Tomorrow: The Nonprofit Accounting Bundle. And Why We Build by Industry.

 

Tomorrow, Friday July 3, we release the Nonprofit Accounting Bundle. It is the newest in a library we grow every week, and I want to tell you why it exists and how it got made, because it says everything about how we build.

Nonprofits are not just businesses with a different logo

Anyone who has done nonprofit books knows they are their own world. It is not just revenue and expenses. It is restricted versus unrestricted funds, grant tracking and grant compliance, functional expense allocation across program, admin, and fundraising, board-ready reporting that a treasurer can actually read, donor and donation reconciliation, and the Form 990 waiting at the end of it all.

Generic accounting tools treat all of that like ordinary bookkeeping, and it is not. So nonprofit accountants end up doing the specialized parts by hand, every month, every grant, every board meeting. That is exactly the kind of repetitive, high-stakes work AI should be taking off your plate, if it is built for the actual job.

We built it because you asked, and we tested it on our own books first

This bundle did not come from a whiteboard. It came from the nonprofit accountants and finance leads who kept telling us the same thing: the tools are not built for how we work. So we built it for how you work.

And here is the part I will not skip: before it goes to you, it runs in our own firm. These are the same agents we use at Legacy SBC, on real fund accounting, real grant tracking, real reporting. We do not ship you a tool we would not trust on our own clients. We ship you the exact ones we do.

Why we are building by industry

Here is the bigger idea behind tomorrow's release. Every industry has its own quirks, and a one-size-fits-all bundle serves none of them well. A nonprofit does not run like a construction company, and a construction company does not run like a law firm. So instead of pretending one bundle fits everyone, we are building them one industry at a time, each tuned to the work that industry actually does.

The Nonprofit Accounting Bundle is tomorrow. Right behind it: a Construction Bundle and a Law Firm Bundle, with more industries after that. If your world has its own rules, the point is that eventually there is a bundle that speaks your language.

How can we help you?

This is where you come in, because the roadmap is written by you. If you work in nonprofits, tomorrow's bundle is for you. If you are in an industry we have not built yet, tell me. That is how construction and law firms made the list, and it is how yours gets on it.

• See the full library and grab what fits: https://aiaccounting.legacysbc.com/pro-bundles
• Try an agent free on a real task this week: https://aiaccounting.legacysbc.com/claim-agent
• Want agents built around your exact workflow every month? That is the membership: https://aiaccounting.legacysbc.com/pro-membership#tiers
• Trade notes with people already doing this: https://aiaccounting.legacysbc.com/community

The Nonprofit Accounting Bundle drops tomorrow. Tell me which industry we should build next.

AI does the typing. You make the judgment calls.

Yvonne

Most Companies Sell You AI. We Conform to What You Need.

 

Most companies in this space have one thing to sell you, and the whole conversation is about getting you into it. One platform, one plan, one price, and your job is to bend your business until it fits their product.

We built the opposite. We do not have one door, we have several, and you pick the one that matches where you actually are. Some people just need a finished tool. Some need tools built around how their team really works. Some want to go slowly, with us next to them. Some want to learn to build the whole thing themselves. All of those are right answers. The only wrong move is being pushed into a box that does not fit you.

Here is the honest version of how you can work with us.

Just need the agents? We have it.

Sometimes you already know the task, you just want the tool that does it. No course, no subscription, no meetings. You want to buy the thing and put it to work.

That is the simplest door. You can buy a single Pro Bundle, every agent in that category, lifetime access, for $249. Or if your work spans more than one area, pick any five bundles as the AI Agent Library for $799. You own them, you run them, you are done.

• Pick a bundle or build your own set: https://aiaccounting.legacysbc.com/pro-bundles
• Get the full five-bundle Library ($799): https://aiaccounting.legacysbc.com/agents-only

Need them built around your company or team? That is the membership.

Off-the-shelf is great until your workflow has a wrinkle that no standard tool accounts for. A file that comes in a certain format. A step your team does differently. A report only your clients ask for.

