Financial Service Organization Solutions - DDI
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Financial Service Organization Solutions

The Financial Services Organization (FSO) concept isn’t new but it is gaining in popularity among church denominations. More denominations are finding that their regions, districts, conferences, synods and other entities can benefit by partnering with a shared financial services organization that understands their needs. The DDI FSO solution scales to any size FSO and includes:

  • Multiple Entities
  • Balance Sheets by Entity
  • Income Statements by Entity
  • Full Fund Accounting by Entity
  • Consolidate Entities, Departments and Accounts
  • Accounts Receivable by Entity
  • Accounts Payable by Entity
  • Fixed Assets by Entity
  • CH and Wire Transfers


The DDI Connect-GL application was developed with multiple entities in mind so it can handle the many complexities associated with the FSO operation. The Connect-GL financial report writer provides the tools needed to generate financial statements for the FSO and entities to meet their particular requirements. Entities can access their reports and financial statements via a secure online connection or have them distributed by the FSO.


The FSO and/or entities can decide how they want to handle annual financial audits. That flexibility supports both centralized audits at the FSO level or by entity.


The FSO capability within Connect-GL works in complete harmony with the entire DDI-Connect™ system so you will have complete access to the Connect-CRM, Connect-CEF and Connect-FR applications to support your entire operation.


Contact us today for a personalized demonstration.