Sync Givebutter, checks, and spreadsheets to your CRM.
Precheck automatically maps transactions and matches donor profiles in one secure workspace—eliminating manual entry and duplicate accounts. Production-ready for DonorPerfect, with Salesforce, Bloomerang, and Neon CRM coming soon.
Jewish Family Services of Greater Hartford redirected 20 hours/month from data entry to donor stewardship.
Merging 242 donations.
Found 3 possible matches in DonorPerfect. Proceed with merge?
Keep your donor database clean, automatically.
The problem: Fragmented systems & duplicate records
Offering multiple ways to give—like Givebutter, DAFs, and checks—makes donating easy, but leaves your team copy-pasting hours of data. Even worse, standard batch imports often create duplicate constituent and address records for identical entries.
The solution: A consistent, automated workflow
Precheck brings all your donation channels together in one dashboard. It automatically matches records and resolves address duplication issues, keeping your database clean while maintaining a "human in the loop" approach for final control.
Organized Calm.
Precheck moves your data so you don't have to. Clean, unified, and ready for stewardship.
What’s slowing your team down today?
Choose the manual entry bottleneck your development team faces most. See how Precheck automates it to keep your database clean.
Online Platform Gaps
For teams whose online tools (like Givebutter) don't sync cleanly with their CRM (like DonorPerfect), leading to duplicate donors and miscategorized gifts.
Physical Check Stacks
For teams spending hours manually typing gift, amounts, memos and donor names from appeal mailings into CRM records.
Spreadsheet & DAF Mess
For teams copy-pasting data from donor-advised funds and complex event tracker spreadsheets.
100%
Standardized Workflow
0
Duplicate Address Records
20 Hours
Redirected to Stewardship Monthly
Standardizing a multi-platform fundraising ecosystem.
One of the biggest advantages of Precheck is that it creates a standardized process across all of our donation sources—checks, Givebutter, Fidelity, PaymentSpring, DAFs, and others. We redirected staff time from repetitive entry to the work that matters most, all while keeping our database clean.
Jewish Family Services
Greater Hartford
The Challenges
JFS processes gifts through multiple channels to support donor preference. The development team spent hours weekly manually transferring data into DonorPerfect. Furthermore, DonorPerfect's batch import created duplicate address records even for identical addresses on file, cluttering donor histories.
The Solution
Precheck unifies all donation sources into a consistent, streamlined workflow. By managing the data transfer directly, Precheck solves the duplicate address bug. The "human in the loop" approach automates the heavy lifting while letting staff verify data, keeping records pristine.
Unify your stack.
Stop managing custom scripts or downloading CSVs. Precheck bridges the tools you already use to create one source of truth.
Givebutter Integration
Sync online campaigns, donation parameters, custom checkout questions, and fee coverage real-time.
DonorPerfect Integration
Automate gift logging from webhooks, check scans, and spreadsheets with smart constituent matching.
You stay in control.
Precheck automates the heavy lifting and surfaces exactly what needs your attention — nothing posts to your CRM until you confirm it.
Verification Control
Precheck puts every import into a pending list for your approval. You maintain final control over your donor records.
Smart Matching
Automatically scan DonorPerfect for existing constituents. Click "Merge" to protect your database from duplicates and clutter.
Campaign & Fund Matching
Precheck learns your campaign codes, general ledger (GL) accounts, and fund assignments so imports map correctly to your budget rules.
Reclaim your
days.
How much of your team's budget and focus is lost to copy-pasting? See how much Precheck can give back to your mission.
ROI Projection Tool
Stewardship starts with data integrity.
We treat your donor data with the same respect you do. Precheck uses enterprise-grade encryption to ensure your constituent information remains secure and private.
Frequently Asked Questions
Common Questions from Development Directors
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Let's solve this
together.
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