For nonprofits · donor, grant & volunteer reporting
Nonprofit reporting — the spreadsheets your CRM didn’t fix.
You moved to Bloomerang, Neon, Givebutter, or DonorPerfect, and it solved a lot. But the board report, the grant report, and the volunteer hours still get assembled by hand, in a spreadsheet, by the one person who knows where everything lives. That’s the part I fix — from $300, and you see the work before you decide.
The problem
The CRM migration fixed the database. It didn’t fix the reporting.
Nearly every nonprofit I talk to tells a version of the same story: donations, volunteers, and email lived in three disconnected places, so you moved everything onto one platform. That was the right call, and it worked.
Then the board asks for a quarterly picture, or a grant report comes due, and someone exports three CSVs and rebuilds the same summary by hand — again.
It happens because the questions your funders and your board ask are never quite the questions a CRM dashboard was built to answer. A grant wants this program’s outcomes over that period against a specific budget line. A board wants year-over-year retention next to volunteer hours next to the campaign that actually paid off. So the CRM holds the data, and the real reporting quietly moves back into a spreadsheet.
Your CRM is where the data lives. The spreadsheet is where the reporting actually happens. That spreadsheet deserves to be as good as the database you paid for.
What you get
The reports that assemble themselves
Point me at the export your platform already produces, and I’ll turn the manual rebuild into something that updates on its own:
- The board report — giving over time, retention, campaign performance, and the numbers your board actually asks about, on one page that’s current whenever you open it.
- Grant and program reporting — spend against budget by program and period, so a report request stops meaning a week of reconstruction.
- Volunteer hours — hours by person, program, and month, totaled the way your funders want to see them.
- Chapter and multi-site roll-ups — if you run several locations, member organizations, or chapters, one live view across all of them instead of collecting workbooks by email.
You don’t change systems. Bloomerang, Neon, Givebutter, DonorPerfect, Salesforce NPSP, QuickBooks, or a plain CSV export — I work with whatever you already run. Nothing gets migrated, and nobody has to learn a new tool.
Under the hood this is the same work as my spreadsheet cleanup service and automated dashboard builds — pointed at donor, grant, and volunteer data instead of sales and invoices.
The honest part
What I am, and what I’m not
I’m not a CRM consultant and I won’t tell you to switch platforms — you just did that, and it worked. I’m not an accountant, and I don’t audit anything or prepare your 990.
What I am is the person who takes the messy, manual, once-a-quarter spreadsheet and makes it clean, trustworthy, and self-updating. That’s a narrow job, and it’s the whole job.
If your reporting problem is really a CRM problem, I’ll tell you that and point you at someone better. It costs me a project and saves you a few thousand dollars.
On your data: donor records are sensitive and I treat them that way. Your data is never shared and never used for anything but your project. An NDA is available on request — just ask before you send anything. If you’d rather start with anonymized or sample data, that works fine too.
The offer
What it costs
Same pricing as everyone else — nonprofits don’t get a different menu, just a fair one:
$300 — Cleanup. The messy export or hand-built workbook becomes something structured and trustworthy that you can actually build on.
$650 — Automated dashboard. That clean sheet becomes a live view: drop in the new export, and every chart and total updates itself.
$1,000 setup + from $250/month — the AI Business Pulse. A written plain-English summary of your numbers, emailed on a schedule — useful if you send a recurring update to a board, a director, or a funder.
Most organizations start at the first rung and stop there, and that’s a perfectly good outcome.
The free part
See it on your own numbers first
Before you spend anything, send me the report that eats your week. I’ll rebuild a piece of it — free, usually within a business day.
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Send the export or the workbook.
Whatever your platform spits out, or the spreadsheet you rebuild by hand. Anonymize it first if you’d rather — the structure is what matters.
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I rebuild a real piece of it.
Not a mockup with sample data. Your actual numbers, in a working sheet you can open and poke at.
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Keep it either way.
If it’s useful, we talk about the rest. If it isn’t, keep it anyway — no contract, no follow-up sequence.
Who you’re working with
Who’s actually doing the work
I’m Colin McCarthy, and Automated Workflow is me — the person who answers your email is the person who builds your sheet. No account managers, no hand-off, no ticket queue.
- A real person in Gainesville, FL — working with nonprofits anywhere in the US, over email and the tools your data already lives in.
- Your donor data stays private. Never shared, never used for anything else. NDA available on request.
- I answer my own phone. Want to talk through whether this even fits before sending anything? Call or text and you get me, not a menu.
- Trained craft, not a buzzword. Anthropic Academy certified — six credentials in AI-assisted automation — and verified on Upwork, where the same work is reviewed publicly.
Ready when you are
What report would you stop dreading?
Tell me that, and send the file behind it. I’ll rebuild a piece on your own data, usually within a business day. Keep it either way.
Send me the report that eats your week →Or use the free-demo form — same thing, no email app required.
Questions people ask