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Grant deadlines depend on manual tracking
Applications, renewals, budgets, and reports live across inboxes, portals, folders, and spreadsheets. One missed field can put funding or a compliance obligation at risk.
Run donor, grant, and finance operations without adding admin headcount.
HachiAI builds and runs Intelligent Digital Workers: governed AI workers that own a complete nonprofit operations role inside the systems you already run. From donor management and donation processing to tax receipts, fund accounting, and grant administration, an IDW does the high-volume back-office work across your CRM, finance, and program systems, with human review wherever your policies require it.
Full audit trails. Payment after results. Human in the loop. Live in weeks.
200+Active grants supported
100%On-time grant submissions
30%Team capacity returned to mission
$2.1MGrant funding protected
ISO 27001 CertifiedISO 42001 CertifiedGDPR Compliant
Works inside the donor, finance, and program systems your teams already run.
Salesforce Nonprofit Cloud
MIP Fund Accounting
grant portalsemail
and 200+ business platforms.Your mission runs on donor, finance, and grant systems that never share the same truth.
Donor management, donation processing, fund accounting, and grant reporting each sit in a different tool. Staff spend hours reconciling records, chasing documents, and preparing evidence instead of serving communities.
Donor records need constant cleanup
Gift details, pledges, receipts, restrictions, and stewardship notes get reconciled by hand across your CRM, inbox, finance system, and campaign files. A receipting slip erodes donor trust.
Restricted funds are hard to trace
Grant terms, donor restrictions, program spend, and fund balances need clean links. When records drift, finance loses hours proving what money can be used for.
Program reporting eats capacity
Teams pull outputs, beneficiary data, expense support, and narrative evidence by hand. Reporting cycles turn into a scramble.
Finance admin slows the close
Invoices, reimbursements, approvals, allocations, and journal support arrive in different formats. Staff rekey details and chase context before posting.
Volunteer and service intake gets fragmented
Forms, emails, eligibility checks, schedules, and case notes move between people. Leaders get late visibility into demand, capacity, and outcomes.
AI workers that own nonprofit roles, not another SaaS tool to manage.
Each Intelligent Digital Worker owns a nonprofit operations role end to end. It reads documents, checks policy, updates systems, and escalates only the exceptions.
HachiAI designs, deploys, runs, and improves these workers as a fully managed service, so your team does not need to build an AI operations team.
One IDW coordinates multiple specialized agents so the whole role runs through a single accountable worker.
Grant Administration AI Agent
Tracks funder requirements, prepares submission packets, validates fields and evidence, and routes drafts for review.
Outputcomplete grant packets ready for approval
WORKFLOW TRACE
01Tracks funder requirementsPassed
02Prepares submission packetsPassed
03Validates fields and evidencePassed
04Routes drafts for reviewOutcome
Human review on exceptionsEvery action logged
Donor Records AI Agent
Processes donations, reconciles pledges and restrictions, issues tax receipts, and syncs donor records across your CRM, inbox, and finance system.
Outputcleaner donor records and receipts issued on time
WORKFLOW TRACE
01Processes donationsPassed
02Reconciles pledges and restrictionsPassed
03Issues tax receiptsPassed
04Syncs donor recordsPassed
05CRM, inbox, and finance systemOutcome
Human review on exceptionsEvery action logged
Fund Accounting AI Agent
Maps spend to grant rules, checks restrictions, assembles support, and prepares entries or reclasses for approval.
Outputrestricted fund activity ready for review
WORKFLOW TRACE
01Maps spend to grant rulesPassed
02Checks restrictionsPassed
03Assembles supportPassed
04Prepares entries or reclassesOutcome
Human review on exceptionsEvery action logged
Program Reporting AI Agent
Collects program metrics, service data, expense support, and narrative evidence for funder and board reporting.
Outputreport packages with evidence attached
WORKFLOW TRACE
01Collects program metricsPassed
02Collects service dataPassed
03Collects expense supportPassed
04Collects narrative evidencePassed
05Funder and board reportingOutcome
Human review on exceptionsEvery action logged
A/P and Reimbursement AI Agent
Reads invoices and receipts, checks budget and fund coding, applies approval rules, and prepares the posting packet.
Outputvalidated payables and reimbursements
WORKFLOW TRACE
01Reads invoices and receiptsPassed
02Checks budget and fund codingPassed
03Applies approval rulesPassed
04Prepares the posting packetOutcome
Human review on exceptionsEvery action logged
Volunteer and Intake AI Agent
Reads forms and service requests, checks eligibility details, routes cases, updates records, and flags missing information.
