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Reconcile

Reconcile your giving across every source

How gifts from your CRM, events, and payment tools become one clean, deduplicated record.

Gifts arrive fragmented: your CRM, Eventbrite, Stripe, CanadaHelps, box office, galas, direct mail. Each names donors a little differently. Reconcile merges them into one truth so your totals tie out and each donor's real lifetime giving is visible.

How matching works

When a gift comes in, Relae compares it to your existing donors and assigns a confidence. It never forces a weak guess.

  • Confident matches resolve on their own.
  • Anything genuinely ambiguous is surfaced in Review for one quick human decision.
  • A gift with no reasonable match is flagged as likely new.

The Review queue

Review is where you handle only the gifts the engine could not place confidently. Confirm a match, reject it, or merge two records that are the same donor. The goal is for it to be short: the engine should be doing the vast majority on its own. Every choice you make is remembered, so the same donor never comes up twice.

Adding a new source is simple and never special-cased downstream. Once a source is in, its gifts flow through the same matching and into the same clean record.