StewardLift Finance
A complete double-entry ledger, fund balances, bank CSV imports, and reconciliation. See what matches and what needs attention.
BUILT FOR CHURCH LIFE BETALess
Less
administration.
More ministry.
Church finances, payroll, and people management. All working together. Start with connected Finance and Giving in beta. People and Payroll are next.
New church signup is paused. Existing teams can log in.
StewardLiftFictional example
SUNDAY & EVERY DAY
A clear view of your church.
Good morning, Jordan.
Cash & bank balances$42,860.00Across 4 church funds
Giving this month$12,450.00 On track with your plan
Our budget, in viewIncome & expenses
IncomeExpenses
Sunday’s offering is readyGiving details match the counted total.
One shared purpose.
The right access for each person.
Simple on the surface.
Double-entry accounting Fund accounting Connected giving Role-based access
ONE CONNECTED WORKSPACEKnow where you stand.
Know where you stand.
Know what comes next.
No maze of disconnected tools. Just a clear path from the week’s offering to the report at your next meeting.
StewardLift Giving
Link offerings to donor and household records. Keep gift documentation close and generate annual giving statements.
A plan for every month
Build annual and monthly budgets, explore scenarios, and use past years to understand seasonal giving and spending.
Reports with the full picture
Follow income and expenses, compare budget with actual results, and export reports for your next meeting.
One church. A shared view.
Give counters, the Financial Secretary, Treasurer, Pastor, and Council the tools and visibility their roles need.
Good habits, built in
Keep a yearly audit checklist, review history, and UMC guidance together, with sources you can open and read.
COMING NEXT
StewardLift People · Staff timekeeping & scheduling StewardLift Payroll · Processor integrations Bank connections
FROM SUNDAY TO STATEMENTEvery handoff.
Every handoff.
Every dollar.
Connected.
Everyone has a clear next step. The counted offering, the giving details, and the bank deposit stay connected from beginning to end.
Join the waitlist for early accessOFFERING COUNTER
Count and confirm.
Enter the cash total and check total, including cents. Keep the counter’s task focused and simple.
Cash $340.50Checks $1,200.00Counted total $1,540.50
FINANCIAL SECRETARY OR ASSISTANT
Give every gift its place.
Record who gave, link the household, and select the right fund. Check that the details match the count.
Giving details match $1,540.50
TREASURER
Verify the deposit.
Record the deposit, then match it to the bank statement. Resolve differences and preserve a clear history of corrections.
Matched to bank statement $1,540.50
An illustrative offering with fictional amounts.
MINISTRY PLANFictional example
A year of possibility.
Worship & ministry$48,000
Community outreach$24,000
Care & connection$16,000
Monthly plans. Annual purpose.
A BUDGET THAT REFLECTS YOUR CHURCHPlan for the rhythm
Plan for the rhythm
of ministry.
Giving and spending don’t look the same every month. Start with history, make room for seasonal changes, and compare different plans before you move forward.
- Annual goals with month-by-month detail
- Income and expenses beside your budget
- Scenarios, review notes, and recorded approvals
CLARITY IS A SHARED RESPONSIBILITYGive your team
Give your team
confidence to serve.
Clear roles, a reviewable history, and guidance at the moment it matters. Designed to support the people entrusted with your church’s resources.
Explore the UMC finance guidanceA workspace shaped for each role.
Counters focus on counts. Financial Secretaries manage giving. Treasurers manage accounting. Pastors and Council can review the information their roles allow.
Changes leave a history.
Review corrections, add notes, and track access exceptions through separate pastoral approval. Sensitive role changes create in-app notifications.
A yearly audit, one step at a time.
Follow a yearly checklist with evidence and history. Open source citations and distinguish UMC requirements from conference policy and best practices.
COME HELP SHAPE WHAT’S NEXTA clearer way forward.
A clearer way forward.
Be part of what’s next.
Join the waitlist for new church access. Existing beta teams can continue exploring connected workflows while keeping their separate official books.
Beta testing
No payment details required. Keep parallel official books and review the terms, privacy policy, and beta limitations. What to expect →
A FEW HELPFUL ANSWERSBefore you
Open your workspace
Before you
begin.
Simple questions deserve clear answers.
Already part of a team?Open your workspace
Who is StewardLift for?
Church treasurers, Financial Secretaries, offering counters, pastors, administrators, and council members who want a simpler way to work together. The initial workflows are designed around United Methodist churches.
How can our church get access?
Public workspace signup is paused. Join the waitlist with your email and optional church name; this creates no account or workspace. Existing church teams can still log in and invite people using private invitation links. Email delivery is not connected yet; waitlist details are saved for future follow-up.
Can our whole team use it?
Yes. Each invited person signs in with their own account. Roles define what they can see and do. Administrators can request access exceptions for pastoral approval, with a recorded history.
Can I use real financial or donor information?
Yes, with your church’s authorization. During beta, keep your separate official books, enter the same activity there, and regularly reconcile both systems against source documents. This parallel bookkeeping is separate from the app’s double-entry accounting. Independent security validation and production readiness remain incomplete. Keep credentials, full card or bank account numbers, Social Security numbers, and payroll tax records out. Read the beta guide and limitations.
How do MFA and account recovery work?
Enable an authenticator in My account → Security, MFA & recovery, and save your one-time MFA backup codes. A password reset keeps MFA on; administrators cannot bypass it. Automatic email delivery is not connected. Save a separate private password recovery code for a forgotten password, or ask your Master Administrator for a recovery link after an identity check. Account managers manually send verification links to the saved mailbox. The recipient must confirm the link to verify the address; generating it alone does not verify anything. The account screens explain the current status.
Does it connect to our bank or run payroll?
Bank CSV imports and reconciliation are available. Direct bank connections, workforce tools, and payroll processor integrations are planned; they are not connected in this beta.
Does UMC guidance replace our own review?
No. Guidance links to its sources and distinguishes denominational requirements, conference policy, and recommended practices. Your church should confirm current requirements with its conference. StewardLift is not endorsed or certified by The United Methodist Church.
What does it cost?
Joining the waitlist is free and requires no payment information. Subscription pricing for a future production release has not been set. No payment or billing connection is part of this beta.
Can I get our information back out?
The workspace includes report exports and backup tools. The project uses a modular codebase with a developer guide, so the long-term plan supports portability for both code and data.