Accouting Integration

Free up time for staff to focus on more strategic tasks and ultimately improve efficiency across the organization.

What is an accounting integration?

An accounting integration for nonprofits involves linking various software systems to streamline processes and ensure compliance with regulations and reporting requirements. It's like a well-coordinated symphony where data flows seamlessly, keeping everything in sync and organized.

Solertiae's integration helps ensure the following possible:

Financial Reporting Alignment: Integration ensures that financial data across different systems aligns accurately, facilitating the generation of comprehensive financial reports for stakeholders, auditors, and regulatory agencies.

Automation of Transactions: Integration allows for the automation of routine transactions such as invoicing, expense tracking, and payroll processing, reducing manual data entry and freeing up staff time for more strategic tasks.

Enhanced Efficiency and Accuracy: By eliminating the need for manual data entry and reducing the risk of errors associated with data duplication or inconsistency, integration enhances the efficiency and accuracy of financial processes within the nonprofit organization.

Compliance and Audit Readiness: Integration ensures that financial data is consistently and accurately recorded across all systems, facilitating compliance with regulatory requirements and audit readiness.

Now supporting the following accounting solutions:

(If you're interested in adding another software, please contact us)

Now supporting the following CRMs:

(If you're interested in adding another software, please contact us)

Data Quality
Checks

Send emails & texts to your members to update/verify their contact records

Discipleship Cultivation

Track internal and external discipleship trends. Learn more...

Disciplemaker.io

Data Quality Checks

Send emails & texts to your members to update/verify their contact records

Discipleship Cultivation

Track internal and external discipleship trends. Learn more...

Disciplemaker.io

Engagement Maximizer

Use engagement indicators to bring less-engaged members towards the center of the fold

Member Journey

Create a consistent yet personalized onboarding experience for new members

Visitor Journey

Be organized & well-prepared
to ensure that all visitors feel properly welcomed

Relational Universe

Harness the information you have to segment your constituents for an optimal marketing and communications strategy

Receipt Orchestration

Make your most common touchpoint with donors less transactional and more relational; regardless of complexity or volume

Offline Giving

Checks and Billpay are inherently inefficient - our automated solutions will increase the velocity and accuracy of your data entry

Online Giving

Off-the-shelf giving platforms have some gaps when it comes to serving nonprofits; let's align them to fit your unique business requirements

Personnel Data Management

Know where your global workforce is serving via intelligent lifecycle reporting-

this includes private contact information management

Building your own bespoke solutions can be costly

Sometimes a best-fit solution doesn’t exist. As a nonprofit, the idea of building something custom or bespoke can be costly territory as the overhead to design, support, and manage the solution once built is usually disproportionate to the cost your organization can carry ongoing. 


This is one of the key reasons we created Solertiae Labs and Work Essentials - to find ingenious solutions for common challenges facing a majority of our customers. We take on the complexity - and deliver you an elegant solution with predictable pricing.