AI-powered intelligence
for financial capability
practitioners.

Ask anything about financial capability practice in plain language. Get grounded, actionable answers from a knowledge base built for the field. Voice input included -- speak your questions instead of typing.

Generate intake summaries, follow-up plans, workshop attendance records, and VITA tax prep documentation in seconds. Forms ask the right questions so the AI fills out your documents -- not templates with blank brackets.

Draft follow-up messages for coaching sessions or workshops. Review names, details, and any calendar reminders before sending or sharing.

Paste any Zoom, Otter.ai, or Teams transcript and extract action items, follow-up emails for each attendee, key decisions, and CRM-ready contact notes -- all in one pass.

Generate full proposals, SAR statements, needs statements, evaluation frameworks, and budget narratives. Paste your existing language and current metrics -- the AI refreshes it for any funder. Bilingual output included.

Describe your organization and FinCap Assist drafts a focused list of potential federal, foundation, and CRA funding sources. Confirm eligibility, deadlines, and current availability with each funder.

Draft a calendar of potential funding windows from your organization profile. Confirm every deadline and eligibility requirement directly with the funder before planning an application.

Draft a funder profile and program-fit assessment before you apply. Verify current priorities, award sizes, and recent grants with the funder or another primary source.

Organize outcome notes by grant and program, then draft impact reports, board summaries, and renewal narratives for staff review.

Compare your program outcomes against national and state benchmarks from Prosperity Now, CFPB, and FDIC. Turns your data into a competitive positioning narrative for funders and board presentations.

Draft plain-language questions and summaries about CRA, WIOA, CDFI Fund, and CFPB topics. Verify current rules and source dates with the relevant agency before relying on an answer.

Generate print-ready, plain-language materials to hand directly to clients -- budget worksheets, debt payoff plans, credit building roadmaps, and goal-setting tools. Bilingual, calibrated to reading level and household situation.

Design a complete program model from scratch -- theory of change, session-by-session curriculum, evaluation framework, and budget narrative. Weeks of work compressed into hours.

Generate onboarding guides, role-play scripts for difficult client conversations, knowledge checks, and competency checklists tailored to your program model and client population.

Draft CRA service summaries, LMI community partner research, and investment narratives for compliance review. Verify citations and eligibility against current official guidance.

Compare funding opportunities against eligibility, program fit, data readiness, deadlines, and effort. Review the draft assessment before adding an opportunity to your pipeline.

Track every opportunity from discovery to decision -- Researching, Writing, Submitted, Awarded, Declined. Deadline countdowns turn red at 7 days. A live dashboard shows total opportunities in play, active count, awards won, and total pipeline value. Export to PDF for board meetings.

Fill out your organization profile once and reuse it across Funding Finder, Grant Calendar, Funder Intelligence, Grant Writer, and Grant Triage. Review all suggested profile details before using them in a report or application.

Turn program activity bullet points into a polished, board-ready narrative. Supports board meeting format, donor-focused storytelling, and data-driven analytical styles. Saves hours every month for every executive director who has ever stared at a blank page the night before a board meeting.