Expand the power of your nonprofit CRM, fundraisingManager, with the financeManager add-on

 


Built 100% native to Salesforce, financeManager can give you your time back by automating the reconciliation of fundraising information across multiple programs, projects and fiscal years.

financeManager reconciles donations to QuickBooks Online in seconds.

Manage time more efficiently
Save hours by automatically matching and reconciling consolidated payouts and associated fees from Stripe with your online donations in Salesforce.

Manage deposits easier
Push consolidated bank deposit records to QuickBooks Online in seconds to reconcile your donations, including fund allocations, in Salesforce with your accounting system and bank accounts.

Unified view of giving
Streamlining data from fundraisingManager CRM and QuickBooks Online keeps all your donor and other transaction information in one place, giving you a 360-degree view of your contributions and operations. Things Excel spreadsheets can’t do.

Increase transparency
Updating your accounting system and CRM will allow you to share your numbers with stakeholders, including donors, board, staff and volunteers and to meet financial reporting requirements. When people understand your organization’s financial health on a deeper level, they’ll become more engaged and committed to being a part of its success.

Expand the power of your nonprofit CRM, fundraisingManager, with the financeManager add-on. Built 100% native to Salesforce, financeManager can give you your time back by automating the reconciliation of fundraising information across multiple programs, projects and fiscal years.

Get in touch with our team to learn more: https://cloudstackservices.com/fundraising-with-quickbooks-and-salesforce/

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