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Bank import & donor matching

Turn a bank's CSV export into reviewed giving records. Match donors and payment references, learn name aliases and skip already imported transactions.

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Product interface: English · German · French · Kreol Morisien

Bring it into church life

Three practical steps for your team and congregation.

  1. Map the bank CSV

    Paste the bank statement CSV, map the date and amount columns and select its currency. Add the donor-name and reference columns for better matching.

  2. Check the donor matches

    Review the suggested people and pending pledges before importing. Correct a donor manually when a joint account or unfamiliar spelling needs your knowledge.

  3. Import the reviewed gifts

    Import the selected credit lines into a fund. CBC remembers donor-name aliases and uses transaction fingerprints to skip duplicates in overlapping exports.

Church Base Cloud

Every feature, in every plan

All plans include the church office and member app, with unlimited leaders and administrators. Choose the modules your church needs; access follows your roles and permissions. Provider accounts and usage fees remain separate. The browser-based member app is included. The shared Church Base Cloud native app with church selection will also be included in every plan, at no extra cost, from its next released version. A separate app with your church’s own name and branding is optional: USD 29/month or USD 290/year prepaid, in addition to your CBC plan. Suitable church-owned developer accounts, a responsible contact and store approval are required; developer account fees are separate. Publication and billing are agreed before ordering.

Pricing ↗

Open the demo church

The shared demo uses fictional data. Outgoing messages and real payments are disabled; changes reset overnight.

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Questions about your church’s next step?

Tell us what your church needs. Our team will help you choose the next step.

Please do not enter congregation member records, donation details or other sensitive information.

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