Free tools for charities

A library of free, practical tools to help your charity understand its data and build a business case for improving processes. You can use each individually or in combination for even more impact.

Coming soon

Data Process Visualiser

Free interactive Miro board to plot out how data moves between your systems and CRM in one clear picture.

Data Process SOP Builder

Create a tailored internal template to map your platforms, the people who own them and the processes that connect them.

Cost & ROI Calculator

Quickly estimate how much time and money your charity spends on manual data processes, and how much it could save with automation.

AI Business Case Builder

Answer a few questions and get a personalised, one-page business case for investing in better data automation, ready to share with stakeholders.