Use your data to fuel your mission.
We help nonprofits get their data in order, bring donor, program, and financial data into one view, and use AI safely.
Raise more, prove your impact, and give your team back hours every week, with data and AI help that is sized for small nonprofit teams and tight budgets.
No commitment. Just a conversation about what's taking your team's time.
Built for nonprofits doing more with less.
Many nonprofits run with small teams, no dedicated data staff, and donors asking for more numbers every year. If any of these sound familiar, we can help.
Data spread across systems
Donors in one database, programs in spreadsheets, finances in accounting software. No single place shows your full impact.
Reporting takes too long
Grant reports, board updates, and impact numbers rebuilt by hand every cycle, often by the same overstretched staff.
Curious about AI, careful with data
You want AI to save your team time, but you need to protect donor and client information and use it responsibly.
How we work with you
A simple four-part path from "where do we stand?" to a working solution your team can run, even with staff turnover.
-
1
Assess
We map your donor, program, and financial data, check its quality, and find what's slowing you down.
You get: Data readiness report -
2
Plan
You get a prioritized roadmap in plain English, sized to your budget and staff, with quick wins first.
You get: 30/60/90-day roadmap -
3
Build
We implement it: connected data, impact dashboards, automated reports, and AI tools with human review.
You get: Dashboards and automations -
4
Enable
Your staff and volunteers get the training and simple guardrails to run it on their own.
You get: Training and AI guardrails
From first assessment to working solution.
Most organizations start with the Data Readiness Assessment, but every service can stand alone or build on the last.
Data Readiness Assessment
Get a clear picture of what data you have, how reliable it is, and what matters most to fix.
- Inventory of your donor, program, volunteer, and financial data sources
- Quality checks for duplicate donors, missing gift details, and inconsistent program counts
- Shared definitions, so "active donor" and "people served" mean the same thing in every report
- An AI readiness view: where AI can help now and what to fix first
- Prioritized fixes and "single source of truth" recommendations
Roadmap and "First Wins" Plan
A practical plan that fits your budget and capacity, without big, risky projects.
- 30/60/90-day roadmap covering people, process, and technology
- Quick wins: donor data cleanup, standard report templates, and easy automations
- Tooling guidance that fits nonprofit budgets, including the nonprofit programs many software vendors offer
- Automation and AI opportunities, ranked by effort and payoff
- Clear owners and documentation, so progress survives staff and volunteer turnover
Impact Dashboards and Data Integration
Bring your donor, program, and financial data into one view your staff and board can trust.
- Connect your donor database, accounting software, spreadsheets, and program or survey tools
- Dashboards for fundraising, program outcomes, and board reporting
- Grant-ready numbers you can pull without rebuilding them each cycle
- Automatic refreshes so nobody copies data between systems by hand
Automation and AI Agents
Give your team back hours every week with workflows and AI tools built around your process.
- Draft grant reports and board updates from your own data, with staff review before anything goes out
- Automate gift acknowledgments and data entry between systems
- Human review built in at the points that matter
- Documented and handed over so your team can maintain it
- We start with one process, prove it works, then expand
Team Enablement and Responsible AI
Help your staff, volunteers, and board use data and AI with confidence, and protect the people you serve.
- Data and AI basics for non-technical staff, volunteers, and board members
- Role-based training based on how your team actually works
- Clear rules for donor and client privacy, including what should never go into AI tools
- Bias and human-review basics, especially for programs serving vulnerable communities
- Lightweight templates: acceptable use, review checklist, incident reporting
Not sure where to start?
Tell us what's taking your team's time and we'll point you to the right first step.
Built by people who have done this at scale.
Our team has decades of combined experience building data and AI solutions at some of the biggest consulting and technology firms, for federal agencies, large enterprises, and healthcare and financial organizations. We bring that same experience to your team, sized for your organization and budget.
Scoped to your mission and your budget.
Every organization is different, so every engagement is scoped around your goals, your budget, and your team's capacity.
1. Start with a conversation
A free discovery session to understand your mission, your tools, and what's taking your team's time.
2. Get a clear scope and quote
You'll know what we'll do, what it delivers, and what it costs before any work begins, so you can plan your budget. Significant discounts are offered for nonprofits.
3. Work in small steps
We start with the highest-value piece, show results, and expand only if it makes sense.
Common questions
Do we need to buy new software?
Usually not. We start with the tools you already use and recommend something new only when it clearly pays off. When a new tool does make sense, we look first at options with nonprofit pricing.
Can you work with our donor database?
Usually, yes. We work with common donor management and CRM systems, accounting software, and spreadsheets, and can typically connect others through their integrations or data exports.
Can you help with grant and board reporting?
Yes. A common first project is turning the numbers you rebuild for every grant report or board meeting into a dashboard or report that updates on its own, so your team can spend that time elsewhere.
How do you protect donor and client data?
We only access the data needed for the work, use read-only access wherever possible, and agree on how data is handled before we start. We never sell your data, and we help you set clear rules for what should never go into AI tools.
How long does it take?
It depends on the size of your organization and how many systems you use. We'll give you a clear timeline when we scope the work.
Ready to put your data to work for your mission?
Tell us what you're trying to improve, whether that's grant reporting, donor data, program tracking, or getting ready for AI. We'll start with a free discovery session and recommend a practical next step.
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