Just a moment, logging you in...
Automate end-to-end income processing to improve accuracy, reduce admin, and support financial growth.
The Kerv Stay-Funded Accelerator is a part of our Social Enterprise Suite, a collection of purpose-built solutions designed to optimise operations, enhance engagement, and unlock income potential. Built across the wide stack of Microsoft cloud technologies, such as Dynamics 365, Power Platform, Azure and the NFP Common Data Model; the Social Enterprise Suite ensures seamless integration, data-driven decision-making, and excellent efficiency.
Stay-Funded is an Income Processing solution which includes full end-to-end direct debit automation functionality, designed to help nonprofits streamline donation processing. By integrating with Microsoft Dynamics 365, it ensures efficient, compliant, and donor-friendly management of income including regular giving, supporting financial sustainability and operational efficiency.
Key Benefits: • End-to-End Income Processing - Manage the full lifecycle of income — from capture and validation through to posting and reconciliation — all within your CRM. • Full Direct Debit Functionality - Manage and process direct debits through the whole life cycle from lodgements to submissions as well as autonomous response management through automated submission processes. • Accurate, Automated Income Coding - Automatically generate posting records and financial codes aligned to your accounting system, ensuring faster and cleaner reconciliation. • Support for All Income Types - Handle recurring donations, major gifts, one-off payments, appeals, and legacy income within a single, integrated solution. • Streamlined Amendments, Refunds & Exceptions - Process donor-initiated changes and manage BACS feedback (such as AUDDIS, ADDACS, ARUDD) with ease and automation. • Real-Time Oversight & Reporting - Gain visibility into income performance, trends, and exceptions with live dashboards and configurable reports. • Built-In Compliance & Control - Ensure all income is processed securely, accurately and in line with HMRC, audit and regulatory requirements, through streamlined processes, with clear, accurate record-keeping and transparent reporting structures. • Seamless Integration with Microsoft Cloud - Connect finance, supporter, and campaign data across Dynamics 365 and Finance systems to create a unified, end-to-end view. • Future-Ready and Scalable - Adapt quickly to organisational growth and increasing donation volumes with a solution designed for scalability and control with no vendor lock-in.
Outcomes: • Deliver a seamless, trustworthy donation experience that builds long-term donor confidence and loyalty. • Complete visibility and control over all income streams — from first gift to final reconciliation • Improve cash flow stability with dependable, recurring income and clearer financial forecasting. • Reduce manual workload and administrative overhead, freeing teams to focus on strategic and mission-driven work. • Increase data accuracy and financial transparency through automated income tracking and audit-ready reporting. • Reduce regulatory and reputational risk by ensuring robust compliance with HMRC and sector standards. • Confidently support future growth with a scalable, adaptable platform designed for evolving nonprofit needs.
Kerv’s tailored accelerators are built on real-world experience. We combine technical expertise with a deep understanding of the nonprofit, education and membership sectors to deliver low-risk, high-impact solutions. The Stay-Funded Accelerator is already delivering results for organisations like yours — and it’s yours to own, evolve, and scale without vendor lock-in.
Our Kerv accelerators are provided free of charge under a royalty-free license as part of a wider digital transformation programme, with no vendor lock-in. Please get in touch for more information.
Our professional services support customers in both getting started with Power Apps and expanding their existing usage. We focus on enabling first-party and custom Power Apps through a configuration-first approach, prioritising out-of-the-box solutions before considering custom development. By conducting assessments of current Power Apps usage, we identify opportunities for improvement and expansion. Built in the Power Platform and harnessing the combined power of Dynamics 365 1st party apps and Azure, our services provide a comprehensive suite of functionality using Power Apps. Additionally, we provide comprehensive training and enablement services to empower users and administrators. As part of our support, we also analyse upcoming Wave releases to help customers understand and adopt new features effectively.
Business Scenarios Addressed Using Power Apps Services: Streamlined income processing with Power Apps and PCF controls Full lifecycle management of regular giving via direct debit Income adjustments including refunds and reversals Configurable income coding for reconciliation