Payment Processing Solutions
Your development and finance teams are ready to work together (with better data)
When a gift is made, development needs to acknowledge it, and finance needs to record it. In most nonprofits, during payment processing the same transaction gets entered twice, reconciled monthly, and re-visited at year-end. Omatic Cloud captures every payment once and delivers it to your CRM and accounting system simultaneously: accurately matched, correctly mapped, and ready for both teams to act on.
The Problem
Payment processing and gift processing are distinct, inefficient workflows
Your payment processor does an important job: authorize the transaction. What happens after (recording the gift in the CRM, with the right gift attributes, fund codes, and campaign, then posted to your general ledger) is a separate data problem entirely. In most nonprofits, this is a manual process: someone exports a payment report, cross-references it, and re-enters gift data. But surges in giving at year-end or during high-impact campaigns can put strain on the systems and create risks for reporting.
How omatic helps
Built for data that needs to move between development and finance
Omatic Cloud brings the needs of nonprofits to every part of the workplace giving workflow, not a generic integration that requires you to build the fundraising knowledge yourself. Our experts walk you through tailoring your solution to your exact needs.
Accurate Transaction Capture
Payments are captured from your processor when they clear or in batch exports at the frequency you set. Data moves regardless of amount, including during high-volume campaign surges when the speed of gift entry directly affects the speed of acknowledgment and reporting.
Recurring Gift and Subscription Management
Recurring gifts are your most valuable revenue stream, but they’re operationally complex. Omatic Cloud tracks recurring payment schedules, captures each installment against the correct pledge or recurring gift record; flags failed charges immediately, and maintains a payment history that development and finance can both rely on.
Failed Payment Detection
When data moves cleanly between your online giving, development, and finance systems, it’s easier to spot declined charges and expired cards before they become an administrative headache, or reporting that fails to add up. Notify donors promptly, before the window for reengagement closes.
Configurable Payment-to-Gift Field Mapping
Every organization records payment data in CRMs differently. Omatic Cloud lets your team define exactly how payment details (amount, method, source, campaign, frequency) map to the gift fields your CRM uses. Fund designations, appeal codes, gift types, and custom attributes are all applied by rule, so your data is clean and consistent across systems.
Payment Transaction Audit Trail
Ensure that every transaction is captured, matched, mapped, and posted, so you can back up the numbers on a balance sheet. That audit trail gives your finance team the documentation it needs for reconciliation and gives your data team visibility into exactly how any gift record reached its current state.
Payer-to-Donor Matching and Duplicate Prevention
Omatic Cloud’s configurable matching engine identifies the right donor record for each payment, matching on email, name, address, or combinations of fields your organization defines. Ambiguous matches are flagged for review.
Designed to Work with the Systems You Rely On
Omatic Cloud integrates with the popular payment processing platforms, CRMs, and financial systems your organization already uses, no advanced technical knowledge required.
Don’t see an integration you’re looking for? Explore our ever-expanding library.
Yellowstone Forever Improves Member Experience and Boosts Donor Retention with Omatic Cloud
[Out-of-the-box] Salesforce integrations don’t always play nicely. That’s how we ended up with Omatic. We needed help getting our databases talk to each other.