Connections / integrations
No live connections exist in this prototype. Each card describes what connecting would enable and what is required first.
Sample Community Church · Atlanta, GA
Accounting system (e.g. general ledger)
Accounting
Connecting would enable: Automatic statement-of-activities and statement-of-position refresh without manual export.
Readiness prerequisites
- Chart of accounts mapping approved
- Read-only API credentials from the finance system
- Sign-off from the finance administrator
Giving platform
Giving
Connecting would enable: Same-day contribution posting and automatic donor statement data.
Readiness prerequisites
- Giving platform admin access
- Fund and campaign mapping agreed
- Data-sharing agreement reviewed by leadership
Church management system
People
Connecting would enable: Member roster sync so giving records match household and contact data automatically.
Readiness prerequisites
- Member roster export format confirmed
- Household matching rules agreed
- Privacy and consent review completed
Payroll provider
Personnel
Connecting would enable: Personnel actuals flow into budget-vs-actual without manual entry.
Readiness prerequisites
- Payroll provider API or export access
- Personnel expense category mapping
- HR sign-off on data sharing
Bank feed
Banking
Connecting would enable: Daily cash-position and reconciliation without waiting on monthly statements.
Readiness prerequisites
- Bank feed / Plaid-style aggregator agreement
- Account list confirmed with finance
- Reconciliation rules for cash accounts