LegFi

LegFi

Invoicing, payment processing & financial reporting for groups

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LegFi Overview

LegFi, or Legacy Financial, is a cloud-based solution for the financial collection and management of member-based communities and groups. PCI-compliant and boasting 256-bit encryption with automated data backup, LegFi promises to safely support the collection of dues with the sending of paper-based or electronic invoices to members. Online payments can then be made one-time or via auto-pay, taking credit card and e-check transactions while scheduling customized payment arrangements according to date or frequency. Automated due and past due reminders can be issued by email or US post via a button click, before longstanding non-paying members can be referred for phone follow-ups or to any third-party collections agency through the LegFi account.

Additionally, LegFi can be deployed to aid fundraising campaigns with the processing of single or recurring donations. Users can create customizable donation appeal landing pages to promote a campaign through LegFi.com and start receiving credit card pledges without requiring a merchant account. Social sharing tools then help to publicize a campaign organically, while real time feedback breaks down fundraising goal performance and identifies who is donating what amounts and when. Budgeting capabilities allow annual group budgets to be generated, with bank accounts linked to track expenses in real time and provide accurate comparisons against financial estimates. LegFi also goes on to include communications support with mass email or SMS messaging to members as well as the ability to gather feedback through multiple choice surveys.

Pricing

Starting from
$2/month
Pricing options
Free Trial
Subscription

Devices

Business size

S
M
L

Markets

United States

Supported Languages

English

LegFi Pricing

Starting from
$2/month
Pricing options
Free Trial
Subscription

Free 30-day trial on each plan:

DIGITAL – $2/member/month paid annually or $3/member month paid monthly.

DIGITAL & PAPER – $3/member/month paid annually or $4/member/month paid monthly.

2.9% processing fee for credit card transactions, eChecks process for free
$1.49 per paper statement mailed (on-demand)

LegFi Features

  • Accounting Management
  • Billing & Invoicing
  • Expense Tracking
  • Invoice Management
  • Invoice Processing

  • API
  • Accounting Integration
  • Activity Dashboard
  • Automatic Notifications
  • Compliance Management
  • Customizable Reporting
  • Data Import/Export
  • Electronic Payments
  • Financial Analysis
  • Multi-Currency
  • Real Time Data
  • Receiving
  • Reporting & Statistics
  • Third Party Integration
  • Workflow Management

Additional information for LegFi

Key features of LegFi

  • 256-bit encryption
  • Accounting management
  • Automatic backup
  • Automatic reminders
  • Bank account linking
  • Billing & invoicing
  • Budgeting & forecasting
  • Credit card processing
  • Custom landing pages
  • Data import
  • Dues collection
  • Dues collection
  • Email invitations & reminders
  • Email notifications
  • Expense tracking
  • Fundraising management
  • Invoice management
  • Invoice processing
  • Invoices
  • Member accounts
  • Member communities
  • Member directory
  • Member portal
  • Membership management
  • Multi-channel communication
  • PCI compliant
  • Payment processing
  • Real time reporting
  • Real time updates
  • Recurring billing
  • SMS integration
  • Social network marketing
  • Surveys
  • Tax return filing
  • Transaction history

Benefits

  • LegFi claims to streamline the dues collection process with invoicing to members electronically or via post mail, providing the ability to securely accept credit cards and e-checks also.
  • Gather one-off or recurring donations to fundraising campaigns represented by customizable landing pages hosted by LegFi.com and promoted via social sharing tools.
  • Real time bank account connectivity enables expenses to be tracked and accounted for when building budgets, while electronic nonprofit tax filing via 990-N and 990 EZ Form is also available.
  • Reporting options include feedback on fundraising campaign performance in real time along with budgeting visualizations including budget versus actual, profit versus loss, budget overviews, plus those for the aging of accounts.
  • LegFi also allows community leaders and administrators to send blast communications out to members via SMS or email, composing text messages or issuing interactive multiple choice surveys to garner feedback.
  • LegFi FAQs

    Below are some frequently asked questions for LegFi.

    Q. What type of pricing plans does LegFi offer?

    LegFi offers the following pricing plans:

    Starting from: $2/month

    Pricing model: Subscription

    Free Trial: Available

    Free 30-day trial on each plan:

    DIGITAL – $2/member/month paid annually or $3/member month paid monthly.

    DIGITAL & PAPER – $3/member/month paid annually or $4/member/month paid monthly.

    2.9% processing fee for credit card transactions, eChecks process for free
    $1.49 per paper statement mailed (on-demand)

    Q. What are the main features of LegFi?

    LegFi offers the following features:

    • 256-bit encryption
    • Accounting management
    • Automatic backup
    • Automatic reminders
    • Bank account linking
    • Billing & invoicing
    • Budgeting & forecasting
    • Credit card processing
    • Custom landing pages
    • Data import
    • Dues collection
    • Dues collection
    • Email invitations & reminders
    • Email notifications
    • Expense tracking
    • Fundraising management
    • Invoice management
    • Invoice processing
    • Invoices
    • Member accounts
    • Member communities
    • Member directory
    • Member portal
    • Membership management
    • Multi-channel communication
    • PCI compliant
    • Payment processing
    • Real time reporting
    • Real time updates
    • Recurring billing
    • SMS integration
    • Social network marketing
    • Surveys
    • Tax return filing
    • Transaction history

    Q. Who are the typical users of LegFi?

    LegFi has the following typical customers:

    Large Enterprises, Mid Size Business, Non Profit, Public Administrations

    Q. What languages does LegFi support?

    LegFi supports the following languages:

    English

    Q. What type of pricing plans does LegFi offer?

    LegFi has the following pricing plans:

    Subscription

    Q. Does LegFi support mobile devices?

    We do not have any information about what devices LegFi supports

    Q. What other apps does LegFi integrate with?

    We do not have any information about what integrations LegFi has

    Q. What level of support does LegFi offer?

    LegFi offers the following support options:

    Online Support, Phone Support