• MATCHED
  • MISSING
  • MISMATCH
  • HUMAN

How to reconcile donation receipts with your AI

Connect FundraisingBox to your AI client to bridge the gap between your bank statements and donor records. Your agent handles the data retrieval so you can focus on the audit.

Ask AI about this page

Short answer

How can I match my donations to my receipts using AI?

Your AI pulls donation records and their corresponding receipts to find discrepancies. It compares amounts and dates against your financial logs to highlight missing entries or mismatches.

Where the data lands

Reconciliation outcomes

The AI organizes the information into these specific categories.

MATCHED

Verified records

The AI identifies where the donation amount and the receipt match your bank statement perfectly.

MISSING

Unaccounted funds

The AI flags incoming money that doesn't have a corresponding receipt in the system.

MISMATCH

Data discrepancies

The AI catches instances where the receipt amount differs from the recorded donation.

HUMAN

Manual review needed

The AI hands off complex errors or missing donor info that requires your direct intervention.

The workflow

What your AI does when the data arrives.

The AI acts as a bridge between your FundraisingBox account and your financial records.

  1. Gather donation history

    The AI pulls a list of recent transactions to establish a baseline for your audit.

    list_donations

  2. Fetch specific records

    It looks up the exact details for a specific donor or transaction ID to get the full picture.

    get_donation

  3. Retrieve receipts

    The AI pulls the generated receipt files to verify the paper trail for each gift.

    list_receipts

  4. Identify gaps

    The agent compares the lists to find where the money and the documentation don't line up.

    list_donationslist_receipts

Try it

Copy these to start.

Use these prompts to kick off the reconciliation process.

Starting points

These are opening lines. Swap out the bracketed info with your actual donor names or dates.

FundraisingBox Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_7tCpk2vHR3yzoDiufIEUpCqWXDXQgZ5XtpppzdTO/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — FundraisingBox capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "fundraisingbox-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_7tCpk2vHR3yzoDiufIEUpCqWXDXQgZ5XtpppzdTO/mcp"
    }
  }
}
Copy into chat04

  • List all donations from last month and check if they have receipts.

  • Find the donation details for donor 'Sarah Jenkins' and pull her receipt.

  • Compare the list of all receipts against the list of all donations to find mismatches.

  • Get the details for donation ID #8829 and tell me if the receipt matches.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect FundraisingBox once, then ask.

Log in once to link your account. Your credentials stay encrypted, and you can immediately start asking questions about your donor data.

Connect FundraisingBox to your AI

FAQ

How this task behaves

  • 01

    Can the AI change my donation amounts?

    No. The AI can only read donation and receipt data. It cannot edit or delete your records.

  • 02

    Can the AI issue new receipts?

    No. The AI can only list existing receipts. It cannot generate or send new ones.

  • 03

    Does the AI see my login password?

    No. Your connection is handled securely, and your login details are never exposed to the AI.

  • 04

    How does the AI know a receipt is missing?

    It compares the list of donations against the list of available receipts and flags any donation that lacks a matching receipt ID.

  • 05

    Can I use this with Claude?

    Yes, as long as you are using an MCP-compatible client like Claude Desktop.

  • More questions about FundraisingBox? The Connector page answers them. See everything the FundraisingBox Connector can do

Connect FundraisingBox to Claude, Cursor, ChatGPT & more