What Pekudei does
One system for the office, the treasurer and the board, with an agent doing the matching that used to take the late nights.
Receivables reconciled with every financial institution
The agent matches each deposit, card payment, transfer and check to the right member pledge, dues invoice or aliyah donation, even when the memo is missing or vague. Card processor fees are booked as it goes.
It works with every financial institution a shul is paid through: banks, card processors, Venmo, PayPal, Cash App and Zelle, all reconciled in one system.
Payables reconciled too
The agent matches vendor bills to payments, flags duplicate invoices, and catches bills paid twice or never paid.
A real general ledger
A full double-entry accounting system underneath, with restricted funds kept apart from the general fund, so the books are audit-ready for the board and the accountant.
Board reporting on demand
The treasurer asks "who still owes building fund pledges from 5786?" and gets an answer immediately, without building a report.
Member billing and portal
- Online dues, with membership join, renew and cancel
- Pledges, with a page where a member pays what they pledged
- Statements, receipts and saved cards
- Sign-in by emailed link, with no password to forget
Giving, the way a shul gives
- Appeals and campaign pages
- Kiddush and occasion sponsorships
- High Holiday seat reservations
- Tribute gifts, with a note to the family
Jewish calendar and lifecycle
Zmanim, minyan schedules, yahrzeit reminders by Hebrew date, and simcha tracking. Families update their own yahrzeit records and can give in memory from the same page.
Receipts and year-end statements
Each gift and donation gets a receipt by email or as a printed letter, with your organization's logo and the wording the IRS requires. Annual giving statements separate dues from contributions.
Your data stays yours
Export all of your data at any time to Excel, CSV or plain text. If you ever want to move to another vendor, you take everything with you. No vendor lock-in.
Security
- PCI compliant: cards are processed by Stripe and card numbers never reach our servers
- PII compliant: member and donor records are kept private to your shul
- Encrypted in transit and at rest with the latest security standards
- Two-step sign-in for administrators, and a log of every change