Fundraising and Accounting Integration
AccuFund provides a real-time posting process between Salesforce and our Fund Accounting solution – with the AccuFund Connector.
• Easily configured and managed within your Salesforce account
• Identifies donations as they are entered into Salesforce and seamlessly posts as a Cash Receipts to your AccuFund Accounting solution
• Split gift capability
• Eliminates double entry
• Minimizes user error
AccuFund is a certified Salesforce application provider. To learn more about the AccuFund Connector, click here.
With over 1,000 applications available on Salesforce’s AppExchange, nonprofits now have the ability to download and integrate applications for direct mail merging, email marketing, payment processing and more. Popular applications include:
• Real Time Online Forms
• Moves Management
• Membership Management
• Volunteer Management
• Mass Email Communication
• Direct Mail Merge
• Duplicate Record Management
• Online and Recurring Donations
• Credit Card Processing
• Event Management
Contact us to learn more about how AccuFund CRM can help your organization.
AccuFund’s Fundraising and Accounting Integration Success Stories
United Neighborhood Centers of Northeastern Pennsylvania - UNC wanted to improve their reporting capabilities among their vast programs/events as well as eliminate donation double-entry. They were able to benefit from a customized Salesforce solution that was compatible with AccuFund Accounting Suite to effectively manage their daily fundraising, accounting and reporting needs. “AccuFund CRM customized Salesforce to meet our needs. Now, whenever I enter donations into Salesforce, it appears in the AccuFund Accounting Suite so the financial department can see activity immediately.” Read the entire United Neighborhood Centers of Northeastern Pennsylvania Case Study.
The Cumbres & Toltec Scenic Railroad - FCTSRR was looking to automate and centralize their accounting and fundraising functions. In addition to needing to fulfill their allocation needs, they wanted a system that was user friendly and would help streamline their reporting capabilities. FCTSRR also wanted to be able to track and record split gifts. The result? “In the 16 years I’ve been here, it was the easiest audit we've ever gone through and I attribute that to AccuFund.” Read the full Accounting and Fundraising Integration Case Study.
Richmond Jewish Foundation - RJF is a primary, trusted and expert resource for planned giving and endowments, providing services to the community and its donors, making grants and undertaking community leadership and partnership activities to address a wide variety of needs in its service area. With AccuFund, RJF streamlined accounting and fundraising functions to improve all aspects of their foundation. Read the entire Richmond Jewish Foundation Case Study.