AI for Donately that knows the rest of your business
Donately holds donors and fundraising. Liaison connects to it with access you grant and reads donors, gifts and campaigns, and handles the thank-yous, the follow-ups and the reporting.
Because it reads Donately together with your books, your inbox and your campaigns, an answer about donors and fundraising comes with the rest of the picture. You keep Donately; nothing is replaced or re-entered.
What Liaison does with Donately
- Writes thank-you notes in your voice the day a gift arrives.
- Reaches out to lapsed donors with a personal note.
- Builds the board report from the donor system and the books.
- Keeps donor records clean across the systems you use.
Questions it answers across Donately and your other tools
- “Which donors gave last year but not this year?”
- “Which gifts this month have not had a thank-you?”
- “How is this campaign tracking against last year’s?”
- “Which major donors have not heard from us in three months?”
What it reads in Donately
9 kinds of Donately data Liaison can read on its own, every time it answers a question or does a job.
- Get Campaign
- Get Donation
- Get Subscription
- List AccountsList all accounts
- List CampaignsList campaigns for an account
- List DonationsList donations for an account
- List FundraisersList fundraisers for an account
- List PeopleList people for an account
- List SubscriptionsList subscriptions for an account
Works alongside Donately
The tools Liaison most often reads together with Donately.
Liaison in Donately, set up with you, for $629 a month.
- Connects to Donately with access you grant and reads it with the rest of your business; nothing is replaced or re-entered.
- Does the routine work in your voice, from your own inbox, calendar and number; each kind of work is approved once.
- Answers a question about Donately with the rest of the picture: the customer, the invoice, the thread, the calendar.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Does Liaison replace Donately?
No. You keep Donately exactly as it is. Liaison connects to it, reads it together with your books, your inbox and your campaigns, and does the work in it the way a person on your team would.
How does Liaison connect to Donately?
With access you grant from your own Donately account, and can revoke at any time. Where a tool offers no way in from outside, Liaison works it on its own computer, the way a person would.
Can Liaison act in Donately without asking?
It does the routine work you have approved, in your voice. Anything that moves money, such as a payment, a refund or a transfer, always waits for your yes.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.