AI Assistant
Meet Alma - your intelligent Gift Aid assistant
Ask questions, query your data, log payments, update records, and manage your Gift Aid - all through natural conversation.
Capabilities
Everything you need, one question away
Alma understands your data and your platform. Just ask.
Answer questions
"How do I set up the kiosk?" "What is GASDS?" Alma knows the platform inside out and gives you clear, step-by-step answers.
Search donors & declarations
BusinessFind any donor by name, email, or phone. Query declarations by date, amount, or payment method. Get the full picture instantly.
Generate reports
BusinessGet donation summaries, top donors, Gift Aid totals, and payment method breakdowns for any date range.
Mark declarations as claimed
BusinessBatch claim declarations for a date range directly through chat. Alma confirms the details before taking action.
Log payments & manage donors
BusinessRecord standing order payments, update donor details, merge duplicates, add standing orders, and send annual statements - all via chat. Powered by Claude Sonnet for reliable execution.
Guide you through compliance
HMRC submission steps, GDPR processes, data retention rules - all explained clearly in plain English.
See it in action
Real questions, real answers
Here's what a conversation with Alma looks like.
Donor: Ms Sarah Ahmed
Reference: HCT-SO-003
Amount: £75.00
Shall I go ahead?
Donor: Mr Robert Singh
Current email: robert.singh@gmail.com
New email: robert@newaddress.com
Shall I go ahead with this change?
Total eligible donations: £12,450.00
Gift Aid reclaimable (25%): £3,112.50
You have 47 eligible declarations from 32 unique donors. Your largest month was December with £3,200 in donations.
Plans
Available on every plan
Every paid plan gets Alma AI. Upgrade to Business to unlock powerful data queries.
| Feature | Team | Business |
|---|---|---|
| Platform guides & FAQs | ||
| How-to walkthroughs | ||
| Contextual help on every page | ||
| Quick reply chips (tap to respond) | ||
| Search donors & declarations | - | |
| Generate reports & summaries | - | |
| Track standing orders & subscriptions | - | |
| Log standing order payments | - | |
| Update donor details via chat | - | |
| Merge duplicate donors | - | |
| Mark declarations as claimed | - | |
| Send annual statements | - | |
| Powered by Claude Sonnet | - |
Privacy & Security
Built with trust at its core
Your donors' data deserves the highest standard of protection - even when AI is involved.
Your data stays yours
Conversations aren't stored after your session ends. Anthropic's API retains data for up to 30 days and never uses it for model training.
Encrypted end-to-end
All queries are transmitted over TLS 1.2+. Anthropic's infrastructure is SOC 2 compliant with enterprise-grade security.
Access controlled
Only authenticated admins on eligible plans can use Alma. Donor data is only sent when you actively query it - never continuously.
Read more in our Privacy Policy and Security page.
Ready to maximise your Gift Aid?
Join UK charities already using Alma to capture more Gift Aid declarations and reclaim 25% on every eligible donation.