Turn field knowledge into funder-ready proposals and compliance records
Charity OS helps small and mid-sized charities organize projects, draft structured proposals, prepare due-diligence files, and keep screening records aligned with humanitarian donor expectations.
You stay in control. The platform structures the work, flags missing information, and avoids inventing facts.
Dashboard
Projects, proposals and compliance activity in one place
The gap between field work and institutional requirements
Banking pressure is increasing
Charities often face enhanced scrutiny under risk-based banking rules. Without clear records, a small organization can look harder to understand than it really is.
Compliance evidence is scattered
Policies, partner checks, project files and screening notes are often kept in different places, making it difficult to answer a bank, donor or auditor quickly.
Donor formats are hard to reach
Strong local teams may know the need very well but struggle to express it through concept notes, logical frameworks, budgets and donor-style proposal sections.
One calm workspace for proposals, compliance and operations
Charity OS connects the daily work of a charity with the documents institutions expect: projects, contacts, proposals, policies, screening records and organization files, all written in clear language.
- 1Build due-diligence evidence before a bank asks for it
- 2Prepare proposals aligned with humanitarian donor structures
- 3Screen contacts and partners against sanctions data with review notes
Modules that grow with your charity
Proposal Builder
Guided questions in simple language become a concept note, full proposal, logframe and draft budget that your team can review and refine.
Screening and sanctions
Screen people and organizations against sanctions and risk data, with careful handling of Arabic name variants and a human review step for possible matches.
Policies and templates
Prepare AML, beneficiary, partner and internal control templates that can be reviewed, adapted and exported for institutional files.
Organization Passport
A reusable institutional profile with registration details, governance, policies, past projects and documents, ready to attach to proposals and bank requests.
Risk scoring
A transparent risk summary by country, activity and parties involved, with the reasoning shown clearly so your team can make the decision.
Bank-ready file
A structured file for bank or donor review: parties, screening dates, sources checked, decisions and an audit trail in one place.
A screening report prepared for bank review
Every screened name becomes a clear, dated compliance record: sources checked, possible matches, risk categories, reviewer decisions and an audit trail, ready to export.
- Exportable report per contact in Arabic, English or French
- Clear categories for possible sanctions, PEP or adverse-media concerns
- Audit trail with screening dates, sources and reviewer decisions
Charity OS
Screening Report
Subject
Sample Charity Partner
Data source: OpenSanctions
Screening history · OFAC · UN · EU
From field idea to funder-ready draft
Answer one simple question at a time
Describe the need, people served, activities and costs in your own words. No donor jargon is required.
Charity OS structures the draft
Your answers are organized into donor-style sections, with missing numbers or evidence clearly marked for later review.
Your team reviews before sending
The charity remains the author and decision-maker. You edit, approve and submit the final file yourself.
Start small, pay as you grow
One subscription per organization, no per-seat fees. Try it free before any payment.
Final prices are set with our first partner charities. No percentage-of-grant fees, subscription only.
Start with one organized proposal
Create your charity account, answer simple questions and see how your first structured draft can look.
Create your charity account