Finance workflows
Ready today

Clearer gift records for finance teams

Church giving software helps teams review gifts, track funds, and prepare receipts. Church Grid keeps offline and online giving records accurate and permissioned, so treasurers spend less time reconciling across spreadsheets.

Use cases

What this helps with.

Review giving records before monthly reconciliation.

Track fund context for designated gifts.

Prepare receipt workflows with clear review context.

Keep finance access separate from general volunteer access.

How it works

Records finance teams can trust

Gift status, fund context, and notes stay close to each donation. Reviewing gifts is clearer when the details you need are already on the record.

Finance access stays limited

Not every church user should see giving. Role-based access keeps gift records visible only to the right staff, treasurers, and leaders.

Honest about fees and what’s next

One-time and recurring online giving are available today through Stripe Connect and Checkout, alongside offline records, funds, receipt status, and reconciliation exports. Recurring giving is still being tested end to end before a wider paid rollout. Fee language will stay plain and clear.

FAQ

Questions teams ask

Will giving or payment processing fees be separate?

Donors cannot cover processing fees in the product yet. Stripe/provider costs and any Church Grid pricing should be shown clearly before a paid agreement. Recurring giving, including pause and cancel in the member portal, is built and still being tested end to end before a wider rollout.

Can finance access be restricted?

Yes. Finance workflows use role-based permissions so giving records stay visible only to appropriate users.

Will receipt workflows be supported?

Receipt status, resend, void/reissue, and member portal receipt and current-year statement downloads exist today. Numbered receipts exist in software. They are not a tax-professional or CRA certification. Churches remain responsible for confirming tax requirements with their advisors.

Can historical giving data be migrated?

Migration needs can be discussed during early access. Supported formats and scope depend on the source system and data quality.

Ready to try this workflow? Join the waitlist.