nonprofit

digital transformation for more impact

Streamline your organization and make more time for your core purpose.

RPA for nonprofit organzations

making the process easier for everyone involved

RPA utilizes software robots to mimic and integrate human actions within digital systems. For nonprofits, this can be as simple as moving data to the cloud to reduce infrastructure costs, or as cutting-edge as using machine learning algorithms to predict donor behavior. Whether your nonprofit organization chooses to start small or jump in with a large scale RPA practice, Neostella can help with your digital transformation. LEARN MORE>

  • donors

    Faster recognition and delivery of important tax documents lets donor know they are valued so they continue to support your organization.

  • adminstrators

    RPA streamlines accounting, reporting and compliance, so you can focus on important things — like fundraising and donor relations.

  • recipients

    Automation makes the process of requesting aid faster and easier so you get the assistance you need quickly.

use cases

rpa helps get money into the hands that need it

RPA utilizes software robots to mimic and integrate human actions within digital systems. For nonprofits, this can be as simple as moving data to the cloud to reduce infrastructure costs, or as cutting-edge as using machine learning algorithms to predict donor behavior. Whether your nonprofit organization chooses to start small or jump in with a large scale RPA practice, Neostella can help with your digital transformation.

  • donation tax receipts
  • assistance application processing
  • reporting and compliance
  • the challenge

    Many nonprofit organizations rely on a human workforce to manually compile and send 501c3 confirmations to their donors. The process takes up valuable time that could be better utilized on higher impact work like nurturing donor relationships.

    the solution

    Build an RPA infrastructure that utilizes bots to:

    • Extract donation transaction data
    • Autofill data into donation acknowledgement letter with 501c3 receipt
    • Mail merge and print letters

     

    the result

    • Timely acknowledgement and delivery of receipts to for donor convenience
    • Organization completes regulatory compliance processes quickly and accurately
    • More employee and volunteer time spent raising funds and nurturing donor relationships
  • the challenge

    Ensuring that the money raised by your organization gets into the right hands is just as important as the fundraising itself. Processing data into your ERP and verifying applicant data can be a tedious and time consuming manual process that grows more costly as need and application volume rise.

    the solution

    Utilize RPA bots to:

    • Extract data from assistance application and input to your ERP
    • Open and scrape email responses for applicant data verification, such as employment status
    • Forward data to appropriate party based on verification

     

    the result

    With RPA your organization

    • Can keep pace with the demand for assistance when there is an uptick in need without hiring
    • Ensures that funds are made available to verified applicants in a timely manner
    • Helps maintain accurate data
  • the challenge

    Generating the financial reports that are needed for data reconciliation manually is labor intensive, slow and prone to human error. This can cause budgeting and regulatory compliance issues for nonprofits.

    the solution

    Neostella can help you develop more efficient and accurate reporting systems with RPA:

    • Extract data from forms and input to spreadsheets
    • Manipulate data within spreadsheets and cross reference for accuracy
    • Extract data and generate reports

     

    the result

    • More accurate data for reporting
    • Ensured compliance
    • More effective budgeting