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Finance integration

Donately integration for AI agents

Insiro connects AI agents to Donately so they can act in it under your rules. Donately is a fundraising platform for campaigns, donations, recurring giving, donors, forms, fundraisers, and webhooks. It helps nonprofits and fundraising teams manage online giving workflows in one place. Every Donately action runs through Insiro's governed gateway, using each person's own connection (API key).

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What can AI agents do with Donately?

With Insiro, agents can reconcile transactions against the ledger, flag exceptions for a reviewer without posting changes, prepare month-end and variance packs and match invoices to purchase orders, all inside the permissions you set for Donately.

  • Reconcile transactions against the ledger.
  • Flag exceptions for a reviewer without posting changes.
  • Prepare month-end and variance packs.
  • Match invoices to purchase orders.

A journey through Insiro

Donately logo DonatelyInsiroNetSuite

Example: Donately → Insiro → NetSuite to reconcile payouts against the ledger. Insiro checks permissions, applies approvals and records the evidence at every hop.

Frequently asked questions about Donately

Can Insiro AI agents use Donately?

Yes. Insiro connects AI agents to Donately through its governed MCP gateway. Agents can reconcile transactions against the ledger and flag exceptions for a reviewer without posting changes using each person's own Donately access, with read-only as the default and approvals for actions that change data.

How does Insiro connect to Donately?

Donately connects with API key. Each user connects their own account once; Insiro stores the credential encrypted and brokers it to the tool only at the moment of a call, so models never see it. Admins can also register a workspace-level connection.

Can I make Donately read-only for agents?

Yes. In Insiro Governance, set Donately to Off, Read only, or Read and write in a click. Write actions can require confirmation or owner approval by risk tier, and every call is logged with the user, tool, tokens and cost.

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