Non-Profit Solutions

Streamline Your Non-Profit’s Operations

Smart
Forms

Automate purchase requests, reimbursements, and approvals.

Reduce costs, save time, and eliminate manual processes with smart automation solutions.

Smart
Lists

Track submissions, approvals, and budgets in real time.

Smart
Hubs

Centralized SharePoint portals for better team collaboration.

We automate processes so you can focus on impact, not paperwork.

Customizable Forms for Purchase Requests & Reimbursements 

Eliminate Errors with Automated & Dynamic Forms

Capture and process financial requests with dynamic, user-friendly forms tailored to your organization’s needs. Our SharePoint-integrated forms ensure accuracy and efficiency with:

  • Customizable Fields – Include dropdowns, lookup columns, and required fields to standardize entries.

  • Automated Calculations – Calculate totals, taxes, and non-reimbursable expenses automatically.

  • Conditional Logic – Show or hide fields based on user input to keep forms clean and relevant.

  • Seamless Submission & Validation – Ensure data accuracy before requests are sent for approval.

Smart

Forms

Seamlessly Organize, Track, and Manage Your Data with Lists

Keep track of every form and request with SharePoint Lists, offering full visibility into submissions, approvals, and processing timelines.

  • Centralized Submission Tracking – Monitor all incoming forms in a structured, searchable database.

  • Approval Workflows – Automate request routing with Power Automate, sending approvals, rejections, and notifications.

  • Custom Status Updates – Track approvals, pending actions, and completed requests at a glance.

  • Finance Dashboard – Provide real-time insights into spending, request volume, and processing times.

Manage Approval Requests with Real-Time Dashboards on SharePoint

Smart

Lists

Integrated SharePoint  Pages 
for Teams & Departments

A Centralized Hub for Forms, Submissions, Approvals & Resources

Bring it all together with Smart Hubs—customized SharePoint intranet pages that serve as a central home for your finance and operations needs.

  • All-in-One Navigation – Quick links to forms, lists, and resources in one organized space.

  • Document Libraries – Store financial policies, templates, and reference materials.

  • Training & Support – Embed how-to videos, FAQs, and process guides for staff.

  • Project & Expense Trackers – Manage grants, budgets, and team projects with structured lists.

  • Shared Calendars & Announcements – Coordinate deadlines, team meetings, and important updates.

Smart

Hubs

Spend less time on admin tasks and more time making an impact.

Why Automate?

Manual processes slow you down. Our automated Forms, Lists, and Hubs streamline operations, reduce errors, and give you real-time visibility—so you can focus on what truly matters.

Save
Time

Save 10–15 hours per week on admin tasks

Cut
Costs

Reduce financial processing time by 50%

Boost
Accuracy

80% fewer form validation errors

Unlock the Value of Automation

Enhance
Transparency

Real-time tracking of workflows and approvals

Key Problems

with Outdated Systems

Manual
Workflows

Outdated systems (email, Excel, PDFs) are inefficient and error-prone, causing confusion and delays.

Approval
Delays

Approval processes via email create bottlenecks and lack visibility, inhibiting quicker decision-making and processing.

Resource Fragmentation

Decentralized documents and fragmented file folders make shared documents hard to locate, resulting in time wasted searching for resources.

Data Security
Risks

Sensitive information stored in shared Excel files and PDFs lack encryption and version control protocols, unlike SharePoint Lists.

Adoption
Barriers

Lack of knowledge and thoughtful implementation of existing tools inhibits operational growth and optimization.

Lack of Transparency

Opacity can lead to misunderstandings and inefficiencies, ultimately hindering the organization's mission.

Billing
Inefficiencies

Manual billing and grant tracking create risks for errors and compliance failures, leaving organizations unprepared for audits.

Centralized
Hubs

Custom SharePoint sites include an Innovation Hub, HR Hub, Finance Hub, Data Entry Protocol Hub, Grants Hub, News & Events Hub, and more.

Custom
SharePoint Lists

Organize and manage your data effectively with custom SharePoint lists tailored to your needs for project tracking, onboarding, billing, and compliance reporting.

Microsoft 365
& Integration

Your Smart Hubs are built within your SharePoint environment and is integrated with your organization’s Outlook, Teams, Power Automate, Power BI, and other Microsoft 365 apps.

Workflow
Automation

Boost productivity with automated workflows that handle repetitive tasks, approval requests, or report generation seamlessly.

Automated Finance Forms

Streamline your financial processes with tailored forms that ensure accuracy and efficiency with custom calculations, fields, and dropdowns integrated with your Microsoft365 environment.

