Donations & Financial TrackingPurpose
1.2. Automate compilation of monthly, quarterly, and annual reports needed for accountability and compliance.
1.3. Automate distribution of reports to clergy, council, donors, and relevant stakeholders via multiple channels for prompt communication.
1.4. Automate inclusion of donation trends, donor activity summaries, and forecasted needs, ensuring transparent financial stewardship.
1.5. Automate archiving of all financial summaries for legal, audit, and historical review to support future planning.
Trigger Conditions
2.2. Automate on completion of reconciliation process in accounting platform.
2.3. Automate on receipt of specific emails or document uploads marked for “report distribution.”
2.4. Manual triggering available by clergy, treasurer, or admin with secure access.
2.5. Trigger automated workflows via web form or church management portal submission.
Platform Variants
• Feature/Setting: Reports API—automate extraction of P&L, balance sheets, create custom summaries for donor reports.
3.2. Xero
• Feature/Setting: Reports endpoint—automate financial snapshot creation, automate payroll export for donation impact.
3.3. Google Sheets
• Feature/Setting: Sheets API—automate real-time summary calculation, automate report templating, automate chart insertion.
3.4. Microsoft Excel Online
• Feature/Setting: Graph API—automate spreadsheet population and summary automation.
3.5. Salesforce Nonprofit Success Pack
• Feature/Setting: Reports automation—automate donor summary and major gift analyses sent to stakeholders.
3.6. Blackbaud Church Management
• Feature/Setting: Reporting API—automate donor/expense report distribution, automate archival.
3.7. Zoho Books
• Feature/Setting: Reports automation—automate financial and transaction report generation.
3.8. Sage Intacct
• Feature/Setting: Reports automation endpoint—automate distribution of summarized and detailed reports.
3.9. Wave Accounting
• Feature/Setting: Receipts/Reports API—automate receipts compilation, automate expense summary creation.
3.10. Mailgun
• Feature/Setting: Sending API—automate emailing reports to council, automate donor updates.
3.11. SendGrid
• Feature/Setting: Automated email workflow—automate secure, formatted report delivery to multiple mailboxes.
3.12. Slack
• Feature/Setting: Webhooks API—automate report notifications to finance team channel.
3.13. Microsoft Teams
• Feature/Setting: Automated message API—automate delivery of summary reports to specific groups.
3.14. Dropbox
• Feature/Setting: Upload API—automate report archiving and stakeholder access permissions.
3.15. Google Drive
• Feature/Setting: Drive API—automate report file management, automate link-based distribution.
3.16. DocuSign
• Feature/Setting: Envelope API—automate signature/acknowledgement workflows for compliance reports.
3.17. OneDrive
• Feature/Setting: File upload automation—automate centralized report storage and access notifications.
3.18. HubSpot
• Feature/Setting: Automated email workflow—automate periodic report delivery.
3.19. Trello
• Feature/Setting: Board automation—automate status tracking of financial review and report completion.
3.20. Airtable
• Feature/Setting: Scripting automation—automate report data tracking, automate summary generation for internal review.
3.21. Asana
• Feature/Setting: Task automation—automate reminders and follow-up actions related to report review.
3.22. Smartsheet
• Feature/Setting: Automated workflow—automate task routing and recordkeeping for report rollout.
Benefits
4.2. Enhances transparency and automates accountability to donors and governance members.
4.3. Enables timely and consistent report distribution, automating compliance with regulatory and audit demands.
4.4. Improves accuracy and automates error reduction across all stages of summary creation and sharing.
4.5. Frees administrative resources for more impactful mission-driven activities by automating repetitive tasks.