Daffy integration & automation experts
We can help you automate your business with Daffy and hundreds of other systems to improve efficiency and productivity.
What you can automate with Daffy
Daffy is a donor-advised fund (DAF) platform that makes charitable giving easier for individuals and businesses. It lets users set aside money for donations in a tax-advantaged account and then distribute grants to their chosen charities over time, all from a single app. For businesses, Daffy is useful as part of corporate giving programs, employee donation matching, and community engagement initiatives. The platform handles the tax receipts, grant processing, and charity verification, which removes a lot of the administrative overhead that usually comes with structured giving programs. At Osher, we help organisations integrate Daffy into their broader workflows using automation tools like n8n. This might mean syncing donation data with your accounting software, automating employee matching contributions, or building reporting dashboards that track giving across your organisation. Our system integration approach ensures Daffy fits into your existing tech stack rather than adding another disconnected tool. Daffy supports recurring contributions, portfolio-based investment of donated funds, and a clean interface for discovering and giving to charities. For organisations that want to make charitable giving part of their operations without the admin headache, it provides a practical solution backed by solid data processing capabilities.
Daffy FAQs
Frequently Asked Questions
Common questions about how Daffy consultants can help with integration and implementation
How it works
We work hand-in-hand with you to implement Daffy
As Daffy consultants we work with you hand in hand build more efficient and effective operations. Here’s how we will work with you to automate your business and integrate Daffy with integrate and automate 800+ tools.
Step 1
Giving Program Review
We review your current charitable giving setup, including any existing donation matching policies, tax reporting requirements, and the tools your team uses today. This gives us a clear picture of what needs to change and what Daffy can improve.
Step 2
Program Design
Based on the review, we design how Daffy fits into your corporate giving program. This covers contribution structures, matching rules, employee access, and how donation data will flow to your accounting and HR systems.
Step 3
Daffy Account Configuration
We help set up your Daffy organisation account with the right fund structures, contribution schedules, and user access levels. Each setting is tailored to your giving program goals rather than relying on default configurations.
Step 4
Integration and Automation Build
Using n8n, we connect Daffy to your accounting software, HR platform, and reporting tools. Automated workflows handle donation matching, tax receipt filing, and data synchronisation so your finance team does not need to manually reconcile giving records.
Step 5
Testing and Validation
We run test donations through the complete workflow to verify that data flows correctly between Daffy, your accounting system, and any reporting dashboards. Your team reviews the outputs to confirm everything meets your compliance and reporting requirements.
Step 6
Rollout and Team Training
After launch, we help roll out the giving program to employees with clear instructions and support materials. We monitor the first cycle of donations to catch any issues early and provide ongoing support as your giving program grows.
Get in touch
Ready to automate Daffy?
Tell us what you want Daffy to talk to and we’ll map out the build, the cost and the payback.
Transform your business with Daffy
Get in touch for a free consultation to see how we can automate your operations with Daffy.
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