Industry
Charities & care
Referral automation, group reporting and back-office processes for providers and charities.
Charities, care and support providers
Care records, rostering, the fundraising CRM, the finance system and the HR system each report well on their own data. The manual work sits between them: referral bundles arriving by email, returns rekeyed into each commissioner’s format, month-end reconciliations, board packs assembled from four systems. That is the work we automate.
The documents are read for you. Needs, risks and dates are pulled out into a tracked list with the deadline on it, and a draft response is ready for a person to finish.
Automated three-way reconciliation of platform income, finance postings and bank receipts, with an exceptions queue.
One set of reports across the systems you already run, where each service manager sees their own services and head office sees everything.
Delivered-care to invoice to remittance matching, with an aged-debt and dispute view by commissioner.
Management accounts, restricted-fund and board-pack reporting over Xero, Sage or Business Central.
Approvals and purchase orders on Microsoft 365 with your delegated-authority rules and an audit trail.
Microsoft nonprofit pricing makes this stack unusually cheap to run: Power Apps is free for ten users and Power BI Pro and Dynamics carry steep discounts.
51%
of charities say collecting, managing and analysing data is a priority for the year ahead, up from 39% last year.
Charity Digital Skills Report 202638%
cannot progress with digital for lack of technical expertise or someone to lead on it.
Charity Digital Skills Report 202679%
use AI, mostly for everyday tasks such as drafting and summarising, with 44% saying they struggle with or do not use AI tools.
Charity Digital Skills Report 202663%
name squeezed finances as the biggest barrier to digital progress, which is why we price work as one fixed project at a time.
Charity Digital Skills Report 2026Project example
Referral and consultation bundles arrived by email as PDFs and Word documents, each needing to be read, classified and logged by a person before anyone could respond. We built a pipeline that does the reading, sorting and first-draft assessment, so the team starts from a completed internal pack rather than a mailbox.
Built with Power Automate, Azure AI Foundry (GPT and Mistral models for OCR and classification), SharePoint, Dataverse
See the offerThe same four offers as everywhere else, in the order that usually makes sense for this sector.