financial solutions without integrations

We Brought FUnd accounting to Salesforce

Foundation Partners developed Fund 360 to bring fund accounting to Salesforce, and it is the key ingredient that makes our end-to-end Salesforce solution possible.

Sage Intacct and NetSuite require costly, complex integrations that create risks. Having fund accounting on the Salesforce platform, where the other areas of your organization are already working, avoids these issues.

  • Designed for Your Complex Needs​

  • Flexible and Configurable​

  • No Need for Integrations

Fund 360 Features Include:

  • Fund Accounting architecture for General Ledger and Journal Entries

  • Gift Entry & GL Posting

  • Check Scanning & Gift record creation

  • Grant Budget by Fund (Subledger)

  • Grant Entry & GL Posting

  • ACH Collection

  • ACH Payment Processing

  • Accounts Payable & AI Invoice Capture Automation

  • Bank Reconciliation

  • Fund Statements  

  • Investment Pool Reconciliation and Allocation

  • Money Movement: Investment Transfer Instructions

  • Administrative Fees

  • Spending Policy

  • Build Scheduled Grants (Designated, Agency)

  • Import Investment Information (Innovest, Clearwater Analytics)

  • Financial Reporting & Analytics

  • Workflow Automation

  • Designed for Your Complex Needs​

  • Flexible and Configurable​

  • No Need for Integrations

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  • Account Attributes​

  • Security Settlement​

  • Bank EFT​​

  • Reports & Dashboards

  • Workflow Automation

Donor 360 Includes:

  • NPSP extension

  • Fund Relationships

  • Donor Attributes

  • Fund Attributes​

  • Fund Distribution​

  • Fund Notes

Customer Success Stories

“We really wanted a system that didn’t require third-party integrations. We needed an all-in-one solution—customizable, configurable, and one that allowed us to put our own flavor on it.”

- Colby Tucker, Maine Community Foundation

Foundations using Fund 360: