Quarter-end used to mean chasing figures across spreadsheets, inboxes and finance — then copying it all into each funder's template. This gives the programs team one view of every report and where it's stuck. Behind it, an AI reporting agent assembles each draft from the numbers you already track, flags what's missing, and hands it to you to approve before anything is submitted.
Every funder wanted the same story in a different template, on a different schedule. Quarter-end meant program leads chasing output numbers, volunteer hours and financial actuals across spreadsheets and inboxes, then hand-copying it all into each report. Deadlines slipped and the numbers didn't always reconcile.
One reporting workspace with an AI agent, built on the Microsoft 365 and the trackers the foundation already uses. The agent assembles each draft from the numbers you already record, reconciles them, flags anything missing, and drafts the data requests — while a person reviews and approves every report before it's submitted. No new database, no re-keying.
Every funder report drafted from a single source of truth, gaps flagged early instead of at the deadline, and the busywork of assembling and reconciling handed to the agent. Program leads spend their time on the narrative and the judgment calls — and nothing is submitted until a person signs off. The data stays in Canada.
"Do we have the final volunteer hours for United Way? And do these outputs match Finance?"
One report, one source of numbers, assembled and reconciled — with an agent drafting it.
Behind the calm list, an AI agent assembles every funder report from the numbers you already track — reconciling them, flagging gaps, and drafting the requests for what's missing. It only stops for a person when a report needs real judgment.
The agent reads the report's checklist, picks the right owner, and drafts an Outlook email that names the exact figures still outstanding. You confirm before anything goes out — nothing sends on its own.
Sign in with a Microsoft 365 account. Figures pull from your existing trackers and SharePoint, requests go out through Outlook, and roles come from the directory — no parallel system to maintain.