Grant and funder reporting
Recurring reports require manual exports, spreadsheet cleanup, changing definitions, or repeated reconciliation before numbers are ready to share.
Business intelligence for nonprofits
Nonprofit BI consulting for reporting your team can trust.
Borrowed BI helps nonprofits untangle grant, board, program, fundraising, and finance reporting when the numbers live across spreadsheets, CRMs, finance systems, and dashboards.
Common nonprofit reporting challenges
When the reporting burden grows faster than the data team.
Nonprofits often have important reporting spread across departments, systems, and spreadsheets. The result is extra manual work and less confidence in the numbers.
Program and impact reporting
Program outcomes, service activity, and impact measures are difficult to combine consistently across teams or reporting periods.
Finance, fundraising, and program reconciliation
Different systems answer different parts of the same question, and teams spend too much time explaining why totals do not match.
Board and leadership reporting
Leadership dashboards and board packets depend on manual preparation instead of a repeatable reporting process with clear metric definitions.
Audit reporting and KPI logic
Trace where numbers come from, identify conflicting definitions, document gaps, and prioritize the fixes that will improve trust fastest.
Explore the Reporting Reality Check →Repair dashboards people rely on
Address broken calculations, confusing layouts, slow performance, inconsistent filters, and data issues that make dashboards hard to trust.
Explore Dashboard Rescue →
Automate recurring reporting
Reduce repeated exports, copy-and-paste work, spreadsheet cleanup, and manual handoffs in recurring grant, board, finance, or program reporting.
Explore Reporting Automation →A practical starting point
Start by making the current reporting environment understandable.
Most nonprofits do not need a massive platform overhaul as the first step. A better first move is to understand the current reporting flow, find where trust breaks down, and fix the highest-leverage problems.
Map the reporting flow
Identify the systems, spreadsheets, exports, owners, and handoffs behind the reports that matter most.
Find the trust breaks
Pinpoint conflicting definitions, duplicated logic, manual reconciliation, data-quality gaps, and unclear ownership.
Fix the highest-value problems
Prioritize changes that reduce reporting effort, improve consistency, and make important numbers easier to defend.
Document what stays consistent
Clarify metric definitions, ownership, reporting logic, and repeatable processes so improvements are easier to maintain.
Fit check
Designed for nonprofits that need experienced BI help without a full internal data team.
A strong fit when
- Recurring reporting takes too much staff time.
- Important metrics live across multiple systems or spreadsheets.
- Different departments calculate the same metric differently.
- Leadership needs more reliable dashboards or board reporting.
- Your organization needs senior BI guidance, but not a full-time BI hire.
Probably not the right fit when
- You only need graphic design for a one-time presentation.
- You want to replace every system before understanding the reporting problem.
- You need a large onsite implementation team rather than focused senior BI support.
Flexible support
Use the level of BI help your nonprofit actually needs.
Some organizations need one defined project. Others need ongoing support as reporting priorities change throughout the year.
Defined project
Use a focused engagement for a reporting audit, dashboard repair, automation project, or cross-system reporting problem.
Explore custom BI consulting →Ongoing BI support
Use fractional support when the organization needs an experienced BI resource across reporting, dashboards, data cleanup, and changing priorities.
Explore Fractional BI Support →Frequently asked questions
Nonprofit BI consulting questions.
Do we need a data warehouse before working with Borrowed BI?
No. Work can start with spreadsheets, exports, disconnected systems, or an incomplete data environment. The first step is understanding what is creating the reporting problem and what can be improved with the systems you already have.
Can Borrowed BI help with grant and funder reporting?
Yes, when the problem is the reporting process, data logic, metric consistency, reconciliation, or repeatable production of the report. Borrowed BI does not provide grant-writing services.
Can you work with data from different nonprofit systems?
Yes. Nonprofit reporting often depends on information from fundraising, finance, program, CRM, survey, and spreadsheet-based processes. The work can focus on how those sources should come together for reporting without requiring every system to be replaced.
What if we do not have a dedicated BI or data person?
That is a common fit for Borrowed BI. The work is designed for organizations that need experienced BI support but may not need, or be ready for, a full internal BI team.
Where should a nonprofit start?
If the reporting problem is not yet clearly defined, start with a Reporting Reality Check. It is designed to identify what is broken, what matters most, and what should be fixed first.