Aligning Fundraising and Finance: How to Integrate Salesforce with Your General Ledger

Development and Finance teams often find themselves in a love/hate relationship—not with each other, but with the metrics they manage. Both love seeing reports that exceed targets, but they hate it when their numbers don’t align, even when fundraising is thriving. 

Ensuring clean and accurate financial data across applications for fundraising, fund accounting, and more is an increasingly daunting challenge for organizations. Nonprofits often spend hours manually moving data between systems, increasing the risk of errors and outdated information. When was the last time your organization explored improving this process?  

In this webinar, we’ll cover: 

  • The benefits of integrating Salesforce with accounting GL systems, including improved interdepartmental collaboration, reduced errors, and time savings. 
  • Tips for maintaining control over your organization’s financial ERP data. 
  • An overview of how to seamlessly connect Salesforce with financial management systems and general ledgers such as Financial Edge NXT, Sage Intacct, QuickBooks, Ellucian Finance, Oracle NetSuite, Workday, Lawson, and more. 

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