15 questions/month on Starter · Unlimited on Core+
Ask a question. Get an answer from your own numbers.
You have a financial question at 11pm before a board meeting, or mid-grant-narrative, or right before you have to explain a variance to your treasurer. The answer is somewhere in your statements. Finding it takes an hour you don’t have.
What people actually ask it
“Why did our program expense ratio drop this quarter?”
“What would year-end look like if we don’t close the foundation grant?”
“If we added a fall fundraiser at $15K, what’s the net impact on cash through December?”
“Write a paragraph summarizing our financial position for the NEA application.”
“Our treasurer asked why March expenses spiked. What do I tell her?”
How it works
1
Open Ask WhatIF from any page
2
Ask a question in plain English — about trends, variances, projections, anything
3
Get an answer grounded in your organization’s actual financial data
4
Follow up, dig deeper, or drop the answer straight into a board report or grant narrative
An Ask WhatIF answer, cropped. Click to expand — the full conversation runs longer than the screenshot shows.
What it produces
A specific answer using your organization’s own numbers — not a generic explanation. Ask why a line moved and it tells you which months, which categories, and by how much. Ask for a scenario and it runs the arithmetic against your real cash position.
It also reads context beyond financials. Give it your strategic plan and it understands your goals. Share your annual report and it learns how you describe your programs. The more it knows about your organization, the better it answers not just what our numbers are but what they mean for where we’re going.
Who uses this
Executive Directors who need an answer before a meeting, not after. Development directors writing the financial section of a grant narrative. Board treasurers preparing for a finance committee. Bookkeepers who’d rather not field the same five questions every month.
Ask WhatIF FAQ
Is Ask WhatIF just ChatGPT with my data pasted in?
No. Ask WhatIF is purpose-built for nonprofit finance and reasons directly from your organization's actual uploaded and synced financial data — not general internet knowledge.
How many questions can I ask?
Starter includes 15 questions per month. Core and above are unlimited.
What data can Ask WhatIF see?
Everything you've given your organization's account — income statements, balance sheets, budgets, your 990 filings, and any context your team has saved. It's scoped to your organization and never sees another organization's data. Nothing you upload is used to train shared AI models.
Can we control what it has access to?
Your team controls what gets uploaded and what context is saved, and you can remove any of it at any time. As we add transaction-level detail, that access will be configurable by role — so an ED can drill into what made up a utilities bill while other users stay at the category level.
What kinds of questions can I ask?
Anything about your financial data — trend explanations, variance analysis, "what if" scenarios, projections, or requests to summarize your position for a specific audience like a funder or board.
Can Ask WhatIF get something wrong?
Yes. It reasons from your actual financial data, which makes it far more reliable than a general-purpose chatbot, but it isn't infallible. Check any figure before it goes into a grant application, a board packet, or anything else leaving your organization. It's a first draft and a fast answer — not a substitute for review.
Do we need to know anything about accounting to use it?
No. That's the point. Ask in whatever words you'd use with a colleague, and the answer comes back in plain English rather than accounting terminology.
Related features
15 questions a month on Starter. Unlimited on Core and above.
14 days free. No credit card.
Financial intelligence for nonprofits
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