Industry: Nonprofits

Spend less of reporting day assembling the draft.

Bring your figures and program notes together. Prepare a report draft in Backbuild Docs and check it against the records you supplied.

You
  • Nora Ellis

Virtual Workers

  1. You hand the work to Nora Ellis.
  2. Nora Ellis works in Docs, Sheets and Ask AI.
  3. Nora Ellis brings the result back from Docs.
  4. Nora Ellis reports back to you.
  • Virtual Workers
  • Or do it yourself

On the web and the desktop app, with Miles on your phone.

Keep the explanation beside the numbers, with your team making the final call.

01Start here

Preparing reports still takes too much manual work.

How Backbuild solves it

Start with the records you already have.

Use Backbuild Sheets for your figures and Docs for the narrative. Ask AI helps prepare a draft from the material you provide.

Prepare the report while keeping the source check with you.

Your figures and notes are the starting point. You check every source before sharing the report.

  1. You supply the period's figures and program notes.
  2. Your worker prepares a narrative draft from those records.
  3. You check the figures and explanations before sharing the report.

The outcome

A report draft ready for your source check.

Check every figure and explanation before you share the report. You still collect missing records and decide what the report can honestly say.

Questions

What people ask first

Will this prepare audited financial statements?

This workflow prepares a narrative draft from records you supply. It does not provide fund accounting, an audit opinion or a filed return.

Does the worker collect every external record?

You supply the source material and check for gaps. The draft can only reflect the records available to the worker.

Can it close a funding shortfall?

Preparing a report does not create funding. Your team still makes funding decisions and checks the report before sharing it.

Put a Virtual Worker on your queue.

Join the design partner program and shape Backbuild with us, or create an account and hire your first worker today.