Non-profit organisations constantly strive for the same goal: to create a better world. But with limited resources and complex financial processes, achieving that goal can be challenging. Salesforce Nonprofit Cloud combined with FinDock offers a solution designed specifically for the unique needs of nonprofit organisations, with powerful tools that streamline financial processes and increase efficiency.
Optimising financial processes
Salesforce Nonprofit Cloud and FinDock integrate all key financial functions in one platform, allowing you to:
- Be able to perform a direct debit yourself: Process credit card payments, ACH payments and SEPA direct debits directly in Salesforce.
- Bank files can be read in: Enrich your data directly via bank file reading and processing.
- Donation forms you can design: Donations are recorded directly in Salesforce.
- Easily generate payment characteristics: Donations paid based on payment characteristics are automatically matched.
- Manage gifts and donations efficiently: Track donations in real time, process payments automatically and generate reports easily.
- Automating payments and invoices: Save time and eliminate manual errors by automating payments and processing invoices digitally.
- Be able to manage grants and subsidies: Track deadlines, report on compliance and optimise your grant management.
- Easily generate financial reports: Create detailed one-click reports, giving you better insights into your financial health.
The benefits
The advantages of this combination are:
- Increased efficiency: Automate workflows, eliminate manual processes and save valuable time.
- Improved transparency: Get a real-time overview of your finances and make better decisions based on data.
- Better cooperation: Share information seamlessly with team members, stakeholders and external partners.
- Scalability: Grow with your organisation with a flexible solution that adapts to your needs.
Visual display
For the tech-savvy, below is a visual representation of Salesforce NPC's object structure with FinDock.
Conclusion
Salesforce Nonprofit Cloud is a powerful tool that helps nonprofit organisations improve their processes, make data-driven decisions and thus increase their social impact. FinDock is the perfect complement to Nonprofit Cloud for organisations that want to streamline their financial processes, increase efficiency to focus on their impact. With this combined solution, you can focus on what really matters: achieving your mission and creating a better world.
More information
Disclaimer
This blog post is intended as an informative resource and should not be taken as professional advice. Always consult a qualified accountant or financial expert for advice on your specific situation.
