Our Services
Comprehensive non-profit compliance consulting, powered by intelligent automation. Every engagement is tailored to your organization's specific needs.
Non-Profit Compliance Consulting
Navigate federal and state regulatory requirements with confidence. We handle the complexity of non-profit compliance so you can focus on your mission.
- Federal and state filing requirements
- Charitable solicitation registration
- Annual report preparation and submission
- Regulatory change monitoring and alerts
Document Processing & Classification
Stop spending hours manually sorting through forms and documents. Our AI-powered pipeline ingests, classifies, and organizes your financial documents automatically.
- Automated OCR for scanned documents and images
- Intelligent document classification and sorting
- Support for PDFs, images, spreadsheets, and digital forms
- Batch processing for high-volume intake (200+ forms)
Financial Reporting & GL Code Management
Accurate general ledger classification is the backbone of non-profit financial health. We automate GL code mapping while maintaining human oversight for accuracy.
- Automated GL code assignment from document content
- Custom template matching for your chart of accounts
- Fund accounting support (restricted vs. unrestricted)
- Audit-ready documentation and trail
AI-Powered Analysis
Advanced AI handles the repetitive analysis work, flagging anomalies and patterns that would take hours to spot manually. Every result is reviewed by Sara before delivery.
- Pattern recognition across large document batches
- Anomaly detection for unusual transactions
- Confidence scoring with human-in-the-loop review
- Continuous learning from corrections and feedback
Not Sure What You Need?
Every organization is different. Let's talk about your specific compliance challenges and build a plan that fits.
Schedule a Consultation