Donation & Finance ManagementPurpose
1.2. Ensure donations, pledged gifts, recurring giving, and expense transactions are recorded in real time for compliance, transparency, and reporting obligations.
1.3. Reduce manual data entry, minimize risk of human error, provide timely financial visibility for leadership, and maintain audit readiness.
1.4. Allow multi-location and Alliance Denomination-specific fund allocation, program segregation, and customizable categorization for mission work or targeted outreach.
Trigger Conditions
2.2. Recurring gift processed or pledge installment fulfilled.
2.3. Manual entry or update in church management or finance system.
2.4. Month-end or period close event for synchronization or reconciliation.
2.5. Receipt of new bank transaction or expense entry requiring ledger update.
Platform variants
• API: CreateInvoice, CreateSalesReceipt, CreateJournalEntry
• Configure: Map donor, fund, and amount fields for real-time sync of donations as income.
3.2. Xero
• API: POST /Receipts, /Payments
• Configure: Assign donations to bank accounts, expense tracking codes, and repeating transactions.
3.3. Sage Intacct
• API: create_invoice, create_glentry
• Configure: Set up fund and location dimensions for multi-campus giving.
3.4. FreshBooks
• API: create_payment, create_invoice
• Configure: Trigger creation of donation payment records by donor email matching.
3.5. Wave Accounting
• API: POST /transactions, /customers
• Configure: Push donor info and income records per deposit.
3.6. Zoho Books
• API: Donations as SalesReceiptEndpoint
• Configure: Assign member ID, campaign, and transaction date.
3.7. NetSuite
• REST API: POST /record/v1/invoice, POST /record/v1/journalEntry
• Configure: Custom fields for denominational fund identification.
3.8. Dynamics 365 Finance
• API: POST/transactions
• Configure: Link batch donations to congregational units.
3.9. Oracle Financials Cloud
• API: createReceipt, createJournalLine
• Configure: Segregate by Alliance program or event code.
3.10. MYOB
• API: POST Contact, POST ReceiveMoney
• Configure: Trigger on match for weekly giving reports.
3.11. SAP Business One
• API: AddIncomingPayment, AddJournalEntry
• Configure: Assign cost center as ministry area.
3.12. Blackbaud Financial Edge NXT
• API: POST gift, create batch
• Configure: Use fund and campaign codes from church systems.
3.13. Gusto (for payroll-based donation deduction)
• API: POST /v1/employee/deductions
• Configure: Sync employee charitable contributions with payroll cycles.
3.14. Church Windows
• Data Sync: Import utility or directly call donation/batch entry endpoint
• Configure: Trigger import daily or as giving batches close.
3.15. Aplos
• API: POST /transactions
• Configure: Designate fund and donor class for full compliance.
3.16. Realm (ACS Technologies)
• API: POST /contributions/batch
• Configure: Specify pledge and campaign in mapped field.
3.17. Pushpay
• API: Export API — trigger POST to accounting
• Configure: Push new donation event to accounting upon receipt.
3.18. Tithe.ly
• API: POST Export Donations
• Configure: Export scheduled, one-time, and envelope giving.
3.19. Planning Center Giving
• API: webhook for donation.created
• Configure: Webhook triggers accounting entry creation.
3.20. Donorbox
• API: POST /api/v1/donations
• Configure: Push batch or individual gifts to financial ledger.
3.21. Stripe (if using for donations)
• API: webhook for successful_payment
• Configure: Generate accounting transaction once donation processed.
Benefits
4.2. Greater transparency and segmented reporting by denomination-specific funds.
4.3. Significant reduction of manual work for finance or administrative volunteers.
4.4. Timely, automated compliance for audit trails, tax receipting, and external reporting.
4.5. Enhanced trust with congregants via accurate and up-to-date fund tracking.
4.6. Unified dashboards spanning spiritual outreach and financial health.