How to automate check scanning for donor database?

Precheck reads scanned checks and accompanying gift letters using OCR and AI. It extracts the donor name, bank routing, check numbers, donation amounts, dates, and intent, searches for matching records in your CRM, and prepares them for import.

Does automated check processing prevent duplicates in your CRM?

Yes. Precheck queries your database for existing matching criteria (name, address, bank routing details) and suggests matches. It actively prevents CRM clutter and duplicate donor files.

How are campaigns and funds coded when importing checks?

Development Directors map campaign, fund, and solicitation codes directly in the review step. Precheck remembers mapping preferences to make future imports faster.

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Reclaim your year-end appeal season.
Scan and sync physical checks.

Every year-end appeal, handwritten checks stack up on your desk. Precheck extracts the donor, amount, and bank parameters via check scans, matches them to existing donor records, and helps you send thank-you letters out in days, not weeks.

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Scan or Take a Photo

Upload bulk image scans or high-quality photos of check donation envelopes.

Automated Donor Matching

Precheck scans your CRM database for matching names, addresses, or previous check routing numbers.

Direct CRM Logging

Code the gift to the correct General Ledger (GL) code, Campaign, and Fund, then push it to your CRM in real time.

See how it works

Simulate scanning a physical donation check and reviewing its matched record inside Precheck.

AI_CHECK_IMPORTER_V1

Status: IDLE

Simulate a Check Scan

Click the button below to trigger the simulation of our automated extraction and validation queue.

Frequently Asked Questions

Precheck uses advanced OCR and AI to process physical checks and accompanying gift letters. It automatically extracts donor names, bank routing/account details, donation amounts, dates, and donation intent from letters, structuring them so they are ready to log directly onto the gift record.

Precheck identifies near-matches (e.g., 'Robert Smith' vs 'Bob Smith' in your donor database). It displays the potential database records side-by-side with the check scan so you can verify and match with one click instead of typing a new record.

Yes. You can upload a folder of scanned checks. Precheck processes them concurrently, lining them up in your verification list so you can review and approve a batch in minutes.

We prioritize security. Precheck uses the bank information solely to query your CRM for a matching donor profile. Bank account routing digits are encrypted. We delete check images after 30 days.

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DAF & Spreadsheet Imports

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DonorPerfect & CRM Sync

See how our staging queue works with DonorPerfect and other leading CRMs.

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Ready to eliminate manual check logs this giving season?

Get a personalized walkthrough showing how Precheck will sync check batches directly to your CRM campaign codes.

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Reclaim your year-end appeal season. Scan and sync physical checks.