AI for Nonprofit Finance Teams: From Donations & Grants to a Review-Ready Close

​Built for nonprofit finance teams 👋

​Nonprofit accounting comes with unique complexity - restricted vs unrestricted funds, grant tracking, donation reconciliation, and compliance-driven reporting, all with lean teams and tight timelines.

​This hands-on workshop is designed specifically for nonprofit finance teams who want to understand how AI can help practically — without risking auditability or donor trust.

​Built with insights from 350+ finance leaders, we’ll walk through real-world nonprofit examples, including how teams handle:

• ​Donation and contribution reconciliation

• ​Grant-related activity and supporting documentation

• ​Restricted vs unrestricted fund workpapers

• ​Month-end close with external documents

​Using messy, real inputs (like bank activity, donor reports, and grant statements), we’ll show how AI can help assemble a review-ready first draft of workpapers — while keeping humans firmly in control.

​This is not a prompt engineering session.
It’s a workflow built for nonprofit accounting realities.

​🎁 Live raffle

​We’ll raffle a few thank-you gifts at the end of the session:

• ​White-glove Truewind POC

• ​AirPods

• ​Stanley tumbler

​(Must be present to win.)

​Who should attend?

• ​Nonprofit CFOs and Controllers

• ​Finance Directors and Accounting Managers

• ​Teams managing grants, donations, and fund-based reporting

​If you’re curious how AI can help reduce manual work while preserving transparency and compliance, this session is for you.

- Truewind Team