Outputcleaner intake queues and faster follow-up
WORKFLOW TRACE
01Reads forms and service requestsPassed
02Checks eligibility detailsPassed
03Routes casesPassed
04Updates recordsPassed
05Flags missing informationOutcome
Human review on exceptionsEvery action logged
Results from live nonprofit donor and finance operations.
These results come from live nonprofit deployments, shown by role, with one company-wide proof point for broader role automation. See a full write-up in our nonprofit case study
Automating Sponsored-Individual Updates and Donor Communications for a Leading National Charity
Outcome76,000+ Updates Automated Annually
Read Story Top Canadian Charity Processes 96,000+ Donations with Automated Donor Matching in Blackbaud Luminate & Raiser’s Edge
Outcome2+ FTEs Freed
Read Story 87-92%Across HachiAI production deployments, IDWs automate 87-92% of the repeatable work while keeping human approval on exceptions and high-risk actions.
Read StoryNonprofit work needs more than a public AI model.
Public models can draft emails and summarize documents. Donation processing, receipting, and fund accounting need controlled execution: correct records, approved write paths, donor privacy, and evidence that stands up in an audit.
Transaction-grade accuracy
99%+ accuracy on donations, receipts, restrictions, and finance postings, with human approval on edge cases and a full audit trail on every action.
SLA Backed
HachiAI designs, deploys, runs, monitors, and improves each IDW as a fully managed service, and stays accountable to the accuracy and turnaround SLAs we agree with you. Your team does not need to build an AI team to keep it running.
Model agnostic
For each step the worker picks the technology that fits the task, from Claude, GPT, or Gemini to private local models, OCR, RPA, and APIs, so you never bet donor and fund data on a single model.
Controls and security
Approval gates, scoped access, and evidence capture are built into each worker from the start. HachiAI is ISO 27001 and ISO 42001 certified and GDPR compliant, and IDWs deploy in our cloud, your private cloud, or fully on-premise, so donor, grant, and program data stays under your rules.
What makes the IDW™ different?
Beyond form capture
The IDW checks requirements, gathers evidence, prepares the packet, routes review, updates records, and leaves the audit trail behind.
Beyond donor CRM automation
The IDW does more than sync a CRM. It processes the donation, applies the restriction, issues the receipt, and reconciles the gift across your donor, campaign, and finance systems.
Beyond a copilot
The IDW runs approved steps on its own and brings people in when policy, risk, or judgment calls for review.
From your real nonprofit process to live production, in weeks.
We start with how donor, finance, grant, and program work actually moves through your organization, then build the worker around that reality.
Private, governed, audit-ready by default.
Nonprofits carry public trust, funder obligations, donor privacy, and board oversight. Every IDW runs with scoped permissions, approval rules, and evidence capture from the start.
Approval gates
High-risk submissions, restricted fund movements, donor changes, and finance postings pause for the right human approval before action.
Restricted fund controls
The worker checks grant terms, donor restrictions, budget codes, and allowed spend before it prepares a posting or report package.
Segregation of duties
IDWs follow your approval matrix. They cannot create, approve, and post sensitive entries through one unchecked path.
Audit evidence
Every action records the source file, rule checked, decision made, person who approved it, and before-and-after system update.
Data privacy
Donor, beneficiary, program, and grant data stay in the deployment environment you approve, with access limited to the workflow.
Rollback and correction
When a correction is needed, the history stays intact so finance, programs, and auditors can see what changed and why.
What leaders ask first.
Can it work with our existing nonprofit systems?
Yes. IDWs work inside the donor, finance, and program systems you already run, Blackbaud, Raiser's Edge, Salesforce Nonprofit Cloud, NetSuite, QuickBooks, and 200+ others, using certified APIs where they exist and secure UI automation where they do not. No rip-and-replace, no new platform for your team to learn.
How does it handle donations, tax receipts, and restricted funds?
The Donor Records and Fund Accounting IDWs process each donation, apply donor and grant restrictions, issue the tax receipt, and reconcile the gift across your CRM and finance system. Restricted-fund movements and receipting exceptions pause for human approval before posting.
How accurate is it?
IDWs run at 99%+ accuracy on production transactions, with human review on low-confidence edge cases and a full audit trail on every action. Accuracy is measured against the scope we sign off with you, not a generic benchmark.
When do we pay?
You pay for outcomes, not software. IDW fees start only after the worker is live and meeting the scope we sign off together, so you see measurable results before you pay for them. (See what one IDW is worth in your business on the ROI calculator.)
Where is admin work pulling your team off the mission?
We will help you find the donor, finance, grant, or program workflow with the clearest return, then show how an IDW would run it inside your current systems.