MatchHalo

From demonstration to production

Roadmap

MatchHalo already shows embedded giving with real Pinch sandbox payments. These are the core phases that turn the demonstration into a service charities, businesses and sponsors can rely on every day.

Foundation

Already working in the demonstration

Demonstrated
  • Real Pinch sandbox charges, CaptureJS tokenisation and signed webhooks
  • Match funding with budgets, caps and deterministic rules
  • Four-component ledger and dashboards for charity, business and sponsor

Production phases

  1. Phase 1

    Next focus

    Recruit and verify charities

    Invite trusted charities onto MatchHalo, confirm ABN and DGR status, and verify authorised representatives before a campaign can go live.

    • Partner outreach and curated onboarding for foundation charities
    • Registry checks against ABN, ACNC and DGR records
    • Evidence collection and a clear verification decision trail

  2. Phase 2

    Planned

    Connect Xero and MYOB for real

    Replace the simulated accounting desk with production connectors so invoices arrive automatically and payments write back to the books businesses already use.

    XeroMYOB
    • OAuth, tenant selection and secure token refresh for Xero
    • Equivalent MYOB connector with provider-specific mapping
    • Invoice sync, payment write-back and integration health monitoring

  3. Phase 3

    Planned

    Ready live payment rails

    Move from sandbox credentials to live Pinch merchants so businesses, charities and sponsors can fund and settle in production.

    • Managed merchant onboarding for businesses and charities
    • Production Pinch applications, webhooks and credential rotation
    • Durable processing for matches, retries and failed payments

  4. Phase 4

    Planned

    Settle and reconcile every gift

    Disburse donations and matched funds to charities, then close the books against Pinch, bank and accounting records each day.

    • Validated charity bank accounts and payout batching
    • Remittance advice and clear funding-source breakdowns
    • Daily reconciliation, adjustments and dispute handling

  5. Phase 5

    Planned

    Compliance, receipts and reporting

    Give charities and finance teams the artefacts they need after the gift lands: receipts, reporting and auditable approvals.

    • Donation receipts suitable for DGR programmes
    • Charity reporting by campaign and funding source
    • Production-grade verification, approvals and audit trails

  6. Phase 6

    Planned

    Launch and scale with confidence

    Open the door wider for businesses and sponsors, strengthen support tooling, and operate MatchHalo as a reliable production service.

    • Business and sponsor KYB, invitations and role-based access
    • Support queues for refunds, exceptions and sync issues
    • Staging, observability, backups and operational runbooks

Want to walk the journeys that already exist?

Explore the demonstration from the home page, or start onboarding as a charity, business or sponsor.

Back to homeStart as a charity