financeManager

Consolidate donation data between your nonprofit CRM and QuickBooks Online

Seamlessly match and reconcile donations to create bank deposits across multiple payment methods. Then push directly to QuickBooks Online to avoid double data entry, reduce errors and save time.

Request A Demo

Explore how financeManager can work with fundraisingManager to solve your donation reconciliation to QuickBooks.

Join the hundreds of nonprofits using cloudStack products

financeManager reconciles donations to QuickBooks Online in seconds.

Save hours by automatically matching and reconciling consolidated payouts and associated fees from Stripe with your online donations in Salesforce

Manage time more efficiently

Save hours by automatically matching and reconciling consolidated payouts and associated fees from Stripe with your online donations in Salesforce.

Push consolidated bank deposit records to Quickbooks Online in seconds so it’s always in sync with your donations records in Salesforce. This makes it easier to compile financial data into reports and may even help the tax filing process.

Manage deposits easier

Push consolidated bank deposit records to QuickBooks Online in seconds to reconcile your donations, including fund allocations, in Salesforce with your accounting system and bank accounts.

Streamlining data from fundraisingManager CRM and Quickbooks Online keeps all your donor and other transaction information in one place, giving you a 360-degree view of your contributions and operations, Things Excel spreadsheets can’t do.

Unified view of giving

Streamlining data from fundraisingManager CRM and QuickBooks Online keeps all your donor and other transaction information in one place, giving you a 360-degree view of your contributions and operations. Things Excel spreadsheets can’t do.

Updating your accounting system and CRM will allow you to share your numbers with stakeholders, including donors, board, staff and volunteers. When people understand your organization’s financial health on a deeper level, they’ll become more engaged and committed to being a part of its success.

Increase transparency

Updating your accounting system and CRM will allow you to share your numbers with stakeholders, including donors, board, staff and volunteers and to meet financial reporting requirements. When people understand your organization’s financial health on a deeper level, they’ll become more engaged and committed to being a part of its success.

Automatically map Stripe payouts to your donation payments in Salesforce NPSP. Eliminate the tedious work of matching consolidated Stripe Payouts to your bank account with donations in your CRM.
Sync your CRM and accounting system by pushing itemized or consolidated Bank Deposits from Salesforce NPSP to QuickBooks Online
financeManager Features

01

Automatically map Stripe payouts to your donation payments in Salesforce

Eliminate the tedious work of matching consolidated Stripe payouts to your bank account with donations in your CRM.

02

Generate consolidated bank deposits

Create consolidated bank deposits with donors’ credit card, cash or cheque donations in Salesforce.

03

Push consolidated bank deposits to QuickBooks Online

Sync your CRM and accounting system by pushing itemized or consolidated bank deposits from Salesforce to QuickBooks Online. 

04

Integrate with Nonprofit Success Pack (NPSP) and fundraisingManager CRM

financeManager uses both NPSP and fundraisingManager CRM to extend the Salesforce ecosystem and your gift-recording capabilities.

Hassle-free way to sync your CRM data with your accounting data

Expand the power of your nonprofit CRM, fundraisingManager, with the financeManager add-on. Built 100% native to Salesforce, financeManager can give you your time back by automating the reconciliation of fundraising information across multiple programs, projects and fiscal years.

Get Started with financeManager

financeManager

*requires fundraisingManager for Salesforce
$ 1,800 Yearly
  • Map Stripe donation payments in Salesforce
  • Generate unlimited consolidated bank deposits
  • Push bank deposits from Salesforce to Quickbooks Online
  • Extend Salesforce capabilities by syncing NPSP, fundraisingManager and financeManager

Ongoing Support

The cloudStack Services team offers customized training, virtual administration and ongoing support to ensure you have everything for a successful financeManager launch.
Two nonprofit professionals (women) looking at a computer screen and discussing Salesforce NPSP

financeManager and Salesforce Nonprofit Success Pack

The Nonprofit Success Pack (NPSP) tailors the Salesforce CRM to better suit the needs of Nonprofits. It turns the #1 CRM for business into a Constituent Relationship Management system for nonprofits that help them manage programs, donations, volunteers, and supporters conveniently. The NPSP does so by adding pre-built constituent and donor management components on top of flexible, open data architecture.

NPSP provides a single source of truth delivering a 360 degree view of your constituents. You can leverage this unified view to engage in more personalized ways with supporters, or connect and help clients. With this visibility into people, funds and outcomes, you can make better decisions that drive impact.

Salesforce.org donates 10 free Salesforce subscriptions in perpetuity to any eligible Nonprofit through the Power of Us program and offers deep discounts on additional subscriptions, products, services, training, and Salesforce events. This is a $ 20,000 per year program that you are essentially getting for free.

Salesforce.org donates 10 free Salesforce subscriptions in perpetuity to any eligible Nonprofit through the Power of Us program and offers deep discounts on additional subscriptions, products, services, training, and Salesforce events. This is a $ 20,000 per year program that you are essentially getting for free.

Many nonprofits partner with cloudStack Services to provide further Salesforce Custom Implementations. We work exclusively with nonprofits and know that the we must quickly maximize the return on investment of your Salesforce Implementation. 

Integration of your current systems is often a possibility. Taking advantage of using Salesforce as a central system so that your email, marketing, financials, and more can all talk to each other is just part of how we provide an effective solution.

We will transform your Salesforce by providing:

fundraisingManager™ transforms the way you organize donor information and daily work in one intuitive platform.

  • Streamline your data entry with customizable donation forms
  • Automate acknowledgements and donation receipting
  • Consolidate nonprofit data for easy reporting

fundraisingManager is a required component for the use of financeManager for Salesforce. Get in touch with one of our skilled Salesforce nonprofit consultants today to discuss how to get you set up with fundraisingManager + Salesforce.