FinCap Assist combines a curated knowledge base with AI reasoning across every dimension of financial capability practice -- from coaching to compliance, documentation to fundraising.
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AI Assistant
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.
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Session Documentation Suite
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.
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Follow-Up Planner and Batch Follow-Up
Generate personalized follow-up emails for one contact or an entire room of 60 workshop attendees at once. One-click Add to Calendar sends the reminder to Google, Outlook, or Apple Calendar so nothing falls through the cracks.
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Meeting Transcript Processor
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.
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Grant Writer
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.
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AI Funding Finder
Describe your organization and FinCap Assist searches the live web for current, matched funding opportunities from federal, foundation, and CRA sources. Every search is real-time and specific to you.
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Grant Calendar Intelligence
Proactively surfaces funding windows opening in the next 60-90 days based on your organization profile. Never miss an application deadline again.
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Funder Intelligence Profiles
Research any funder before you apply. Get a live-search profile covering priorities, recent grants awarded, typical award sizes, application tips, and an alignment assessment for your specific program.
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Outcome Tracker
Log before-and-after client outcomes organized by grant and program. The AI automatically generates funder impact reports, board summaries, and grant renewal narratives from your logged data.
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Peer Benchmarking
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.
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Compliance Monitor
Monitor changes to CRA regulations, WIOA policy, CDFI Fund requirements, CFPB guidance, and more. Live web search returns plain-language summaries of what changed and what it means for your work.
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Client Materials Generator
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.
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Program Designer
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.
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Staff Training Builder
Generate onboarding guides, role-play scripts for difficult client conversations, knowledge checks, and competency checklists tailored to your program model and client population.
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CRA Tools Suite
Produce examiner-ready CRA Community Development Service reports, LMI Community Partner Identification reports, and investment narratives grounded in FFIEC guidance. Available exclusively on the CRA/Bank plan.
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Grant Triage Engine
Paste any list of funding opportunities -- from Harper, an email, or any source -- and get a go/no-go recommendation for each one in minutes. Every opportunity is scored on eligibility, program fit, data readiness, deadline feasibility, and effort-to-award ratio. Green-rated opportunities move directly to your pipeline with one click.
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Grant Pipeline Tracker
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.
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Org Profile -- Set Once, Powers Everything
Fill out your organization profile once and every funding tool -- Funding Finder, Grant Calendar, Funder Intelligence, Grant Writer, and Grant Triage -- automatically uses it. Auto-populate from your website with one click. The platform learns your organization the same way specialized grant tools do, without the separate subscription.
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Board Report Generator
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.