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By integrating KleerCard with Financial Edge, you maintain consistent coding, accurate fund tracking, and reliable financial reporting.
- Financial Edge is an accounting solution built for nonprofit organizations that require detailed fund accounting and reporting.
- Financial Edge NXT extends these capabilities with a cloud based interface while maintaining the core accounting structure used by nonprofit finance teams.
- Both systems are designed to manage transactions, reporting, and multi fund structures in complex nonprofit environments.
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White Glove Onboarding
The Kleercard & Blackbaud Financial Edge integration allows nonprofit organizations to import credit card transactions directly into Financial Edge and Financial Edge NXT. Instead of manually reentering expenses or cleaning up data weeks ago, your finance team can move structured transaction data into Blackbaud with confidence.
KleerCard provides onboarding support to help configure your Financial Edge integration.
Our team reviews your fund structure, data requirements, and transaction mapping to help your integration run smoothly from the start.
How To Integrate KleerCard and Financial Edge
1. Connect KleerCard to Blackbaud
KleerCard connects to Blackbaud through an API integration during onboarding. Once connected, your finance team can manage expenses in KleerCard while keeping Blackbaud as the accounting system of record.
2. Sync your accounting data
KleerCard syncs key accounting data from Blackbaud, including:
- Chart of accounts
- Vendor list
This helps your team code transactions correctly inside KleerCard using the same structure already established in Blackbaud
3. Push transactions back into ParishSOFT
Once transactions are reviewed and coded in KleerCard, they can be pushed back into Blackbaud automatically. This reduces duplicate work, improves consistency, and shortens the monthly close process.
Get Started with Your Integration Today
If your nonprofit already uses Financial Edge or Financial Edge NXT, connecting KleerCard is a controlled and straightforward process. You maintain your existing accounting structure while improving how card transactions flow into your system.
Frequently Asked Questions
Does this integration use APIs or direct sync?
No. The integration does not rely on APIs or real time sync. Instead, it uses structured data files that give nonprofit teams full visibility and control. This approach reduces the risk of unintended posting errors inside Financial Edge.
Can Financial Edge NXT users use this workflow?
Yes. Financial Edge NXT users can follow the same export and import process. The data format supports nonprofit accounting structures used within NXT. This makes it suitable for organizations running either version of Financial Edge.
Does this support nonprofit fund and project accounting?
Yes. During setup, you map fund, project, and account codes to match your Blackbaud structure. This ensures transactions align with your nonprofit reporting requirements. Proper mapping helps maintain data integrity across financial reports.
How does this help with nonprofit financial management?
The integration centralizes card transactions before they enter Financial Edge. This reduces data fragmentation and improves oversight. Finance teams can review expenses before posting them, strengthening internal controls.
Can my team manage transaction data before posting?
Yes. One benefit of a file based integration is that you control when data enters Financial Edge. Your team can review transactions, confirm coding, and correct any inconsistencies before final posting.
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