Self-Service
Resource Center

Your Finance Hub includes custom pages with user manuals and video tutorials on how staff can navigate the hub, submit forms, request approvals, approve and reject requests, and process the forms.

Role-Specific
Access

Custom views on dashboards relevant for staff, approvers, administrative and finance teams. Grant secured access to relevant teams or staff members.

Version Control
& Audit Trails

Be audit-ready. Monitor all modifications, ensuring a transparent record. Each submission is timestamped for easy verification of adherence to standards.

Custom Calculations
& Codes

Use your organization’s custom codes for funders, projects, or general ledger items. Separate unallowable and billable amounts and split billable amounts between multiple funders and projects.

Key Features

& Deliverables

Multi-Department Collaboration

Your Finance Hub includes custom pages with user manuals and video tutorials on how staff can navigate the hub, submit forms, request approvals, approve and reject requests, and process the forms.

Integration with Email & Teams

Auto-populate user details from Microsoft 365 to save time and notify users of approvals, rejections, or required actions with precision and speed.

Approval
Escalation

Automatically reassign pending requests after a set timeframe or require a 2-person approval process.

Go Beyond PDFs and Excel Files

PDFs are great for documents.

But not for FINANCE forms.

At NPS we understand the unique challenges faced by non-profit organizations in managing financial processes efficiently. That's why we've crafted a comprehensive solution tailored to your needs, providing a seamless transition from traditional paper-based or static digital forms to dynamic, automated online finance forms via SharePoint.

Frequently Asked Questions

  • NPS provides tailored SharePoint integration and workflow automation services specifically designed for nonprofits, optimizing financial and administrative processes through automation and centralizing critical resources and tools.

  • NPS primarily serves small-to-medium-sized nonprofits with limited IT budgets but significant needs for streamlined, secure, and scalable financial management systems​.

  • NPS specializes specifically in nonprofit operations, offering deep expertise in workflows relevant to financial management, grant compliance, and more. Unlike generic IT consultants, NPS provides dedicated, personalized support at competitive, nonprofit-friendly pricing​.

  • While ideal for organizations currently using Microsoft 365, NPS also supports nonprofits transitioning from other platforms, offering integration, migration assistance, and training to ensure a smooth transition. SharePoint Online 2019 is required.

  • Yes, NPS specializes in migrating data from manual systems like Excel and PDFs into SharePoint, creating automated, accurate, and secure workflows that eliminate version control issues​ and integrate custom calculations and dropdowns.

  • NPS leverages Microsoft 365’s robust encryption and role-based access controls to ensure your data is secure and compliant with industry best practices​, significantly enhancing data protection compared to traditional Excel and PDF-based processes​.

  • The setup includes initial consultations to identify specific needs, customization of SharePoint environments, setup of automated workflows via Power Automate, and comprehensive staff training.

  • Yes, customization is central to NPS’s offering, allowing forms, workflows, and dashboards to be tailored to your organization's unique operational needs.

  • Nonprofits typically see immediate efficiency gains, with most experiencing measurable ROI within the first year—often reducing processing times by 50% and errors by up to 80%.

  • NPS conducts a comprehensive audit of your current systems, identifying inefficiencies, security risks, and potential for automation. A detailed report with recommendations and ROI estimates is provided, helping your nonprofit prioritize improvements​.

  • NPS solutions are designed with user-friendly interfaces and comprehensive training resources, making the transition easy even for organizations new to digital automation​.

  • NPS offers ongoing support including troubleshooting, updates, edits, workflow optimization, periodic system reviews, and additional training as needed.

  • Typical results include reducing financial processing time by 50%, decreasing errors by up to 80%, and saving hundreds of hours annually on administrative tasks.

  • ROI is calculated based on labor savings (hours saved multiplied by average hourly wages) and error-cost savings from improved accuracy. Typical nonprofits see an ROI of 100%-200% within the first year.

  • NPS clearly tracks and reports outcomes such as hours saved per week, reduction in errors, compliance improvements, and overall cost savings, providing tangible evidence of effectiveness.

  • Automated workflows and centralized documentation streamline audit preparations, significantly reducing the time and effort required to demonstrate compliance and ensuring all documentation is organized and readily available.

About Non-Profit Solutions

We specialize in creating intuitive and efficient intranet solutions for non-profit organizations using SharePoint.

Our expertise covers custom finance forms, dynamic lists, automated flows, comprehensive trackers, and centralized hubs, all designed to streamline your operations and enhance your impact.

Get in Touch

Have questions or ready to transform your nonprofit’s digital tools? We’re here to help. Whether you’re looking for support with SharePoint, automation workflows, or intranet design, Non-Profit Solutions is just a message away. Reach out to learn how we can streamline your systems and strengthen your mission.