Donor Payment Matching
Resolves donations arriving without clear references.
How it works
The workflow runs autonomously. Your team manages the exceptions and approves the decisions that matter.
1
Bank/processor payment
2
entity matching against donor CRM, pledge and campaign data
3
assigns most likely donor/purpose
4
posts confident matches
5
exceptions reviewed
Runs autonomouslyYour team decides
Human control
- exceptions reviewed
Systems it works across
Business impact
Manual lookup work disappears. Match rates rise, and exceptions shrink to the genuinely ambiguous cases.
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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