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ChaliceLedgr

Diocese finance is a nightmare and somebody had to build the software — turns out it was me at 2am on a Tuesday.

ChaliceLedgr is the only accounting platform built from the ground up for the genuine complexity of ecclesiastical finance: donor-restricted endowments, clergy housing allowances, IRS Form 990-T unrelated business income, and inter-parish assessment allocations. It speaks the language of canon law and treasury administration because I learned that language so you wouldn't have to. Gerald's spreadsheet is no longer acceptable.

Features

  • Full donor-restricted endowment lifecycle management with FASB ASC 958 compliance baked in, not bolted on
  • Inter-parish assessment engine handles up to 847 concurrent allocation rules across fund hierarchies without breaking a sweat
  • Native IRS Form 990-T and 990-PF generation with live UBTI tracking throughout the fiscal year
  • Clergy housing allowance calculations that actually understand the Deason Rule and parsonage exclusions
  • Temporality ledger — tracks civil and canonical ownership of assets simultaneously. No other software does this. None.

Supported Integrations

Salesforce NPSP, Stripe, ACS Technologies, Blackbaud Financial Edge NXT, ParishSOFT, PeopleSoft, VaultBase, DioSync API, TithingCloud, CanonLedger Connect, Plaid, SanctuaryHR

Architecture

ChaliceLedgr is a microservices architecture running on a hardened Node.js core with a React frontend that never apologizes for being fast. Financial transaction data lives in MongoDB because the document model maps cleanly to fund accounting's nested structure and I will die on this hill. Session state and canonical entity graphs are persisted in Redis because warm reads on a 10,000-node parish hierarchy are non-negotiable. The assessment allocation engine runs as an isolated service and can be scaled horizontally without touching the ledger core — a decision I made at 4am and have never once regretted.

Status

🟢 Production. Actively maintained.

License

Proprietary. All rights reserved.

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