Aplos, Connected to Taskwell

Aplos keeps your books — funds, transactions, payables, contributions. What it doesn’t do is do the bookkeeping and analysis for you. Taskwell connects directly to your Aplos account and takes on the routine finance work — coding, reconciling, reporting — with a person approving anything that touches the ledger.

Where Taskwell fits

Aplos is the system of record for your fund accounting, but keeping it current is still hands-on work: entering and coding transactions, matching funds, reconciling accounts, and building reports for leadership. Aplos publishes a secure, documented API across transactions, funds, payables, receivables, accounts, and contributions — and Taskwell sits on top of it as an intelligent finance layer, drafting entries, answering financial questions in plain English, and preparing reports, always under human review before anything commits.

What Taskwell does

• Assisted bookkeeping. Taskwell drafts and codes transactions into the right funds and accounts, so the books stay current without manual re-keying. A person reviews and approves before anything posts.
• Fund accounting integrity. Restricted and designated funds are tracked correctly and continuously, so designations stay intact and fund balances always reconcile.
• Answers on demand. Ask plain-English financial questions and get an answer sourced from live Aplos data — no waiting on a bookkeeper or a spreadsheet.

“Draft this week’s transactions coded to the right funds, ready for approval.” · “How much did the missions fund spend last quarter versus budget?”

Going further

The same connection extends to higher-value finance work:

• Continuous reconciliation. Taskwell watches for mismatches and surfaces only the exceptions that need a decision, turning month-end reconciliation into a short review.
• Payables & receivables. Routine AP/AR work — drafting bills, tracking receivables, flagging what’s due — handled automatically with human approval.
• Audit- & board-ready reporting. Financial statements and board packets assembled on demand, with each entry traceable back to its source.

What you get

• Transactions drafted and coded automatically — with human approval on every entry
• Restricted-fund compliance tracked and reconciled continuously
• Plain-English answers from your live Aplos data
• Month-end reconciliation reduced to a short exception review
• Audit- and board-ready reporting on demand
• A foundation that extends across payables, receivables, and budgeting

How it works

This is a stable, supported connection — Aplos’s API is built for secure, key-based integration, and Taskwell runs this same pattern in production across other finance stacks. Every automated action stays under human review, so you’re never handing the checkbook to a robot.

We start with your single highest-pain workflow — often transaction coding or reconciliation — prove it end to end, then expand across Aplos.