financeManager
Seamlessly match and reconcile donations to create bank deposits across multiple payment methods. Then push directly to QuickBooks Online to avoid double data entry, reduce errors and save time.
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Explore how financeManager can work with fundraisingManager to solve your donation reconciliation to QuickBooks.
Join the hundreds of nonprofits using cloudStack products
financeManager reconciles donations to QuickBooks Online in seconds.
Manage time more efficiently
Save hours by automatically matching and reconciling consolidated payouts and associated fees from Stripe with your online donations in Salesforce.
Manage deposits easier
Push consolidated bank deposit records to QuickBooks Online in seconds to reconcile your donations, including fund allocations, in Salesforce with your accounting system and bank accounts.
Unified view of giving
Streamlining data from fundraisingManager CRM and QuickBooks Online keeps all your donor and other transaction information in one place, giving you a 360-degree view of your contributions and operations. Things Excel spreadsheets can’t do.
Increase transparency
Updating your accounting system and CRM will allow you to share your numbers with stakeholders, including donors, board, staff and volunteers and to meet financial reporting requirements. When people understand your organization’s financial health on a deeper level, they’ll become more engaged and committed to being a part of its success.
financeManager Features
01
Automatically map Stripe payouts to your donation payments in Salesforce
Eliminate the tedious work of matching consolidated Stripe payouts to your bank account with donations in your CRM.
02
Generate consolidated bank deposits
Create consolidated bank deposits with donors’ credit card, cash or cheque donations in Salesforce.
03
Push consolidated bank deposits to QuickBooks Online
Sync your CRM and accounting system by pushing itemized or consolidated bank deposits from Salesforce to QuickBooks Online.
04
Integrate with Nonprofit Success Pack (NPSP) and fundraisingManager CRM
financeManager uses both NPSP and fundraisingManager CRMto extend the Salesforce ecosystem and your gift-recording capabilities.
Hassle-free way to sync your CRM data with your accounting data
Expand the power of your nonprofit CRM, fundraisingManager, with the financeManager add-on. Built 100% native to Salesforce, financeManager can give you your time back by automating the reconciliation of fundraising information across multiple programs, projects and fiscal years.
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Ongoing Support
The cloudStack Services team offers customized training, virtual administration and ongoing support to ensure you have everything for a successful financeManager launch.
financeManager and Salesforce Nonprofit Success Pack
TheNonprofit Success Pack(NPSP) tailors the Salesforce CRM to better suit the needs of Nonprofits. It turns the #1 CRM for business into a Constituent Relationship Management system for nonprofits that help them manage programs, donations, volunteers, and supporters conveniently. The NPSP does so by adding pre-built constituent and donor management components on top of flexible, opendata architecture.
NPSP provides a single source of truth delivering a 360 degree view of your constituents. You can leverage this unified view to engage in more personalized ways with supporters, or connect and help clients. With this visibility into people, funds and outcomes, you can make better decisions that drive impact.
Salesforce.orgdonates 10 free Salesforce subscriptions in perpetuity to any eligible Nonprofit through the Power of Us program and offers deep discounts on additional subscriptions, products, services, training, and Salesforce events. This is a$ 20,000 per year programthat you are essentially getting for free.
Salesforce.orgdonates 10 free Salesforce subscriptions in perpetuity to any eligible Nonprofit through the Power of Us program and offers deep discounts on additional subscriptions, products, services, training, and Salesforce events. This is a$ 20,000 per year programthat you are essentially getting for free.
Many nonprofits partner with cloudStack Services to provide further Salesforce Custom Implementations. We work exclusively with nonprofits and know that the we must quickly maximize the return on investment of your Salesforce Implementation.
Integration of your current systems is often a possibility. Taking advantage of using Salesforce as a central system so that your email, marketing, financials, and more can all talk to each other is just part of how we provide an effective solution.
We will transform your Salesforce by providing:
- Multiple vendors systems integration.
- Integration with on-premises systems.
- Flexible and scalable integrations.
- Optimal visibility of data streams between apps.
- Real-time sync
fundraisingManager™ transforms the way you organize donor information and daily work in one intuitive platform.
- Streamline your data entry with customizable donation forms
- Automate acknowledgements and donation receipting
- Consolidate nonprofit data for easy reporting
fundraisingManager is a required component for the use of financeManager for Salesforce. Get in touch with one of our skilled Salesforce nonprofit consultants today to discuss how to get you set up with fundraisingManager + Salesforce.
