[ Omatic ... Reviews ](https://www.g2.com/products/omatic-software/reviews) [ Omatic ... Reviews ](https://www.g2.com/products/omatic-software/reviews) # Omatic Software Features ##### ## General Ledger (3) Journal Entries Increases user efficiency by auto-populating based on previously entered information. Schedules future entries. Allows Journal Entries to be uploaded from an external source. Tags / Dimensions 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. Audit Trail Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record Show More ##### ## Accounts Receivable (3) Invoice Customization The layout of the invoice template is fully customizable and you can add or remove fields. AR Automation 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. Collections Automation The system automates the dunning process to help drive collections Show More ##### ## Accounts Payable (3) AP Automation Steamlines data entry by auto populating recurring or predefined vendor values Payment Processing Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow. Purchase Orders Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process Show More ##### ## Administration (4) Reporting Reports on various important data and metrics. Interaction Tracking The ability to track each interaction with donors and maintain a record of their giving history. Automation Tools to automate a variety of processes such as email marketing and emailing receipts. Donor Profiles Profiles for each donor including contact information, interaction history, and giving history. Show More ##### ## Fundraising (6) Campaign Management The ability to plan and execute fundraising campaigns based around specific goals. Online Donation Portal The ability to accept donations online via a website, social media, or mobile device. Event Planning Tools to plan fundraising events, including ticketing, registration, and attendance tracking. Recurring Donations The ability to set up recurring donations of a specific amount at a chosen interval. Peer-to-peer Fundraising The ability to create social media fundraising pages that are shareable and leverage social networks. Mobile Capabilities The ability to use mobile devices to collect in-person donations at an event or kiosk. Show More ##### ## Marketing (2) Email Marketing Tools to create, customize, and send out mass marketing emails to specific donor groups. Direct Mail Tools Tools to create paper flyers and other mailings to be sent via direct mail. Show More ##### ## Constituent Management (3) Constituent Profiles Creates unique profiles for constituents--such as donors, volunteers, or members--to store relevant information, and categorize individuals with customizable attributes. Online Portal 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. Donor Communications Enables gift acknowledgment and letter and electronic communications with constituents. Show More ##### ## Marketing Automation (4) Email Marketing 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. Lead Management 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. Campaign Management 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. Marketing ROI Analytics Analyzes effectiveness of an organization's various marketing activities Show More ##### ## Workflow Automation (3) Donor Prospecting Automates activities and reminders for each of your prospects to help move them along the donor pipeline. Data Entry Simplifies data entry tasks by pulling relevant data from other sources and automatically updates existing records, or generates new records. Task Delegation Establishes task assignments for individual staff members that alert as prerequisite tasks are completed. Show More ##### ## Reporting & Analytics (3) Reporting Enables reporting of all data contained within the system. Allows for standard reports as well as the ability to create customs reports. Dashboards Displays a customizable graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) Automated Reports Allows users to schedule automated reports to be pulled at a specified day and time. Show More ##### ## Integrations (4) Accounting Provides fund accounting support to track payments receivable and pending. Fundraising Supports online donation and event registration processing and imports fundraising data into records. Grant Management Manages grant-related activities such as proposal and reporting deadlines, document storage, and grant award expenditure. Sales POS Aggregates on-site and online sales transactions to track in constituent profiles and to assist with account reconciliation. Show More ##### ## Development (7) Real-Time Integration Supports event or transaction based integrations that react to changes in real-time API Designer Provides a web-based interface for designing, documenting, and testing APIs. Flow Designer Allows for integration development through the visual development of integration logic flows with the help od a drag and drop user interface. Pre-Built Connectors Facilitiates API development and integrations with prebuilt connectors, templates, and examples. Custom Connectors Provides the ability to create connectors from existing