Roadmap

Mid-value donor stewardship narratives

UK grant eligibility triage from funder PDFs

2026 soft opt-in consent provenance tracker

Board papers + induction copilot for small charities

Funder-report generator (many templates, one data source)

AI supervision/1:1 summariser for caseworkers

Annual Return pre-filler for small charities

AI case notes from dictation + safeguarding flag detection

Journey Map

Model supporter journeys visually — spot drop-off points, plan comms, and find your biggest fundraising opportunities.

Process Audit

Audit your manual processes and get automation recommendations with complexity ratings and time savings estimates.

Donor churn/lapse prediction for UK mid-market CRMs

Serious Incident Triage

Describe what happened and get an instant assessment of whether it needs reporting to the Charity Commission — with clear reasoning and next steps.

Inclusive Job Description Drafter

Draft a clear, inclusive job description for any charity role — calibrated to UK charity sector norms and free from language that puts off diverse candidates.

DPIA Drafter

Describe a new tool or process and get a structured Data Protection Impact Assessment template pre-populated with the key questions your charity needs to answer.

Donor Stewardship Narratives

Write warm, impact-focused stewardship communications for your mid-value donors — thank-you letters, impact updates, renewal asks, and more.

Outcome Indicator Recommender

Describe your programme and get specific, validated outcome measures recommended — including ONS4, WEMWBS, PHQ-9, and other evidence-based tools used by UK funders.

AI Policy Builder

Build a tailored AI use policy for your charity in minutes — with clear labels for mandatory and optional sections.

GASDS Claim Optimiser

Enter your small donation totals and regular Gift Aid figures to instantly calculate your maximum GASDS claim and get HMRC filing guidance.

Case Study Story Drafter

Turn rough impact notes into a polished, publication-ready case study — with full support for anonymised and composite stories.

Annual Return Pre-filler

Answer a few questions about your year and get ready-to-copy narrative answers for every section of the Charity Commission Annual Return.

SORP 2026 TAR Narrative Drafter

Draft Trustees' Annual Report narrative sections that comply with SORP 2026 — objectives, activities, achievements, and financial overview.

Trustee Skills Matrix

Assess your trustee board's skills, experience, and diversity against Charity Commission expectations and identify gaps.

Conflicts of Interest Checker

Check whether a trustee's interest needs registering, generate the register entry, and get management advice.

Board Papers Copilot

Draft board meeting agendas, trustee briefings, and induction materials for small charity boards.

Lottery Returns Generator

Generate Gambling Commission quarterly return content for charity lottery promoters and check your figures before submission.

Lobbying Spend Tracker

Calculate whether your charity's election-related activities constitute regulated spending under the Lobbying Act.

Charities Act 2022 Report Drafter

Draft reports required under the Charities Act 2022 — including s.119 land disposal reports and s.120 permanent endowment applications.

Safeguarding Incident Triage

Triage safeguarding concerns for adults and children, identify the right reporting pathway, and get immediate action steps.

DBS Renewal Tracker

Get clear guidance on DBS renewal timescales, portable DBS eligibility, and risk-based renewal frameworks for your workforce.

Grant vs Contract Classifier

Classify your funding arrangement as a grant or contract to understand the VAT, procurement, and governance implications.

Volunteer Re-engagement Planner

Create a personalised re-engagement plan for lapsed or at-risk volunteers, with message templates and channel recommendations.

Volunteer Worker Status Checker

Check whether your volunteer arrangements could expose your charity to worker-status risk under employment law.

Exit Interview Analyser

Paste multiple exit interview responses and get thematic analysis, flight-risk indicators, and evidence-based retention recommendations.

EDI Analytics Helper

Get practical guidance on EDI data collection, analysis, and reporting for small charity teams — without specialist HR expertise.

Trading-subsidiary Gift Aid timing + reserves monitor

Computer-vision donation triage + brand detection + pricing

Compliance Checklist

Describe what you're planning and instantly see which UK charity compliance rules apply — with links to official guidance.

Legacy pipeline automation (probate parsing, executor chasing)

Retail Gift Aid voice/tablet signup + declaration auditing

GASDS claim optimiser with community-building allocation

Crypto donor wallet provenance screening

In-memory tribute journey personalisation

Fundraising Code 2025 campaign compliance checker

Vulnerable donor voice/text signal detection

SORP 2026 TAR narrative drafter + rule engine

Reserves policy simulator + CC19 narrative

Serious Incident Report triage (is this reportable?)

