Every donation matched to the right supporter, with a person checking the unclear ones
Charities often copy each gift from the bank statement and their online giving page into the supporter database by hand. This demo does the matching for a made-up animal rescue: clear cases are handled automatically, anything uncertain waits for a person, and the result is one file ready to import.
All names and data here are invented. Everything runs in your browser; nothing is uploaded anywhere.
1 · What goes in
2 · What the system did
3 · A person checks these
Only the cases a system shouldn't guess. Pick an answer for each; the import file updates as you go.
4 · Everything, line by line
| Date | Source | As written | Amount | Matched to | How | Status |
|---|
5 · Ready to import. One clean file with the supporter ID, date, amount, source and Gift Aid flag for every donation.
Want this for your charity or company?
The same idea works for orders, invoices, bookings or any records your team copies between systems by hand. A version for your own tools and data is a fixed-price project.
Write to mia@cobotised.com