The Platform
Nine tools. One platform.
Automate payroll giving, scale ambassador programs, and personalize donor engagement across every location.
What's included
Payroll Integration
CSV-only workflow. Works with every system in 2-4 weeks.
Ambassador Programs
AI-organized teams, personalized talking points, automated tracking.
Message Center
Behavioral triggers, AI personalization, multi-channel delivery.
Employee Portal
Self-service enrollment, fund changes, and impact tracking.
Automation Engine
Welcome flows, renewal nudges, milestone moments — all automatic.
AI Engagement
Predictive segmentation, smart scheduling, donor behavior insights.
Reporting & Analytics
Real-time dashboards, board-ready exports, trend analysis.
Payroll Integration
From enrollment form to payroll file in 15 minutes.
Roster maps your employee data to the exact CSV format your payroll system expects. No API access. No IT tickets. No system changes. Upload a spreadsheet, download your file.
15 min
per pay period
Ambassador Programs
Every employee has a champion who knows their name.
AI assigns ambassadors based on team size, facility, and relationship signals. Each ambassador gets personalized talking points, a live dashboard of their team, and automated follow-up sequences.
70%
participation in ambassador-led campaigns
Message Center
Messages your employees actually want to open.
Every message is written by AI with the employee's name, giving history, fund interest, and role. Behavioral triggers send welcome, renewal, milestone, and impact messages at exactly the right moment.
Employee Portal
90 seconds from link to enrolled.
A mobile-first experience that frontline workers can complete on their phone. Employees choose their fund, set their amount, and see their impact — without calling your office.
Automation & Incentives
Your best campaign runs while you sleep.
Pre-built workflows trigger the right message to the right employee at the right time. Incentive eligibility, raffle drawings, and merchandise fulfillment — all automated.
Reporting & Analytics
Dashboards your board will actually use.
Real-time participation rates by location, department, and fund. Campaign performance metrics. Payroll reconciliation reports. Board-ready exports with one click.
See Roster in action.
20 minutes. Personalized to your payroll systems, employee count, and CRM.
Schedule Demo