Employee identity
Allowed domain, invite, employee profile, role, office, department
Employee impact ledger
CSR software should explain every dollar and every hour.
Fundamentl connects employee giving, matching gifts, volunteer hours, incentives, receipts, approvals, finance exports, and annual reporting in one auditable employee-impact ledger.
The product thesis
Employee engagement is the front door. Reconciliation is the operating system.
CSR 2026
One employee-impact record
| Employee | Action | Nonprofit | Proof | Approval | Finance |
|---|---|---|---|---|---|
| Maya R. | Offline donation match | Green Blocks Initiative | Receipt uploaded | Under review | Not invoiced |
| Andre P. | Volunteer hours | Open Door Housing | Event registration | Honor system | Dollars for Doers eligible |
| Lena C. | Difference Maker award | STEM Futures Lab | Incentive balance | Ready to donate | Allocated |
$195K
Matched YTD
1,248
Volunteer hours
14
Receipts waiting
$8.6K
Incentives available
CSR product view
Turn employee activity into an accountable operating queue.
Review requests, track approved and paid commitments, manage nonprofit exceptions, and preserve finance context. Shown with sample workspace data.
Connected community impact
Giving, volunteering, and opportunity. Together.
What competitors already sell
Engagement is not enough when finance asks for the number.
The CSR category already has donation matching, volunteer events, nonprofit discovery, wallets, global vetting, and dashboards. The harder job is proving the numbers when reports, invoices, dates, tags, and employee actions disagree.
| Market promise | What buyers get | Where Fundamentl wins |
|---|---|---|
| Benevity-style value | Global scale, vetting, compliance, audit trail, employee giving, volunteering, grants, and reporting. | Enterprise proof is strong, but many teams still struggle to explain the exact number behind an annual report. |
| YourCause-style value | Matching gift rules, payroll/offline records, admin approvals, processing schedules, and transaction files. | Rules are useful, but CSR teams need clearer reconciliation between employee activity, finance files, and reports. |
| Submittable-style value | Employee ease, wallet-style giving, ERG connectivity, nonprofit discovery, integrations, and impact reporting. | Engagement is valuable, but administrators still need a source of truth for approvals, proof, and accounting questions. |
| Millie-style value | Lightweight giving, volunteering, campaigns, groups, and approachable employee participation. | Simplicity helps adoption, but complex programs eventually need controls, evidence, and finance-ready exports. |
Data continuity
One employee action, six reporting jobs.
Participation only becomes useful when it carries identity, proof, rules, finance status, and report context with it.
Giving action
Donation, payroll match, offline match, board match, incentive donation
Proof
Receipt, event registration, uploaded document, note, approval history
Rules
Match ratio, annual cap, eligibility, volunteer grant threshold, campaign window
Finance
Invoice basis, transaction date, donation date, funding status, export status
Reporting
Year, campaign, charity, focus area, location, tags, participation, hours
Approvals with evidence
Matching gifts and incentives need a paper trail.
CSR admins are not only encouraging participation. They are validating receipts, checking eligibility, approving matches, tracking incentive balances, and creating reports that accounting can trust.
Receipt attached
Approval history
Employee notified
Audit-ready record
Approval queue
What needs review before month end
Offline match request
Receipt attached
$250 match
Needs reviewPayroll match
Auto eligible
$75 match
ReadyBoard service hours
12 hours logged
Dollars for Doers
EligibleDifference Maker award
$100 balance
Employee selected nonprofit
ReadyReporting reconciliation
The annual report is only as good as the filters
All giving 2025
Which date basis?
Donation date vs transaction date changes the answer.
Volunteer participation
Which campaign window?
Difference Day may span two weeks across offices.
Dollars for Doers
Who qualifies?
Hours, pledge status, and year rules must agree.
Finance reconciliation
Which invoice?
CSR report IDs and accounting invoice IDs need a bridge.
Finance-ready impact
The report should explain why the number is true.
Fundamentl is designed around the annoying real questions: donation date or transaction date, which office participated, whether the tag was missing, which invoice accounting used, and who qualifies for Dollars for Doers.
A better CSR demo prompt
Bring the report that always takes too long to trust.
Matching gifts by year, volunteer participation, Dollars for Doers, incentive balances, invoice reconciliation, or campaign participation. We will map the records behind the number.