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ProductsEFT-O-Matic
   

Finally, the entire EFT process is electronic!

PalmettoTech is pleased to announce the release of EFT-O-Matic, a plug-in solution for The Financial Edge™ to ease the EFT notification process by automatically e-mailing customized payment notifications to each payee.

With EFT-O-Matic, you can:

  • Create e-mail templates using the built-in WYSIWYG editor
  • Process payments by date range, number, or payment query
  • Preview your e-mails before they are sent to your payees
  • Track notification history with actions on the vendor record
  • Manage your entire EFT process from within the Financial Edge
  • No complicated exports, no mail merges, no email programs
  • Add or update vendor e-mail addresses on-the-fly
  • Send notification to multiple e-mail addresses for any payee
  • Automate the vendor pre-notification process

 

Click here to watch a video demonstration of EFT-O-Matic

 
  
  User Feedback
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EFT-O-Matic was easy to set up and very easy to use afterwards. It has saved us time and resources since implementing the software. Thanks for a great product.
-Anne C.
Vermont Student Assistance Corp.


Not only will EFT-O-Matic save us thousands of dollars in postage and labor every year, it frees up time to focus on our core mission.
-Sunday H.
United Way of Central Maryland
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To schedule a free EFT-O-Matic demo, please contact us today at EFT@palmettotech.com.

Or, if you would like to watch a pre-recorded demo, please visit this page.
  
Product overview | InVantage Inventory Management | EFT-O-Matic | Lockbox-O-Matic | Pos-Pay
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The Raiser's Edge® and The Financial Edge™ are registered trademarks of Blackbaud, Inc.