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Agentic systems for charity teams

Move your work to where you can see and audit it.

We build agentic systems for charity teams, one routine job at a time. Your team approves; every output traces back to source.

One routine job at a time·A person signs off·UK data residency

Who we work with

  • The Learning Lab
  • Breast Cancer Now
  • National Lottery Heritage Fund
  • Arts Marketing Association
  • Virgin Money Foundation
  • WaterAid
  • Hearing Dogs for Deaf People
  • National Fire Chiefs Council
  • Duchenne UK
  • Girls Not Brides
  • Our Future

See the system work

One routine job, end to end.

Messy inputs in. A structured record out. A person signs off. Every figure traces back to source.

A job, running  ·  Quarterly funder report live run
Step 1

Messy reality comes in

Emails, voicenotes, PDFs, surveys: whatever your team actually gets.

Email
“We ran 14 sessions this quarter, 92 unique participants.”
Voicenote · 1:48
“…the Tuesday group’s grown, must be forty regulars now…”
Q3-finance.pdf
Restricted spend reconciled at £74,210.
Beneficiary survey
n = 63, 88% reported improved confidence.

The problem

The job isn’t writing. It’s coordination.

30%of charities say their data systems are poor or non-existent, so moving and reconciling the numbers falls to people, by handSource: Charity Digital Skills Report, 2025

Pulling figures out of separate systems, reconciling spreadsheets, chasing the version that’s current. The writing is the quick part. The coordination is the week.

It’s a pattern right across charity work. The time that could go on donors or beneficiaries goes instead on moving data between systems and gluing them together by hand. That isn’t only slow, it’s unreliable: work has to be checked, verified and often redone. Data sits in the gaps between tools, and accountability rests on whoever happens to be holding it in their head. The result is uncertainty, and decisions made late or made tentatively.

What we do

Show your working.

“Can you defend the number?” is the question that matters - to a trustee, a funder, the people you serve. So we build the answer in: the routine work becomes a system that does it, the week becomes about an hour, and every figure that comes out is one you can stand behind.

Quarterly funder report · one figurehow it’s defended

Restricted spend this quarter: £74,210

  • Traced to sourceRead from your finance export, Q3-finance.pdf, line by line.
  • Reconciled deterministicallyThe quarter’s spend ties out to the penny. That check is code, not a judgement call.
  • Ground-truth testedThe way figures are pulled is tested against numbers we already know are right.
  • Signed offPriya, the Grants Manager, confirmed it before it went anywhere.

Checkable by you, line by line. We don’t claim zero errors - no honest system can. We make every figure defensible.

The principles

01

Structure from messy reality

Emails, PDFs, voice notes, surveys and case notes become structured records.

02

Reporting, built in

The reports and figures your funders need, produced the same way every time, not scrambled together each quarter.

03

Audit by design

Every output traces back to its source. The audit trail is part of the product, not an afterthought.

04

Human in the loop

A person signs off at every step that matters. Nothing leaves without your decision.

Your questions

The questions every team asks.

Caution is the right instinct with work like this. Each one already has a deliberate answer - built into how the system works, not bolted on afterwards to reassure you.

Q

Aren’t our staff already too stretched to learn new tools?

A

It’s built around your existing processes

Teams have their own ways of working, and we build the system around them. There’s a little to learn, but the work itself barely changes.

Q

Doesn’t AI just make things up and invent figures?

A

Every output traces to its source

A reviewer verifies rather than trusts. A claim that can’t be traced to its source never goes out.

Q

Won’t governance and policy lag the technology?

A

The governance comes with it

Each deployment arrives with the DPIA, trustee brief and consent framework in place.

Q

Aren’t trustees wary about data and reputation?

A

UK data residency, and you stay in control

Your data is stored in the UK, used only for your work, and never used to train a model. What reaches a funder or trustee is always your call, never the system’s.

Who’s behind it

Three years building AI systems for UK charities.

Make Sense Of It has spent three years building AI systems for UK charities. Different jobs, the same shape underneath: messy inputs in, a defensible result out, a person signing off.

If a workflow is getting in your way, let’s have a chat.

Tell us the job, or grab a slot in the diary. Every message reaches us directly.

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