Error Elimination
Eliminate manual entry and reduce costly data discrepancies by auto-updating payment records across all platforms.
- Payment Automation
- AI Payment Management
AI Payment Management
AI-powered payment management automates the capture, organization, and synchronization of transaction data across your CRM, spreadsheets, and donor or finance systems. Zapier instantly records every new payment, ensuring up-to-date records without manual effort. This streamlines reconciliation, improves data accuracy, and frees teams to focus on revenue-generating work.
Time Savings
Accelerate reconciliation by logging payments in real time, freeing hours previously spent on repetitive updates.
Unified Insights
Centralize transaction data to gain immediate visibility into cash flow, donor activity, and customer payments.
Featured use cases
AI-powered automation that updates customer payment records instantly upon receipt.
+ moreLeverage AI to automatically extract payment data and log tasks in donor management tables for accurate, real-time contribution tracking.
+ moreUse AI to pull key payment data from stored documents into a structured database for faster, error-free financial tracking.
+ moreAutomatically record every successful payment into a spreadsheet for real-time financial tracking and error-free reporting.
+ more