Nonprofit Product
Your board report should not cost your development director three weeks.
Automated board reports pulled from QuickBooks, program data, and your donor CRM. Branded PDF, delivered on schedule. Starting at $1,500.
The problem
41% of nonprofits still use spreadsheets for board reporting. Automation saves 10-20 hours per board cycle.
Most of that time is gathering data that already exists in separate systems, formatting it into a readable document, and writing narrative around numbers someone else tracked. It is necessary work. It should not require a senior staff person's time.
What you get
Data in, board packet out
Financial summary
Pulled directly from QuickBooks. Revenue, expenses, budget vs. actual. No manual data entry.
Program metrics
Connected to your program tracking (Google Sheets, Airtable, or CRM). Outcomes, utilization, milestones.
Fundraising snapshot
Donor counts, campaign progress, grant pipeline status. One view for the board.
Branded PDF delivery
Professional board packet with your logo, colors, and formatting. Emailed to board members on your schedule.
Pricing
Setup
$1,500 - $3,000
Data source connections, template design, board member distribution list, testing.
Monthly
$300/month
Hosting, data connection maintenance, template updates.
Grant-fundable: Yes. Capacity-building and organizational development grants cover this.
No dedicated product exists at this price for small nonprofits. Enterprise tools (Sage Intacct, Blackbaud) run $6K-$18K/year.