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Features / Giving Engine

Turn invoices into real-world impact

Automated charitable giving tied to paid invoices. Configure giving programs, choose beneficiaries, set percentages, and batch process donations. Every invoice paid creates measurable social impact — CRM for Good.

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What you get

Automated giving triggered by paid invoices
Configurable giving percentage per program
Multiple giving programs and beneficiaries
Batch processing for efficient donation management
Impact tracking and reporting dashboard
Xero payment sync triggers giving automatically
Transparent giving history for your team and clients
Charitable obligation tracking per invoice
Giving Engine screenshot

How it works

Get up and running in minutes, not days.

1

Set up programs

Create giving programs, choose beneficiaries, and set the percentage of each paid invoice allocated to charitable giving.

2

Invoices trigger giving

When an invoice is marked paid — manually or via Xero sync — a charitable obligation is automatically created.

3

Batch and donate

Batch process obligations and track your total impact. Share giving reports with your team and clients.

Frequently asked questions

You set the percentage per giving program. When an invoice is paid, that percentage of the invoice total is allocated as a charitable obligation.
Yes — you configure beneficiaries for each giving program. You have full control over where your charitable giving is directed.
Yes — payments synced from Xero automatically trigger the Giving Engine, so there's no manual step required.
Yes — the giving dashboard shows total obligations, amounts processed, and impact by beneficiary and program.

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Ready to try Giving Engine?

Start free today — no credit card required. Set up in under 5 minutes.

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