Keep church donor records up to date each day

Church administrators miss recurring donations when notices don't reach CRM, causing reconciliation gaps. Daily imports link payments to donor contacts so finance staff reconcile confidently.

Overview

Missed recurring donations create reconciliation headaches and risk donor trust. This workflow ensures daily payment records are matched to donor contacts so finance and administrators get an auditable giving ledger and stop chasing missing gifts. Customers report fewer reconciliation exceptions and clearer stewardship visibility.

Notable Features

Import daily recurring payment transactions
Create or update donor contacts
Flag unmatched payments for review