Sectors
Charities and not-for-profit
Impact, funding and finance reporting that trustees and funders trust, built on the Microsoft licences most charities already have.
The problems we hear most
- Reporting to funders means rebuilding the same figures for each grant
- Donor, volunteer and beneficiary data live in separate systems
- Trustees see finance packs weeks after the quarter ends
- Small teams spend volunteer hours on admin that could be automated
How we help charities
Most charities already have Microsoft 365 through the non-profit programme, which includes Power BI and Power Automate licences at little or no cost. We help you use what you have before buying anything new.
We build a single reporting model over the finance system, the CRM or donor database and your service delivery data, so a funder report, a trustee pack and an impact dashboard all come from the same figures. Volunteer sign-up, expense claims and Gift Aid admin are good first automations.
We also run training for charity teams, so the reporting stays in your hands rather than depending on a consultant or one volunteer.
Typical first projects
- A trustee finance and impact dashboard, refreshed nightly
- Funder reports produced from the same model as the management accounts
- Power BI training for the finance and fundraising team
The services that matter here
Data & Business Intelligence
Using Microsoft Power BI to deliver actionable insights and better decision-making.
About this serviceProcess Automation
Automated solutions to reduce manual tasks and operational costs.
About this serviceTraining
Tailored training and upskilling programmes in data and AI.
About this service
Or send us a note
Tell us a little about your business and what you are trying to answer.
Prefer to talk it through? Request a free 30-minute call.
- 0330 111 2904
- info@meeshconsulting.co.uk
- Meesh Consulting Ltd
Unit CO2, The Manor, Tur Langton, Leicestershire, LE18 0PJ