Industries / Nonprofits
Automation for nonprofits
We automate the finance and reporting work that small nonprofit teams do after hours: donation reconciliation, thank-you letters, grant reports, restricted funds and program data. Your staff and volunteers spend more time on the mission.
Five jobs that take time away from programs, and what we build for each
Donations from every channel
The problem Gifts arrive through online platforms, checks, events and recurring giving, and each deposit has to be matched to the donors behind it.
What we build Automated reconciliation that matches each gift to its deposit, explains platform fees and flags gifts that never arrived.
What you get A donor database that agrees with the bank.
Thank-you letters and receipts
The problem Acknowledgment letters go out late because someone has to look up each gift and write each letter.
What we build Letters drafted from each gift's details in your voice, ready for a person to review and sign, plus year-end giving summaries for donors.
What you get Donors thanked sooner, with receipts they can use at tax time.
Grant reports
The problem Each funder wants its own report, and the numbers come from accounting, program spreadsheets and attendance lists.
What we build Report templates for each grant that fill in spending against budget and program numbers from the data you already keep.
What you get Reports that are mostly assembled before anyone opens them.
Restricted funds
The problem Restricted gifts and grants can only be spent on certain things, and what is left in each fund lives in a spreadsheet.
What we build Fund tracking that tags spending to each grant or restricted gift and warns when a fund is close to its limit or its deadline.
What you get Clear answers when the board or an auditor asks how a gift was used.
Program and volunteer data
The problem Sign-ups, volunteer hours and program results sit in different forms and spreadsheets, so board reports take days to pull together.
What we build One dashboard that combines program, volunteer and finance data and refreshes on its own.
What you get Board and funder updates ready when they are needed.
What a first project looks like
We start with one process. Donation reconciliation or a grant report make a good first project because the result is easy to check against what you do by hand today. We agree on a fixed price and a finish line before we start.
Questions owners ask
Do we have to change our software?
No. We build around the tools you already use, such as your donor database, your payment platforms and your accounting software.
Where does our client data go?
It stays in systems you control. We agree on what access we need before work starts, and each automation runs inside your own accounts.
What does a first project cost?
Each project has a fixed price that we agree on before work starts. We set it after a short call about the process you want to automate.
How do you make sure deadlines are met?
Before work starts we agree in writing on the scope, the price and the delivery date. You get progress updates along the way, and if anything puts a date at risk you hear about it early, with a plan to keep it.