foundations Solutions
Give Your Board, Grantees, and Leadership One Accurate Picture of Your Foundation’s Activity
Your board, grantees, investment managers, and IRS all depend on accurate numbers. But when grant management, CRM, financial, and investment tools each hold a different picture, trustworthy data becomes the exception. Omatic Cloud gives your foundation the unified data infrastructure that grantmaking at this level demands.
Join Peer Organizations Using Omatic to Unify Their Data
How Omatic Helps
Specific Solutions for the Way Your Team Actually Works
Omatic Cloud is built by people with decades of experience working with nonprofit data, including the unique workflows that many foundations rely on. Here’s what that looks like in practice.
Grants Management to Financial System Integration
Connect your grants management platform to your financial system so that grant approvals, disbursements, and payment schedules flow automatically, with fund codes, grant IDs, and program attributions applied before data lands. Eliminate the manual reconciliation cycle that consumes your finance team before every board meeting and 990 filing.
Grantee Reporting Data Integration
Bring grantee outcome reports into your CRM and program management tools automatically, so program officers can see the impact alongside grant history without manual data extraction. Give your strategy team the information they need to evaluate effectiveness and make the case for the next grant cycle with evidence.
Multi-Year Pledge & Payment Tracking
Automate the tracking of multi-year grant commitments, payment schedules, and fulfillment histories across your grants management and financial systems, so outstanding commitments are always current without manual intervention. Make sure your board always sees an accurate picture of what has been committed to and what has been paid.
Grantee & Constituent Record Unification
Apply configurable matching logic across your grants management, CRM, and financial systems so that every grantee organization is recognized as one consistent entity. Eliminate the duplicate grantee records that accumulate across grant cycles and give your program officers a single, complete view of every grantee relationship.
Donor-Advised Fund & Scholarship Administration
Connect your DAF management, scholarship administration, and financial platforms so that fund balances, grant recommendations, award histories, and donor advisor records are always current and accurate. Give your team one reliable picture of every fund and every advisor, so your reporting reflects reality.
Board Reporting & Investment Data Alignment
Streamline the flow of grant activity, fund balances, disbursement totals, and program outcome data with your CRM, so your executive team arrives at every board meeting with a clear picture of the foundation’s activity. No more last-minute data pulls. No more conflicting numbers between program and finance.
Real Stories from Organizations Like Yours
Joe Andruzzi Foundation is able to Seamlessly Integrate with Salesforce NPSP
Organization The Joe Andruzzi Foundation (JAF) is committed to helping families battling cancer by providing grants that alleviate the financial and emotional stress associated with treatment. By easing these burdens, JAF enables grant recipients to focus on their fight against cancer rather than the financial distress that often comes with it. To support this mission, […]
OHSU Foundation Uses ImportOmatic and Luminate Online Connector to Keep Data Fresh and Craft Personalized Fundraising Messages
[Omatic] opened up a whole new world of how we could be doing things better. We’re dedicated users of Omatic given the positive experience we’ve had. They’re a good partner for us.
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Built for the Systems Your Team Already Uses
Omatic Cloud connects the systems that animal welfare teams rely on for supporter engagement, grants, board management, and more. All designed with nonprofit workflows in mind. No advanced technical knowledge required.
Don’t see an integration you’re looking for? Explore our ever-expanding library.
We were looking for a way to process electronically to be more efficient and see a cost savings. Omatic allowed us to do this while transferring essential data to our recipients along with the grant notifications.
Kelley Graham, Senior Grants Specialist, Foundation For The Carolinas
FAQs
Community foundation data structures are among the most complex in the sector and Omatic Cloud is built to handle them. You can configure matching logic, fund attribution rules, and data transformation workflows that reflect the distinct requirements of all kinds of funds including DAFs, scholarship funds, designated funds, and field-of-interest funds. Whether a donor advisor is recommending grants, a scholarship committee is reviewing applications, or your finance team is reconciling fund balances, every record connects to the same source of truth.
990 accuracy depends on the same thing board reporting accuracy depends on: your grants management and financial systems telling the same story. Omatic Cloud ensures that grant disbursements, multi-year pledge payments, and grantee records are reconciled between your systems continuously. When your data infrastructure is current all year long, you can reduce risk involved with 990 preparation becomes you know your data is accurate.
Omatic Cloud is built with enterprise-grade security architecture, including SOC 2 Type II and SOC 3 Type II certification, AES-256 encryption at rest, and TLS 1.2 encryption in transit. Role-based access controls ensure that only authorized team members can access sensitive financial and grantee records, and every integration is fully documented and auditable. Learn more about security at Omatic.