Major donors. Grants.
Cash flows. Together.
A development system built around the work nonprofit teams do every day: caring for donor relationships, managing grant opportunities, and planning when money comes in and goes out.
Keep relationships moving.
Give each donor relationship a place in the plan. See who needs a personal touch, organize monthly outreach, and keep track of the activity behind each connection.
- Donor dashboard, calendar, and planning views
- Monthly outreach and personal-touch reminders
- Donor groups and activity tracking
This month’s donor plan
October 2026A clear next step for each relationship.
See every opportunity through.
Follow grants from upcoming opportunities through applications, decisions, and receipt of funds. Keep the pipeline and the next deadline in view.
- Upcoming, in process, submitted, approved, and declined stages
- Awarded, received, and active pipeline totals
- Deadline visibility, calendar, and receipt tracking
Upcoming
In Process
Submitted — Pending
Approved
Declined
Plan around when funds arrive.
Bring monthly revenue, expenses, and reserves into one fiscal-year view. Compare totals with budget and see how the timing of expected and received funds affects the months ahead.
- Monthly revenue and operating expenses
- Expected and received grant funding
- Budget variance, net income, and running reserves
Cash flow by month
FY2027 · first quarter excerpt| Category | Oct | Nov | Dec | Q1 Total | Q1 Budget | Variance |
|---|---|---|---|---|---|---|
| REVENUE | ||||||
| Contributions | $15,000 | $18,000 | $22,000 | $55,000 | $50,000 | +$5,000 |
| Grant funding · received | $20,000 | $10,000 | — | $30,000 | $30,000 | — |
| Grant funding · expected | — | $15,000 | $25,000 | $40,000 | $45,000 | −$5,000 |
| Total operating income | $35,000 | $43,000 | $47,000 | $125,000 | $125,000 | — |
| Operating expenses | $30,000 | $32,000 | $35,000 | $97,000 | $100,000 | +$3,000 |
| Net income | $5,000 | $11,000 | $12,000 | $28,000 | $25,000 | +$3,000 |
| Running reserve | $85,000 | $96,000 | $108,000 | — | — | — |
One development plan. Connected perspectives.
Bring event, grant, and major donor knowledge together so your team can see shared priorities and decide what comes next. Development Intelligence shapes AI-assisted workflows around your organization’s context.
One coordinated direction.A proposed multi-agent structure, shaped around your organization.
Your development context
Your mission, funding priorities, program impact, relationships, and institutional knowledge.
Relevant context is shared with each branch within its approved access.
Events
Development context
- Event briefs & calendars
- Budgets & sponsorship history
- Guest lists & vendor details
Event agents
Logistics agentSponsorship agentGuest experience agentEvent Planner Agent
Brings the event agents’ findings into one coordinated event plan.
Timelines · budget needs · sponsor opportunities
Feeds the Director of Development Agent ↓
Grants
Development context
- Funder guidelines & deadlines
- Program outcomes & evidence
- Prior applications & awards
Focused workstreams
Opportunity researchRequirements reviewReporting preparationGrant Agent
Connects funding opportunities, requirements, evidence, and reporting priorities.
Funding fit · deadlines · reporting gaps
Feeds the Director of Development Agent ↓
Major donors
Development context
- Relationship & giving history
- Meeting notes & commitments
- Campaign priorities & asks
Focused workstreams
Relationship contextAsk preparationStewardship planningMajor Donor Agent
Connects donor context with thoughtful next moves and stewardship.
Next moves · commitments · relationship priorities
Feeds the Director of Development Agent ↓
Director of Development Agent
Brings the Event Planner, Grant, and Major Donor agents’ findings together into one development picture, connecting priorities, identifying conflicts, and preparing recommendations for your team.
Development Intelligence is a custom offering. This diagram shows a proposed future-state model; agents, data connections, permissions, and deliverables are agreed in a written scope. It is not included automatically with the standard DevFloHQ application.
Discuss a Development Intelligence workflow →One system for the development team’s daily work.
Donor relationships, grant progress, and cash timing belong in the same conversation. DevFloHQ brings these three areas together so teams can plan with the context they need.
Exploring AI for your organization? Start by mapping a workflow, then decide where a tool or AI assistance can help.
Identify your starting workflow →See how DevFloHQ fits your team.
Talk with Nick about your donor, grant, and cash flow workflows.