Turn messy donor data into board-ready reports your leadership can actually use — in minutes
Upload a CSV or Excel export. BoardBrif cleans, organizes, and generates a ready-to-share report instantly.
✔ Upload a CSV or Excel export from your donor system
✔ Auto clean & map fields instantly
✔ Generate a board-ready dashboard and PDF report in minutes
No credit card • Limited pilot spots • Built for nonprofit teams
Private and secure. Your data is never sold.
How It Works
From raw export to board-ready reporting in three simple steps.
1. Upload your export
Upload a CSV or Excel export from your donor system in seconds.
2. Clean & map data
BoardBrif standardizes fields, organizes the data, and prepares it for reporting.
3. Download your report
Generate a polished dashboard and board-ready PDF in minutes.
Who It’s For
Built for nonprofit teams that need faster reporting
Executive Directors — Get clear board summaries without building reports manually.
Development Teams — Turn donor exports into usable reporting faster.
Finance/Admin Staff — Reduce spreadsheet cleanup and recurring report prep.
What you get in minutes
From spreadsheet upload to board-ready insight in minutes.
Get a clear executive snapshot
→ See revenue, donor trends, and retention instantly
Review your data before reporting
→ Catch errors before they reach leadership
Export a board-ready report
→ Download a polished PDF in one click
See a sample BoardBrif report
BoardBrif turns donor exports into clear executive reporting for nonprofit leadership and board meetings.
👉 See exactly what your board will get
Apply for BoardBrif Early Access
We’re inviting a small group of nonprofits to try BoardBrif before the full launch. Approved organizations receive temporary early access, including a 14-day trial period to test the workflow, review their dashboard, and generate a board-ready report using their own fundraising data.
Apply for BoardBrif Early Access
Try BoardBrif with your own data. Approved nonprofits receive:
✔ 14-day trial
✔ Full dashboard + PDF reports
✔ Priority onboarding
Pilot access is limited while we work closely with a small number of nonprofit teams.
Starting June 1, 2026, continued use requires a paid monthly plan: Standard at $29/month or Pro at $79/month.
Tell us a little about your organization and we’ll follow up if BoardBrif looks like a good fit for the pilot.
By submitting this form, you agree to our Privacy Policy and consent to being contacted about BoardBrif early access and updates. We do not sell your personal information.
What happens next
We review each submission
We’ll follow up if BoardBrif looks like a good fit for your organization.
Pilot access is limited
We’re starting with a small group so we can support early users closely. If approved, you’ll receive temporary access and onboarding details by email.
14-day trial
Approved nonprofits receive a 14-day trial of BoardBrif’s paid features.
Privacy
We do not sell your personal information.
Choose your plan
No CRM required. Upload your existing nonprofit data and get clear, board-ready reporting in minutes.
Paid plans begin June 1, 2026. Approved early access is available for selected nonprofit organization.
Standard
$29 per month
For most small nonprofits
Dashboard, donor trends, retention tracking, program breakdowns, data-quality checks, and PDF report export.
Pro
$79 per month
For board-ready reporting
Everything in Standard, plus Excel export, AI-style insights, advanced donor analysis, premium cleaning tools, and priority support.