Instant Financial Assessment

Your nonprofit’s financial health in minutes

Your statements are sent to an AI model provider that reads and scores them. We never store the PDFs and the figures pulled from them are cached for 7 days to skip re-running the analysis, then deleted. Don’t upload donor records, personal data, or anything confidential you wouldn’t want processed by an AI provider.

IRS Form 990 and standalone P&L audits are not supported.

Strategic Nonprofit Finance

We’ll extract, score, and surface the trends that matter

  • Balance Sheet
  • Income Statement
  • Cash Reconciliation
  • Trend Charts
  • 6 KPIs
  • Narrative Summary