Donation Reconciliation
Matches donations to donors, campaigns and funds.
How it works
The workflow runs autonomously. Your team manages the exceptions and approves the decisions that matter.
1
Payment received
2
identifies donor
3
matches campaign/appeal/fund
4
validates restriction
5
updates CRM/accounting
6
unmatched items routed to finance
Runs autonomouslyYour team decides
Human control
Exceptions and material decisions are routed to your team for approval.
Systems it works across
Business impact
Manual matching effort shrinks to exception handling. Period-end closes faster, backlogs stop forming, and error rates fall.
See this solution for your business
Tell us your industry and systems. We'll show you what runs as is and what we'd adapt.
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