Finance & Operations
ROI Solutions Empowers Efficient Finance & Operations
Process Faster. Reconcile Efficiently. Acknowledge Immediately.
Build bridges between Operations and Finance. Financial reconciliation doesn’t have to be a painful process at the end of every month.
Do You Struggle to Find the Balance Between Efficiency and Control?
- Do you struggle with inefficient gift entry and handling processes?
- Do you utilize multiple payment processors and find it hard to get a handle on costs and fees?
- Do you spend too much time manually reviewing incoming files from your lockbox vendor?
- Is it difficult to review and import transaction files from multiple online donation platforms?
- Does your current CRM act as a sub-ledger to your finance system?
- Are you concerned about the lack of controls in your gift processing?
- How long does it take you to reconcile and close the books each month?
- Does it seem like Development and Finance speak different languages?
- Are you concerned about data breaches and PCI-DSS compliance?
Does Inefficiency Keep You From Your Mission Focus?
- Suppose your CRM is the financial source of truth for revenue processing. In that case, monthly reconciliation becomes a less time-intensive process and provides time back to Finance and Operations teams for more strategic duties.
- Like your team, we understand the desire to dedicate more time to meaningful engagement with your supporters. When a product suite lacks cohesion and introduces unnecessary manual procedures, relying on disparate solutions and multiple processors can lead to uncontrollable costs and increased labor demands.
- When manual revenue processing and reporting management increases over time, the organization will feel the impact when the mission misses relationship-building opportunities and revenue goals.
- The inability to respond promptly to donor inquiries, internal information requests, and essential financial reporting can erode trust.
ROI Solutions Provides Flexibility, Efficiency, and Control.
- Tailored batch input options that can be easily customized to suit your needs.
- Full-fledged support for high-volume sustainer programs to boost donor engagement.
- Seamless integration capabilities with lockbox and caging vendors for streamlined processing.
- Comprehensive integration with third-party tools and a dynamic pending queue to monitor your organization's transactions across the entire ecosystem.
- Inclusive payment processors equipped with account updater and recapture features for optimized payment handling.
- Robust security ensured through PCI-DSS Level 1 compliance for both credit card and electronic fund transfer transactions.
- Personalizable soft credits, matching gifts, and tribute attribution to enhance donor recognition.
- Built-in stock pricing and foreign currency conversion for international fundraising efforts.
- Flexible source codes and general ledger account coding for adaptable financial tracking.
- Automated, client-specific feeds directly to the general ledger for efficient financial management.
Business Opportunity
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 integration to your General Ledger will streamline financial reconciliation and monthly close.
