Everything a well-run charity keeps
A governance system where each register feeds the next, not a document store with a calendar bolted on.
Meetings, minutes & actions
Scheduling polls, agendas with timings and papers, live meetings with quorum maths and votes, AI-drafted minutes with a draft → circulated → approved trail, board packs as one PDF, and actions chased to completion.
Decisions & conflicts
An immutable decision register with rationale and votes. A register of interests with annual declarations, and recusal recorded in the minutes when a conflict bites. A decision-rights matrix from your governing document — enforced, not laminated.
Assurance
Every governance control, from trustee eligibility and policy reviews to filings, quorum, conflicts and training, with a live status computed from your real records, manual attestation where the system can't see, and board-accepted exceptions with rationale.
Risks & policies
A scored risk register with owners, controls and review cycles (with history, so you can show the trajectory). A policy library with versions, sign-offs, review reminders and public pages for the policies you choose to publish.
Finance & Xero
Live cash, reserves against policy, P&L, restricted and agency funds, and spend against contracts, read straight from Xero and shaped for trustees rather than accountants.
Compliance calendar & annual return
Filings, AGM, examination and insurance renewals with owners and reminders. The Charity Commission annual return pre-assembled from your live records and your filing history on the public register.
Trustees & training
A temporal register of appointments (who held what, when), a board skills matrix, induction with a signed knowledge check, and regulatory updates trustees acknowledge on the record.
Projects & impact
Projects with budgets, workstreams, volunteer time and updates that report to the board — feeding impact measures tied to your charitable objects.
Safeguarding
DBS checks with renewal tracking, a concerns and incidents log, and the serious-incident record the Commission expects — access-controlled and audited.
AI copilot, properly caged
Ask questions grounded in your own records — filtered by your permissions, so the model can never see what you can't. Drafts minutes and briefings; never decides scores, deadlines or compliance.