Donation & Finance ManagementPurpose
1.2. Aggregate donation data from multiple sources, ensuring compliance with Alliance church guidelines.
1.3. Automate formatting, privacy redaction, storage, and secure delivery of donation history.
1.4. Facilitate donor engagement, regulatory reporting, and annual financial reviews.
1.5. Minimize manual labor, reduce errors, and guarantee timely dissemination of donation information.
Trigger Conditions
2.2. Manual on-demand trigger via admin dashboard or webhook.
2.3. New entries in the donation ledger within the reporting period.
2.4. Receipt of bank reconciliation file confirming external deposit match.
2.5. Confirmation of closing balances by a finance manager.
Platform Variants
3.1. Google Sheets
• Feature: Use Sheets API 'spreadsheets.values.get' to fetch donation data.
• Sample: Configure to read range of current month’s donations.
3.2. QuickBooks Online
• Feature: Reports API 'ProfitAndLoss', filter by donation account.
• Sample: Auto-generate filtered monthly statement.
3.3. Salesforce Nonprofit Success Pack
• Feature: Reports and Dashboards, schedule report export.
• Sample: Export ‘Monthly Giving’ donor report, auto-email to finance.
3.4. Microsoft Excel Online
• Feature: Office Scripts, trigger script to summarize donation entries.
• Sample: Timer-triggered summary using Onedrive file.
3.5. Mailchimp
• Feature: Transactional API 'messages/send', integrate PDF report as attachment.
• Sample: Monthly email with attached donor report.
3.6. Dropbox
• Feature: File upload endpoint 'files/upload' for automated report archiving.
• Sample: Create folder 'Donor Reports/YYYY-MM'.
3.7. DocuSign
• Feature: eSignature API 'Envelopes:Create', use for secure executive acknowledgment.
• Sample: Summary signed by board chair.
3.8. Slack
• Feature: Incoming Webhooks, channel alert when new report is available.
• Sample: Notify ‘finance’ channel at report completion.
3.9. Google Drive
• Feature: Drive API 'Files: create', auto-upload reports for team access.
• Sample: Monthly folder shared to finance emails.
3.10. Zoho Books
• Feature: Reports API 'donationSummary', scheduled export.
• Sample: Quarterly report emailed to admin.
3.11. OneDrive
• Feature: Graph API 'driveItem: createUploadSession', for document upload.
• Sample: Monthly report saved to 'Church Financials'.
3.12. Xero
• Feature: Reports API 'getReportsFinancial', filter for donations.
• Sample: Custom report for Alliance denomination funds.
3.13. SendGrid
• Feature: Mail Send API ‘mail/send’ for bulk emailing summary PDFs.
• Sample: Personalized donor summary delivery.
3.14. AWS S3
• Feature: S3 PutObject API for offsite backup.
• Sample: Store encrypted donation reports.
3.15. Box
• Feature: Upload API 'files/upload', restrict folder to board members.
• Sample: Upload Q1/Q2 summaries.
3.16. Power Automate
• Feature: Scheduled Flow, multi-step automation across apps.
• Sample: Retrieve, aggregate, and distribute reports.
3.17. Trello
• Feature: REST API 'cards/create' to create finance checklist on report completion.
• Sample: ‘Review Donor Report’ card auto-added.
3.18. Airtable
• Feature: API 'listRecords' on donations table, auto-summary script.
• Sample: Use script block for monthly aggregation.
3.19. Smartsheet
• Feature: Reports API, schedule sheet export as PDF.
• Sample: ‘Monthly Revenues’ sheet emailed.
3.20. Notion
• Feature: API 'retrieve database', auto-update donor page with new summary.
• Sample: Replace outdated monthly report database.
3.21. HubSpot
• Feature: Workflows API, trigger notification and add donation data.
• Sample: Auto-task finance staff for review.
3.22. Monday.com
• Feature: Automations Center, schedule recurring reminder for report check.
• Sample: Monthly alert for admins.
Benefits
4.2. Provides consistent, real-time compliance with denomination and audit needs.
4.3. Enhances communication, transparency, and engagement with donors.
4.4. Enables secure, organized, and immediate access to financial summaries.
4.5. Increases accuracy by eliminating human reporting errors.
4.6. Frees resources for ministry and outreach through efficiency gains.