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Keystone Systems

Nonprofits

Nonprofit teams are stretched thin. Automation frees staff from data entry so they can spend time on the mission.

Interactive exampleNonprofits
Show the workflow

Gift to acknowledgment · Trigger: A donation comes in

Current state

  1. 01Manual

    Export donations from the payment processor

    Staff · Processor

  2. 02Manual

    Match donors in the CRM by hand

    Staff · CRM

  3. 03Manual

    Enter each gift

    Staff · CRM

  4. 04Manual

    Mail-merge thank-you letters

    Staff · Word processor

  5. 05Manual

    Reconcile with finance monthly

    Finance · Spreadsheet

Steps
5before, then after:5
Manual touches
5before, then after:0
Hand-offs
1before, then after:2
Systems touched
4before, then after:4

Showing the current state. Counts come from this illustrative workflow, not measured client results. Legend: dashed = manual, orange = automated, solid dark = human review.

Use cases

Where we'd look first.

9 automation use cases that commonly apply to nonprofits.

Filter these in the explorer

  • Employee onboarding & offboarding

    One HR event provisions accounts, groups, licenses and devices, and reverses all of it on exit so access is removed on day one.

    Directory & SSOService desk

  • Tax & compliance workflows

    Automated tax calculation, record-keeping and category-specific compliance checks that run on schedule, not on memory.

    E-commerce platformAccounting

  • Reconciliation & exception reports

    Automated matching between bank, processor, ERP and accounting, so people only look at the exceptions.

    AccountingERPSpreadsheets

  • Gift processing & receipts

    Gifts synced from processor to CRM, donors matched, receipts and year-end tax letters sent automatically.

    CRMAccounting

  • Grant deadlines & reporting

    Deadline tracking and grant reports assembled from program data.

    SpreadsheetsCustom app

  • CRM & pipeline automation

    Activity logged automatically, follow-ups scheduled and pipeline reports kept current, so nothing falls through.

    CRM

  • AI agent for email & support

    An agent that reads the inbox, answers routine questions from your own data, drafts the rest and escalates anything unusual.

    AI agentsEmail & inboxService desk

  • Volunteer & shift scheduling

    Sign-ups, scheduling, reminders and hour tracking for volunteers or seasonal staff.

    Custom appSpreadsheets

  • Reporting dashboards

    Dashboards fed directly from your systems for throughput, margin, pipeline or program metrics, with no spreadsheet assembly.

    SpreadsheetsERPCRM
Next industryEducation

Let's map your workflows.

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