Integrations
The money path first. Everything else later, and labelled.
An integration list is a promise about someone else's system. Ours is short on purpose: the connections that make the ledger true come before the connections that make a demo look broad.
Every sync is scoped to one organization. A failed push becomes a visible exception with a retry, never a silent drop.
Bank side
Deposit
Jul 28 · Operating account
Statement ref
Imported from bank feed
Processor side
Payout PO-2261
21 gifts · gross $4,921.00
Fees
Card and ACH blended
1 exception · $51.46 unexplained
Suggested cause: refund RFD-119 settled in a later payout. Proposal awaits approval — nothing posts until a human accepts it.
What the system holds
The objects behind the workflow
A workflow is only as reliable as the records underneath it. These are the objects this pillar owns.
Processor boundary
Charges, refunds, disputes, fees and payouts, modelled without assuming one vendor's shape.
Bank feed boundary
Deposit lines matched to payouts, with settlement timing differences expected rather than treated as errors.
Accounting mapping
Funds, designations and fee categories mapped to your chart of accounts, exporting a reconciled summary.
Exception surface
Integration failures are visible operational objects with a cause and an owner — never a silent retry.
How the work runs
Four steps, in order
Read left to right on a wide screen, top to bottom on a phone. The order is the order the record moves in.
- 01 · Step 1
Connect
Authorise the system, choose the scope and see exactly which objects will be read and written.
- 02 · Step 2
Map
Match funds and categories to your accounts, with a dry run that reports what would post before anything does.
- 03 · Step 3
Monitor
Every connection reports its last successful sync, its current state and its unresolved exceptions.
- 04 · Step 4
Recover
A failed sync becomes an assigned exception with the payload, the error and a retry that a person triggers.
Safeguards
What stops it going wrong
Each safeguard is server-enforced, not a UI warning.
- Safeguard
Observable failure
An integration that silently stops working is worse than none. Connection health is a first-class surface.
- Safeguard
Scoped credentials
Connections are tenant-scoped, and secrets are never exposed to the browser or to model context.
- Safeguard
No unannounced writes
Anything Beneora writes into another system is listed before you connect it.
The boundary
Which systems must agree with Beneora for the numbers to be trustworthy?
Processor boundary
Charges, refunds, disputes, fees and payouts, modelled without assuming one vendor's shape.
Bank feed boundary
Deposit lines matched to payouts, with settlement timing differences expected rather than treated as errors.
Accounting mapping
Funds, designations and fee categories mapped to your chart of accounts, exporting a reconciled summary.
Exception surface
Integration failures are visible operational objects with a cause and an owner — never a silent retry.
An integration list is a promise about someone else's system. Ours is short on purpose: the connections that make the ledger true come before the connections that make a demo look broad.
Scope honesty
What this is not
Naming the boundary is more useful than implying there isn't one.
- We do not claim connectors that do not exist. Status labels on this page are the truth.
- We are not building an integration marketplace in Release 1.
Questions
Integrations, answered directly
Design-partner program
Shape integrations with us
We are working with a small number of US and Canadian nonprofits who feel the reconciliation and donor-data pain most acutely. Partners shape the sequence, see the honest status of every module, and are never charged for a capability that is still a prototype.