Gift Aid Processing

Automate your Gift Aid declaration workflows.

Document Processing Automation

Streamline Your Gift Aid Processes.

Gift Aid declaration processing is essential for nonprofits and charities aiming to maximise funding while ensuring compliance with HMRC regulations. Effectively managing these declarations enhances financial resources and protects against losses due to non-compliance. With our fully managed service, DocHorizon handles your gift aid management on your behalf, prioritising compliance and financial integrity.

Features of Automated Gift Aid Processing.

Our intelligent document processing tool simplifies Gift Aid declarations by efficiently extracting, verifying, and managing data, ensuring compliance and maximising funding potential. Key features include:

Customisable Workflows

Effortlessly automate your Gift Aid workflows with our innovative IDP platform. We tailor and streamline your processing to match your organisation’s needs and HMRC requirements, reducing the risk of errors that could jeopardise compliance.

Mobile Scanning SDK

Snap photos of paper declarations and upload them in seconds using our mobile scanning SDK. You can also submit electronic declarations through the app, web platform, or email anytime, ensuring you stay compliant around the clock.

Precision Data Extraction

Utilising advanced optical character recognition (OCR) technology, our solution extracts structured data from Gift Aid declarations with over 99% accuracy. This high precision is vital for maintaining data integrity and ensuring HMRC compliance.

Seamless API Integration

Connect our document processing technology to your existing systems via API for smooth integration with cloud-based solutions, email services, or accounting, CRM, and ERP software. This ensures comprehensive compliance tracking and reporting.

Benefits of Automated Gift Aid Processing.

Our fully managed service automates Gift Aid declaration processing, offering key advantages in compliance and financial efficiency. The DocHorizon platform helps you achieve:

Increased Claim Potential

Processing more forms helps charities increase Gift Aid claims and unlock funds from government contributions based on donors’ tax payments, enhancing resources available.

Better Compliance & Reporting

Streamlined processes ensure accurate tracking of Gift Aid declarations, simplifying compliance with HMRC guidelines while improving reporting to avoid recovery issues.

Reduced Processing Time

Minimise processing times by up to 50%, allowing your team to focus on strategic tasks that move your mission forward while ensuring timely compliance with set regulations.

Cost Savings

Automation reduces administrative costs, improving your organisation's finances and allowing more funds for vital causes while ensuring compliance to minimise penalties.

Scalability

Easily scale processes for increased volumes of declarations without needing staff, while maintaining compliance, making it simpler to grow as your charity expands effectively.

Improved Accuracy

Automated systems match declarations with donor records, leading to fewer errors and enhanced data accuracy while ensuring compliance with HMRC reporting standards.

How It Works.

Our Gift Aid declaration processing software utilises AI and OCR to efficiently extract, verify, and convert data into machine-readable formats. Here’s a step-by-step breakdown:

Scanning or Uploading

We scan paper declarations and upload digital images via API or directly through the web app or email, ensuring all data is captured.

Workflow Customisation

Choose from our predefined templates for standard Gift Aid declarations or customise your extraction fields to align with HMRC requirements.

Data Extraction & Verification

Our API extracts data in JSON format and can convert it to CSV or XLSX, while enabling human-in-the-loop verification for added accuracy and compliance.

Data Forwarding

Choose your output destination. Our API seamlessly forwards Gift Aid declaration data to cloud storage, email providers, or business systems.

Our Customers.

At Chaffinch, 1,000+ customers trust us with their document management needs, and we strive to exceed their expectations.

What Our Customers Say.

We take pride in delivering exceptional document management solutions. Here are testimonials from some of our satisfied customers:

Alastair and the team are always reliable, and treat all work with confidentiality and professionalism. They provide me with a service which I do not have the time to do myself, and ensure my documents are shredded securely and with no effort required from me, apart from an email or telephone call. Thanks Alastair.

