finance solutions
Get data you need for reconciliation and reporting you can stand behind
Everyone turns to finance when numbers don’t add up. But when your fundraising CRM and your accounting system tell different stories, every close cycle becomes a reconciliation project, and every audit carries unnecessary risk. Omatic Cloud aligns gift revenue across systems, so your finance team works from one trusted source of truth and can stand behind reporting.
The Problem
When your CRM and your accounting system disagree, your team pays the price
Nonprofit finance teams bridge two functions: the development side that tracks donor relationships, and the accounting side that tracks revenue. When those two sides don’t speak the same language (different gift totals, different timing, different definitions of a pledge) your team is the one that has to spend time making the translation.
I know exactly what’s being sent from Raiser’s Edge NXT to (Ellucian) Banner. If there’s a problem I can spot it immediately.
– Zac Spurlin, Executive Director of Advancement Services, University of the Pacific
How omatic helps
Built for the Way Nonprofit Data Actually Works
Omatic Cloud isn’t a generic ETL tool re-tooled for nonprofits. It’s an integration and data management platform built by experts with decades of experience working at nonprofits, designed to support the data structures, logic, and security needs that define your world.
CRM-to-ERP Revenue Alignment
Omatic connects your fundraising CRM directly to your accounting system and ERP, transferring gift revenue with the correct batches, timing, and fund allocation. What development records as income is what finance sees in the ledger. No manual editing needed.
Designed for Nonprofit Gift Data
Pledges, installments, soft credits, tribute gifts, recurring gifts, and campaign designations all carry specific financial meaning that generic financial integrations don’t understand. Omatic’s nonprofit-aware mapping ensures every gift type lands in your accounting system the way your organization needs it.
Faster Reconciliation
When gift data flows automatically and accurately between systems, the manual reconciliation work that extends your close cycle shrinks dramatically. Your team spends close week analyzing and reporting rather than investigating suspicious totals.
Audit-Ready Data
All data movement through Omatic Cloud is logged, traceable, and documented. When auditors ask where a number came from, your team has a clear answer, without needing to log into several different systems. Audit preparation stops being a crisis and becomes a process.
Reliable Forecasting & Resource Allocation
When pledge schedules, recurring gifts, and campaign revenue are aligned and accurate across systems, your financial projections reflect reality. This means better budgeting and more strategic resource allocation that your leadership team requires.
Scalable Fomulas that Adapt to your Needs
As your organization grows its tech stack and fundraising operations, Omatic’s integration solutions scale with you. Adding new funding sources doesn’t require rebuilding your reconciliation process from scratch.
Your Data Problems Don’t Live in One Department
Every team in your organization is working from the same information. When data can’t be trusted, every role pays the price: in lost time, missed opportunities, and decisions made on questionable insights. Omatic Cloud helps everyone by creating a foundation of accurate, accessible, and reliable data your whole organization can build on.
Trusted Data Foundation
Clean, governed records that every team, from development to finance, can work from with confidence.
Flexible and Scalable
Add new tools, migrate platforms, and grow your tech stack without rebuilding integrations from scratch every time.
Maximize Mission Impact
Turn trusted, connected data into the segmentation, forecasting, and insight that advances your mission.
University of the Pacific Streamlines Financial Posting with PostOmatic, Makes Funding Available on Campus in Record Time
Going with Omatic was an easy choice and an easy lift, with easy onboarding and great service.
FAQs
Omatic Cloud connects nonprofit fundraising CRMs including Raiser’s Edge NXT, Salesforce NPSP and NPC, Kindsight, and Virtuous to the accounting systems and ERPs finance teams use. Whether your organization runs on a dedicated nonprofit accounting platform or a broader ERP, Omatic’s integration layer aligns gift revenue across systems with the nonprofit-specific logic needed to make the numbers meaningful. If you’d like to confirm support for your tools, contact us.
Omatic is designed to support the complexities of nonprofit fundraising data. Pledges, installment schedules, soft credits, tribute gifts, recurring gifts, and campaign designations all carry specific financial information that has to be mapped correctly for your accounting system to reflect reality. Omatic’s nonprofit-specific logic handles these nuances without custom development or manual correction.
Financial compliance risk in nonprofit finance often traces back to one root cause: data that moved between systems without clear documentation of how or why it was transformed. Omatic Cloud addresses this directly: data movement is logged and every record carries a clear, traceable provenance. When auditors ask where a number came from, your team can answer with confidence.