Features · Financial Management

Run your entire financial operations — in one place.

From donations to budgets, campaigns to pledges, Unisoft gives you full control — without platform fees.

0% fees. Unlimited campaigns. Real financial visibility.

0% commissionUnlimited campaignsReal-time visibility
The problem

Financial management shouldn't be fragmented.

Most organizations use multiple tools for donations, campaigns, and tracking — while still losing money to platform fees. This creates complexity, lack of visibility, and missed opportunities.

Fragmented tools

Most organizations use 3–5 separate tools for donations, campaigns, and tracking.

Money lost to fees

Platform commissions drain thousands of euros per year without adding value.

Zero visibility

No single view of finances — missed pledges, unknown deficits, no real reporting.

0%

Platform commission — forever

Core differentiator

Keep 100% of your donations

Unlike most platforms, Unisoft doesn't take a percentage of your funds. Run unlimited campaigns, all year long — and keep everything.

No hidden commission on any transaction
Unlimited campaigns throughout the year
Multi-currency, multi-country, multi-language
Tax receipts · Worldwide

One donor in Paris, one in London, one in Tel Aviv — three valid receipts.

Unisoft generates the right tax receipt for every donor based on their country's rules. Your community gives globally — your compliance follows them.

  • Each donor gets a tax receipt valid in their country — automatically
  • Recover Gift Aid in the UK: +25% on every eligible donation
  • Annual fiscal declarations generated in one click
  • Sent by email, printable, signed, archived for audits
FR
CERFA — FranceAuto-generated · Signed · Archived
UK
Gift Aid — United KingdomAuto-generated · Signed · Archived
US
501(c)(3) — United StatesAuto-generated · Signed · Archived
IL
46א — IsraelAuto-generated · Signed · Archived
CA
CRA receipts — CanadaAuto-generated · Signed · Archived
BE
Attestation 180 — BelgiumAuto-generated · Signed · Archived

Need another country? We add it for you.

Tap to Pay · In person

Collect a donation in person, straight from your phone.

Tap to Pay is now live in the Unisoft admin app. At a dinner, an event or the front desk, hold a contactless card to your phone and take the payment — no extra hardware. The gift lands in your CRM instantly, and the donor scans a QR code to add their details and receive the correct tax receipt.

  • Accept contactless cards, Apple Pay and Google Pay — no card reader to buy
  • Turn the Unisoft admin app on your phone into a payment terminal
  • The donor scans a QR to add their details and get the right tax receipt
  • 0% Unisoft commission on Unlimited — only the processor fee applies
Tap to Pay collection screen in the Unisoft admin app
Budget & Finance
Shiourim Program+$6,200
Income: $18,400Expenses: $12,200
Social Aid Fund+$4,500
Income: $34,000Expenses: $29,500
Building Renovation+$34,000
Income: $55,000Expenses: $21,000
Youth Activities+$2,200
Income: $9,800Expenses: $7,600
Budget & Tracking

Understand your finances at every level

Track income and expenses by fund, campaign, or event — with clear dashboards and detailed drill-down. Get instant financial reports without the spreadsheets.

  • Budget per activity or event
  • Real-time income and expense updates
  • Visual financial trends over time
  • Drill-down by fund, campaign, or event
Bank reconciliation
Connected · Bank ★★★★ 8421Last sync 2 minutes ago
Live
D. Cohen — SEPA donationToday
+€500Matched
Annual Gala — pledge clearedToday
+€2,500Matched
M. Goldberg — recurringYesterday
+€100Matched
Catering supplier2 days
−€840Matched
Anonymous transfer2 days
+€250Review
Open Banking

Your bank statements reconcile themselves.

Connect your bank account once. Every donation, every pledge, every expense is matched to the right donor and campaign automatically — so you stop pointing transactions and start reading numbers that already balance.

  • Connect your bank in 2 clicks — read-only, secure, regulated
  • Works with 3,500+ banks across Europe, UK, and Israel
  • Each transaction auto-matched to the right donor and campaign
  • Export an audit-ready ledger to your accountant in one click
Statistics & data exploration

Ask your data anything. It answers live.

Every list in Unisoft doubles as a dashboard: filter it, and the totals recalculate instantly. And when standard lists are not enough, the Exploration module lets you build custom views on any of your data — columns, filters, sorts — with no code, then export or share them.

  • Four live KPIs above every list — total, net, count, average — recalculated on each filter
  • Campaign statistics by source, team, date range — down to the hour
  • Data exploration across 7 entities: contacts, payments, pledges, receipts and more
  • Export to Excel or PDF, save your views and share them with your team
Data exploration
Total amount
12 480 €
Net amount
12 145 €
Payments
47
Average
265 €
Amount > 500 €This yearSource: Gala+ Add a filter
ROUAH Moshé
Card · Gala 2026
2 600 €
COHEN David
Transfer · Pledge
1 800 €
ATTALI Michel
Card · Campaign
750 €
1 240 rowsExport XLSX
Campaigns, crowdfunding, live galas
Fundraising has its own dedicated page — pledge screens included.
Explore campaigns
Built for global communities

Wherever your community is — Unisoft speaks their language

Multi-currency

Accept donations in any currency, anywhere in the world.

Multi-language

English, French, Hebrew, and more — for every community worldwide.

Localized receipts

Tax receipts issued in any language, format, and fiscal jurisdiction.

Flexible payments

Stripe, Authorize, GoCardless, PayGreen, and more — connect any payment provider worldwide.

Instant automation

Receipts, reminders, and reports sent automatically.