Dawn McGovern

A fantastic secure service everytime! At Peak Chiropractic we hold a lot of sensitive medical information which is all transferred from paper format to digital as it presents. Chaffinch document storage give us peace of mind that all of this hard information is destroyed professionally and in accordance with GDPR. This takes no effort on our part except putting the information in a dedicated shredding bag! I cannot recommend Alistair and the team enough!

Andrew S.

First class service, with extremely good staff, who are really helpful. Worthwhile using Chaffinch for confidential waste disposal.

Neil Bragg

Excellent service. Prompt response to initial enquiry with fast, efficient and friendly service. Very trustworthy with great documentation to ensure that all documents were shredded as agreed. Highly Recommended

Barry Ashley

Excellent service, with very polite staff.

Susan Cookson

I would 100% recommend Chaffinch Document to any company, their service is professional, fast and friendly – thanks for all of your help with our last minute requests!

Amanda Turner

Our Accreditations.

At Chaffinch, we are committed to maintaining top-notch security measures and full compliance with industry standards and regulations.

Frequently Asked Questions.

Have a question about our automated Gift Aid processing solution? Check out our FAQs below for answers to some common queries.

What is automated Gift Aid processing?

Automated Gift Aid processing refers to the use of advanced technology and software solutions to streamline and enhance the management of Gift Aid declarations for charities and nonprofits. This automated approach involves several key components:

Data Capture: Automated tools utilise Optical Character Recognition (OCR) and mobile scanning technology to capture information from paper and electronic gift aid declarations quickly and accurately.
Verification: The system verifies the extracted data against HMRC requirements and internal checks, ensuring that all declarations are compliant and accurate before they are submitted.
Workflow Automation: The entire process is designed to move seamlessly from data capture to processing, reducing manual intervention, minimising errors, and speeding up workflow timelines.
Integration: Automated gift aid processing solutions can integrate with existing systems (such as CRM, ERP, or accounting software), allowing for real-time data sharing and reporting, thus enhancing overall operational efficiency.
Compliance Monitoring: The automation of gift aid processing ensures that organisations continually adhere to HMRC regulations, with built-in compliance checks and fraud detection mechanisms to safeguard against discrepancies.
Reporting and Analysis: Automated systems can generate reports and analytics on processed gift aid declarations, providing valuable insights into donation patterns and funding opportunities.

In essence, automated gift aid processing enhances efficiency, accuracy, and compliance, allowing charities and nonprofits to maximise their funding potential while minimising the risks associated with manual processing.

What is the fully managed gift aid workflow automation service?

Our fully managed Gift Aid workflow automation service streamlines the entire process of handling Gift Aid declarations, from data capture to compliance reporting. We utilise advanced technology to automate tasks, ensuring accuracy and efficiency while adhering to HMRC regulations.

How does your service help with compliance?

Our service incorporates built-in compliance checks and features to ensure all Gift Aid declarations meet HMRC standards. From precise data extraction with OCR technology to human-in-the-loop verification, we prioritise maintaining data integrity and compliance throughout the entire process.

Can I customise the workflow according to my organisation’s needs?

Yes! Our platform allows for extensive customisation. You can select predefined templates for standard declarations or tailor extraction fields to better align with your organisation’s specific requirements while ensuring compliance with HMRC guidelines.

How do you ensure data security in your automated processing?

We prioritise data security by implementing robust encryption protocols during data capture, transmission, and storage. Our systems are designed to comply with data protection regulations, ensuring that all sensitive information remains secure throughout the workflow.

What happens if there’s a discrepancy in the data?

If discrepancies are identified during the data extraction and verification process, our system will flag them for review. Our human verification layer ensures that any issues are resolved before submission to maintain compliance and data integrity.

How do I get started with your service?

Getting started is easy! Simply contact our team to discuss your specific needs, and we’ll guide you through the setup process, which includes onboarding, customisation, and training to ensure a smooth transition to automated Gift Aid processing.

See all FAQs

Let's Get Started.

Say goodbye to manual processing hassles and hello to efficient, error-free processing. Book a demo now and witness firsthand how our software can revolutionise your document workflows.