Realm

Demonstrate solid financial discipline to your parishioners and vendors.

Payroll

Manage staff payroll in Realm.

With Payroll added on to Realm Accounting, you’ll be able to maintain employee information, track time and PTO, process payroll, and print checks. It will also include additional payroll reports, necessary tax forms, and more.

Realm feature - Payroll
Realm feature - Giving Integration

Giving Integration

Automatically post deposits from contributions.

Realm gives you the option to post batches into General Ledger as deposits. Simply link your Giving Funds to your General Ledger accounts. Of course, you can control which batches to post automatically and which ones to handle yourself any time.

Fund Accounting

Organize finances by fund.

Your chart of accounts is organized by listing core accounts below their account headings: Assets, Liabilities, Net Assets, Revenues, and Expenses. You may add subheadings to specify how each core account is used and then drag and drop your subheadings into whatever order you prefer.

Realm feature - Fund Accounting
Realm feature - Account Segments

Account Segments

Intelligently record greater details.

After you set up core accounts to use across multiple funds, departments, etc., you can create additional segments to track additional information such as sub-departments and campuses. Account segments are used when entering transactions, entering budget information, performing inquiries, and processing reports.

Transactions

Track income and expenses efficiently.

Transactions record the church’s financial activity, such as paying a vendor and receiving donations. You can enter expenses, income, and other transactions, and you can switch between transaction types within any of these categories, making it quick and easy to enter another type. Reference numbers are automatically assigned to each transaction you enter.

Realm feature - Transactions
Realm feature - Disbursements

Disbursements

Pay bills and write checks.

Open checks from the Transactions screen can be placed into a queue and printed as single checks or as a batch. Realm also provides a Printed Checks Log where you can view previous check runs and print a check register report. When printing is complete, any unposted checks that you printed are automatically posted.

Accounts

Reconcile with bank and credit cards.

Bank reconciliation is an auditing process that helps uncover discrepancies in your accounts and prevents future mistakes when recording transactions. To ensure that your account is in balance, you will compare your bank statement to the transactions recorded in your general ledger.

Realm feature - Accounts

Free Data Conversion Included​

Get your last 5 years of PDS™ Ledger/Payroll accounting data imported for free. A $500 value available for a limited time. Just mention you saw this offer.

Realm feature - Vendors

Vendors

Track individuals and businesses.

Vendors are businesses and individuals that provide services or supplies for you. Vendors are associated with expenses because you pay for those services or supplies, like the power company, a landscaper, government tax agency, or an office supply company.

Budgeting

Money in determines your money out.

Budgets help you plan and measure your fiscal performance. By estimating what your income and expenses will be, you can make plans for how you spend and save. Budgets can live completely in Realm, or they can be exported for revisions or imported from an existing csv file.

Realm feature - Budgeting
Realm feature - Reporting

Reporting

Save time reviewing details.

Reports can be customized with account segments to show only what you need to see. Customize standard accounting reports by selecting all the criteria you want to include in your report, such as specific time periods, funds, core accounts, and departments. Then save your reports to use again at a later time.

Realm

Enter contribution details quickly and accurately.

Giving Dashboards

Get deep insights, at a glance.

You don’t always have time to dig deep into the data, so Realm serves up meaningful, actionable—you might even say beautiful—insights through your own personal giving dashboard.

Realm feature - giving dashboard
Realm feature - Year-end Statements

Year-End Statements

Enjoy more free time next January.

Realm takes the hassle out of year-end statements. It can export statements as PDFs to be mailed, or you can save some time and money by emailing statements out to anyone who has given you their email address. Realm does it all for you and summarizes the whole process for you on one screen.

Contribution Batches

Multiply your efficiency.

Give your financial staff the ability to quickly record, manage, and track contributions, whether through automatic posting of online gifts, rapid entry of cash and check donations, or importing from other systems.

Realm feature - Contribution Batchs

Check Scanners

Scan multiple contribution checks at once.

