Driven by the need to streamline operations and ‘do more with less’, charities are turning to technology to help find efficiencies, increase donor engagement and improve service delivery.
This means that modern charities now rely on a growing technology ecosystem to manage processes, and the mainstay for many are fundraising and supporter platforms that engage donors and drive income. Systems such as Blackbaud Raiser’s Edge, Donorfy, Access Charity CRM and JustGiving play a central role in managing donations, pledges and fundraising activity.
As charities grow, however, finance teams face a familiar challenge: turning fundraising activity into accurate, structured and auditable financial data inside their accounting or ERP system.
That’s where finance-aligned fundraising integration becomes critical.
The Financial Challenge Behind Fundraising Platforms
As many overworked charity finance teams can attest, fundraising platforms are designed for engagement and revenue generation, and not necessarily for accounting ease.
Accounting for a variety of fundraising methods involves a complex set of requirements, including:
- Restricted and unrestricted funds
- Pledges and deferred income
- Gift Aid and tax reporting
- Transparent, auditable financial records
Without proper integration, the finance team are often left to bridge the gap with manual processes that take time away from other more valuable tasks. Common issues with siloed systems include:
- Exporting data from fundraising platforms into spreadsheets
- Re-keying donations, pledges and payments into finance systems
- Inconsistent management of income across teams
- Delays during month-end and year-end close
- Limited visibility of fundraising activity within finance reporting.
As donation volumes increase, these manual processes become unsustainable and can introduce risk.
Why Finance-Aligned Fundraising Integration Matters
A good integration is more than just moving data; Besyncly provides finance-first integrations that automate the flow of fundraising data into accounting and ERP platforms in a structure that supports reconciliation, reporting and audit.
Our fundraising clients have been creating workflows like the below with Besyncly integrations:
Pledges and Deferred Income
Pledges raised in fundraising platforms are transferred into the accounting system (Sage 200, Sage Intacct, NetSuite or iplicit) and recorded as deferred income, supporting income recognition.
Pledge Payments
When pledges are fulfilled, payments are automatically allocated to existing pledges, moving income from the balance sheet to the income statement in line with accounting rules.
One-Off and Recurring Donations
One-time gifts and recurring donations are transferred into the finance system as earned income, reducing manual processing and simplifying reconciliation.
Donor and Constituent Records
Donor details are synchronised into the finance system in a finance-ready format, ensuring income can be correctly attributed and reporting remains consistent and auditable.
Handled correctly, these processes give finance teams confidence in the data without slowing down fundraising activity.
Not only this, Besyncly integrations improve visibility beyond the finance team. Fundraising, operations and leadership teams work from consistent, trusted figures, reducing confusion and improving confidence in reports shared internally and externally.
Supporting Leading Fundraising Platforms
Besyncly provides finance-aligned integrations for leading charity fundraising platforms, including:
- Blackbaud Raiser’s Edge
- Donorfy
- Access Charity CRM
- JustGiving
While each platform supports fundraising teams in different ways, the requirements are the same: accurate, structured data inside the accounting system when it’s needed.
Our approach is consistent across all supported fundraising platforms, then we configure each integration to align with how your system handles income, funds and reporting.
Where CRMs Fit In
Many charities also use CRM platforms such as Salesforce or HubSpot to manage supporter relationships, campaigns and engagement activity.
Where these systems generate financial transactions, Besyncly makes sure relevant income data flows into the accounting system in a controlled, finance-ready way. CRM platforms stay the upstream keepers of CRM data, while the accounting or ERP system stays the source of financial truth.
Fully Managed Integrations, Built Around Your Accounting System
Charity finance integrations are rarely ‘plug and play’ and we’ve created our Besyncly integrations with that reality in mind.
Each is delivered as a fully managed implementation, including:
- Understanding your specific fundraising and finance workflows
- Mapping income to your chart of accounts
- Configuring how pledges, payments and donations are handled
- Scheduling data transfers to support reconciliation and reporting
- Ongoing monitoring, support and platform updates
We don’t stop at go live – we work hard to make sure your integrations remain reliable and supported as your charity grows.
Where Your Finance System Meets the Rest of Your Business
If your charity is struggling with manual processes between fundraising platforms and your accounting system, Besyncly can help.
Our integrations make sure fundraising data supports your finance function and not the other way around.
Speak to the Besyncly team to explore fundraising integrations for your organisation.
Get in touch online today for more information.
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