Unify programs, development, and finance around a single source of truth for documents, email, and other electronic files
Non-profits and NGOs operate under strict requirements for transparency, restricted funding, and measurable impact. Missing grant conditions, unlinked receipts, or scattered case files slow reporting, create compliance gaps, and put funding at risk. Storing documents across email attachments and shared drives makes it harder to demonstrate outcomes or prepare for audits.
Program, development, and finance teams often lose valuable time searching for approvals, deliverables, and supporting documents. These delays lead to slower reimbursements, incomplete reporting, and reduced capacity to serve the mission.
Datahaven keeps every program, grant, and donor record organized and audit-ready by linking each document to the correct record inside Microsoft Dynamics.
Grant agreements, donor communications, receipts, case files, and program documentation appear exactly where teams work. With accurate, in-context visibility, organizations track spending confidently, demonstrate impact clearly, and reduce the administrative effort required for compliance and reporting.
Connect every grant agreement, donor record, program file, vendor invoice, and report to the records that ensure mission impact
COMPLIANCE
Meet donor, grant, and regulatory requirements with linked approvals, records, and time-stamped histories for transparent reporting and audits.
FINANCE
Connect invoices, receipts, and reimbursements to grants and programs for accurate reporting, faster audits, and full visibility into spending.
IT INFRASTRUCTURE
Provide secure, role-based document access within Microsoft Dynamics and Power Platform to unify collaboration across teams and locations.
PROGRAMS
Organize program, vendor, and administrative documents in one place to improve efficiency, reduce errors, and simplify day-to-day management.
DEVELOPMENT
Link donor communications, pledges, and acknowledgments to fundraising campaigns to strengthen relationships and ensure accountability.
PROCUREMENT
Attach goals, budgets, and results to each project to track impact, report outcomes, and demonstrate mission success to donors and stakeholders.
Centralize grant, program, and donor documentation to strengthen transparency and compliance
Nonprofits and NGOs manage an ever-growing volume of records — from grant agreements and donor correspondence to project reports, invoices, and audit documentation. When these critical files are scattered across shared drives, email inboxes, or disconnected systems, staff waste valuable time searching for information, reporting becomes inconsistent, and compliance risk increases. Missing or outdated records can jeopardize funding renewals, audit outcomes, and donor confidence.
Automatically capture, classify, and link every funding and program record inside Microsoft Dynamics
The Datahaven Archiving Automation solution brings structure and visibility to nonprofit document management by automatically capturing, classifying, and linking every document and email to its related grant, donor, or program record in Microsoft Dynamics. Grant agreements, project reports, subrecipient invoices, and correspondence are organized within Datahaven’s virtual folder structures, which update dynamically as data changes. Program, finance, and compliance teams all work from the same accurate, real-time record of activities and supporting documents—eliminating duplication and improving collaboration.
Simplify audits, improve reporting, and protect institutional knowledge across your organization
With intelligent indexing, secure retention, and full audit trails, Datahaven Archiving Automation enables nonprofits to retrieve and verify documents in seconds. Teams can demonstrate compliance with donor and grant requirements, prepare audit responses efficiently, and maintain long-term visibility into funding performance. Embedded within Microsoft Dynamics, Datahaven transforms disconnected records into a unified, searchable system of truth—strengthening transparency, accelerating reporting, and preserving the institutional knowledge that sustains your mission.
TAKE THE NEXT STEP IN YOUR ARCHIVING AUTOMATION JOURNEY
Learn more, watch a video, or schedule your personalized demo to explore how Datahaven transforms document archiving into a streamlined, automated advantage inside Microsoft Dynamics. From compliance to customer service, Datahaven delivers instant document visibility, automated naming and filing, and consistent, reliable access for every user, so everyone can move faster, work smarter, and deliver with confidence.
Automate grant and program payables to improve compliance, transparency, and funding efficiency
Nonprofits and NGOs manage complex payment workflows that span vendors, subrecipients, and restricted funding sources. Each invoice must be coded accurately to the correct grant, project, or donor fund to maintain compliance and ensure proper reimbursement. Manual invoice processing, email-based approvals, and disconnected systems often lead to errors, delayed payments, and audit challenges — putting program execution and funding relationships at risk
Capture, validate, and code every invoice automatically inside Microsoft Dynamics for complete funding visibility
The Datahaven AP Automation solution streamlines the payables process by automatically capturing, validating, and coding invoices based on data from Microsoft Dynamics. Invoices arriving from email, portals, or EDI are matched to purchase orders, receipts, and grant or project records, then routed through configurable, document-centric workflows for approval. Supporting documents — contracts, funding agreements, receipts, and correspondence — are organized within Datahaven’s virtual folder structures embedded directly in the ERP, ensuring Finance, Program, and Compliance teams share a single, accurate view of every transaction.
Accelerate reimbursements, simplify audits, and strengthen donor and grantor confidence
With automation managing approvals, matching, and documentation, nonprofits can process invoices faster, improve accuracy, and maintain consistent fund allocation. Embedded within Microsoft Dynamics, Datahaven AP Automation provides real-time visibility into liabilities and funding status, supports compliance with grant restrictions, and ensures complete audit readiness. The result is faster reimbursements, lower administrative burden, and stronger accountability that reinforces donor and grantor trust.
No matter your industry, you can use Datahaven to automate your payables from capture to posting, cut cycle times, and transform AP into a strategic driver of accuracy, cash control, and operational efficiency.
Automate service and funding orders to improve accuracy, program delivery, and donor reporting
Nonprofits and NGOs manage a diverse range of service, grant-funded, and distribution orders — from resource deliveries and training programs to reimbursable projects and subrecipient services. Each order must align with donor rules, budget allocations, and program objectives. When these processes depend on manual entry, email-based coordination, or disconnected systems, errors and delays slow delivery, disrupt reimbursement schedules, and erode visibility into program outcomes.
Capture, validate, and route every program and service order automatically inside Microsoft Dynamics
The Datahaven Sales Order Automation solution brings structure and transparency to nonprofit and NGO order management by automatically capturing and validating incoming orders from email, portals, or partner systems. Each order is verified against funding restrictions, program budgets, and donor commitments in Microsoft Dynamics, then routed through document-centric workflows for review, approval, and fulfillment. Supporting documentation — such as agreements, service logs, receipts, and donor correspondence — is stored within Datahaven’s virtual folder structures, giving Finance, Program, and Compliance teams a complete, real-time view of every order and its related funding source.
Accelerate reimbursements, ensure compliance, and demonstrate program impact with confidence
With automation handling order capture, validation, and routing, nonprofits can deliver services faster, eliminate manual errors, and maintain full traceability from funding source to beneficiary. Embedded within Microsoft Dynamics, Datahaven Sales Order Automation provides the visibility needed to document outcomes, satisfy donor and grantor requirements, and speed reimbursement cycles. The result is more accurate reporting, greater funding efficiency, and stronger accountability that builds long-term donor confidence and program sustainability.
No matter your industry, you can use Datahaven to automate your sales order process from capture to fulfillment, reduce errors, and give every team instant visibility into the documents that drive revenue.