Your whole funding picture.
None of the copy and paste.
Spend your time on funders and donors, not on chasing numbers. mission360 brings in what you already have in your books, inbox and contact lists, so you can plan from one clear view.
Your tools
QuickBooks Online
Monthly P&L · Sep
Gmail
Funder email
Salesforce
Contacts · two-way
HubSpot
Pipeline · two-way
CSV import
Board prospects.csv
In mission360
Grants
Community Health Fund
Funder email to review
Youth access grant
Report due Nov 15
Donor fundraising
Rivera Family Foundation
Contact updated
Board prospects
38 new records
Funding forecasts
FY27 outlook
Just inSeptember P&L added
Gap to plan
Updated with new pipeline
QuickBooks Online to Funding forecasts: September P&L added
Agent-based mapping
Field matches suggested and explained for you.
Two-way CRM sync
Salesforce and HubSpot stay current in both directions.
Accounting summaries
Monthly P&L from QuickBooks Online.
Inbox review
Selected Gmail messages, kept only when your team decides.
CSV import
Bring in records from any spreadsheet.
Human review
Uncertain or sensitive fields always go to a person.
Keep what works.
Connect it to the work ahead.
Selected data comes into mission360. Your existing tools stay where their records are maintained.
Connected in minutes, not weeks.
Skip the spreadsheet of field names. Our mapping agent reads your tool, suggests where each field belongs in mission360 and explains why.
- Every suggestion shows its confidence and reasoning.
- Clear, high-confidence matches apply automatically at the threshold you set.
- Uncertain or sensitive fields go to a person. The agent never approves its own work.
Field mapping
Salesforce · Contacts and gifts
14 fields read · 12 applied · 2 for review
Suggested by the mapping agent
- Account Name → Organization98% · Exact match
- Donation_Amount__c → Gift amount94% · Closed gifts
- Close Date → Gift date92% · Date field
- Board_Contact__c → Relationship owner61% · Needs review
- Notes__cSensitive · Needs review
Coming next: the agent will spot field changes in your tools and propose updates for review.
Monthly P&L summaries from QuickBooks Online.
Import monthly accrual-basis profit and loss summaries into mission360. These are accounting summaries, not cash received or a reconciliation.
- Monthly, accrual-basis summaries.
- Brought into your funding workspace.
- QuickBooks remains your accounting system.
Accounting import
QuickBooks Online · Profit and loss
Monthly summary · Accrual basis
Imported to funding workspace
- Program revenueMonthly total
- ContributionsMonthly total
- Program expensesMonthly total
- Cash receivedNot included
Gmail messages, reviewed by your team.
mission360 brings in selected messages so staff can review them before anything is kept.
- Messages come in for review.
- Automatically routed to the right location.
- Processed for next steps for you.
Inbox review
Re: Site visit next month
From Dana Whitfield · Program officer
Waiting for your team
- Related funderCommunity Health Access Fund
- Related grantMobile health outreach
- Suggested actionSave to grant record
- Kept in mission360Only if your team saves it
CSV import for everything else.
Load records from any spreadsheet into mission360.
- Our mapping agent suggests column matches and explains each one.
- Bring records into your funding workspace.
- Your source file is not changed.
CSV import
board-prospects.csv
48 rows · 6 columns
Columns suggested by the mapping agent
- First name → First nameApplied
- Email → Primary emailApplied
- Employer → OrganizationApplied
- Mailing city → CityNeeds review
Know what comes in. Know what stays put.
Your existing tools remain the place their records are maintained.
Set up in minutes
Our mapping agent suggests matches to mission360. Uncertain ones go to your team.
Two-way with your CRM
Salesforce and HubSpot stay in sync with mission360 in both directions.
Verified before promised
We describe a workflow as working only after confirming the data arrives and is used correctly.
Find your tool.
See how it fits.
Check availability, supported information, and setup requirements for the tools your team uses.
You might be thinking
“Our numbers live in QuickBooks. I don't want a second set.”
- What it brings in
- Imports monthly accrual-basis profit and loss summaries into mission360.
- Direction
- Into mission360 only. Not cash received, available cash, or transaction-level reconciliation.
- Your team's role
- Choose the company and review the imported summaries.
- What stays the same
- QuickBooks remains your accounting system. Nothing is written back.
Don’t see your tool? Tell us.
Tell us what you use and what information needs to move. We’ll review the request and explain the options before you commit.
Less time chasing records.
More time on the mission.
Bring the information your funding work depends on into one workspace, and keep your other tools doing what they already do.
FAQ
Does mission360 sync with or write back to my other tools?
Salesforce and HubSpot sync both ways, so updates in either system show up in the other. QuickBooks Online, Gmail and CSV files bring data into mission360 and are not changed.
How long does setup take?
Minutes, not weeks. Our mapping agent reads your tool's fields, suggests matches with its confidence and reasoning, and applies clear matches at the threshold you set. Uncertain or sensitive fields go to a person for review.
What does the QuickBooks Online connection bring in?
Monthly accrual-basis profit and loss summaries. These are not cash received, available cash, or a transaction-level reconciliation.
Will mission360 keep my emails automatically?
No. Selected messages come in for review, and your team saves, reassigns or dismisses each one.
Can I keep using Salesforce or HubSpot?
Yes. Two-way sync keeps your CRM and mission360 up to date with each other, so each team can work where it prefers.
What if my tool isn't listed?
Use the request form above. We'll reply with whether and how it could connect.
Show us your setup.
See how mission360 fits.
Bring the tools your team uses and the funding work you want to improve. We’ll show what comes into mission360 and how your team uses it.
From idea to funded plan
One calm workspace for grants, supporters, and revenue.