Raise more. Track everything. Hit your goals.
TrailBooks handles contribution tracking, donor management, event check-in, and reporting — so you can spend more time raising money and less time on spreadsheets.
Most treasurers spend 10+ hours a month on manual data entry, reconciliation, and report prep. That's time you could spend building donor relationships and raising money.
TrailBooks gives you real-time visibility into fundraising progress, automates donor follow-ups, and handles all the bookkeeping — so you can focus on what actually raises money: relationships.
Everything you need to grow your fundraising — nothing you don't.
Set fundraising targets by quarter, month, or event. Watch your progress in real-time. Celebrate when you exceed them.
Every donor over your threshold gets a personalized thank you letter. Queue fills automatically. Stronger relationships, zero effort.
iPad at the door. Guest arrives, tap their name, collect payment on the spot. Contribution logged instantly. No more manual entry after events.
See every donor's full history across all your committees. Know who's due for an ask. Never miss a follow-up opportunity.
Your state filings are pre-filled and validated. Click once to file directly to your state agency. No exports, no re-entry, no stress.
Manage multiple PACs, campaigns, and party committees from one login. Perfect for consultants and treasurers with multiple clients.
Create expenses from logged mileage easily, and automatically stay audit-ready anytime.
Online donations flow in automatically from WinRed and Anedot. No CSV exports, no manual entry — every contribution lands in your books the moment it arrives.
Log verbal commitments before checks arrive. Know exactly who owes, send reminders, and mark pledges fulfilled. Never lose a promised donation again.
Integrate WinRed to automate compliance reporting for your online donations.
Securely link your campaign bank account, and watch the automation replace your hours of spreadsheets and receipt scanning.
Based on early user data from Iowa campaigns, Q1 2026.
Monthly or annual billing · 10 minute set up · File with confidence
Get StartedLink your bank via Plaid, connect WinRed, and import your existing donor list. Takes about 5 minutes.
Define fundraising targets by quarter, event, or fundraiser. TrailBooks tracks progress automatically.
TrailBooks handles reconciliation, thank-you letters, and compliance reports. You focus on donor relationships.
Want to see how TrailBooks handles campaign finance, compliance, and donor follow-up? Book a time on our dedicated scheduling page.
Schedule a DemoBuilt for candidates and PACs. Full platform access from day one. Cancel anytime.