Our donation wizard enables easy and efficient card and cheque entry. Easily manage expired cards along with partial and full refunds. We can also manage real-time batch tax receipting.
Build Forms in Salesforce
Stop the data duplication pain. Use our unique matching algorithm to massively improve matching accuracy between new donations and existing donor records.
Take control of your Salesforce transactions, funding, and tax receipting with one platform.
Update recurring schedules instead of canceling and re-entering. Enjoy distinct custom workflows for Salesforce Payments & Opportunities and/or the Salesforce Enhanced recurring module.
Daily Variance Reporting
Our monitoring capability provides daily reconciliation between Pllenty and Salesforce, including current and upcoming recurring transactions. We also provide daily reconciliation for your bank funding.