Tracking Donor Dollars: Integrating Financial Accounting Software with Salesforce

Nonprofits are using more third-party applications than ever. Ensuring clean and accurate financial data across applications for fundraising, fund accounting, and more is an increasingly daunting challenge. To bridge this gap, nonprofits sink hours of staff time moving data across systems manually, opening the potential for human error and outdated information. What if there was a better way? 

Watch our on-demand webinar, Tracking Donor Dollars: Integrating Financial Accounting Software with Salesforcewhere we explore the common challenges that development and finance teams face when trying to connect third-party financial data in Salesforce to a general ledger. Hear advice for building a comprehensive data integration strategy that gives complete control, confidence, and visibility over your organization’s financial data, with the power of automation.  

In this webinar, we cover: 

  • The benefits of integrating Salesforce and accounting GL systems, including interdepartmental advantages and time savings.  
  • How to get buy-in for an integration strategy by sharing the potential impacts on donor stewardship and retention, data accuracy, team productivity, and fundraising growth.   
  • What it looks like to seamlessly connect Salesforce with your financial management system and general ledgers like Financial Edge, Sage Intacct, QuickBooks, Ellucian, Oracle NetSuite, and more. 

  

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