Your account policies
Effective-dated rates, tiered deposits, certificates, day-count rules and separate compounding and credit cycles.
BUILT AROUND DIOCESAN FINANCE
Good stewardship.
A clearer way.
Behind every balance is a parish, a project, a purpose. Bring deposits, loans and daily financial work into one thoughtfully connected workspace.
For dioceses, archdioceses and the communities they serve.
PARISHWELL / THE DIOCESAN VIEW
Clarity for every parish.
Confidence for every diocese.
Actual application · fictional demonstration dataConfidence for every diocese.
Parish deposits
·Diocesan loans
·Pooled funds
·Accountable decisions
ONE WORKSPACE. SHARED UNDERSTANDING.
Less searching for answers.
More confidence in the work.
The details matter. Parishwell puts them within reach, from the first entry to the month-end review.
01 / INSIDE PARISHWELL
Start with a clear view.
See deposits, outstanding loan principal, accrued interest and recent activity together. Move from the diocesan overview to the account that needs your attention.
- Balances at a selected reporting date
- Separate principal and accrued interest
- A direct path into daily work
Screens captured from the working application. All organizations, accounts and balances shown are fictional.
SEE THE WORK, NOT JUST THE PROMISE
A little time inside.
A much clearer picture.
Two short, captioned visual walkthroughs built from actual application screens. No sign-up needed.
Overview → communities → loans → investments → reports
Read the walkthrough
- Start in the overview. Review deposits, outstanding loan principal and accrued interest at your reporting date.
- Open Parishes. Find the communities participating in your funds and see their related accounts.
- Open Loan servicing. Compare principal, dated payoff estimates and schedule shortfalls.
- Open Investments. Review participant holdings and the history of approved pool valuations.
- Open Month-end. Preview interest account by account before posting and locking the period.
- Open Reports. Filter participating entity totals and prepare exports or statement packets.
Silent visual tours with on-screen explanations. Demonstration data only.
ROOM FOR THE WAY YOUR DIOCESE WORKS
The daily details.
Considered together.
Your review process
Role-based access, independent review where required, recorded actions and separate settlement references.
Your reporting needs
Account statements, entity totals, maturity and loan reviews, with filtered CSV and mapped journal exports.
Your working records
Account documents, recurring entries run by staff, opening-balance imports and cash-clearing reconciliation.
A THOUGHTFUL PATH TO CHANGE
A new system.
A considered transition.
Moving diocesan financial records deserves a careful plan. Start with your current workflow, validate the numbers, and agree on the right path with your finance and IT teams.
Get the evaluation guide- 01
Start with your real work
Walk through deposits, loan rules, reports, approvals and the parts of your current system that slow you down.
- 02
Prove the fit in a pilot
Map authorized exports and compare sample balances, interest and statements against your source records.
- 03
Agree on a controlled rollout
Define access, hosting, backups, training and acceptance criteria before moving live financial work.
TRUST IS PART OF THE WORK
Your data deserves
a deliberate approach.
Access controls and deployment choices are part of the conversation from the beginning.
Access with responsibility
Verified sign-in and MFA enforcement in the hosted application, workspace roles, scoped parish access and recorded actions.
Hosting that fits your environment
Explore a hosted pilot or a customer-server deployment with a local database. Customer-server installation currently requires external identity services and deployment validation.
Parishwell is available for demonstrations and pilot evaluation. Production use requires your organization’s security review, validated calculations, tested recovery and deployment acceptance. No security certification is implied.
BRING THE CONVERSATION TO YOUR TEAM
Something to take
to the next meeting.
The Parishwell overview
The purpose, workflows and pilot approach in a concise two-page brief.
Download the brief EVALUATION GUIDE / PDFA productive first conversation
A practical guide for finance and IT teams considering a move from an existing system.
Download the guideBEFORE WE TALK
A few good questions.
Is Parishwell designed for dioceses?
Yes. The application is organized around participating parishes, schools and ministries, with diocesan deposits, loans, investment records, requests, statements and period controls. It is not a general parish donation or church membership system.
Can we move from DLS or another legacy system?
We can evaluate that with you. Opening-balance CSV import and reconciliation tools are implemented. Full historical migration, your exact calculation conventions and accounting interfaces require discovery, mapping and acceptance testing. We do not promise automatic migration or complete feature parity.
Can it run on our own server?
A customer-server configuration with a local encrypted database is available for evaluation alongside the hosted build. It still uses external identity services. Installation, backup and recovery procedures must be tested in your environment; it is not currently a fully offline installation.
Does Parishwell send money through the bank?
No. It records financial activity, authorization decisions and settlement references. Bank payments and external settlement happen through your existing banking process.
How do pricing and rollout work?
We scope the proposal around your participating entities, workflows, migration needs and hosting requirements. The first step is a demonstration and a fit conversation. There is no credit card requirement or automatic subscription on this site.
LET’S START WITH YOUR DIOCESE
See what clearer
could look like.
Tell us a little about your team. We’ll use the conversation to understand your work and shape a relevant demonstration.
- A walkthrough of the workflows that matter to you
- An honest look at fit, gaps and migration needs
- A conversation about hosting and next steps