Capture donation emails and create donor records for finance
Capture donation emails and create donor records for finance
Finance coordinators miss donation emails, causing reconciliation gaps and stewardship delays. Parsed payment emails create linked donor and gift records so finance and fundraising can reconcile faster.
Overview
Finance teams lose visibility when donation notifications go unrecorded, creating reconciliation gaps and audit risk. This workflow captures payment emails and creates linked donor and gift records, eliminating manual entry and providing a clear audit trail. Customers report faster reconciliation and fewer missed contributions.
Notable Features
- Extract donation details from emails
- Create linked donor and gift records
- Notify finance and fundraising stakeholders