Financial Management
Process Faster. Reconcile Efficiently. Acknowledge Immediately.
Build Bridges Between Development Operations and Finance
Financial reconciliation doesn’t have to be a painful process at the end of every month.
Financial Reconciliation Doesn’t Have to be Painful
Your Operations and Finance teams shouldn’t have to jump through hoops to process and recognize a gift. ROI Solutions works with its clients to streamline and automate gift processing and revenue recognition, giving you more time to think about strategy and better data management. Financial success relies on the timely processing of all gifts, whether they originate from a caging and cashiering vendor, a third-party application, a monthly credit card sustainer, or a check mailed to your offices. Efficient processing and acknowledgment are core to successfully stewarding your donors’ gifts.
Revolution CRM provides our clients with all the tools to manage their gift processing and cater to the unique requests of their constituents, all managed in a secure PCI-DSS Level 1 framework.
Your Finance team will love that an integration to your General Ledger will streamline financial reconciliation and monthly close.
Financial Management
- Customizable batch input with controls.
- Single constituent transaction entry.
- Support for high volume sustainer programs.
- Integration with lockbox and caging vendors Integration with third-party tools and a pending queue to view your organization’s transactions across your ecosystem.
- Integrated payment processors with account updater and recapture functionality.
- Secure PCI-DSS Level 1 compliant credit card and electronic fund transfer processing.
- Uploads for third-party aggregators.
- Customizable soft credits, matching gifts, and tribute attribution.
- Embedded stock pricing and foreign currency conversion.
- Easy-to-use and flexible Pledge Management.
- Flexible source codes and general ledger account coding.
- Automated client-specific feeds to general ledger.
