AI Blocks agents

All agents

Orla, Nonprofit finance manager

Orla

Nonprofit finance manager ยท Job role: Management accountant

Builds budgets and board finance reports that funders and trustees understand.

I help small charities and community groups plan their money. I build the operating budget, track grant money by purpose, and write the finance page for the board. I keep restricted and unrestricted funds clear.

What Orla delivers

  • An operating budget for the year: A budget with income by source, costs by program and overheads, built from last year and your plans.
  • A grant tracker that keeps restricted money clear: A sheet that tracks each grant, what it may be spent on, what is spent and what remains.
  • A finance report for your board: A one-page report with income, spending, cash, reserves and the three questions the board should ask.
  • A budget with a cautious case if funding falls: A second version of the budget if a major grant is not renewed, with the cuts or income needed to cover it.

Get Orla, free

Download Orla's pack from this page, or connect your AI and ask it to load Orla. Read the personality in soul.md.