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

Creation, processing, verification, and execution of invoices till the payment is made

Create, send, and track purchase orders and their statuses

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Electronically collect payments for goods or services

Electronically collect payments for goods or services

Accept and process credit card transactions

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

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.

View donor contribution history, track how much money have been raised over time and measure progress

Establish measurable goals and objectives and track their progress over a specific period of time

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.

Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.

Schedule and manage the logistics of activities and other gatherings

Allows businesses to create and manage auctions.

Track commitments to donate in the future

Store, manage and track all forms in a centralized location

Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach

Tools that help educational institutions or fundraising organizations connect with alumni

Manage volunteer information and direct volunteer resources

Ability to match gifts through the system

Monitor application statuses, proposals and award funds

Database of members to track personal information of individuals and families

Built-in website builder or integration with third-party site

Upload, track, and submit receipts in a central database

Manage, organize, and store contact information

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

Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.

Manage, store and organize emails within the system or via third-party apps

Manage a group of members established for coordinating plans, programs, or other initiatives

Track and manage schedules and meetings via an integrated calendar

Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach

Manage volunteer information and direct volunteer resources

Manage, organize, and store contact information

Activities related to raising money for a specific cause

Create, manage and track all task activities and progression

Store, manage and track all forms in a centralized location

Database of members to track personal information of individuals and families

Create, design and manage workflows for repetitive tasks

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.

Alter the layout and content of reports

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.

Schedule and manage the logistics of activities and other gatherings

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.

Connect to big data sources

Integrates with QuickBooks

Integrates with Active Directory

Integrating data specifically through the cloud

Integrate with existing ERP systems

Set up connections to third-party platforms to improve business processes

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Integrate with a third-party accounting system

Seamlessly integrates with 3rd party websites

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

Ability to handle large datasets

Store, manage, and track all electronic documents in a centralized location

Create, design and manage workflows for repetitive tasks

Track, manage and store the applications of potential future members, customers or candidates

Manage, record and track all business exchanges in form of money and its related interactions in the system

Collect and maintain structured information that describes data or content

Identify which applications need to exchange data and enable these data connections

Manage and store data in a database

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Manage employee salary processes, data, taxes, and records administration efficiently

Manage, store and organize emails within the system or via third-party apps

Identify which applications need to exchange data and enable these data connections

Managing service requests, incidents, IT issues & support with a ticketing system

Automates core HR functions such as talent management, employee evaluation and learning management

Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products

Managing activities & processes related to planning, coordination, implementation, control, and evaluation of sales performance.

Active monitoring of systems, applications, or networks

Notifications that are delivered to users as soon as an event occurs

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

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

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.

Receive data and information in real time

Import, collect, and capture data from multiple sources

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

Set up connections to third-party platforms to improve business processes

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Integrate with a third-party accounting system

Seamlessly integrates with 3rd party websites

Receive data and information in real time

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Create budgets based on historical data and future projections

Use AI to generate content in the form of text, images, videos, etc.

Upload, track, and submit receipts in a central database

Generate reports to assess the financial performance of an organization

Centralized accounting record which tracks all financial transactions

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Track and manage adherence to policies for any service, product, process, or supplier

Provides a channel for team members to share media files, communicate, and work together

Set up connections to third-party platforms to improve business processes

Manage and track recurring gifts

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Alter the layout and content of reports

Track and view detailed financial donation history made by contacts and members

Pre-designed layouts that can be customized to match preferences and requirements

Monitor and record expenses such as purchases or charges incurred

Track outstanding invoices and the money owed from clients

Print paychecks issued to confirm payment of wages or salary

Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

A financial statement that lists a company's accounts and details the account type and balance

Manage employee salary processes, data, taxes, and records administration efficiently

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it.

