Connecting Planning Center and Aplos with Taskwell

Your giving lives in Planning Center. Your books live in Aplos. Today, moving one into the other is manual. Taskwell sits between them as an AI-driven bridge, doing the reconciliation, posting, and reporting a staff member does by hand every week — with a person always approving before anything touches the ledger.

The problem

Planning Center Giving records every gift, batch, fund, and donor. Aplos is where those gifts become fund-accounting entries, financial statements, and board reports. Between them sits a recurring manual chore: exporting giving, re-keying it into the books, matching funds, and chasing discrepancies. Because Planning Center offers a full REST API (OAuth 2 / OpenID Connect, real-time webhooks) and Aplos offers a secure key-based API covering transactions, funds, contacts, and contributions, Taskwell can automate that entire path — reading from Planning Center, writing to Aplos, and keeping a human in the loop on every entry.

What Taskwell does

• Giving-to-ledger automation — each Planning Center giving batch flows automatically into Aplos as correctly-coded fund accounting entries. No exports, no re-keying, no month-end backlog. A person reviews and approves the posting before it commits.
• Fund and donor integrity — Planning Center funds map to Aplos funds once, then stay aligned. Restricted and designated gifts keep their designation end to end, and donor records are reconciled across both systems so contribution totals always agree.
• Answers on demand — ask plain-English questions that span giving and accounting and get an answer sourced from live data in both platforms, without waiting on a bookkeeper or a spreadsheet export.

“Sunday’s donation batch is drafted into the right Aplos funds and waiting for approval by Monday morning.”

What it unlocks next

Once the giving-to-ledger bridge is live and trusted, the same connection opens higher-value capabilities:

• Continuous reconciliation — Taskwell continuously watches for mismatches between Planning Center and Aplos and surfaces only the exceptions that need a human decision, turning reconciliation into a short review instead of a monthly project.
• Donor and giving insight — spot giving trends, identify lapsed or at-risk donors, and prepare accurate year-end contribution statements.
• Audit- and board-ready reporting — every automated entry carries a clean, traceable audit trail back to its source gift, so financial statements and board packets assemble on demand.

What you get

• Hours of weekly manual data entry eliminated
• Giving posted to the correct fund automatically, with human approval on every entry
• Restricted-fund compliance preserved from gift to statement
• Real-time answers to financial questions without waiting on staff
• Audit- and board-ready reporting on demand
• A foundation that extends later to payables, budgeting, and payroll

Why it’s achievable

This isn’t a fragile screen-scraping hack. Both Planning Center and Aplos expose stable, documented APIs built for exactly this kind of integration, and Taskwell already runs this pattern in production for other finance stacks. A pilot can be scoped in weeks, not quarters, and every automated action stays under human review — so you’re never handing the checkbook to a robot. We can start with the single highest-pain workflow, typically giving-to-ledger posting, prove it end to end, then expand.