Our Expertise in CHARITY FINANCE.
SoMax is a charity finance management system provider for mid-sized UK charities. We combine accountancy-led consultancy, finance systems, proven delivery and practical integrations to help finance teams take control of reporting, cash and controls.
We help charities move beyond spreadsheets, fragile fund reporting and manual consolidation, so you can produce defensible numbers for Trustees and auditors without putting day-to-day finance at risk.
Why SOMAX.
Qualified, accountancy-led consultants.
SoMax is led by accountancy-trained consultants who understand the realities of charity finance. We design finance systems around how charities actually operate, across restricted and unrestricted funds, projects, service lines and multi-entity structures. The result is clearer reporting, cleaner audit trails and numbers that stand up to Trustee and audit scrutiny.
Proven delivery that protects audit stability.
Small finance teams rarely have spare capacity for disruptive change. Our delivery approach is phased, structured and realistic. We stabilise the close, clarify ownership, and introduce change in a way that protects month-end discipline and reduces the risk of year-end audit adjustments.
Proven integrations that remove manual work.
Most charity finance effort is lost in re-keying, reconciliations and spreadsheet workarounds. We implement practical integrations between the systems charities rely on, including CRM and donor platforms, Gift Aid processes, payroll and banking. That means cleaner data flows, fewer manual handoffs and one version of the truth.
How SOMAX Stabilises Charity Finance Across Funds, Projects and Entities
Charity finance is rarely simple. Restricted fund reporting, project tracking, trading subsidiaries, partial VAT, audit deadlines and Trustee scrutiny all create pressure for already stretched finance teams.
We help bring structure and control to that complexity. Our consultants work with you to stabilise reporting, tighten coding discipline, reduce spreadsheet dependency and align the finance system to the way your charity actually operates.
That gives you stronger control over month-end, clearer reporting for Trustees, and a more defensible position for audit and compliance.
How SOMAX Supports the Nonprofit Sector.
- Restricted and unrestricted fund accounting
- Project, grant and budget holder reporting
- Multi-entity finance setups, including trading subsidiaries
- Repeatable month-end close
- Trustee-ready ad audit-ready reporting
- Group consolidation and intercompany discipline
- Partial VAT control and clearer workings
- Purchase-to-pay approvals and audit trail
- Consistent coding and chart of accounts discipline
- CRM and donor platform to finance data flows
- Gift Aid, payroll and banking integrations
- Role-based training and ongoing optimisation
