Will the impact report inflate our numbers?

No. It reports what the data supports, with the source of every indicator. Inflated numbers are a risk to the organization: when the funder checks and it does not add up, the cost is credibility. The agent would rather flag the missing data.

What if an expense does not fit the grant's purpose?

The agent flags it before the report reaches the funder. Grant funds carry restricted purposes, and out-of-purpose spending leads to disallowance and repayment. Flagging early is what prevents the surprise later.

How do you handle beneficiary data?

In a restricted scope. People served by social projects are often in vulnerable situations, so access is limited to what the administrative task requires, with no use of the content to train models.

Does it sign the grant report?

No. It organizes the file per budget line, checks receipts, and flags gaps, leaving it ready. Signing and answering for the report are the board's acts, with their own legal liability.

Does it help raise donations?

It helps cultivate existing donors: it tracks recurrence, prepares the acknowledgment owed, and organizes the account of how funds were used. Asking for donations and making commitments stay with the fundraising team.

Does it work for small associations and foundations?

Yes, and that is where it usually matters most: a lean team facing the same reporting requirements as a large entity. The agent takes the mechanical part out of the way.

Can we audit what the agent did?

Yes. Every action is logged: what was queried, what was proposed, when, in which system, and under which permission. The history stays available for review and auditing.

Secure AI Agent · Nonprofits

AI applied to
grant reporting without surprises

A specialist configured to cultivate donors, keep public partnerships current, organize grant reporting, and write impact reports the data actually supports.

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+1,400 integrations available

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Capabilities

What the Nonprofit Agent
can do

Main areas of work for the Nonprofit and NGO AI Agent in your organization.

Cultivated donors

Tracks recurring giving and prepares the acknowledgment owed.

Partnerships current

Monitors deadlines, targets, and obligations per partnership.

Grant reporting

Organizes invoices, statements, and receipts per project.

Restricted funds

Flags spending that falls outside the grant's purpose.

Impact reports

Writes the results the data actually supports.

Entity obligations

Tracks certifications, bylaws, and annual filings.

Skills

Capabilities that compose the specialist

Skills add specific capabilities to the Secure AI Agent according to the processes it needs to execute.

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Purpose checks: Compares spending against the grant's approved purpose.
Reporting file: Gathers receipts and statements per budget line.
Donor relations: Tracks giving and organizes the acknowledgment owed.

How it works

From a loose receipt
to a filed report

Connect your sources, define what the agent can do, and reach grant reporting without a last-minute scramble.

Connect the organization's sources: The agent works with what the project already produces.Connect the giving controls, the partnerships, the receipts, and the project indicators so the Secure AI Agent has access only to what it needs — with beneficiary data in a restricted scope.
Ask for the work: Talk to the agent in natural language.Ask for a partnership's status, a project's grant report, or the period's impact report through the available channels. The agent cites the source receipt and indicator.
The agent organizes. The board answers.: From organizing to signing, with control.The agent gathers, checks, and writes within the defined permissions. Signing grant reports, committing to funders, and approving spending stay with the board.

Integrations

Connected to the projects' controls

The Nonprofit Agent can query your controls and run tasks in the systems your team already uses.

WhatsApp
Mailchimp

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Flow

What goes in,
what the agent does, and what comes out

From scattered receipts to reporting you can file with confidence, following the grant and the entity's permissions.

Inputs

Expense receiptPDF
Grant agreementPDF
Project indicatorsCSV

Processing

Secure AI Agent

Processing the task

Read
Check budget lines
Compare the purposerunning
Draft

Grant purpose verifiedReceipt cited

Output

Completed

Reporting prepared

Receipts organized per budget line
Out-of-purpose spending flagged
Report with the figures the data supports

Control

You define how far the Agent can act

Different actions can operate with different autonomy levels, always within the bylaws and the grants.

1
Query
Reads grants and receipts and answers with the source.
2
Prepare
Assembles the file and drafts the impact report.
3
Request review
Waits for board approval.
4
Execute
Performs the action within the defined limits.

Levels are configured per type of action. Signing grant reports, committing to funders, and approving spending always stay with the board. Out-of-purpose spending is flagged, never accommodated, and data on vulnerable beneficiaries enters a restricted scope.

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Start on the platform or choose the plan that fits the pace of your operation.

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Security and compliance

Security that can be verified.

Certifications and attestations

UPX maintains SOC 2 Type II and ISO 27001, with independent audit over its information security controls.

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Privacy and regulation

LGPD: Operations follow Brazil's Law 13.709/2018. In AI Agent contracts, UPX acts as data processor; the legal basis remains with your company.
Zero Data Retention: A product policy, not a certification: with compatible providers and configurations, processed content is not retained after execution.
Retention and deletion: The retention policy is defined by contract. Once the contract ends, data is deleted within the agreed period.

Frequently asked questions

Common questions about the Nonprofit Agent

What organizations usually ask before putting an agent on grant reporting.

Will the impact report inflate our numbers?
No. It reports what the data supports, with the source of every indicator. Inflated numbers are a risk to the organization: when the funder checks and it does not add up, the cost is credibility. The agent would rather flag the missing data.
What if an expense does not fit the grant's purpose?
The agent flags it before the report reaches the funder. Grant funds carry restricted purposes, and out-of-purpose spending leads to disallowance and repayment. Flagging early is what prevents the surprise later.
How do you handle beneficiary data?
In a restricted scope. People served by social projects are often in vulnerable situations, so access is limited to what the administrative task requires, with no use of the content to train models.
Does it sign the grant report?
No. It organizes the file per budget line, checks receipts, and flags gaps, leaving it ready. Signing and answering for the report are the board's acts, with their own legal liability.
Does it help raise donations?
It helps cultivate existing donors: it tracks recurrence, prepares the acknowledgment owed, and organizes the account of how funds were used. Asking for donations and making commitments stay with the fundraising team.
Does it work for small associations and foundations?
Yes, and that is where it usually matters most: a lean team facing the same reporting requirements as a large entity. The agent takes the mechanical part out of the way.
Can we audit what the agent did?
Yes. Every action is logged: what was queried, what was proposed, when, in which system, and under which permission. The history stays available for review and auditing.

Secure AI Agent

Bring a Secure AI Agent to your organization

Talk to our specialists and see how to adapt this AI Agent to your processes, systems, and needs.

Talk to specialists

AI applied to grant reporting without surprises

What the Nonprofit Agent can do