AI assistant
An assistant that does the admin with you
Ask it about your figures, or tell it what to do. It gets the change ready and waits for you to press Confirm.
You confirm every change
It shows exactly what it is about to do. Nothing is saved until someone presses Confirm, and every change goes in the activity log.
It drafts, a person sends
Replies go into the reply box for you to read and send. Refunds open the gift and say what to press. It never sends or refunds by itself.
Guides for every job
New staff ask how to do something and it takes them to the right screen and points at the button.
Also in ai assistant
- It sees only what that person can see
- Included on Growth and Partner
- Connect Claude or ChatGPT on Partner
See a whole charity running on it.
Bring how you take donations today and what your trustees keep asking for. We will tell you honestly whether it is worth it for a charity your size, including when it is not.