services and APIs in catalog. Reusable connectors Provides prebuilt, reusable connectors and workflows for all user integration requirements. Multi - tenant architecture Enables multiple tenants (customers) to securely share physical computing resources. Show More ##### ## Management (5) Monitoring & Notification Console for monitoring resource utilization, system health, ability to start and stop processes, etc. Routing And Orchestration Enables data routing on configuration basis and management of complex workflows through an orchestration engine. Data Mapping Facilitates to and fro data map according to the data model between applications/web services. Data Transformation 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. API Management Supports and oversees the management of API products across their full lifecycle Show More ##### ## Security (3) Data Encryption Employs data encryption both at rest and in transit. Security Standards Comply to key industry standards like SOC 2, ISO 27001, PCI DSS, HIPAA etc to protect and safeguard data. Communication Protocol Supports secure communication protocols like FTPS, SFTP etc Show More ##### ## Integration Options (4) Data Virtualization Integrates data from disparate sources, without physical data movement Managed File Transfers Provides one or more methods to securely transfer data from one location to another through a network Big Data Processing Provides integration to BigData sources such as Hadoop and other NoSQL sources (MongoDB, Cassandra and HBase) EDI Provides Integrations to EDI service providers. Show More ##### ## Deployment (2) Hybrid Supports deployment of integration apps both on-premisis and cloud environments/ Cloud to Cloud Supports deployment of integration apps to a managed cloud environment Show More ##### ## Agentic AI - Nonprofit CRM (2) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Show More ## Top-Rated Alternatives [ ![Microsoft SQL Server](https://images.g2crowd.com/uploads/product/hd_favicon/a8a99a96fda235658139f710592f8a53/microsoft-sql-server.svg "Microsoft SQL Server") Microsoft SQL Server 4.4/5(2,284) ](https://www.g2.com/products/microsoft-sql-server/reviews) [ ![Cleo Integration Cloud](https://images.g2crowd.com/uploads/product/hd_favicon/1529526410/cleo-integration-cloud.svg "Cleo Integration Cloud") Cleo Integration Cloud 4.4/5(593) ](https://www.g2.com/products/cleo-integration-cloud/reviews) [ ![MuleSoft Anypoint Platform](https://images.g2crowd.com/uploads/product/hd_favicon/d763ac0221fcc0848182458b48016e06/mulesoft-anypoint-platform%282%29.svg "MuleSoft Anypoint Platform") MuleSoft Anypoint Platform 4.5/5(772) ](https://www.g2.com/products/mulesoft-anypoint-platform/reviews) [ View All Alternatives ](https://www.g2.com/products/omatic-software/competitors/alternatives) ##### Categories on G2 [ iPaaS ](https://www.g2.com/categories/ipaas)[ Nonprofit Accounting ](https://www.g2.com/categories/nonprofit-accounting-software)[ Nonprofit CRM ](https://www.g2.com/categories/nonprofit-crm) [ Fundraising ](https://www.g2.com/categories/fundraising)[ On-Premise Data Integration ](https://www.g2.com/categories/on-premise-data-integration) Show More ##### Explore More [ Which employee perks platforms and benefits rewards software integrates seamlessly with ADP or HR and finance platforms HRIS systems? ](https://www.g2.com/discussions/which-employee-perks-platforms-and-benefits-rewards-software-integrates-seamlessly-with-adp-or-hr-and-finance-platforms-hris-systems)[ Top tools for billing compliance and tax calculation ](https://www.g2.com/discussions/top-tools-for-billing-compliance-and-tax-calculation)[ Best inbound call tracking software for small businesses ](https://www.g2.com/discussions/best-inbound-call-tracking-software-for-small-businesses-any-recommendations) [ Top-rated platforms for secure document creation ](https://www.g2.com/discussions/what-are-the-top-rated-platforms-for-secure-document-creation)[ Most popular webinar software for enterprises ](https://www.g2.com/discussions/most-popular-webinar-software-for-enterprise)[ Pros and Cons Details ](https://www.g2.com/products/omatic-software/reviews?qs=pros-and-cons) Show More [ Which employee perks platforms and benefits rewards software integrates seamlessly with ADP or HR and finance platforms HRIS systems? ](https://www.g2.com/discussions/which-employee-perks-platforms-and-benefits-rewards-software-integrates-seamlessly-with-adp-or-hr-and-finance-platforms-hris-systems)[ Top tools for billing compliance and tax calculation ](https://www.g2.com/discussions/top-tools-for-billing-compliance-and-tax-calculation)[ Best inbound call tracking software for small businesses ](https://www.g2.com/discussions/best-inbound-call-tracking-software-for-small-businesses-any-recommendations) [ Top-rated platforms for secure document creation ](https://www.g2.com/discussions/what-are-the-top-rated-platforms-for-secure-document-creation)[ Most popular webinar software for enterprises ](https://www.g2.com/discussions/most-popular-webinar-software-for-enterprise)[ Pros and Cons Details ](https://www.g2.com/products/omatic-software/reviews?qs=pros-and-cons)