Quickly and accurately enter large volumes of contributions. Realm’s check scanning automatically matches gifts to your donors and stores high quality front and back images of the scanned checks. Its intuitive design gets the job done fast and allows you to review all checks before posting. (Windows OS support only. Not compatible with macOS.)

CR-120 Check Reader

Canon CR-120 Check Scanner

Canon CR-120 Check Scanner
Canon Ink Cartridge

CR-150 Check Reader

Canon CR-150 Check Scanner

Cannon Cr-150
Cannon Ink Cartridges

Giving Receipts

Customize automatic thank you notes.

Realm immediately sends out a “thank you” email whenever an online contribution is automatically processed. Just add a personal note, and Realm will automatically add it to a standardized thank email. The email also provides a link for the individual to go online and review all giving history.

Realm feature - Giving Receipts
Realm feature - Year-end Statements

Staff Permissions

Control who can view or enter contributions.

Giving information is sensitive in nature. Realm gives you administrative control over who can view contribution information and also who can enter or post gift information. It’s all up to you and who you want to give contribution responsibilities.

Giving History

Use the past to build the future.

Full giving history is available to staff, providing a wealth of information to deliver insights, complete operations, and shape ministry. Plus, donors can easily access giving history and statements on their own.

Realm feature - Giving History

Realm

Realm Online Giving

Provide multiple, modern options for giving.

Online Giving

Accept offerings 24/7.

With Realm’s online giving, you can accept one-time or recurring gifts using debit cards, credit cards, or eChecks (ACH). All gifts made online immediately show up in the individual’s giving history, along with any other online, text, or off-line contributions.

Realm - Mobile Giving

Mobile Giving

Giving is never out of reach.

People can give online with their mobile phones by signing into Realm from their mobile browser. Realm also takes advantage of mobile phone cameras. iPhone users can save time by scanning a credit card to quickly enter their payment method.

Pledge Campaigns

Meet ministry needs faster.

Raise money for important ministry needs by accepting pledges for a particular fund during a specified date range. Pledges may be added within the campaign dates, and you can choose whether to allow prepayments and post-payments to the pledge. When people make a contribution to that fund during the campaign period, the gifts will be added to the campaign total.

Donor Pledging

Back commitments with follow-through.

Staff can enter and manage donor pledges, or give donors the ability to create and maintain their own contribution pledges, including pledging to multiple campaigns or funds, start and end dates, and more.

Increase their options. Increase your giving.

Our comprehensive approach to church giving covers everything you need within the big picture of giving: single or recurring electronic payments, pledges, donor management, fund management, batch entry, check scanning, self-service contribution statements, and reporting.

Realm

Know more about the people in your parish.

Realm feature -- Sacraments

Sacraments

Document spiritual life milestones.

Celebrate important moments in someone’s life. Realm offers both Catholic and Protestant preferences for tracking sacraments. You can edit your default sacrament list any time and customize the information you want to record for each. You can also change the Sacraments tab’s label to match your church tradition.

Custom Fields

Track what’s most important to your staff.

Your parish is unique, and so is the information you rely on. You can create unlimited custom profile fields, with powerful control over field labels, attributes, and access — you can even let people view and update custom fields for themselves.

Realm feature - custom fields
Realm feature - security levels

Security Levels

Keep confidential information secure.

Realm understands that different people in your parish should have access to different information about people. Assign roles to staff and lay leaders to give the access they need, without compromising confidential information.

Data Imports

One unified database.

Import profile data from all your legacy systems to unlock the power of a single, unified database of every individual, family, or business connected to your parish.

Realm Feature - Data imports
Realm Feature - member updates

Parishioner Updates

Data that reflects real life.

Enable the people of your parish to manage their own profile and family information. Automatic validation and normalization gives you confidence that your data is always clean and ready to work for you.

Parish Directory

Connect every face and every name.

Invite people to connect in real life by making it easy for them to see an online photo directory of individuals and families within your parish or search for people by name.

Realm feature - Parish Directory