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.
We provide accurate and timely data across CRM and finance apps without the need to import excel files or hand key data.
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.
- Produce financial reports with up-to-date information
- Increased accuracy and numbers that agree across systems
- Operational efficiency gains that result from process automation
Take in donations
Use your online fundraising tool to take in gifts from your donors
Sync with CRM
Instantly capture donors and donations accurately coded to the right fund, restriction, etc.
Create actionable insights
Use the financial data to produce data that's more granular and useful, leading to better understanding
Move and reconcile in finance app
Transfer over all data into your finance app and solve disparities
Discovery & Research
Discuss best practices from market leaders
Outcome: Prioritized Automation Plan
Outcome: Working Automation
Testing & business unit training