Giving Solutions for Back Office

Best for the Back Office

Prioritize your finance team with a comprehensive donor and contributions management that automates virtually everything.

Save Time, Money and Hassles

Create unparalleled efficiency with automated online and offline gift processing, reconciliation, and detailed revenue subledger that speaks your accounting platform’s language, with no monthly fees, giving limits or velocity limits.

Unparalleled Platform Integrations

Streamline and connect your systems with bidirectional, real-time synchronization with your ChMS, and gift processing templates that map to your accounting platform’s structure.

Managed Services

Rely on our dedicated, experienced team to be your partner and do as much of the heavy lifting as you need.

Features designed for Your Back Office

SCAN ANYTHING AND EVERYTHING

Scan and deposit money orders, traveler’s checks, personal checks, and business checks – all paper currency is accepted.

RETURNS, REFUNDS, NSF, CHARGEBACKS

Automated return processing and journal entry adjusting simplifies the reconciliation process for your finance team.

AUTOMATIC BANK RECONCILIATION

Our automated bank reconciliation auto-magically matches every element of every transaction, making reconciliation to the penny every day a breeze.

AUDIT TRAIL

Payments are never deleted. Journal entries are created each time a payment is edited and ledger file updates ensure your general ledger is accurate.

TRUE REVENUE ACCOUNTING

Real revenue accounting means everything is perfectly synchronized. You’ll love not having to reconcile specific transactions against net proceeds.

NO VELOCITY LIMITS

Vision2 imposes no single or aggregate gift amount limits for any period of time.

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