AI Agents

A Church Finance AI Agent That Prepares. You Approve.

Connect your bank. The agent categorizes transactions, prepares Zelle donor matches, and learns from every correction you make.

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A Church Finance AI Agent That Prepares. You Approve. screenshot

A church finance AI agent prepares expense records, suggests categories, and proposes donor and fund matches for Zelle deposits. Your team reviews the work, corrects anything that needs attention, and approves the final record. AI prepares; a person decides.

BANK CONNECTION

One Connection. Every Transaction.

Link your bank accounts and credit cards. Altarflow retrieves every transaction and creates the records for you — expenses categorized, donations matched. No typing. No spreadsheets. Just connect and go.

One Connection. Every Transaction.
SMART CATEGORIZATION

Correct Once. Improve the Next Match.

AI agents suggest categories for transactions from your bank feed. Adjust a category, and Altarflow uses that correction when preparing similar transactions for future review.

Correct Once. Improve the Next Match.
ZELLE MATCHING

Zelle Donations, Prepared for Review.

When a Zelle deposit appears in connected bank activity, Altarflow can prepare a donation record and suggest a donor and fund. Your team confirms the match before it becomes part of the books.

Zelle Donations, Prepared for Review.
SELF-LEARNING

Smarter With Every Correction.

Rename a donor, fix a category, or reassign a fund and Altarflow can apply that context to future suggestions. The system supports your judgment instead of removing it.

Transaction$87.40 · Home DepotAI suggestsMaintenance → Building FundYou correctActually: MissionsLearnedSaved forever

Spend less time sorting transactions.

Connect your bank, review prepared records, and approve the final result.

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Related features

Donation TrackingExpense ManagementFinancial ReportsDigital GivingMember CRMForm BuilderAutomatic Zelle Donation Matching

Common questions

Questions we hear often

It prepares the back-office work a treasurer usually does by hand: bank transactions arrive, expense categories are suggested, and likely Zelle donor and fund matches are staged for review. Nothing posts as final until a person approves.

No. The church finance AI agent prepares matches and categories; your team reviews, corrects, and approves. Altarflow is built for human judgment on the books — not magic that writes without you.

When Altarflow finds a likely Zelle donation in connected bank activity, it prepares a donation record and suggests a donor and fund from the transaction details. Your team reviews or corrects the match before approval.

You'll see it in the manual review tab. Adjust the category, donor, or fund — one click. The agent learns that correction and applies it next time. Over time, the review tab gets quieter.

Through secure, read-only bank connections. Your credentials are never stored. Once linked, the agent retrieves transactions and prepares categories and matches for review. Most churches are fully connected in under 10 minutes.