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Features To Streamline And Solve Your Fundraising 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.

Elevate Generosity With Vision2

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, including anonymous gifts.

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

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Integrations

Real-time, bidirectional ntegrations with popular secular CRMs including Microsoft Dynamic's Fundraising & Engagement and HubSpot mean you are always up to date with Vision2. 

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

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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.

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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.

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Supporting Features

More features to protect givers and expand your visibility options.

Merchant
Processor

Vision2 also serves as the merchant processor, providing real-time information to the organization. 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 Check
Capabilities

Unlike other platforms, Vision2 processes, scans, and does remote deposit for personal/traveler's/business checks, all paper currency, and money orders. Our direct bank connection streamlines set up and eliminates velocity limits. Plus, you can easily correct batches, detect splits and auto-assign gifts. 

Analytics
& Reporting

Data for analytics equip leadership with visibility and actionable insights for strategic decision-making, discipleship tools, and proactive oversight.

Streamlined
Statement Generation

IRS-compliant, automated statements with every pertinent detail your donors can access at any time in their profiles.  Plus, saves you time and money that can be put towards your cause.

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.