Keep finance donation records accurate and aligned reliably

Finance and donor-relations staff miss recurring gifts in CRM, causing reconciliation gaps and missed acknowledgments. Record recurring donations to CRM and clearinghouse so finance reconciles and sends timely acknowledgments.

Overview

Missed recurring donations create reconciliation headaches and delayed donor acknowledgments for finance teams. This workflow guarantees recurring gifts land in both your CRM and clearinghouse spreadsheet, closing reconciliation gaps so finance and donor-relations reconcile reliably and send timely acknowledgments.

Notable Features

Create CRM donation records
Append entries to clearinghouse sheet
Notify donor-relations of new gifts