THE THREAD AUDIT — PROCESSES & AI AUDIT
Find the hours your charity is losing every week
A consultant-led, AI-assisted audit of how your charity actually runs: finance, governance, HR, service delivery and fundraising. You get a practical report showing exactly where the time is leaking, what would fix it, and what to do first. Designed to hand you back hours every week.
LAUNCH OFFER · First five audits: £1,250 £2,500
Half price to launch
The first five audits are £1,250 instead of £2,500. When they're gone, they're gone.
Win the fee back
Commission us to build any of your audit's recommendations and your audit fee is credited in full against the implementation work and monthly fees. Go ahead with what we find, and the audit has effectively cost you nothing.
Half price to launch
The first five audits are £1,250 instead of £2,500. When they're gone, they're gone.
What the audit is
One conversation. Five areas. A report you can act on.
A 45–90 minute discovery session with a Thread consultant, AI-assisted analysis of what we hear, and a written report your whole team can understand. This will outline the quick wins first, explained in jargon-free language. We look across the five areas where small charities lose the most time:
Finance
Repetitive processing, reconciliation and reporting that quietly eats your week.
Governance & trustees
Compliance tracking and the chasing that goes with it. Plus board reports drafted from data you already hold.
HR & volunteers
Onboarding, offboarding, 1:1s, training records etc. Processes built once, then run themselves.
Service delivery
Capturing and using information safely, including the sensitive data where the line matters most.
Fundraising & marketing
Story capture, supporter communications and event admin like medical forms. All handled, stored safely, deleted on time.
If your application is successful
What selected charities receive
Discovery conversation
A 45–90 minute discovery conversation with a Thread consultant. Recorded, so we can really listen and understand your challenges.
Charity-specific analysis
AI-assisted analysis of your workflows against our charity-specific workflow library, built from real charity audits.
Your interactive report
Your quick wins ranked on an ease/impact matrix, a do-it-yourself guide for every recommendation, honest costs with free and low-cost options, and a data-ethics rating for every recommendation.
Review call
A 30-minute review call to walk through the findings and agree what happens next.
90-day check-in
A 90-day check-in to see what has actually saved your team time.
See what you'll get
See exactly what you'll receive
This is a full sample report for The Lantern Trust, a fictitious young-carers charity we invented so you can explore a real audit without us sharing any client's private detail. Every finding in it is the kind of thing our audits genuinely find. The reconciliation headaches, the thank-yous that rely on memory, the funder reports rebuilt by hand every quarter.
The Lantern Trust is fictitious. The findings are a composite of real audits, anonymised.
How it works
From application to report in four steps
Book your audit
Get in touch to arrange a time to suit, and we’ll send you a list of questions and things to think about ahead of the discovery conversation.
The discovery conversation
60–90 minutes with your team about how things really work, recorded and transcribed.
We analyse
Your conversation is analysed against our charity workflow library; every finding is human-reviewed.
Your report and review call
Delivered within five working days: an interactive report, ease/impact matrix, DIY guides, and a 30-minute walkthrough. Then a 90-day check-in.
pricing
One fixed price. Three ways it can cost you nothing.
£2,500 £1,250 — launch offer, first five audits only
The fee is fixed
Commission any recommendation and the full audit fee is credited against the implementation work and monthly fees
If the audit doesn't uncover major potential time savings, we refund it
Note for buyers: sized for a fundraising or finance director's discretionary budget and it pays for itself if it recovers even one hour per week. Our audits so far have identified half a day to a full day per week, per team.
Your numbers
What could the time be worth?
Why so confident? Because the audit is built to find time and we know there are opportunities to harness technology to help, but many charities don't have the internal expertise and can't afford consultancy support. We're bridging that gap and using AI to help by automating processes, workflows and connecting tools together based on our work with hundreds of charities over the last decade. We have transparent pricing for on-going help and support if you need it.
A loaded cost — salary plus on-costs, divided by working hours. Volunteers' time counts too.
Over three years, that's around £12,240 of staff time pointed back at your mission.
Illustrative only, based on the kinds of savings we typically look for in small charities — not a promise. The audit exists to find your figures, and the £2,500 fee comes with the guarantee above.
How we worked this out +
Assumed hours back per month, per area, with better processes and the right tools:
- Finance: ~4 hours/month (invoice processing, reconciliation, routine reporting)
- Governance & trustees: ~3 hours/month (compliance chasing, board report first drafts)
- HR & volunteers: ~4 hours/month (onboarding, 1:1 admin, training records)
- Service delivery: ~3 hours/month (capturing and finding information safely)
- Fundraising & marketing: ~3 hours/month (story capture, supporter comms, event admin)
Monthly hours = the areas you ticked, added up. Value per year = hours × your hourly cost × 12. Payback = £2,500 ÷ monthly value. Estimates are deliberately conservative and assume nothing about your setup — which is exactly why the audit starts with a conversation, not a spreadsheet.
Who should apply
Built for small charities with stretched teams
Registered UK charities, typically under £1 million income, with small stretched teams — and anyone curious about automation and AI who wants charity-literate advice, not hype. If you're bigger, talk to us anyway; the method scales.
Questions, answered plainly
FAQ
Is it really free? What's the catch?
For selected charities, genuinely free. No card details, no auto-enrolment into anything. We're open about why: this is the first cohort of a new Thread service, and a small group of real charities helps us make and shape the service. You get a £2,500 audit; we get sharper questions and, if you're happy, a case study.
How do you choose who gets a place?
We read every application and select for clear, real pain and a strong sense of what you'd do with the time you got back. We also pick a deliberate spread — different sizes, different focus areas — so selection is at our discretion rather than first-come-first-served. It's an application, not a lottery: what you write is what we consider.
We've barely touched AI. Should we still apply?
Yes — especially you. The audit assumes nothing. If your team is nervous or split about AI, that goes into the report too: there's a whole layer on where the data-safety and ethical lines sit for your charity specifically.
What happens to our data and the recording?
The discovery session is recorded and transcribed solely to produce your report, with your consent confirmed at the start of the call. We don't need access to your databases or supporter records to do the audit — we work from the conversation.
How much of our time does it take?
About fifteen minutes to apply, 60–90 minutes for the discovery session, and 30 minutes for the review call. Roughly two and a half hours, total, for a report that's designed to hand you back hours every week.
What happens after the audit?
That's up to you. The report is written to be actionable whoever does the work. If you'd like Thread to implement any of it — automating compliance chasing, onboarding workflows, board-report drafting, story capture and more — we'll quote it plainly, and paid-audit fees are credited against implementation within 90 days.
What if we're not selected this round?
If you've opted in, you'll get a short note on the biggest opportunity we spotted in your application, free. You can also commission the full audit on standard terms: £2,500, with our guarantee — at least three worthwhile quick wins or your money back — and the fee credited in full against implementation commissioned within 90 days.
Five half-price audits. Then it's full price.
Book a free 20-minute call and find out what your team could get back.
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