CharityTracker vs SAI360 Ethics and Compliance

CharityTracker is case management software that centralizes client documents and helps organizations record services, outcomes, and reporting. It supports case intake, progress tracking, assessments, and reports for funders. Partner agencies can share client requests, alerts, bulletins, and referrals through a network; a network administrator must approve an agency before access is granted. The maker lists community nonprofits, churches, hospitals and healthcare, human services, social work, domestic violence, disaster recovery, and other community-serving organizations among those it serves. Basic costs $20 per user per month and includes case management, reports, area-wide bulletins, and daily backup. Plus adds barcode scanning, client IDs, digital signature capture, file uploads, requests and referrals, and outcome tracking. Pro adds kiosk or remote intake, SMS broadcasts, appointments and scheduling, customizable assessments, changes-over-time reports, and an API. A 14-day trial is available without a credit card. The maker describes CharityTracker as HIPAA-compliant and says its hosting is provided by Amazon Web Services; each staff member or volunteer needs a unique login. It is available on the web and through an API.

SAI360 Ethics and Compliance is a paid, cloud-deployed web platform for governance, risk, compliance, and ethics programs. It connects risk, compliance, audit, policy, training, and related work in one system of record. Case intake forms, workflow automation, custom case fields, audit trails, and reporting dashboards support case handling and oversight. Its training offering uses scenario-based learning, expert-built content, campaign management, delivery, and completion tracking, with more than 400 courses in over 70 languages. Listed integrations include Workday, ADP, Slack, Oracle, SAP, Salesforce, ServiceNow, Microsoft 365, SharePoint, and Jira. Three bundles are described: Essentials includes whistleblower and case management, training, policy management, and conflicts of interest; Professional adds incident management and regulatory compliance; Enterprise adds EUDR and CSRD reporting. Pricing is on request. Essentials excludes single sign-on, advanced analytics, live support, and a client success manager in the comparison. Professional and Enterprise list live support and a client success manager. The maker is headquartered in Chicago.