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AI for Non-Profits Toolkit

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Finance & Grant Compliance

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Where AI can help ?

Create dashboards
Flag anomalies in expense data
Generate donor reports
Auto-categorize receipts
Summarize financial clauses
Recommended AI tools for Finance & Grant Compliance
ChatGPT (Grant Compliance Prompts)
- Draft narrative reports - Interpret grant terms - Prepare audit checklists
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Explore more tools for Finance & Grant Compliance
Category
Tool Name
Description
Key Use Cases
Website
Tutorials
3
ChatGPT (Grant Compliance Prompts)
Use prompts to draft grant reports, answer RFP compliance sections, or summarize finance clauses.
- Draft narrative reports - Interpret grant terms - Prepare audit checklists
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Tutorials
Narrative BI
Turns spreadsheets and data into plain language summaries for board or funders.
- Generate monthly updates - Share financial performance - Automate funder briefs
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Tutorials
Scribe
AI tool for creating SOPs and documentation from screen workflows.
- Document grant workflows - Create compliance training - Build finance onboarding kits
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Tutorials
6
LiveFlow
Real-time financial dashboard tool synced with Google Sheets and accounting platforms.
- Monitor burn rates - Track budget vs actuals - Share grant-specific dashboards
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Tutorials
Pigment
Scenario planning and forecasting tool to model program financials.
- Run multi-scenario forecasts - Align financial plans with grant milestones - Visualize funding gaps
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Tutorials
Brixx
User-friendly tool for forecasting cash flow, program costs, and operational growth.
- Predict fund utilization - Plan staffing costs - Align program timelines to budget
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Tutorials
Ramp
Finance automation platform for managing expenses, vendor payments, and policy compliance.
- Flag unusual transactions - Automate expense approvals - Generate grant-compliant logs
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Tutorials
Brex
Spending and procurement platform with controls, budgeting, and receipt AI.
- Control program budgets - Categorize expenses - Enforce compliance
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Tutorials
Airbase
AI-based accounts payable tool that streamlines NGO financial operations.
- Approve purchases by grant - Set fund restrictions - Maintain audit trails
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Tutorials
5
Truewind
AI co-pilot for bookkeeping and financial reporting automation.
- Categorize transactions - Auto-generate monthly donor reports - Reconcile grant expenditures
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Tutorials
PayRequest
Automates donation and grant payment processing with audit-friendly logs.
- Generate receipts and statements - Maintain payment logs for audits - Streamline fund requests
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Tutorials
Pilot
AI-enabled bookkeeping and tax compliance for nonprofits and grant-funded organizations.
- File grant-compliant reports - Automate payroll and tax - Ensure expense categorization
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To be updated
Deel
Payroll and compliance automation for multi-country grant programs.
- Handle cross-border payments - Comply with local tax rules - Pay grant-funded staff
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Tutorials
Anrok
Handles US sales tax and tax filings for nonprofit digital revenue and grants.
- Monitor taxable revenue - Ensure donor tax letters - Stay compliant with IRS
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To be updated
3
DocuPhase
Automates finance workflows like invoice processing, approvals, and audit tracking.
- Maintain financial documentation - Create compliance checklists - Automate document routing
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To be updated
Docsumo
AI OCR and document processing for invoices, donor receipts, and bank statements.
- Extract data from receipts - Automate voucher processing - Store finance documents
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Tutorials
Xelix
Finance anomaly detection system to catch fraud, duplicates, and mischarges.
- Flag suspicious entries - Catch duplicate vendors - Ensure grant fund integrity
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To be updated
2
Instrumentl
Grant discovery and application management platform with financial tracking features.
- Track grant timelines - Align budgets with funder goals - Monitor multi-year awards
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Tutorials
OpenGrants AI
Smart search engine for public and private funding opportunities.
- Identify budget-aligned grants - Save compliance-ready documentation - Match grant criteria
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Tutorials
3
Power BI
Business intelligence platform with AI insights for visualizing financial health.
- Create grant dashboards - Analyze spending trends - Automate recurring reports
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Tutorials
Tableau GPT
Visual analytics platform with AI-generated summaries and insights.
- Translate data into stories - Spot anomalies in program spending - Compare financial KPIs
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Tutorials
Notion AI
Centralized knowledge base and document workspace for grant and finance teams.
- Store grant conditions - Document expense policies - Summarize internal finance notes
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Tutorials
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info

Adoption Tips

Use tools with clear audit trails
Validate all outputs manually
Keep financial data private
Use local laws-compliant tools


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