Create daily donation CSV and email report to stakeholders
Create daily donation CSV and email report to stakeholders
Your donation records are scattered across systems, delaying reconciliation and donor follow-up. Receive a cleaned CSV each morning so teams can reconcile and act same day.
Overview
Stop spending time on manual exports and give program coordinators and finance a reliable donation ledger every morning. This workflow turns scattered payment rows into a cleaned CSV and delivers it to inboxes so reconciliation and donor follow-up happen same day.