Everything in Board Hub

166 funds from 78 funders. Each entry shows the funder’s source link and the date it was checked. Entries a person has yet to check say so.

The board states where it is based, where it works and what its work is about. The register sorts funds into open now, opening soon and closed, and marks each one fits, check, or not open to you, with the funder’s reason.

Each fund lists the documents to have ready, set against the board’s own library. Board Hub works out the latest start date from the close date, your preparation days and the funder’s lead time.

What has been won, what is waiting for a decision, what is being written and what is still to find, with what needs doing soonest first. Funder reports due appear on Home.

Check fit, board agrees, write, sign off, submitted, decision, deliver, report. Each application shows its stage and its next thing to do.

An application is agreed by its own carried resolution or by a recorded standing authority with a limit and dates. Board Hub drafts the resolution and produces a one-page extract of it.

Answers with live word counts and a version history. Letters of support are tracked as to ask, asked, received or declined.

A named voting officer signs the pack off. Signing freezes it with a fingerprint, and a pack changed since the officer opened it is refused. Board Hub sends nothing to a funder.

The board writes its need, its story and its evidence once. Applications are drafted from that shared case and tailored for each funder.

Record approved, part approved or declined, with the amount. A voting trustee accepts the grant conditions. Thank-you, interim and final report dates are added from the board’s own day counts.

The funder’s questions, answers with versions, figures recorded once, and sign-off by an officer.

Bank balances, twelve months of income and spending, and bills waiting for approval, once your board connects Xero. Board Hub only reads. Payments are made in your bank.

A Money card on Home, and a Finance page in the board pack that is a dated copy of the Xero figures.

The secretary records a payment request with its amount, purpose and documents. It moves from Intended to Approved, and who approved it is recorded. Board Hub does not move money.

A project marked as needing funding shows its target, what is won and the gap, and links to its applications.

Bring the assets your accounts already list into Things we own.

Home lists what is due soonest first: funder reports, policy and role-description reviews, equipment inspections and certificate expiry, and meetings whose date has passed. It is worked out from the records, never typed twice.

Each night the agent looks for things that need doing, such as a funder report due within 14 days or minutes ready to prepare, and raises them as suggestions.

Meetings and dates in your own calendar.

A standing agenda, an owner for each item, matters arising from the last meeting, guests, and a Nothing to raise button for an item with nothing on it.

Who is present and whether the quorum is met. A register of interests with a history. A conflict declared at a meeting takes that trustee out of the vote.

Each trustee’s vote recorded. Resolutions between meetings are supported. Each resolution takes the next number in order.

Draft, then prepared, then approved by a different voting trustee at a later meeting, then sealed in the database. Past minutes can be imported.

One PDF made when the meeting is ready, with a fingerprint so everyone holds the same version.

One list of actions with due dates. Overdue ones are flagged and open ones carry forward. Subcommittees have their own members.

Trustee duties stated at the top of every agenda and the board pack. The policy list shows an owner and a review date for each policy, and nine standard policies can be added as empty drafts.

Every change is recorded with who made it. A step taken by the AI agent can be undone.

An email to each person before the meeting, and one afterwards with the notes and the actions that person has taken on. Today people see the meeting in their calendar and on Home, and see their own actions on Home.

Annual returns and filing dates in one calendar.

The purpose in plain words, who the trust serves, what they need and the change it wants. Every change is kept in a history. Home shows the purpose to every trustee.

Registered name, charity number, balance date and reporting tier on one screen. Officers, their titles and who can sign in on a second screen.

Goals, the projects that deliver them and the actions under each project, visible to every trustee. The meeting page carries a project table the board updates at each meeting.

A written description for each role. The board approves it and it goes to whoever holds the role.

The trust deed, policies and other records together. Any document can be marked restricted, and the board chooses which documents the AI agent may read.

A few simple signs for each goal, with readings added through the year. They show on Home and in the board pack.

People reached and similar figures recorded once. A correction shows what it replaced, and funder reports offer the corrected figure.

Kept with the consent of the person, and used in funding applications and funder reports. A child’s words carry a role label, never a name.

Drop in a spreadsheet, a document or a note. The agent lists the figures and quotes it found, and a person checks them before anything is kept.

A section of the board pack that sets out the signs of progress, figures and stories for the year.

Forms for the people the trust serves to say what difference it made. Answers are kept under the consent rules. Forms stay closed until the board’s privacy note has been checked.

A register of volunteers and their hours, a sign-up link the secretary can share, and onboarding steps: agreement, policy read and induction.

One register of what the board owns, including safety equipment, with inspection dates, insurance and emergency plans.

A checklist for each trustee who joins and each who leaves, including the Charities Register update.

Staff sign in with a limited view: Home, purpose, goals and projects, and minutes once approved.

The board’s child protection policy with an owner and a yearly ‘I have read it’ tap, its safeguarding officer, and counts of volunteers whose role needs a check and who have one in date. It shows counts, never names or results.

Incidents, risks, checks and duties, with restricted records visible only to the people the board names.

A concern can be raised through a link that needs no sign-in. The people who handle concerns are proposed by one person and confirmed by another.

Answers come from your board’s own records, with the source shown. It is on every page.

Changes that can be taken back are made at once, with an Undo button. A vote, sign-off, a payment, anything sent and anything on the public website always wait for a person to confirm.

For larger changes the agent shows a proposal with Confirm and Reject. Nothing is saved until a person confirms.

The secretary presses Record, or uploads a recording. The sound is turned into words with speaker labels, the secretary reads and cuts them, and the assistant suggests draft minutes, resolutions, actions and declared interests. The secretary ticks the ones that are right. Attendance, and who moved and seconded, are never taken from a recording. Off until your administrator switches it on in Set-up.

Add notes from a meeting and the agent drafts minutes. It never prepares or seals them, never takes attendance from the notes, and flags names it does not know.

A first draft from documents the board has ticked as readable. It never writes a number: figures come from your records, and a quote must appear in the passage it cites.

Off until your administrator switches it on in Set-up. Each board has a monthly usage limit, and the cost of AI use is included in the price.

Your board’s records sit in their own database in New Zealand, at an address such as yourtrust.cruxms.com. You can ask for a copy of your records at any time.

Invite a trustee to sign in by email. A More menu lists every screen with large tap targets, and Getting started on Home walks a new board through its first steps.

Start a board from the minutes, policies and documents it already has, instead of typing them in.

Today a person at Board Hub sets up each board after you apply.

Drafting and planning posts and emails for a person to approve. No date and no price yet.