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FinDock

Donations done well, native to Salesforce.

FinDock turns Salesforce into the heart of your donation operation, with real payment processing, recurring giving and reconciliation built in. Here's how we typically roll it out for nonprofits.

FinDock · Beyond NPSP

Moving from NPSP to Agentforce Nonprofit?

See our Beyond NPSP Project page →

Why FinDock for nonprofits

Donations native to Salesforce

Payments, mandates and recurring gifts live on the same records as your donors and campaigns, no clunky middleware to maintain.

Built for European giving

SEPA direct debit, iDEAL, Bancontact, cards and more, with the PSPs European nonprofits actually use, all in one place.

Finance and fundraising aligned

Automatic reconciliation and clean reporting mean fundraising and finance finally agree on what came in, when, and from whom.

A typical implementation lifecycle

Each step can be a standalone engagement, or part of a broader programme. We bend the pace and scope to fit your team.

  1. 01

    Payment landscape audit

    We map your current PSPs, donation flows, recurring giving and any finance tooling, so the new setup builds on what works.

  2. 02

    FinDock setup & PSP connectors

    Install and configure FinDock, connect the right Payment Service Providers, and set up direct debit, card, iDEAL, SEPA and more.

  3. 03

    Donation forms & payment journeys

    Friendly, embeddable forms for one-off and recurring gifts, with thank-you pages and donor experience tuned for your brand.

  4. 04

    Reconciliation & finance workflows

    Automatic matching of incoming payments to donor records and campaigns, so finance can close the books without a spreadsheet marathon.

  5. 05

    Reporting & insights

    Dashboards your fundraising and finance teams will actually open, covering recurring health, churn, payment method mix and campaign ROI.

  6. 06

    Training, handover & optimisation

    Short, role-based training, plain-language docs, and ongoing optimisation as your donation programme evolves.

Thinking about FinDock for your nonprofit?

Tell us about your current donation setup and we'll talk through whether FinDock is the right fit, no pressure, no slides.

Get in touch