Planning Center Services Features

Tracks the number of committed members to the church and stores family names in church directory.

Tracks the amount of donations submitted to the church each week, as well as record keeping of donors for tax purposes.

Maintains a communicaion system within the church so that the minister or church group can communicate with the rest of the community. Specifcally being able to send emails, newsletters, text messages and mail to announce church events, ask for donations and more.

Allows for the management of weekly worship meetings. So specifically managing the media, technology set up, coordinating volunteers and ministers, assigning musicians, choosing music etc.

Manages the event planning aspect of church gatherings whether it be a fundraiser, holiday event, festivals, children events and more. Specifically keepign track of event attendance and processing payments for donations, entrance fee, entertainment fees, food and beverages, etc.

Manage volunteer information and direct volunteer resources

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

Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle

Monitor and record expenses such as purchases or charges incurred

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

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

Manage attendance for classes, shifts, meetings, or events

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Upload, track, and submit receipts in a central database

Create, send, and track purchase orders and their statuses

Database of members to track personal information of individuals and families

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

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

Manage, organize, and store contact information

Manage and track all internal and external communication conducted via calls, email, text, or chat

Coordinate and schedule the flow of services, plan musical selections, and assign team members

Track the attendance of specific individuals or groups

Track visitors and purpose of visits

Store, manage and track all forms in a centralized location

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

Organize members and schedule recurring small group meetings

This is a tool that enables users to specifically manage people who belong to a church. This can include keeping a directory of parishoners, managing communication with congregation, tracking attendance, creating family groups to learn peoples names and more.

This is a tool that enables users to specifically manage the community events aspects of a church. This includes the management of media, booking a location, set up and clean up coordination, entertainment booking and more.

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

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

Track commitments to donate in the future

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

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

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

Integrate with a third-party accounting system

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

Plan an event's time and location

Manage and handle various international currencies

Receive data and information in real time

Add customized logos and colors to align with company branding

Import and export data to and from software applications

Access software remotely via mobile devices

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

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

Compare and match accounting/financial records with corresponding bank statements

Generate reports to assess the financial performance of an organization

Active reporting of data and metrics

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Primarily serving churches and religious organizations

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

Create budgets based on historical data and future projections

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

Track outstanding invoices and the money owed from clients

Accept and process credit card transactions

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

Electronically collect payments for goods or services

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

Alter the layout and content of reports

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

Track money owed to a company's creditors/suppliers

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

Centralized accounting record which tracks all financial transactions

Create, manage, and send invoices or bills to customers

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

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

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

Print paychecks issued to confirm payment of wages or salary

Manage and support multiple locations

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

Online gateway through which members can access/update personal information

Secure process of tracking children during activities

Outlet for members and visitors to submit donations electronically

Comprehensive list that contains information and details of all the members associated with a particular organization or group

Send messages via SMS

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

Online calendar of upcoming events/activities viewable to members and visitors

Set & manage permission levels based on user roles and restrict access to only authorized individuals