Most CSR platforms try to be a payment processor on top of a giving program. We don't. Your finance team already moves money beautifully — we give them the data to do it.
Money flowing through a third-party vendor's Stripe account, reconciled monthly in someone else's GL. You can't audit it the way you audit everything else.
Matches are queued somewhere. Grants are partially approved. Volunteer dollars are floating. The platform tells the CSR team, not finance.
1099s, receipts, donor letters, cost-center allocations. None of it exports cleanly. The whole team gets pulled in for two weeks every January.
You looked at the numbers. The math doesn't work. But your CSR team needs the tool and the alternative is a spreadsheet you can't audit either.
The platform records what's owed. Your finance team moves the money — via ACH, wire, or check, on your timeline, through your bank.
Smart batching by nonprofit. PDF payment requests ready to send. Mark complete with payment reference, audit log captures every step. Finance owns the cheque end-to-end.
Learn more →Payments, payment items, nonprofits summary, per-nonprofit history, donations / matches / volunteer summaries. Built for the finance team — not the CSR team.
Learn more →Three-tier confidence model on every employee-uploaded receipt. High-confidence auto-log, low-confidence to admin review. Defensible end-to-end.
Learn more →AES-256-CBC with HMAC authentication. RBAC. CSRF on every form. Multi-tenant isolation. SOC 2-ready from day one. Defensible at audit time.
Learn more →Matches and grants batch automatically. Your team generates PDFs, pays them via your normal channels, marks complete. Reconciled before month-end close.
Every donation has a source. Every match has an approval. Every payout has a payment reference. The trail tells the whole story.
1099s, donor letters, cost-center exports, board pack — all generated from the same system. No four-week scramble. No spreadsheet reconciliation.