financial posting Solutions

Accurate financial data that reduces risk, closes the books faster and holds up to scrutiny

Manual re-entry of gift data between your development and finance systems creates a compliance and audit risk your organization should avoid. Every re-keyed transaction is an opportunity for an error that shows up in your financial statements and can cause headaches down the line. Omatic Cloud automates the posting of gift transactions to your accounting system accurately and with a full audit trail your finance team can stand behind.

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The Problem

Your development team recorded the gift. Your finance team shouldn’t have to record it again.

In most nonprofits, the same transaction touches two separate systems: the CRM where development records gifts, and the accounting system where finance posts revenue. Without an automated connection between them, someone in the middle is doing the translation: mapping fund codes and re-entering data hoping nothing gets misattributed along the way. It’s a workflow built on manual effort and institutional knowledge. It breaks down exactly when volume is highest and when the stakes are highest.

How omatic helps

Built for the precision financial posting requires

Nonprofit financial posting is complicated. Omatic can handle the complexity of pledge schedules, restricted funds, multi-campaign attribution, compliance requirements, and more.

Configurable GL and Fund Code Mapping

Map every combination of gift type, fund designation, campaign code, and payment method to the correct account in your chart of accounts using your organization’s specific rules. Omatic Cloud stores and applies that mapping logic automatically, so postings are consistent regardless of who’s running the process or how complex the mapping is.

Pre-Posting Validation and Error Routing

Every batch is validated against your accounting system’s requirements before transactions post. Required fields, valid account codes, balanced batch totals, and custom business rules are all checked in advance. Transactions that fail validation are held in a review queue rather than posted with errors so your general ledger stays clean and reconciliation is straightforward.

Designed for Complex Gift Types

Recurring gifts, pledge installments, in-kind contributions, soft credits, and matching gifts each have distinct posting requirements. Omatic Cloud is built for nonprofits so it handles the full range of nonprofit gift types natively, applying the correct posting logic for each so your finance team doesn’t have to build manual workarounds for edge cases that are quite common.

Complete Audit Trail and Transaction Log

Every transaction Omatic Cloud processes is logged with a full record of its journey, from source record in the CRM, through mapping and validation, to the posted entry in your accounting system. That documentation is available giving your team what it needs to respond to auditor inquiries, grant reporting requirements, or board questions.

Run Postings on Your Schedule

Configure financial posting to run on the schedule that fits your close cycle: daily, weekly, or triggered by specific events in your CRM. For time-sensitive situations, on-demand posting runs let your team process transactions outside the regular schedule without changing the underlying configuration.

Make Sure All Your Numbers Add Up

When adjustments are made in your accounting system, the relevant information can be reflected back in your CRM. Development and Finance work from the same numbers at month-end, not competing versions of the truth.

Designed to Work with the Systems You Rely On

Omatic Cloud integrates with the popular ERP and accounting systems, CRMs, online donation tools, and other platforms your organization already uses, no advanced technical knowledge required.