That is what the membership is for, and it comes at two levels so you can pick how much hands-on help you want. The first is "Submit Your Idea" at $59 a month. It gives you a bundle to start plus custom agents built around your actual workflow every month, with a weekly live Q&A and our community behind it. You tell us the task, we build the tool for how your business really runs. Modifications are the point, not the exception.

Take Anne, a bookkeeper we built a tool for. Hers turns a pile of client emails into clean PDFs in a single pass, and when she tested it she converted a hundred emails in about two minutes. Her words back to me were, "the PDFs are excellent, and I am very happy." Then she asked whether it could also pull the data out into Excel. So we are folding that straight into her tool as an update. That is what built-around-you actually looks like. The tool changes to match the work, not the other way around.

• See what membership includes: https://aiaccounting.legacysbc.com/pro-membership#tiers

Want to go slowly, with us next to you? Same membership, more hands-on.

Not everyone wants to be handed a tool and left to it. Some people want to learn as they go, with someone who will sit with them and help them implement, one real task at a time, at their own pace.

That is the second level of membership. "Build With Me Live" at $99 a month gives you everything in the $59 plan plus a monthly live build-and-review session with me, where we work on your real files together. It is the difference between buying a tool and building the habit. You are never doing it alone.

Want to learn and build your own business? We teach that, end to end.

And if what you really want is the skill itself, to be the person who can look at any task and build the machine that does it, we teach that in full.

Our AI Agent Sprint is a live, hands-on program led by Steve Cunningham, and your one-time enrollment includes lifetime access plus our complete self-paced Black Belt course, the whole AI Workflow Engineering method, a $1,000 value on its own. One enrollment, one thousand dollars, and you keep coming back to the live build sessions for as long as you want. That is the door for people who want to own the capability, not rent the tools.

And here is the part I will not undersell. This is not only how you build agents for your own work. It is how you build your own business. People take what they learn in the Sprint and turn it into something of their own, a new service line for their firm, AI builds for their own clients, or a practice started from scratch. Think about that for a second. Where else can you learn a real, in-demand skill and get the foundation to build a business on it, for a thousand dollars, one time, with lifetime access to the live sessions? That is not a course fee. That is a career move.

• Learn to build your own agents, and your own business: https://aiaccounting.legacysbc.com/sprint

And when the fit is not standard, we change the price.

Here is how far this goes. A new client looked at the $799 Agent Library, five bundles, and told us plainly he only needed four of them. The standard answer at most companies is "the package is the package." Our answer was different. We took $249 off and built him the four he actually needed for $550.

We would rather price to what you use than sell you a bundle you will not open. That is not a one-time favor, it is how we think. If the standard shape does not fit, we adjust the shape, including the price.

Why we do it this way

Because we are not here to move a product. We are here to help, to teach, and to build alongside you, and those are three different jobs for three different people on three different days. The person who just needs a tool today might want to learn to build next quarter. The firm owner who starts with one custom agent might grow into a team that runs on them. Meeting each of those people where they are is the entire idea.

A partner who resells our program put the belief underneath all of this better than I could. A loan booked as revenue does not look like an error, he said, it looks clean until someone with business context catches it. His point was that human judgment is where the value lives, so the work is to build tools that keep the person in the driver's seat, not tools that push them out of it. That is the same instinct behind everything above. We would rather fit ourselves to how you work than hand you something off a shelf and hope you bend to it.

So wherever you are on that path, there is a door for you, and you do not have to guess which one. Tell us what you need and we will point you to it, or build it, or teach you to. And if you just want to feel what one of these agents does before anything else, start free.

• Claim a finished agent free and point it at a real task: https://aiaccounting.legacysbc.com/claim-agent
• Trade notes with people already doing this in our free community: https://aiaccounting.legacysbc.com/community

AI does the typing. You make the judgment calls. And however you want to bring it into your work, buy it, subscribe to it, learn it, or have us build it with you, that part is your call. We will meet you there.

Yvonne