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BACK OFFICE

Features to streamline and solve your giving challenges.

 

ENABLES THE BACK OFFICE

Vision2 automates everything from start to finish. By managing all the complexities, we give your back office true simplicity at every point.

COMPREHENSIVE BACK OFFICE

Vision2 manages all of your giving in a secure and easy-to-use system. Capture, process, record and report on giving from donors regardless of where gifts originated. 

Vision2 imposes no single or aggregate gift amount limits for any time period.

Comprehensive (last puzzle piece)

INTEGRATIONS

Deep church management integrations mean you are always up to date with Vision2. This includes real-time bidirectional synchronization with Fellowship One, MinistryPlatform, Planning Center, RockRMS, CCB (individual/household/funds). Plus, our integration with HubSpot's digital CRM offers a comprehensive giving AND people management solution.

Automated profile de-duplication minimizes the need to merge duplicates. Full USPS and international address verification ensures accurate profile data.

Bidirectional sync with ChMS (1)

AUTOMATED RECONCILIATION

Fully automated bank reconciliation accurately tracks debits and credits to keep your general ledger accurate. Includes easy adjustments handling, gifts tracked by source and by site, and detailed fees by fund.

Automated Reconciliation resized

TRUE REVENUE ACCOUNTING WITH FULL SUB-LEDGER & GL OUTPUT

Vision2 cleanly maps giving data to your accounting system structure to perfectly synchronize your systems, eliminate manual processes, safeguard against fraud, and provide a full audit trail, even for contributions processed outside of Vision2 such as anonymous cash donations.

Happy accountant.true revenue accounting

MERCHANT PROCESSOR

The only giving platform that also serves as the merchant processor, Vision2 provides real-time information to the church. Reduces ACH funding delay (from 10-12 days to only 2-3 days), eliminates manual entry of NSF, and displays actual bank messages.

HIGHEST SECURITY MEASURES

Committed to security, Vision2 is PCI DSS Level 1-certified and undergoes independent annual audits to maintain certification. In our 10 years of business, no data has been compromised.

UNPARALLELED SCANNING CAPABILITIES

Direct bank connection streamlines set up and eliminates velocity limits. Scan and deposit money orders, all paper currency, and traveler’s/ personal/ business checks. Easily correct batches, detect splits and auto-assign gifts. Capture envelope images to record donor intention.

ANALYTICS & REPORTING

Out-of-the-box analytics equip leaders with visibility and actionable insights for strategic decision-making, discipleship tools, and proactive oversight.

MULTI-SITE / CAMPUS

Record and report all revenue from your church giving campaigns at the campus level. Automatically assigns donors to a campus based on their online giving location.

API

If you need more than our out-of-the-box integrations, our easily consumable standards-based, event-driven API can solve your unique integration needs.