Skip to content
Automate Done For You Automate Done For You Automate Done For You Automate Done For You
  • Industries
    • Education
    • Corporate
    • Professional Services
    • Agriculture
    • Recreation
    • Arts
    • Food & Beverage
    • Social Services
    • Government
    • Wholesale
    • Healthcare
    • Retail
    • Non-profit
    • Religious
  • Lead gen
  • Ecommerce
  • Use cases
  • FAQ
  • Contact
Get Started
Get Started

HomeAutomated syncing of donations with accounting softwareFinancial Reconciliation & Compliance

Financial Reconciliation & Compliance iconFinancial Reconciliation & Compliance

Financial Reconciliation & Compliance

Automated syncing of donations with accounting software

admiJuly 6, 20251 min read
Financial Reconciliation & Compliance

Generate monthly, quarterly, and yearly donation summaries

admiJuly 6, 20251 min read
Financial Reconciliation & Compliance

Notification to finance when large donations are received

admiJuly 6, 20251 min read
Financial Reconciliation & Compliance

Reconcile online transactions with bank records automatically

admiJuly 6, 20251 min read
Financial Reconciliation & Compliance

Send reminders for tax document distribution to donors

admiJuly 6, 20251 min read
Financial Reconciliation & Compliance

Store and backup documents for compliance automatically

admiJuly 6, 20251 min read
Financial Reconciliation & Compliance

Trigger compliance checklists for new grant/donation streams

admiJuly 6, 20251 min read
Financial Reconciliation & Compliance

Trigger financial reports for board meetings

admiJuly 6, 20251 min read
Financial Reconciliation & Compliance

Audit trail logging for all donation activities

admiJuly 6, 20251 min read
Financial Reconciliation & Compliance

Automate calculations for matching gifts and company donations

admiJuly 6, 20251 min read
About
  • About us
  • Our vision
  • Careers
  • Press
Product
  • Embedded
  • Meetings
  • What's New
  • Status
  • Reference Docs
Pricing
  • For Messaging
  • For Meetings
  • Enterprise
Support
  • Getting started
  • Support Center
  • Terms of Service
  • Security
  • Sitemap

Copyright: © 2026 Lumi WordPress theme by UiCore. All Rights Reserved.

Follow us on social media
Automate Done For You
  • Industries
    • Education
    • Corporate
    • Professional Services
    • Agriculture
    • Recreation
    • Arts
    • Food & Beverage
    • Social Services
    • Government
    • Wholesale
    • Healthcare
    • Retail
    • Non-profit
    • Religious
  • Lead gen
  • Ecommerce
  • Use cases
  • FAQ
  • Contact
Get Started