More time for your mission
Finance automation, free for selected Canadian nonprofits
Where the program stands today: we are taking expressions of interest and plan to start with one partner organization. No start date is set.
Our Community Finance Program will provide a scoped Adwaizer Finance Office at no fee for selected Canadian charities and nonprofit organizations.
The aim is practical: help a finance team produce a recurring report with less repetitive work and clear review controls. We will confirm eligibility, fit and sponsorship before work begins.
Tell us your organization, role and the reporting task you would like to improve. Please do not send bank statements, payroll files, passwords or beneficiary information.
Three finance problems the office is designed for
Complex workbooks
The monthly report lives in a workbook that only one or two people can safely change. Its formulas, links and manual steps hold years of knowledge.
We plan to start with that report and first document its formulas, sources and review steps.
Manual reconciliation
Bank exports and accounting records are matched line by line, often by hand, and a difference can be hard to find.
The office is designed to compare approved records and bring each difference to a person who can investigate it.
Reports that need a traceable review
A board or funder asks where a figure comes from, and the answer sits in someone’s memory or an old email.
The office is designed to keep a clear trail to the source and a recorded human decision before a report is shared.
Canadian charities and nonprofits can express interest in a scoped pilot at no fee. Places are limited and selected. See what the scope includes
What the sponsored scope includes
| Included at no fee after written acceptance | Initial scope |
|---|---|
| Product and setup | One organization, one agreed Excel report family and its approved source workflow |
| Virtual office | Up to three active responsibilities: reporting, reconciliation/exceptions and coordination; standard approved branding and office/task views |
| Reporting workload | One monthly cycle; initially one account, up to three approved accounts; proposed 1,000 bank/ledger rows per month, confirmed during discovery |
| Onboarding | Agreed configuration, control checks, reviewer training and a manual fallback guide |
| Support | Six months after acceptance, including two hours per month for questions and minor configuration, plus agreed product maintenance and incident handling |
| Technology | Start with existing approved applications and available plan allowances; any new paid service requires a separate written decision |
The written scope confirms file/volume limits, reporting dates, support hours and responsibilities before any live data is used. We propose an initial implementation phase of up to 90 days from access-readiness, with dates and dependencies agreed in writing. If your needs exceed the initial package, we discuss an adjusted sponsored scope and capacity first.
Clear terms for a free service
The approved Adwaizer product, setup and support scope is provided at no fee. Your existing accounting, Microsoft, banking, payroll and ChatGPT licenses remain under your control and responsibility. Any new third-party cost must have an agreed sponsor or your express approval before it is incurred. There are no automatic overage charges or paid conversions.
The initial sponsored support term is six months after acceptance. We propose renewable six-month sponsored terms while capacity permits, with at least 60 days’ notice if sponsorship will not renew, a usable export and an agreed reporting transition. The signed agreement sets the dates and continuity arrangements.
Support is planned during Eastern-time business hours. Reporting cutoffs and escalation are agreed for your workflow. Additional custom work requires a separate scope decision.
Who can apply
Canadian registered charities and nonprofit organizations with a named finance owner, a recurring reporting need and suitable source data can express interest. We verify organizational status, compatibility, governance and available support capacity. Acceptance is selective; expressing interest does not create a service commitment.
Feedback is welcome. A testimonial is optional.
We will ask whether the work helped and measure results with your team. You can participate without a public story. Any quote, name, logo or case study requires separate approval of the exact material. Sponsored service is not conditional on a positive endorsement.
Common questions
Is this free for every nonprofit?
Places are limited. Accepted organizations receive the agreed sponsored scope at no fee; eligibility and capacity are confirmed in writing.
Will this replace our finance staff or accountant?
The office supports preparation, checking and review. Your authorized people retain financial decisions and approvals.
Can we keep our Sage system and Excel files?
That is the starting approach. We first confirm your Sage edition and workbook requirements, then choose a supported path.
Do our ChatGPT subscriptions cover everything?
We review your actual plan and eligible benefits. Additional integration, hosting, model or Microsoft costs are identified before approval. Staff use their own authorized accounts.
Can we promote our responsible use of AI?
Once the agreed controls and results are verified, we can help prepare a factual statement for your approval. A pilot or checklist is not a security certification.
Do donated services receive a charitable tax receipt?
A charity cannot issue an official donation receipt for donated time, skills or services. (CRA guidance)
Tell us your organization, role and the reporting task you would like to improve. Please do not send bank statements, payroll files, passwords or beneficiary information.