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Transactions for Nonprofit

CapabilitiesNonprofit Financial Tracking in HubSpot

Take your nonprofit’s financial tracking to the next level with our Advanced Transactions Object in HubSpot.

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No more relying on third-party integrations or disconnected solutions—now you can track every transaction directly within your CRM.

Clear & Insightful

Seamless Financial Tracking—All Inside HubSpot

The Transactions Object empowers nonprofits to manage and track payments, pledges, and fundraising transactions in real-time. Easily link transactions back to funds, gifts, and fundraising campaigns—ensuring total financial clarity and transparency.
Nonprofit Financials
Built for Nonprofits

Key Features & Capabilities

Even the most complex!

Track Every Transaction with Ease

  • Monitor payments at every stage—upcoming, settled, unsettled, canceled, and refunded.
  • Link transactions directly to funds, pledges, and fundraising campaigns.
  • Collaborate on transactions with team members for better financial oversight.
  • Attach receipts, invoices, and supporting documents to transactions for a complete audit trail.
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Track transaction
Payments on autopilot

Flexible & Automated Payment Tracking

  • Track payments from multiple payees for accurate donor and sponsor records.
  • Schedule transactions in advance to maintain cash flow visibility.
  • Automate transaction creation to reduce manual data entry.
  • Transaction-based automation for reminders, approvals, and follow-ups.
  • Integrated with HubSpot Line Items for seamless reconciliation.
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Payments on autopilot
Protect financial records

User Control & Accessibility

  • Change assignee on creation to delegate transaction management efficiently.
  • Set transaction-based permissions to control who can view or edit financial data.
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Protect financial records
Data-Driven & Laser Focused

Powerful Reporting & Insights

Stay ahead with real-time visibility into transactions:
 
  • Track transactions by status (Settled, Unsettled, Canceled, Refunded).
  • Monitor expected transaction revenue (Ensure cash flow is predictable.)
  • Analyze transactions by association type (Gifts, Pledges, Funds, Campaigns.)
  • Report on transactions by deal owner  (Know who to keep accountable.)
  • Gain insights into transactions across key association objects. (Gifts, Pledges, Funds, Campaigns.)
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Tailored & Flexible

Nonprofit Financial Solutions

Nonprofits require advanced tracking funds and reporting—which is why the Transactions Object includes:
Restricted vs. Unrestricted Transactions

Accurately track designated vs. general-use funds.

  
Funds & Pledges Collected Ratio

Understand how much has been collected vs. pledged.

  
Fundraising Campaign Transactions

Track all donations tied to fundraising efforts.

  
Transaction-Based Designations Ensure every contribution is allocated correctly.  
Grant & Sponsorship Payments Link incoming grants or sponsorships to their designated projects for accountability.  
Event & Membership-Based Transactions Track ticket sales, sponsorships, and membership fees for fundraising events.  
Unify with Processology

Seamless Integration with Other HubSpot Objects

Transactions unify effortlessly with other critical Processology objects:
 
  • Gifts – Link transactions directly to pledges, funds, and campaigns.
  • Contacts – Track each donor’s unsettled, settled, canceled, and refunded payments.
  • Companies – Monitor organization-level financial contributions.
  • Fundraising Campaigns – Gain clarity on campaign-driven revenue.
  • Events – Track transactions related to ticket sales and sponsorships.
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Cobbled
Unified Operations Systems
Unified

Designed for Customization

Don’t see exactly what you need out of the box? Our Transactions Object is fully customizable to fit your nonprofit’s unique financial tracking needs.
 
Schedule a call today to discuss how we can tailor Transactions to your organization!

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Kathleen O. Bravo Store Systems
Kathleen O.Bravo Store SystemsVP of MarketingRead More
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John K. F1 Information Technologies
John K.F1 Information TechnologiesCo-FounderRead More
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Drew J. Executive Coaching & Training
Drew J.Executive Coaching & TrainingFounderRead More

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