More time for the mission. Less time on the reporting.
Reporting to funders and a board is usually the process that costs a small staff the most time. We start there: assemble the report from the records you already keep, show where every number came from, and keep a person approving the final version.
Sound familiar?
This page is for programme leads, operations managers and directors at non-profits, foundations, social enterprises and community organisations.
Typically
- Organisations that report to several funders in several formats from the same underlying records
- Teams whose intake, case notes or beneficiary records live in forms, spreadsheets and email
- Small staffs where one person is the finance, operations and IT department
Where it usually begins.
Each is a bounded pilot. Which actions wait for a person is agreed before it starts.
Source records to funder report
Activity logs, attendance sheets, finance exports and case notes are read; the agreed figures are assembled into each funder’s template with a note on where each number came from. A person approves the final version.
Numbers the records cannot support
Anything the records cannot support is marked, not filled in, and missing records are listed so the team can decide what to chase before submission.
Intake and case records
Forms, emails and documents are read and the agreed fields are extracted, with uncertain items flagged for review rather than guessed.
What we need from you
- A description of one recurring report: who receives it, what it contains and where the numbers come from
- Clarity on who is allowed to see what, so permissions can be built in from the start
- A named person who can review results, for an hour or two a week during the pilot
What you get
- A scoped pilot on the reporting process that costs the most staff time, phased if staff availability is limited
- Data handling agreed in scope: where data is processed, who can see it, how long it is kept, and confirmation that it is not used to train models
- An evaluation report you can share with your board or funder
- A handover your own team can operate
After launch: who does what.
An operating guide names the owner, the review queue, the accounts involved and what to do when something fails.
Blend
- Support hours agreed in writing
- Monitoring of exceptions and running costs
- Changes scoped and quoted
Your team
- A named reviewer who approves each report before it goes out
- Someone who keeps the source records and access current
Before we begin.
Does Blend work with non-profits and mission-led organisations?
Yes. The same scoped approach applies, starting with the reporting or intake process that costs the most staff time. Scope can be phased to fit limited staff availability.
Will our data be used to train models?
No. Client data is not used to train models. Provider settings that would allow it are switched off in scope.
Who can see our documents?
Only the people and services named in the scope. Access follows your existing permissions, and the review interface shows which sources an answer used.
What happens when the AI is unsure?
Review queues are designed and tested so that cases the system flags as uncertain go to a person. The evaluation reports how often that happened and what slipped through.
How is pricing structured?
A free fit conversation; a fixed-fee readiness assessment agreed before you commit; pilots and implementations quoted after the assessment; model usage, hosting and third-party services itemised at cost.
Should I send example documents or spreadsheets with my enquiry?
Start with a short description of the process. If an assessment is the right next step, we agree how to share suitable sample data securely before anything is sent.
Start with one recurring report.
We will assess the source records, review steps and effort involved before proposing an automation.