Trustee skills-matrix + diversity-gap AI (CC register)

Conflicts register × Companies House cross-check

DPIA drafter for new AI/cloud tools

Lottery quarterly returns auto-generator

Lobbying Act regulated-spend tracker

Charities Act 2022 s.119/120 report drafter

Safeguarding incident AI triage (beyond schools)

DBS renewal lifecycle tracker

Grant-vs-contract VAT/procurement classifier

Volunteer lapse prediction + re-engagement

Volunteer worker-status scope monitor

Exit interview thematic analysis + flight-risk prediction

Charity-calibrated inclusive job description drafter

Privacy-preserving EDI analytics for small teams

Theory of Change drafter + updater from org docs

Outcome indicator recommender (ONS4/WEMWBS/PHQ-9)

Qualitative analysis of interviews and case notes

SROI auto-population with proxy database

Case-study story drafter with consent workflow

Conversational/adaptive beneficiary surveys

Multilingual intake (13+ languages)

Text-channel crisis detection + escalation

Peer-forum moderation at scale

AtW/PIP/ESA/asylum appeal drafter

Helpline QA across 100% of calls (voice-to-text + scoring)

Demand forecasting for helplines/food banks/refuges

Waitlist risk-stratification

VAT partial exemption transaction-level engine

Full cost recovery engine with per-funder methodology

Grant agreement parser + obligations/milestones tracker

LA commissioner report auto-generator

Audit-prep client-side agent (PBC schedules)

ESG portfolio screening with look-through

Auto-listing across eBay/Vinted/Depop/Shopify

Rag/unsellable routing optimiser against merchant pricing

Net-zero retrofit planner for charity estates

Energy contract renewal/hedging AI for charities

CRM dedup + entity resolution for UK charity data

Google Ad Grants AI copy + compliance bot

WCAG 2.2 AA AI audit + plain-English rewriter

Bank de-risking policy pack + complaint drafter

Gift Aid Calculator

Process Automation Guide

Describe a manual process and get AI-powered recommendations on how to automate or streamline it.

SEND/EHCP appeal drafter

Draft a formal First-tier Tribunal (SEND) appeal letter after a Local Authority refuses or amends an Education, Health and Care Plan.

Google Ad Grants Copy + Compliance Bot

Generate responsive search ad variants for your Ad Grants campaign and get an instant policy compliance check.

Supervision & 1:1 Summariser

Turn rough supervision or 1:1 notes into a structured summary with agreed actions, wellbeing observations, and a next-meeting agenda.

Qualitative Analysis Tool

Paste interview transcripts, case notes, or survey responses and get thematic analysis, key quotes, and insight summaries.

SROI Calculator Assistant

Estimate your Social Return on Investment ratio with UK proxy values, deadweight adjustments, and a plain-English narrative for funders.

Beneficiary Survey Builder

Design a beneficiary survey using validated scales (WEMWBS, ONS4, PHQ-9) matched to your outcomes — ready to use.

Multilingual Intake Assistant

Translate charity intake forms, letters, and communications into 20+ languages with cultural adaptation notes.

Case Notes Drafter

Turn bullet-point session notes into structured, professional case notes — with safeguarding flags automatically highlighted.

Crisis Signal Checker

Check written communications for crisis signals and safeguarding flags — with a recommended response approach.

Peer Forum Moderation Assistant

Review peer forum and community posts for moderation decisions, with suggested edits and moderator responses.

Benefits Appeal Drafter

Draft formal appeal and reconsideration letters for PIP, ESA, Universal Credit, Access to Work, and asylum support decisions.

Call Quality Analyser

Score helpline call transcripts against quality standards — with strengths, improvement areas, and safe messaging compliance checks.

Demand Forecaster

Forecast service demand for helplines, food banks, refuges, and other charity services using historical data and external drivers.

Waitlist Risk Stratifier

Create a risk-stratification framework for your waiting list to ensure the most vulnerable people are seen first.

VAT Partial Exemption Calculator

Work out your VAT partial exemption recovery percentage and get guidance on which method to use.

Full Cost Recovery Engine

Build a full cost recovery calculation for a funding bid — allocating shared overhead costs across your projects.

Grant Agreement Parser

Paste sections of a grant agreement and get a clear breakdown of your obligations, milestones, reporting requirements, and risk flags.

LA Commissioner Report Generator

Generate Local Authority contract performance report content from your data — ready to format and submit.

Audit Prep Agent

Generate a Prepared By Client (PBC) schedule for your charity audit — listing exactly what documents to gather and when.

ESG Portfolio Screener

Screen your charity's investment portfolio against ethical, ESG, and mission-alignment criteria — with a plain-English assessment for trustees.

Trading Subsidiary Monitor

Check Gift Aid donation timing from your trading subsidiary and assess the impact on parent charity reserves.

Donation Item Valuer

Get an estimated retail price range for donated items — helping charity shops price consistently and maximise income.

Rag & Unsellable Routing Optimiser

Get recommendations for where to route charity shop rag, damaged items, and unsellable donations to maximise income and minimise waste.

Net Zero Retrofit Planner

Plan your net-zero retrofit pathway for charity premises — prioritised by impact, cost, and available funding.

Energy Contract Adviser

Get advice on timing your energy contract renewal, hedging strategy, and negotiating better rates as a charity.

CRM Dedup Assistant

Get a deduplication strategy and matching rules for cleaning duplicate records in your charity CRM or donor database.

WCAG 2.2 Audit Tool

Check your website content, forms, or documents against WCAG 2.2 AA criteria and get plain-English fixes.

Bank De-risking Pack Drafter

Draft a bank de-risking complaint letter and build the policy response pack charities need when their bank account is threatened.

