Nonprofit Salesforce Audit

200 automated checks with 15 tailored for NPSP and Nonprofit Cloud. Donation integrity, recurring donation health, household management, soft credits, GAU allocation, acknowledgment compliance, and NPSP trigger state analysis.

Schedule Your Audit
200
Total Checks
15
NPSP-Specific
<2s
Execution Time
0
Data Leaves Machine

Built for Nonprofits

These are the things that break your reporting, your compliance, and your donor relationships.

Donation Integrity

Zero/null/negative amounts, unattributed donations, stale pledges, missing payment methods. Every data quality gap that distorts your revenue reports.

Recurring Donations

Stale open RDs with no payment in 90+ days, missing installment schedules. Identify lapsed donors before you lose them.

Household Management

Empty household accounts, singleton households, missing contact roles. Clean household data for accurate giving totals.

Soft Credits & GAU

Missing contact roles breaking household giving totals. Unallocated donations that cannot be reported by fund or program.

Acknowledgment Compliance

Donations over 30 days old without acknowledgment. IRS requires receipts for gifts over $250. We catch the gaps.

NPSP Trigger State

Disabled trigger handlers left over from data loads. When NPSP triggers are off, rollups do not calculate and allocations are not created.

Know Your Nonprofit Org

200 checks. NPSP-specific analysis. Donation integrity, compliance, and operational health. Zero data leaves your machine.

Schedule Your Assessment