Omatic Software Features

Increases user efficiency by auto-populating based on previously entered information. Schedules future entries. Allows Journal Entries to be uploaded from an external source.

Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. These dimensions should be available on any transaction in any module in the system and available to be reported upon.

Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record

The layout of the invoice template is fully customizable and you can add or remove fields.

Automation helps the user be more efficient by populating default customer data, setting up systematic payments from clients and automatically matching customer receipts to outstanding transactions.

The system automates the dunning process to help drive collections

Steamlines data entry by auto populating recurring or predefined vendor values

Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.

Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process

Reports on various important data and metrics.

The ability to track each interaction with donors and maintain a record of their giving history.

Tools to automate a variety of processes such as email marketing and emailing receipts.

Profiles for each donor including contact information, interaction history, and giving history.

The ability to plan and execute fundraising campaigns based around specific goals.

The ability to accept donations online via a website, social media, or mobile device.

Tools to plan fundraising events, including ticketing, registration, and attendance tracking.

The ability to set up recurring donations of a specific amount at a chosen interval.

The ability to create social media fundraising pages that are shareable and leverage social networks.

The ability to use mobile devices to collect in-person donations at an event or kiosk.

Tools to create, customize, and send out mass marketing emails to specific donor groups.

Tools to create paper flyers and other mailings to be sent via direct mail.

Creates unique profiles for constituents--such as donors, volunteers, or members--to store relevant information, and categorize individuals with customizable attributes.

Allows constituents to create an online account to engage with the organization, such as updating contact information, managing memberships, or signing up for marketing and event reminders.

Enables gift acknowledgment and letter and electronic communications with constituents.

Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing, and auto-responders.

Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.

Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.

Analyzes effectiveness of an organization's various marketing activities

Automates activities and reminders for each of your prospects to help move them along the donor pipeline.

Simplifies data entry tasks by pulling relevant data from other sources and automatically updates existing records, or generates new records.

Establishes task assignments for individual staff members that alert as prerequisite tasks are completed.

Enables reporting of all data contained within the system. Allows for standard reports as well as the ability to create customs reports.

Displays a customizable graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs)

Allows users to schedule automated reports to be pulled at a specified day and time.

Provides fund accounting support to track payments receivable and pending.

Supports online donation and event registration processing and imports fundraising data into records.

Manages grant-related activities such as proposal and reporting deadlines, document storage, and grant award expenditure.

Aggregates on-site and online sales transactions to track in constituent profiles and to assist with account reconciliation.

Supports event or transaction based integrations that react to changes in real-time

Provides a web-based interface for designing, documenting, and testing APIs.

Allows for integration development through the visual development of integration logic flows with the help od a drag and drop user interface.

Facilitiates API development and integrations with prebuilt connectors, templates, and examples.

Provides the ability to create connectors from existing services and APIs in catalog.

Provides prebuilt, reusable connectors and workflows for all user integration requirements.

Enables multiple tenants (customers) to securely share physical computing resources.

Console for monitoring resource utilization, system health, ability to start and stop processes, etc.

Enables data routing on configuration basis and management of complex workflows through an orchestration engine.

Facilitates to and fro data map according to the data model between applications/web services.

Provides standard tools and functions to convert data values from the data format of a source system into the data format of a destination system.

Supports and oversees the management of API products across their full lifecycle

Employs data encryption both at rest and in transit.

Comply to key industry standards like SOC 2, ISO 27001, PCI DSS, HIPAA etc to protect and safeguard data.

Supports secure communication protocols like FTPS, SFTP etc

Integrates data from disparate sources, without physical data movement

Provides one or more methods to securely transfer data from one location to another through a network

Provides integration to BigData sources such as Hadoop and other NoSQL sources (MongoDB, Cassandra and HBase)

Provides Integrations to EDI service providers.

Supports deployment of integration apps both on-premisis and cloud environments/

Supports deployment of integration apps to a managed cloud environment

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases