Elevate Your Donor Experience With Our CRM Integrations

You’re up against a lot of other non-profit organizations for funding — and the environment is increasingly competitive. Improve your donor and staff’s experiences with accelerated gift processing, robust data security, and seamless document management.

It’s time to do more good with less.

Dedicate Your Time to Your Cause, Not Routine Paperwork

You and your staff are committed to making the world a better place, but it’s easy to get bogged down with all the paperwork, deadlines, data entry, and manual work. However, you might be hesitant to transition to a document management system because of concerns about cybersecurity and your staff’s learning curve.

Dedicate Your Time to Your Cause, Not Routine Paperwork

You and your staff are committed to making the world a better place, but it’s easy to get bogged down with all the paperwork, deadlines, data entry, and manual work. However, you might be hesitant to transition to a document management system because of concerns about cybersecurity and your staff’s learning curve.

Embrace Automation and Transition to a User-friendly Paperless Organization 

We offer intuitive, out-of-the box integrations with popular fundraising and nonprofit platforms, and we add layers of security, including data encryption and redaction/annotation options, to fully safeguard your donors and organization.

Here’s how your organization can benefit from PairSoft’s dynamic solutions:

  • Redirect your staff and volunteers to higher-value work and initiatives
  • Reduce manual data entry and filing
  • Streamline invoice and gift processing
  • Efficiently manage grant and donor documents
  • Simplify audit preparation
Give your staff time to refocus on meaningful work that advances your donation goals and builds stronger connections with your community.

Integrations

How We Help:

Paperless, Automated Document Management

Your staff and volunteers are spending too much time doing traditional, paper-based work. Empower them to meet their fundraising and organizational goals by removing these burdensome tasks and replacing them with automated data capture and management tools. With our secure cloud-based repository, powerful search tools, and sophisticated OCR functionalities, you’ll gain better visibility, reduce your time preparing for audits, and gain peace of mind.

Features

  • Simplified scanning and data capture options
  • Automated integrations compile documents from applications and email
  • Data encryption and robust security systems protect your sensitive data
  • Add even more levels of protection with annotation, redaction, and customized user and group roles
  • Sophisticated structured and unstructured search tools
Instead of your staff sifting through stacks of paper and filing cabinets, PairSoft helps them use technology to improve your operations, strengthen donor relationships, and empower your teams.

How We Help:

Integrated Workflows

With PairSoft’s help, you can build automated, easy-to-use workflows that collect and store your nonprofit’s information, documents, and transactional data. And because our platform integrates with Blackbaud’s popular CRM solutions, you’ll know that your team can process gifts quickly, gain the approvals they need, and scale your systems as you grow.

You can also ensure that your staff and volunteers follow your internal policies, comply with regulatory requirements, and effortlessly prepare for audits.

Now, when I open a donor record from Raiser’s Edge, I can access his or her paperwork directly from that record using [PairSoft]. Especially when you have a donor on the phone, you don’t want to have to say, ‘Oh, wait. I need to go find that document.’ [We] can respond immediately, and that’s so important in building long-term relationships with our donors.

How We Help:

Gift and Donor Automation

Today’s philanthropists expect prompt gift processing and an exceptional donor experience. Achieve your non-profit’s fundraising goals by automating your processes and making your documents and workflows accessible from anywhere, using our user-friendly platform and mobile app.

PairSoft’s unique process lets your team capture, automatically separate, and file documents. For higher gift volumes, we can automate the process by leveraging our OCR engine to extract data from gift remittances, reducing the need for manual data entry.

We can help your fundraising teams:
  • Establish workflows that help you meet deadlines and nurture relationships with prospective and current donors.
  • Integrate your payment, fundraising, and CRM platforms, reducing the need for manual data entry.
  • Automate thank you emails and tax-compliant receipts.

How We Help:

Streamlined Invoice Processing

Users can submit and review invoices and employee expenses at any time, from anywhere, using PairSoft’s mobile app and platform. (They can even submit documents using their phone’s camera.) This eliminates the risk of manual data entry errors and increases visibility into your non-profit’s costs.

You can also streamline approvals, both from our easy-to-use web portal and mobile app.

How We Help:

Simplified Audit Readiness and Compliance

Reduce the need to manage traditional, paper-based processes with automated, streamlined financial and accounting workflows. Instead of manually compiling data, all your essential financial information, documents, and transactional data will be automatically collected and stored.

Regulatory Compliance

To maintain your nonprofit status and comply with regulatory requirements, you need well-organized, secure documents and workflows. PairSoft’s cloud-based platform ensures your compliance by storing all your documents, including private or sensitive data, on secure, off-site servers that we continually monitor.

Document management can also meet specific data retention requirements. Financial records must be kept for seven years for tax purposes, making them difficult to track. With our platform, your staff can set retention schedules and create workflows that automatically destroy documents past their retention period.

Audit Readiness

When it comes to audits, say goodbye to pulling documents individually. PairSoft integrates with your host system’s Query tool, allowing you to pull documents for monthly closes and audit requests. Create the query, and within a few clicks the documents are available for you. Another click will send the metadata to Excel with a hyperlink back to the document.

window.onload = function() { console.log("custom script loaded") document.getElementsByClassName('elementor-element-36166569')[0].addEventListener('click', function() { this.style.display = "none"; }) }