Smarter Financial Management for Catholic Organizations

Built for Nonprofits. Trusted by Catholic Organizations Nationwide.

For more than 35 years, JMT Consulting has partnered exclusively with mission-driven organizations to modernize financial systems, strengthen stewardship, and reduce the operational burden on finance teams. We understand the complexity Catholic organizations face, from managing restricted donor funds and endowed assets across a diocese to supporting lean finance teams at Catholic Charities agencies, and we help your team gain the visibility, control, and confidence to support the mission.

Sound familiar?

Does This Sound Familiar?

Finance Tools That Work the Way Catholic Organizations Operate

If your team is relying on outdated systems, disconnected tools, or manual spreadsheets, you're not alone. Catholic finance leaders often struggle with:

Restricted fund and donor intent tracking across programs, ministries, and entities

Manual consolidations across parish locations, service lines, or diocesan entities

Governance reporting for boards, bishops, and diocesan finance councils

Endowed fund management and long-term stewardship planning

Staff transitions that leave gaps in how budgets were built and systems were configured

Lean teams stretched thin across close cycles, reporting deadlines, and operational demands

With JMT and Sage Intacct, your organization can simplify finance operations, strengthen stewardship, and deliver more timely insight to leadership.

Built for Nonprofits. Trusted by Catholic Organizations.

Accounting and planning tools designed for the financial complexity Catholic organizations actually face.

Solutions for: Real-Time Dashboards

✔ Give finance leadership and executive teams instant visibility across programs, entities, restricted funds, and endowments. Whether you are reporting to a board, a bishop, or a diocesan finance council, you will have the data you need without spending days pulling it together.

✔ Generate clean, accurate reports for auditors, boards, and diocesan leadership in far less time. Restricted fund tracking, cost allocations, and documentation are built into daily workflows, not assembled at year-end.

✔ Reduce manual approvals, allocations, reconciliations, and month-end tasks that consume valuable staff time. With AI-powered tools like Sage Copilot and the Close Assistant, your team spends less time coordinating and more time on the work that matters.

✔ Empower program directors and finance leadership to plan together. Model the impact of funding changes, track budget vs. actuals by program or entity, and build the multi-year forecasts that diocesan leadership and boards need to make confident decisions.

Stronger Stewardship

Cleaner Reporting

Less Manual Work

More Mission Impact

Article

How the Right Tools Can Drive Success in the Catholic Church

Technology should do more than modernize your systems. It should help your organization operate more effectively in service of its mission. This article explores how Catholic organizations can use better tools to improve decision-making, reduce inefficiencies, support staff, and create stronger alignment across ministries and entities.

Read the Article

Webinar Recording

On-Demand: Aloha to Automation

Catholic Charities organizations are under growing pressure to reduce manual work, improve reporting speed, and build a stronger operational foundation. Finance leaders from Catholic Charities of Hawaii share how they reduced manual friction, improved program visibility, and positioned their organization for long-term transformation. Available on demand.

Watch the Recording

Choose the Solution That Fits Your Needs

JMT Accounting Services

Fractional Accounting Support

✔Fractional back-office financial support for lean or short-staffed teams

✔Covers AP, AR, month-end close, and financial reporting

✔Ideal for organizations in transition, under capacity, or managing rapid growth

✔Expert support from a team that understands nonprofit finance and fund stewardship

Financial Planning and Advisory

FP&A and Strategic Finance Support

✔Fractional FP&A support as an extension of your finance team

✔Annual budgeting, dynamic re-forecasting, and scenario planning

✔Board and leadership reporting that transforms financial data into decision-ready insights

✔Training for finance staff and program leaders so systems are used accurately and with confidence

PowerASSIST

Ongoing Support Built for Nonprofits

✔Dedicated JMT support rep who knows your organization and your systems

✔Performance scorecards and regular system reviews

✔Access to CPE-eligible training and JMT's learning library

✔Strategic coaching sessions for finance leadership

✔Tiered plans (Essentials, Enhanced, Advanced, Strategic) to match your organization's size and needs

Data Services

Integration, Migration, and Pipelines

✔Fix broken data flows so your team can close faster and report with confidence

✔Data integration, migration, and pipeline management

Find Your Starting Point

Not sure where to focus next?

Get a quick read on your financial systems, dive into a deeper assessment, or talk it through with a specialist.

Get Your Audit-Readiness Grade 7 slider questions Take the Optimization Quiz Full systems assessment Book a Consultation Talk through your goals

Let’s Talk About What’s Possible for Your Organization

You don’t have to settle for systems and processes that create more work, more risk, and less visibility. With JMT and Sage Intacct, Catholic organizations gain a partner that understands nonprofit finance, fund stewardship, and the importance of mission-aligned financial management.

We help finance leaders reduce manual burden, strengthen stewardship practices, and build reporting processes that support smarter decisions, so your team can focus less on chasing data and more on advancing the mission.