Donation & Financial ManagementPurpose
1.2. Minimize manual entry errors, improve audit readiness, and produce detailed financial reports for apostolic church boards and donors.
1.3. Consolidate multiple donation streams (online, POS, cash) into the accounting system for real financial visibility.
1.4. Initiate automatic ledger postings, categorize income, and match bank deposits with donation transactions for transparency and compliance.
Trigger Conditions
2.2. Bank deposit statement available through online banking.
2.3. Accounting system receives new entry or nightly batch trigger.
2.4. Discrepancy detected between payment gateway and accounting records.
2.5. Scheduled reconciliation interval (e.g., daily, weekly, monthly).
Platform variants
3.1. PayPal
• Feature/API: Payouts API, Webhook notifications — Listen for "payment completed” event and sync transaction.
3.2. Stripe
• Feature/API: Stripe Events, Balance Transactions endpoint — Use “checkout.session.completed” webhook for instant sync.
3.3. Square
• Feature/API: PaymentReceipts API — Trigger on transaction settlement, push to GL account in accounting software.
3.4. Tithe.ly
• Feature/API: Webhooks, Reports Export — Configure donation received webhook to create ledger entry.
3.5. Pushpay
• Feature/API: Transaction History API — Pull daily donations, map to chart of accounts.
3.6. Givelify
• Feature/API: Donation Export, API Integration — Trigger on new donations, auto-import into finance software.
3.7. Elavon
• Feature/API: MerchantConnect API, Transaction Notification — Download daily settlements, schedule sync.
3.8. QuickBooks Online
• Feature/API: SalesReceipt, BankTransaction endpoints — Post donations to income, auto-match with bank feed.
3.9. Xero
• Feature/API: BankTransactions, Payments API — Create Receive Money transaction on donation receipt.
3.10. Sage Intacct
• Feature/API: General Ledger API — Insert journal entry, set auto-reconcile parameters.
3.11. FlockBase
• Feature/API: Integration Links, Import Donations — Set up direct feed from payment processors.
3.12. ACS Technologies
• Feature/API: Connections, Financial Suite Import — Schedule auto-import donation records.
3.13. Realm
• Feature/API: Contribution Entry API — Auto-create giving posting upon payment gateway trigger.
3.14. Church Community Builder (CCB)
• Feature/API: API Giving History, Transactions Pull — Use giving entry create endpoint on incoming donation.
3.15. ChurchSuite
• Feature/API: Donations Module, API Import — Push donations received into finance section on payment receipt.
3.16. Planning Center Giving
• Feature/API: Giving API, Webhooks — Automate on transaction creation for seamless sync.
3.17. Authorize.Net
• Feature/API: Transaction Reporting API, Silent Post — Configure silent post URL on successful donation.
3.18. Breeze ChMS
• Feature/API: Contributions Import, API — Auto-sync from payment processor to Breeze to accounting.
3.19. Zoho Books
• Feature/API: Invoice Payments, BankFeeds API — Match donation payment to invoice and bank entry.
3.20. FreshBooks
• Feature/API: Payments API, Bank Reconciliation — On payment update event, sync to general ledger.
3.21. Wise (for cross-border donations)
• Feature/API: Webhooks, Statement Export — Pull new transfer, trigger ledger entry in church’s books.
3.22. Plaid
• Feature/API: Transactions API — Retrieve actual bank transaction, auto-match with accounting software.
Benefits
4.2. Reduces manual reconciliation workload and mitigates human error.
4.3. Enhances transparency for regular audits and donor reporting.
4.4. Catch discrepancies between bank, gateway, and accounting early for timely resolution.
4.5. Provides leadership with real-time, consolidated financial views for better stewardship and compliance.