Nonprofits and churches
An AI employee for your nonprofit.
Gifts posted once to the donor records and the books, donors thanked, pledges followed up, and year-end statements ready in January.
Meet Iris.
Pick your office's software below and watch Iris at work in it.
What does your office run on?
You ask. Iris does the work.
First duties
What Iris usually takes on first.
Post every gift once
Iris records each gift in the donor database with its fund and appeal, posts it to the books and shows any difference from the bank.
Split processor payouts by fund
She breaks each payout into gifts, fees and refunds and posts the entry against the right funds.
Thank every donor the same week
She sends each donor a thank-you with the wording the IRS requires and keeps the records clean for January's statements.
Track grant balances and deadlines
She keeps each restricted grant's balance current as money is spent and reminds you before each report is due.
The work
What keeps a nonprofit's office busy.
- Gifts entered twice. Each check is entered in the donor database with its fund and appeal, then the deposit is typed again into the books. The two rarely agree on the first try.
- Payouts split into gifts by fund. Giving sites and card processors pay out in batches, net of fees. Someone splits each payout back into gifts, fund by fund.
- Sunday envelopes posted one by one. Two counters count the plate and sign the count sheet, then each envelope is entered against its giver's record. Entering them takes all of Monday morning.
- Year-end statements cleaned up in January. Each January the office merges duplicate donors and checks envelope numbers, so no giver's history lands on someone else's statement. It is the busiest week of the year.
- Grant balances kept in a spreadsheet. Each restricted grant's balance is kept in a spreadsheet, and salaries are split across grants by percentages. The split is checked against timesheets long after the fact.
Unlike the general-purpose AI employee bots on the market, Iris works in the software a nonprofit's office already uses. How we're different
Increase efficiency, lower costs.
A short conversation about how your office runs, and a written proposal in a couple of days.
Start the conversationStart here