Donor CRM reconciliation
When your CRM and your books finally agree
Your CRM says you raised one number. Your books say another. We reconcile donations across your CRM, payment platforms and bank every month, so fundraising and finance work from the same truth.
- Add-on service for any plan
- CRM, payment platforms and bank matched monthly
- Processor fees and payouts handled properly
Sound familiar?
Two systems, two answers, one frustrated team
“Our CRM says we raised one amount and the books say another.”
“Platform payouts arrive net of fees and nobody can match them.”
“Restricted gifts are tagged in the CRM but not in the books.”
What's included
One version of the truth
- Monthly reconciliationGifts in your CRM matched to deposits in your bank, every month.
- Payment platform payoutsOnline giving and processor payouts broken out into gross gifts, fees and refunds.
- Recurring and monthly giftsFailed, paused and refunded recurring gifts tracked so revenue stays accurate.
- Restricted designationsGifts designated in the CRM flow to the correct fund in your books.
- Variance reportsA short monthly report showing what didn't match and why, so issues are fixed early.
- CRM clean-upDuplicate records, wrong dates and miscoded gifts corrected at the source.
- Receipts that matchBecause the data agrees, your receipts, statements and T3010 agree too.
- Works with your toolsCommon CRMs and giving platforms, and your QuickBooks Online or Xero books.
How it works
How we bring the numbers together
An add-on service you can pair with Core, Plus or Executive. We scope it on your intro call.
1. Map
We map how gifts flow from your forms and platforms into your CRM, bank and books.
2. Reconcile
We match every gift, payout and fee, and fix the gaps at the source.
3. Keep it clean
Each month we reconcile and report, so it never drifts apart again.
Feedback from clients
What our clients say
An expert in charity accounting — simplifies processes and recommends programs for efficiency. His team provides phenomenal support. Highly recommended.Zena ChaudhryFounder & CEO, Sakeenah
Have a question?
Read our FAQs
Which CRMs do you work with?
We work with the donor CRMs and giving platforms charities commonly use. Tell us what you use on your intro call and we'll confirm how we would reconcile it.
Why don't our CRM totals match our books?
The usual causes are processor fees, timing differences between gift date and deposit date, refunds, and gifts entered in one system but not the other.
Do you fix the data in our CRM too?
Yes. Where the problem starts in the CRM, we correct it there so the same issue doesn't come back next month.
How often do you reconcile?
Monthly, so differences are small, recent and easy to fix.
Experience the Linked CFO Difference
Book a Call Today
- Nonprofit-only specialists
- No long-term contracts
