Building capability in your team

Accelerating Your Team’s Capabilities
Getting the people you already have doing more of the work only they can do, with AI carrying the repetitive remainder.
AI as a Training Tool
Using AI to shorten the ramp for newer staff — as a patient explainer and a reviewer, not as a substitute for the expertise you are trying to build.
Team Training & Workshops
Hands-on training for your finance staff on using AI tools responsibly, with an emphasis on donor trust and data security.

Choosing the right tools

AI Model Evaluation
Which model actually fits the job — Fable, Opus, Sonnet or Haiku; OpenAI, Google, Anthropic, or a local open-source model running on hardware you own.
AI Harness Evaluation
The tooling wrapped around the model matters as much as the model. We evaluate Claude Code, Antigravity, Codex, Ollama, and LM Studio against how your team actually works.
Cost Optimization
AI spend grows quietly. We find where the money is going, what it is buying, and which workloads belong on a cheaper model or on local hardware.

Doing it safely

AI Security Practices
Where your data goes, who retains it, and what must never leave your systems — settled before a tool is rolled out, not after an incident.
AI Readiness Assessments
A practical look at where AI can safely support your finance operations, and where human oversight and data privacy need to stay front and center.
AI-Assisted Grant Reporting
Faster first drafts of grant narratives and reports, always reviewed and finalized by experienced nonprofit finance staff. Never sent to a funder without human eyes on it.

Our other practices

  • Accounting & Nonprofit Finance

    Fund accounting, grant compliance, and board-ready reporting from an accountant who has spent two decades inside nonprofit and education finance.

  • Software & Automation

    Infrastructure, cloud architecture, and platform engineering from an engineer with twenty years of building and running production systems.

Let’s talk about what your organization needs.

Tell us where things stand. We’ll tell you honestly whether we’re the right fit — and if we’re not, we’ll say so.

Start a conversation