AI assistant
It does the busywork. You keep the judgment.
It drafts the report and chases the missing number, and it shows its sources every time, so nothing goes out unread.
How can I help you today?
Searched 12 donation records
12 donors gave $500+ in 2025 and haven’t given in the last 6 months. The three largest: Elena Ramos ($2,500), Hargrove Family Fund ($1,800), James Okafor ($950). Saved as segment “Lapsed $500+”.
Go ahead, click it. Actions always wait for a person.
Ask, review, approve
The loop is always the same, and a person is always in it.
Ask in plain language
Type it the way you'd say it
It digs through your records
Donations, notes, emails, documents
A draft appears, sources shown
Every claim points back to your data
You approve, it does the rest
Nothing sends until someone says yes
Back to the top. A person stays in the loop.
What’s included
Everything below comes with every plan.
Drafting
Thank-yous and receipts
Written in your voice, ready to review
Appeals and newsletters
A first draft in seconds
Grant answers
Pulled from work you have already documented
Report narratives
The story around the numbers, drafted for you
Data work
Ask questions in plain language
“Which lapsed donors gave over $500?”
Cleanup suggestions
Duplicates, missing fields, odd amounts
Meeting and call notes
Summarized onto the right record
Document intake
Drop in a PDF, get structured data back
Guardrails
A person approves everything
Nothing sends until someone says yes
Sources shown
Every claim points back to your records
Your data stays yours
It never trains anyone else’s model
Included AI usage
Included allowance with a percentage meter. Optional top-ups at cost.
See it on your own programs.
Thirty minutes with your data in front of us, and you'll know whether this fits.
