PosiGive provides a streamlined and efficient bank reconciliation process, making it easier to reconcile accounts and generate precise financial reports. Bank statements can be uploaded and matched to individual gifts to ensure that all gifts recorded in Salesforce made it to the bank, and all gifts in the bank have been recorded in Salesforce.
The Bank Reconciliation feature will be able to automatically match many gifts and bank statement lines, and then provides a simple UI to be able to manually match outstanding items. This will save the team significant amounts of time and will provide both the fundraising and finance teams with greater confidence and clarity as to the state of each gift.
This comes in two ways:
Automatic Bank Reconciliation - PosiGive
...