Connect Salesforce & Xero
Automatically Synchronise invoices, credit notes, payments, accounts & contacts between Salesforce and Xero.

Journal summaries
Keep tabs on smaller donations in a journal. Use journal settings to configure the grouping of transactions and which transactions to Journal.  Then simply manually transfer the Journal totals.

Create invoices for major gifts or grants
Streamline major gift management, automate donor tracking, and ensure accurate financial reporting, enhancing efficiency and improving donor relations.

Global Connectivity
Connect with over 17,000 financial institutions worldwide, ensuring universal access for organisation regardless of location.

Automated Bank Deposits in Salesforce
Automatically save payment records inside Salesforce as well as send out automated receipts.

Automatically mark as paid
When a payment is received, it automatically closes out expected payments and sends receipts.

Efficient Credit Card Transactions linking
Connect multiple credit card transactions for a single day with a single bank transaction deposit seamlessly.

Instant Status Update for Bank Transfers
When a donor selects Bank Transfer during checkout and pays using exact bank reference details, the Payment transaction status automatically shifts from Awaiting Payment to Payment Complete.

Automated Status Update for Known Donors
Donor/Fundraising Team can set up processes to Recognise known donors making a deposit and have their transactions/donations automatically marked as paid, thereby saving valuable manual effort.