LIVE WORKSHOP FOR NONPROFIT NETSUITE TEAMS

Get more out of NetSuite, without waiting on a developer.

Vibe-coding for good.

Your team knows what your ERP is missing: the dashboard, the grant tracker, the report. This workshop shows how nonprofits use AI to build those tools around NetSuite, and how to protect donor and financial data while you do it.

Before you join: Bring one real business problem and leave knowing how to build the fix.

Wednesday, October 21 | 2:00 to 3:15 PM ET | Live workshop, recording included

Hosted by Jonathan Holley, NetSuite Solution Architect and Nonprofit Practice Lead, Techfino

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No spam. One reminder before we go live, plus the recording after.

500+

Successful NetSuite projects

50+

Employees and growing

95%

Customer retention rate

4.8

Average rating (G2)

THE PROBLEM

Your ERP holds the data. Your team still builds the reports by hand

Nonprofits are asked to do more every year with the same size team, and custom software has always been out of reach.

Lean teams, endless requests

Small staff, growing demands, and no budget for another hire or a custom build. The important-but-not-urgent projects never get started.

NetSuite gaps become spreadsheets

Grant tracking, fund reporting, and program dashboards end up in manual workarounds that quietly eat hours every week.

AI is exciting, and easy to get wrong

Connecting AI to donor and financial data without roles, permissions, and guardrails is how good intentions turn into a breach.

WHAT YOU'LL BUILD

Practical, jargon-free tools for your NetSuite, built by describing them.

Real examples built by describing them: a reporting dashboard, a volunteer intake form, a grant tracker.
What vibe coding is, in plain terms, and what it can realistically build for a nonprofit.
Where this fits with NetSuite: extending your system of record instead of bolting on another silo.
The 80/20 rule with AI: where it gets you fast, and the 20% that still needs a careful human.
How to keep donor and financial data safe: roles, permissions, and what you should never connect.
A simple starting checklist your team can use right away.

Your hosts

People who know nonprofits and technology.

Jonathan Holley

Techfino · Netsuite solution architect · Nonprofit Practice Lead

Leads Techfino's nonprofit center for excellence, helping mission-driven organizations get more out of NetSuite.

Alyssa Welling

Techfino · senior netsuite customer success manager · WORKSHOP EMCEE

Manages a strategic portfolio of 50 enterprise Oracle NetSuite customers, driving platform adoption, customer value, retention, and long-term ARR growth.

Why Techfino

A nonprofit practice, not a side project.

Techfino has spent more than a decade helping mission-driven organizations do more with NetSuite. We know nonprofit accounting, grant tracking, and the reality of running lean, and we bring that context to every session.

Live Workshop

Bring one real problem. Leave knowing how to build the fix.

A practical workshop for nonprofit teams ready to let AI do more of the heavy lifting, safely.

Save my spot