Donor Management By Venn Technology Automatically sync donations with your CRM and finance apps

Keep your financial reporting accurate, up-to-date, and effortless.

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  • Problem

    Your donation data doesn’t agree across your CRM and financial system. It takes forever to reconcile and find the needle in the haystack that was throwing things off.

  • Solution

    We provide accurate and timely data across CRM and finance apps without the need to import excel files or hand key data.

  • Impact

    This solution frees your staff up to focus on strategic items, saves time, creates more accurate numbers, and allows you to save money on finance personnel.

Solution Highlights

  • Produce financial reports with up-to-date information
  • Increased accuracy and numbers that agree across systems
  • Operational efficiency gains that result from process automation
  • web

    Take in donations

    Use your online fundraising tool to take in gifts from your donors

  • salesforce ms_dynamic

    Sync with CRM

    Instantly capture donors and donations accurately coded to the right fund, restriction, etc.

  • data

    Create actionable insights

    Use the financial data to produce data that's more granular and useful, leading to better understanding

  • sage quickbooks

    Move and reconcile in finance app

    Transfer over all data into your finance app and solve disparities

Jeff Ward

Jeff Ward

Director of Finance & Administration, Glorieta Camps
“It’s hard to express how nice it is to finally do an audit and have zero errors. Venn was an absolute pleasure to work with. They kept every commitment.”

Implementation Plan

  • 1

    Discovery & Research

    Discuss best practices from market leaders

    Outcome: Prioritized Automation Plan

  • 2

    Collaborative building

    Outcome: Working Automation

  • 3

    Testing & business unit training

  • 4

    Go live!