involved, ready for an invite
See People in the demo →
Week of Oct 263 CONNECT CARDS
NameEmailInterested in
Priya NairWelcomeBible study, women's ministry
Tyler Brooks NEWWelcomeServing, young adults
The Mendez family NEWWelcomeKids ministry
Tuesday Women's studyTUESDAYS 7 PM
Average
12.5
up from 10 to 15 in 8 weeks
On roster
18
2 haven't come yet
EXAMPLE DATA · FICTIONAL NAMES
Teams

Every position, every service, at a glance.

See who's preaching, leading worship, running sound, greeting and serving in kids at every service, and which spots are still open.

  • Who's serving in every position, with confirmed, waiting and open spots
  • Find someone: see who's on that team and free, and ask them in one tap
  • Open spots for the next 4 Sundays, and which teams are short
  • Team sizes: people on each team, how many it needs and how many it usually gets
  • Serving a lot and saying no lately, so you can thank people or check in
  • New volunteers, with a thank-you ready to send
See Teams in the demo →
North · 9 AM · Sun, Nov 2119 OF 125 FILLED
PositionWhoStatus
PreacherPastor Dan MillerCONFIRMED
Worship leaderJude ColeCONFIRMED
SoundKai GrantCONFIRMED
VocalsCaleb OrtizWAITING
GreeterNobody yetFind someone
Elementary (K–5)Nobody yetFind someone
EXAMPLE DATA · FICTIONAL NAMES
Follow-up

Most people don't leave in a day. They fade over months.

A faithful giver skips a few months. A regular misses three weeks of group. A family stops checking kids in. ChurchDash connects those signals and puts the names in front of the right pastor while there's still time to call.

  • Regular givers who've gone quiet for 60+ days
  • Group members whose attendance is dropping
  • Givers who aren't connected to a group, event or team
  • A personal note drafted for every name. A pastor edits it and sends it from the church's email in one click
See Follow-up in the demo →
Bright spots

Know who to thank on Monday morning.

Growth is easy to miss when you're putting out fires. ChurchDash surfaces first-time givers, growing generosity, guests who joined a group and the ministries on the rise.

  • New givers this month, with a thank-you note ready to send
  • People giving 50% more than this time last year
  • Members ready for a membership or serving invitation
61

first-time givers this year, 8 more than last year

14

people giving 50%+ more than a year ago

+18%

kids check-ins at the East campus since August

22

involved givers ready for a membership invite

EXAMPLE DATA
Finances

Your budget, in plain English.

Straight from QuickBooks: where the money came from, where it went, how it compares with your budget, and help categorizing what's left.

  • This month and year: income, expenses and net, against last year and budget
  • Cash: every account and a 12-month trend
  • Budget vs actual, with lines that are off budget flagged for you
  • By campus and by every QuickBooks class
  • Restricted funds: what came in, what was spent and what's left
  • Top expenses by account and by vendor
  • To categorize: every uncategorized transaction gets a suggested category and campus, with a confidence level based on how you've categorized similar ones before. Approve one, or all the high-confidence ones at once, and QuickBooks is updated
  • Giving vs income, side by side each month
See Finances in the demo →
Income this year
$611,400
2% over budget so far
Net this year
$63,200
$35k ahead of budget
Budget vs actualOFF BUDGET
AccountActualBudgetvs budget
Building maintenance OVER$48,600$39,200+24%
Kids & youth UNDER$21,900$27,000-19%
Event income OVER$8,800$7,000+26%
To categorize12 TRANSACTIONS
TransactionSuggestedConfidence
ConEd · $1,284Utilities · East98% HIGHApprove
Home Depot · $328Building maintenance78% MEDIUMApprove
Check #4417 · $2,000Tithes & offerings61% REVIEWApprove
EXAMPLE DATA
AI assistant

Ask your church a question. Get an answer, not a spreadsheet.

Ask in plain English and get the number, what stands out and the decision it raises, in seconds.

  • Answers from your live Planning Center and QuickBooks data
  • Board-ready giving and finance summaries on demand
  • Thank-you, welcome, check-in and invite emails drafted for you, then sent from your church's email
Ask it yourself in the demo →
Design studio

Graphics for every event, in every size.

Staff request a graphic with the details and a few inspiration images. ChurchDash designs every size they need, and the requester approves or asks for changes.

  • Request a new graphic in seconds: what it's for, the details, the date it's needed, the sizes and inspiration links or files
  • Instagram posts and squares, stories, TV screens, YouTube thumbnails, website banners and flyers
  • Matches your church's brand, fonts and colors
  • Asks a question when a date, time or detail is missing
  • Approve in one click and download the final files
See the design studio →
#142 · Fall Harvest NightREQUESTED BY SARAH
✓ Requested→✓ Designed→● Waiting for approval→Final files
1080×1350
Fall
Harvest
Night
Sat Nov 15 · 5 PM
1080×1920
Harvest Night
Nov 15 · 5 PM
Letter
Fall Harvest Night
Chili · Games · Worship
EXAMPLE DESIGNS
Connections

Works with the tools your team already uses.

Your staff keep working the way they do today. ChurchDash brings it all into one view and refreshes every hour.

Planning Center

People, Giving, Groups, Check-Ins, Registrations and Services.

QuickBooks

Income, expenses, budget, classes, funds and bank balances, plus suggested categories for anything uncategorized.

Gmail and Outlook

Thank-you, welcome, check-in and invite emails, edited and sent from your own address in one click.

Slack

Ask questions and get the weekly check-up where your staff already talk.

Stewardship and trust

Your people's information stays yours.

Works alongside your tools

Your team keeps using Planning Center and QuickBooks just as they do today.

You choose who sees what

Giving names and amounts go only to the people you pick. Everyone else sees totals and trends.

A pastor's personal touch

Every note arrives as a draft, so each message is reviewed, personalized and sent by a pastor.

Born in a real church

Built with a two-campus church in New York City, by people who serve in one.

Questions

Good questions pastors ask.

Does it work with Planning Center?

Yes. ChurchDash connects to the tools you already use, so your staff keep working the way they do now, and the dashboard updates every hour.

Who on our team can see what?

You choose. Most churches give the lead pastor and finance team full giving access, and give ministry leaders their groups, people and follow-up lists without dollar amounts.

What's in the weekly check-up?

Who to thank, who to reach and how each area of the church is doing compared with last year, plus a short note on what stands out. It arrives every Monday morning.

How does the AI help with follow-up?

It drafts personal follow-up, welcome and thank-you notes for every name on your lists, so your pastors can review, personalize and send them in minutes.

Can it help categorize our QuickBooks transactions?

Yes. For every uncategorized transaction, ChurchDash suggests a category and campus based on how you've categorized similar ones before, and shows how confident it is. You approve one at a time or all the high-confidence ones at once, and QuickBooks is updated.

How long does setup take?

Everything is done within 30 days: your data connected, your dashboard built and tuned, and your team trained. You connect your accounts, and we do the heavy lifting.

We have more than one campus. Does that work?

Yes. Giving, attendance and finances can be seen for each campus or all together.

See it for yourself

Lead with clarity this Sunday.

Get the live demo in your inbox, or book a quick call with a person.

Book a 20-minute call

See what your church's check-up would show and plan your 30-day setup.