Associations & non-profits

AI for associations & non-profits

Lean teams, big mandates, and a stack of systems that don’t talk to each other. We give associations and non-profits governed agents that run the back office and deepen member engagement — without adding headcount or handing your donor data to a public model.

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The challenge

A twelve-person team doing the work of forty.

Member organizations carry enterprise-grade obligations — reporting, compliance, member service — on small, non-technical teams. The work is real; the resourcing isn’t.

Lean teams, heavy load

Board reporting, grants, renewals, and 990s land on a handful of people who are already at capacity.

Disconnected systems

Membership, finance, and events live in separate tools, so every report is a manual copy-paste reconciliation.

Rising member expectations

Members expect instant, personalized service — the kind a small team can’t staff around the clock.

What we build

Run the back office and engage members — governed.

Board packets

Synthesized from your financials, CRM, and events — every figure reconciled and traceable to its source, drafted for the director’s review.

Grant reports

Interim and final funder reports with program metrics and financials pulled automatically into each funder’s required format.

Member renewals

Spot upcoming and lapsed renewals, segment by engagement, and run tailored outreach — with results logged back to the CRM.

Form 990 prep

Draft the IRS Form 990 from your accounting and donor data, ready for your accountant to review.

Member trends

Period-over-period insight across member, event, and finance systems — the questions the board always asks, answered.

Member engagement

Context-aware, always-on member service that knows each member’s history — instant answers, escalation when it matters.

Salesforce NPSPSage IntacctCventBill.comMicrosoft 365Slack

A typical workflow

Example: the monthly board packet, end to end

What used to be three days of copy-paste becomes an afternoon of review. Here’s the actual sequence.

STEP 01

Pull

The agent queries Sage Intacct for the P&L and balance sheet, Cvent for event attendance, and NPSP for membership numbers — live.

STEP 02

Reconcile

It cross-checks figures across systems and flags any that don’t tie, with the discrepancy called out for a human.

STEP 03

Draft

It assembles the packet in your format — narrative, tables, and charts — every number linked back to its source.

STEP 04

Review & approve

The director reviews, edits, and approves; nothing is finalized without sign-off.

Solution playbook · combined systems

Combine your systems into one solution.

The skills compose. Here’s how the pieces fit together into an end-to-end solution.

Board-packet engine

Plug in

Salesforce NPSPSage IntacctCvent

We add

a multi-source synthesis agent that reconciles across systems

You get

a board-ready packet drafted for review every cycle — every figure traced to its source

Always-on member desk

Plug in

Salesforce NPSPCvent

We add

a context-aware agent that knows each member’s history

You get

instant, personalized member service, with escalation the moment a human is needed

Each recipe is built from skills in the skill library →

Outcomes

What changes for your team

—

Days back, every cycle

Board packets, grant reports, and renewals stop eating your team’s week.

—

Numbers you can trust

Every figure reconciled across systems and traceable — no more spreadsheet roulette.

—

Members better served

Always-on, personalized engagement without staffing a call center.

Every workflow here runs governed — connected over MCP, REST, A2A, or a custom worker, with PII stripped, external actions parked for your approval, and a full audit trail. Why that matters →

Get started

Let’s run your back office.

We’ll start with one workflow — usually board packets or renewals — prove it on your real systems, and expand from there. No AI team required on your side.

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