Does the AI ever make up numbers?

No. Every figure in an AI answer comes from your real database — the AI queries your transactions, donors, and funds to assemble the answer. It does not invent dollar amounts. If it cannot answer from your data, it says so.

Is my data used to train AI models?

No. Your church's data is not shared with model providers for training. Each question and answer is scoped to your church's context and is not retained for model improvement.

Can the AI take actions in my books?

Currently the AI is read-only — it answers questions and points to records. It does not create transactions, edit categories, or change settings on your behalf. Action-taking is on the roadmap and will require explicit per-action approval.

Which tier includes the AI Assistant?

AI Assistant access is available on paid tiers. See /pricing for the current plan that includes it.

ChurchFinance

Pricing Contact

§The Assistant Issue

Ask your books anything.

An AI assistant for church finance — grounded in your own books. Ask plain-English questions and get real-data answers. The AI queries your transactions and donors to assemble each response — it never invents numbers, and it always shows its work.

How your data stays yours

No credit card required · 7-day free trial · Cancel anytime

Assistant

Online · grounded in your data

What did we spend on hospitality last quarter?

Hospitality spending was $3,850 across Q1 2026 — about $320 below budget for the quarter. The largest single expense was a coffee-machine repair ($420 on Feb 12).

Hospitality · Q1 2026

source: 18 transactions

Total

$3,850

Budget

$4,170

Variance

+$320

Jan

Feb

Mar

Grounded in real transactionsView →

Try: "How is Building Fund giving trending year-over-year?"

Your data, not training data

Questions never used to train models

§In this sectionI.Ask Anything II.Trend Summaries III.Report Help IV.Privacy

§ I.Ask Anything

Plain English in. Real numbers out.

No SQL. No filters. No spreadsheet exports. Type a question the way a board member would phrase it — the AI handles the rest.

Natural questions
"Did we spend more on facilities this year?" works as well as a precise filter would.
Grounded in your data
Every number comes from your real transactions — never made up.
Shows its work
Click any figure to see the underlying transactions and verify the math yourself.
"I don't know" is a valid answer
If the AI can't answer from your data, it says so — instead of inventing numbers.

Try asking…

Real questions treasurers send the assistant

Income

“How much did we receive in tithes last month?”

Budget

“Which categories are over budget this year?”

Donors

“Show me Building Fund donors this quarter.”

Trends

“Compare Q1 spending to Q1 last year.”

Donors

“What was our largest single gift in 2025?”

Budget

“How does our hospitality spend compare to plan?”

Trend summary

Auto-generated · 30-day digest

Fresh today

Online giving is up 14% vs April

You received $24,820 in May so far, vs $21,790 in April. Recurring donors drove most of the increase.

Programs is trending over budget

Programs is at $14,080 on a $12,400 plan year-to-date — about 14% over. Children's Ministry is the largest contributor.

Utilities are 8% below plan

Power, water, and gas combined are $4,840 ytd vs a $5,260 budget. Looks like the spring rate change held.

Top expense category: Personnel

Personnel accounts for 46% of May spending so far. That tracks with the FY plan.

§ II.Trend Summaries

The 30-second read on your books.

Each week, the AI digests what changed — what's up, what's down, what's drifting from plan — in plain English. Skim it in 30 seconds, dig in if a number surprises you.

Month-over-month
Highlights of what increased, what decreased, and by how much.
Variance flags
Notifies when a category strays >10% from budget — before it becomes a surprise.
One-paragraph summary for the board
Copy/paste-ready summary text for your monthly board update — written like a human wrote it.

§ III.Report Help

Describe the report. Get the report.

You know what you need, even if you don't know which menu it lives in. Tell the AI in a sentence — it builds the right report and shows you the result.

"Show me a fund summary for Q1, restricted only."

Generated report

Fund Summary · Q1 2026 · Restricted

Building Fund

Missions

Benevolence

Total$101,670

"Year-over-year giving comparison for the last 3 years."

Generated report

Year-over-Year Giving · 2023–2025

2023: $188,750

2024: $214,310

2025: $248,420

Total+31.6% growth

"List every $1k+ donor in April and their total."

Generated report

Donor Detail · Apr 2026 · $1,000+

8 donors

Average $1,425

Range $1,000–$2,800

Total$11,400

"Give me Personnel actuals month by month for 2026."

Generated report

Category · Personnel · FY 2026

Jan: $12.4k

Feb: $13.1k

Mar/Apr/May

Total$52,400

§ IV.Privacy

Your data, not training data.

Your church's books are not used to train AI models. Questions and answers stay scoped to your church and are not shared with model providers for training.

Scoped to your church
Each question is answered with your data only. The AI never sees other churches' books.
Not used for training
Conversations are not retained for model improvement. Model providers' standard zero-retention terms apply.
Read-only today
The AI answers questions but does not edit your books. Action-taking is on the roadmap with explicit per-action approval.

Privacy guarantees

What we do — and don't do — with your data

Data stays in your church scope

Each question is filtered to your church's data — no cross-tenant access.

Zero-retention with model providers

Questions and answers are not retained by the model provider for training.

Audit log of AI queries

Every AI question is recorded — who asked, when, what was returned.

Donor giving never shared with other models or partners

Donor records and giving history stay in ChurchFinance.

No AI training on your books

Your data never enters a training pipeline.

What the AI actually does, said plainly.

Numbers come from your data

The AI queries your real transactions, donors, and funds. It does not invent dollar amounts. If it cannot answer from your data, it tells you.

Read-only today

The AI answers questions and points to records. It does not create transactions or change settings on your behalf.

Not used for training

Your church's data is not shared with model providers for training. Questions are scoped to your church only.

Questions

What treasurers ask first.

Ask plain-English questions about your church books — "What did we spend on hospitality last quarter?" or "How are Building Fund gifts trending year-over-year?" — and get answers grounded in your actual data, with the underlying transactions linked.

Ask the books a question.

Plain English in, real numbers out. Try every feature for seven days. No credit card.

See pricing →

7-day free trial · Cancel anytime · No credit card required