In a nutshell

Clarity Banking is a banking solution that allows Salesforce to process Direct Debits, Standing Orders, CAF, Payroll Giving/GAYE and other banking.

Benefits:

  • Highly flexible allowing for integration with a wide range of banks both in the UK and internationally

  • Handles both BACS and SEPA formats

  • Will handle processing of payments in volume (tens of thousands of payments in an export)

  • Saves time vs traditional reconciliation* methods using manual or complex imports

  • Improved accuracy – manual reconciliation is not only time consuming but also quite tedious and prone to errors, using our tool you only need to focus on the exceptions that arise

  • Flexible – users can easily configure new file formats as required

  • Happier staff – they can focus on other more strategic matters

Product Overview

Clarity Banking produces files in formats that can be configured for individual banks and clearing houses and can also handle the import of banking return files in a wide range of formats and file types including fixed-width, CSV and XML based files.

There are two key functions to Clarity Banking:

Export

Export Banking transactions from Salesforce in the correct format to send to banks and other financial institutions (e.g. Direct Debit files) or receipting. The file format and structure is defined in a similar way to the import to support a range of different export operations.

Import

Clarity Banking can import banking files in complex formats into Salesforce, match and update an associated payment record in Salesforce relating to the financial transaction.

Key features:

 

Export:
  • This tool is used to export files, for example, banking files (e.g. Direct Debits to Banks or intermediaries) in the correct file format
  • The user can configure reusable templates for exporting files, defining the export format, and defining the fields to be exported.
  • The files can be generated in one of 3 formats –

    • - comma-separated values (CSV);
    • - Fixed Width Text files and
    • - Extensible Markup Language (XML)
    • - Pattern Matching

 

Import:
  • This tool is frequently used to import banking files (e.g. Direct debits, standing orders, CAF, payroll giving) to reconcile with pre-existing records.
  • The user can configure reusable templates for importing banking files, defining the import format, and defining the fields to match/reconcile on.
  • When importing, the tool shows failed or duplicate matches for users to then manually reconcile to existing regular gifts, or to manually create new contacts or regular gifts if required.
  • The tool can take data from the imported file and populate the matched record. So, for example it can mark a matched record as paid and update a date or amount field from the import file.
  • Response Code values can be defined to categorise the status of the import row to provide for specific processing for different types of imported data e.g. ‘Success’, ‘Failure’ or more specific responses.
  • The files can be imported using any of the 4 formats –
    • - comma-separated values (CSV);
    • - Fixed Width Text files and
    • - Extensible Markup Language (XML)
    • - Pattern Matching

 

Note: This tool does not require the use of any external Salesforce data loading tool.

*The term ‘reconciliation’ here is used to describe the process of matching up payments on a one by one basis in the CRM against a banking file. It does not refer to an end of month type ‘reconciliation’ often carried out when a charity compares its CRM data against its bank account data for example.

Pricing

Contact us for more information.


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Testimonials

“... Clarity Banking app is the 'Pro-Tools' for non-profit organisations allowing SEPA compliant money collection without external financial intermediary. Fully configurable, Clarity Banking offers a great deal of options to comply with your local banking network”

Project Manager
Fundraising - global campaigning organisation
 


Let's keep in touch

0203 056 1900

info@giveclarity.org

Giveclarity.org
Crown House,
72 Hammersmith Road,
London
W14 8TH

 

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