Application programming interface that allows for integration with other systems/databases

Active reporting of data and metrics

Compare and match accounting/financial records with corresponding bank statements

Manage allocation and performance of financial assets

Manage and handle various international currencies

Monitor application statuses, proposals and award funds

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Plan, manage, and track the financial activities of an individual or organization

Track money owed to a company's creditors/suppliers

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Create, manage, and send invoices or bills to customers

Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Access software remotely via mobile devices

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Track and document all activities across devices, networks, and other systems

Create, design and manage workflows for repetitive tasks

Manage revenue acquired through grants, donations, and other sources (accountability vs. profitability)

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

Log and record hours worked and costs spent to assist in billing and invoicing

Automated process of charging customers at regular intervals for repeated access or use of a product or service

Manage and track financials on a project-to-project basis

Calculation of consumption tax imposed on the sale of goods/services

Manage, organize, and store contact information

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Software specialized for non-profit organizations

Integrate with a third-party accounting system

Receive system updates as soon as any changes are made

Search and filter data across systems to locate required information by entering keywords or certain criteria

View and track pertinent metrics to find patterns and gain insights from data

Data vault where data is aggregated for later distribution to applications.

Import and export data to and from software applications

Process of extracting, transforming, and loading data

Use AI to generate content in the form of text, images, videos, etc.

Graphical representation of data

Define levels of authorization for access to specific files or systems

Supports common databases such as MySQL and Oracle

System alerts about the need to escalate an issue or request

A chronological record of actions or occurrences within a network, software, or process

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Observe and track the demand, usage, progress or quality of a system, product, or user

An extended application or connector that enables users to perform additional services with their current set of tools

Active reporting of data and metrics

Application programming interface that allows for integration with other systems/databases

Allows users to manage data from a number of sources

Track and document all activities across devices, networks, and other systems

Assemble applications and processes by dragging over and arranging pre-built components

Automatically create schedules based on business needs or employee availability and qualifications

Configure existing workflows to meet your organization's needs

Assemble data from multiple sources

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

Access software remotely via mobile devices

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Allows the integration of data between different web services

Analyze and gain insights into data in real-time

Send messages via SMS

Accept and process customer payments for products or services using hardware and software

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Creation and customization of dashboards

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Software program that continuously adjusts its behavior based on observed data

Establish guidelines about how much and what kind of data can be stored in the repository

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Generate one-off reports that meet information requirements

Ability to make a donation from a mobile device/app

Integrate with a third-party accounting system

Create new forms and/or use ready-made online form templates

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Manage and track recurring gifts

Alter the layout and content of reports

Access software remotely via mobile devices

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Add customized logos and colors to align with company branding

Search 3rd party databases to identify potential donors

Use AI to generate content in the form of text, images, videos, etc.

Plan an event's time and location

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Reminders sent via email

Accept and process credit card transactions

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Electronically collect payments for goods or services

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Track and interpret campaign performance metrics

Define levels of authorization for access to specific files or systems

Customize data fields to support various needs and use cases

Customize contracts and forms to collect specific information

Set up connections to third-party platforms to improve business processes

Application programming interface that allows for integration with other systems/databases

Software specialized for non-profit organizations

Accept, record, and reconcile financial transactions

Import and export data to and from software applications

Track and view detailed financial donation history made by contacts and members

Import and export data to and from software applications

A collection of customer information such as contact details, demographics, previous interactions, etc.

Track and manage the scheduling of tasks

Pre-made examples and templates for emails

Application programming interface that allows for integration with other systems/databases

Software specialized for non-profit organizations

Notifications that are delivered to users as soon as an event occurs

Define levels of authorization for access to specific files or systems

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Customize data fields to support various needs and use cases

Track delivered, received, and opened emails

Track interaction history by documenting conversations for contacts

Track and document all activities across devices, networks, and other systems

Use AI to generate content in the form of text, images, videos, etc.

Timed notification for any upcoming task, deadline, appointment, or activity

Plan and strategize marketing campaigns

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Store and organize documents in a centralized system

Access software remotely via mobile devices

Group campaigns by project, client, or campaign for better management.

Customize contracts and forms to collect specific information

Electronically collect payments for goods or services

Pre-designed layouts that can be customized to match preferences and requirements

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Accept and process credit card transactions

Web form that allows users to enter data that is sent and processed for different reasons