Vulnerable Donor Signal Checker

Check donor communications for vulnerability signals and get guidance on applying the Fundraising Regulator's vulnerable donor protections.

Funder Report Generator

Generate a professional funder report from your key data — ready to tailor and send.

Grant Eligibility Triage

Paste a funder's eligibility criteria and get an instant verdict on whether your charity should apply.

Donor Lapse Predictor

Identify lapse risk factors in your donor base and get personalised re-engagement strategies and message templates.

Legacy Pipeline Manager

Draft legacy notification responses, executor communications, and probate chase letters for your legacy income pipeline.

In-Memory Tribute Personaliser

Create personalised tribute fundraising content — page copy, family message, and supporter communications — for in-memory giving journeys.

Soft Opt-in Consent Tracker

Check whether your communications qualify for the charitable purposes soft opt-in under the Data (Use and Access) Act 2026.

Event Seating Planner

Plan your event layout, assign guests to seats, and print your seating chart — no account needed. Works like a cinema booking system.

Event Signage Generator

Generate a complete branded signage pack for your charity event — welcome signs, directional signs, table cards, and more. Add your brand colours for a print-ready preview.

Event Pre-Mortem

Imagine your event went wrong — then work out why before it happens. A pre-mortem surfaces risks and gaps before it's too late to fix them.

Charity Benchmarker

Compare your charity's performance against UK sector benchmarks — with data sources and context to help you make the case to trustees.

Service Impact Report

Draft a service impact report for commissioners, funders, or trustees — turning your data into a compelling narrative.

Impact Framework Builder

Build a monitoring, evaluation, and learning (MEL) framework for your programme — with outcomes, indicators, and data sources.

Fundraising Thermometer

Track your campaign progress with a visual thermometer. Update the total raised and share your progress with donors.

Case for Support Drafter

Draft a compelling case for support document — the foundation of every successful funding bid and major donor ask.

CSR Partnership Proposal

Draft a tailored corporate partnership proposal that speaks directly to a company's CSR priorities and business objectives.

Legacy Marketing Drafter

Draft warm, sensitive legacy giving marketing copy for your website, newsletter, and supporter mailings.

Major Donor Brief

Create a personalised research brief and cultivation plan for a major donor or trust prospect.

Bid Writing Coach

Get structured feedback on your draft grant application — identifying gaps, weak evidence, and sections that need strengthening.

Supporter Comms Planner

Plan your full supporter communications calendar — mapping every touchpoint from first contact to long-term giving.

Grant Deadline Planner

Track grant application deadlines, reporting dates, and claim windows in one place. Deadlines are saved in your browser.

Tender Response Drafter

Draft professional tender responses and bid submissions for public sector contracts — aligned to commissioner priorities.

Income Diversification Planner

Analyse your current income mix and get recommendations for diversifying your funding streams and reducing dependency risk.

Restricted Fund Tracker

Track restricted fund balances, expenditure, and conditions — ensuring you can demonstrate compliance to your auditors.

Gift Aid Audit Helper

Get a tailored checklist and audit questions to verify your Gift Aid records are HMRC-compliant before your next claim.

Annual Review Writer

Draft narrative sections for your charity's annual review — objectives, highlights, impact, and a compelling introduction.

Safeguarding Policy Drafter

Draft a safeguarding policy for adults or children aligned with Charity Commission expectations and sector best practice.

Charity Constitution Checker

Check your charity's constitution against Charity Commission model documents and identify gaps or outdated clauses.

Trustee Induction Pack

Generate a tailored trustee induction pack with legal duties, key questions, a document checklist, and a first-100-days guide.

Merger Feasibility Checker

Assess the feasibility, risks, and benefits of a charity merger, partnership, or dissolution — with a clear next-steps framework.

Trustee Recruitment Pack

Generate a trustee recruitment pack with a role profile, person specification, and application process — ready to publish.

Charity Risk Assessment Drafter

Draft a risk assessment for a charity activity, project, or premises — with likelihood/impact matrix and control measures.

Media Pitch Drafter

Turn your story into a press release that journalists will actually read — with the right hook, a compelling quote, and a clear news angle.

Social Media Planner

Generate a month of on-brand social media content for your charity — with post copy, visual ideas, and hashtags for each platform.

Crisis Communications Planner

Draft a crisis communications plan with holding statements, stakeholder messaging, and a clear decision-making framework.

Newsletter Drafter

Draft a charity email newsletter with the right mix of news, impact stories, and a clear call to action.

Digital Fundraising Audit

Audit your digital fundraising presence — website, email, social, and donation journey — and get prioritised improvements.

Volunteer Policy Drafter

Draft a volunteer policy covering roles, expenses, data protection, reasonable adjustments, and rights.

Wellbeing Action Plan Drafter

Draft a staff wellbeing action plan with evidence-based interventions, ownership, and success measures.

Contractor vs Employee Checker

Assess whether your contractor arrangements comply with HMRC employment status tests and IR35 — before HMRC does.

Volunteer Rota Builder

Build and manage volunteer rotas for events, regular shifts, and project roles — with a printable layout.