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PostOmatic

by Omatic Software · Since 2002
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ActiveAvailable globallyCloud
Quick facts
VendorOmatic Software
Year launched2002
StatusActive
Location75 Port City Landing, Suite 310, Mt Pleasant, SC 29464, US
Countries servedGlobal
Languages6
IntegrationsN/A
Free tierN/A
Free trialN/A
Contact salesYES

About PostOmatic

POSTOMATIC by Omatic Software is a specialized integration solution designed to streamline data synchronization between fundraising, donor management, and financial systems.

POSTOMATIC by Omatic Software is a specialized integration solution designed to streamline data synchronization between fundraising, donor management, and financial systems. Primarily built for organizations that rely heavily on platforms such as CRM and accounting tools, POSTOMATIC focuses on automating the posting of gifts, transactions, and batches into accounting systems. Its core value lies in reducing manual data entry, improving accuracy, and ensuring that financial records stay aligned with donor databases. Key features include automated data mapping, scheduled postings, and error handling mechanisms that help organizations maintain clean and reliable data flows.

Pros & Cons

Pros
  • It stops that soul-crushing task of manually typing the same donor data into two different systems.
  • The software acts like a universal translator so your fundraising and accounting teams finally speak the same language.
  • You won't have to worry about typos or missing decimals ruining your year-end financial reports anymore.
  • It handles the "messy" data work, meaning you don't have to be an Excel wizard to format exports.
  • The ability to filter by specific funds gives you total control over exactly what hits your general ledger.
Cons
  • The software is strictly built for Raiser's Edge users, so it's useless if you use a different CRM.
  • Setting up those initial "configurable parameters" might feel a bit daunting for someone who isn't tech-savvy.
  • It functions primarily as an export bridge rather than a full-scale, two-way live synchronization tool.
  • Small nonprofits might find a dedicated integration tool like this an extra expense they aren't ready for.
  • You are still dependent on Blackbaud’s ecosystem, so any downtime there could potentially stall your financial syncing.

Features

Key features

Custom Financial Formatting

Generates data exports from Raiser’s Edge specifically tailored to match the unique file requirements of external accounting systems like NetSuite, Workday, and QuickBooks.

Automated Redundancy Elimination

Removes the need for manual rekeying or file manipulation, ensuring that data flows from fundraising to finance without human intervention.

Granular Export Filtering

Allows users to include or exclude specific transactions based on a combination of gift, fund, or constituent fields to ensure only relevant data is synced.

Universal Accounting Compatibility

Bridges the gap between RE NXT and any external financial system, including specialized platforms like Ellucian Banner, Colleague, and MIP Fund Accounting.

User-Configurable Parameters

Provides flexible settings that let organizations define their own rules for how data is organized and exported to maintain financial integrity.

Standardized Export Criteria

Includes pre-built, commonly used export templates to help organizations get started quickly with their financial integrations.

Additional features

Raiser’s Edge Integration

Connects directly with Raiser’s Edge and RE NXT to extract donor and gift data for financial processing.

Multi-System Support

Works with a wide variety of platforms including MS Dynamics GP, PeopleSoft, Ellucian, and QuickBooks.

Data Accuracy Assurance

Increases financial reporting precision by eliminating the room for human error inherent in manual data entry.

Manual Manipulation Removal

Delivers data in formats that are ready for import immediately, requiring no extra editing in Excel or other tools.

Transaction Filtering

Uses specific criteria to determine which financial transactions should be moved into the accounting system.

Comprehensive Data Support

Supports the export of any and all data fields available within the Raiser’s Edge environment.

Configurable Parameters

Gives users control over the specific rules and settings that govern how information is exported.

Standard Criteria Templates

Comes equipped with standard export logic that fits the needs of most nonprofit accounting workflows.

Time Efficiency

Saves significant staff time by automating the transition of data between the development and finance departments.

Pricing

Free trial
Free version
Request a quote
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Countries & Languages

Global
Countries served
6
Interface languages
13
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianPortuguese

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY🇨🇭CHF🇸🇬SGD🇳🇿NZD🇭🇰HKD🇸🇪SEK🇩🇰DKK🇳🇴NOK

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