Neon CRM
OpenBooks reconciles your Neon CRM donations against deposits so your books match your donor system.
What OpenBooks does with Neon CRM
- Reads Neon CRM donations and campaigns.
- Ties donations to bank deposits and payouts.
- Surfaces reconciliation gaps for review.
What data flows
← OpenBooks reads
- Donations
- Campaigns
- Funds
→ OpenBooks writes
- Reconciliation notes
- Evidence links
Trust & security
- Access
- Read-only export or read-only access only — no write scope, and no standing credentials are stored.
- Revoke
- Nothing to revoke: access is per-export and you decide what you send. Stop sharing at any time.
- Encryption & handling
- Processed on OpenBooks-controlled infrastructure, encrypted in transit (TLS) and at rest. Never shared with third-party model providers (local-only data doctrine). See /security.
Full detail on how we handle your data lives on our security page.
Status
Contact us to enable — We reconcile from a read-only Neon CRM export today.