Data & reporting systems.
Your team shouldn't spend Fridays copying numbers between spreadsheets. We build data and reporting systems that pull from scattered tools, apply your logic, surface exceptions, and deliver the report, with a human review step before anything goes out the door.
What we build.
Multi-source ingestion
CRM, donation platforms, ad accounts, finance tools, and spreadsheets, normalized into a single pipeline your team can audit.
Scheduled reporting
Funder reports, board decks, campaign summaries, and morning briefings generated on the cadence you run on.
Exception flagging
Agents flag anomalies, like a dropped conversion rate or a reconciliation gap, before they become a surprise in a meeting.
Compliance-ready outputs
Structured exports and audit trails for finance, legal, and grant reporting requirements.
Live dashboards
Briefing views that update as data flows in. No static PDF to rebuild every week.
Review before send
Draft reports routed to the right owner for a final check before anything goes out.
Common questions.
Can you connect to our CRM and donation tools?
Yes. EveryAction, ActionNetwork, ActBlue, Salesforce, and custom databases are common starting points. We map your sources before we build the pipeline.
What if our data is messy?
Most teams' data is messy. We design normalization and exception handling up front, and document what the system assumes.
Do we still need someone to review reports?
We recommend it, especially for external-facing or funder reports. The system does the assembly; a person confirms before send.
Can this replace our BI tool?
Sometimes partially, sometimes not. We build for the reports you run on schedule.