We build the solution
Custom tools built for your specific operational challenge — AI-assisted speed, sector-deep expertise, and privacy built in from the first line of code.
How the Lab Works.
From idea to deployed tool in four stages.
Submit
Share your operational challenge through the intake form. Greg reviews every submission personally.
Scope
If there's a fit, we define the problem, approach, and full investment in a comprehensive statement of work.
Build
Iterative development with your team — working prototype in 3 sessions, complete solution in under 10 iterations.
Handoff
Your tool, your data, your infrastructure — shipped with a built-in knowledge base and AI support agent.
What We Build.
The Lab is open to any real problem in the sector — back-office, program delivery, or client-facing. If you can articulate the problem, demonstrate you have the data to support the work, and explain how a tool will solve it, we'll consider it.
Our focus is on bridging information flows between the platforms your organisation already uses — filling the gaps that off-the-shelf software doesn't address.
What we don't build:
We're not interested in replacing tools that already work — no new CRMs, no new accounting systems. If a good solution already exists, we'll tell you. What we build is what's genuinely missing.
Integration Bridges
Connect CRM, payments, and accounting with sector-aware logic.
Integration Bridges
Logic that understands fund accounting, donor intent, and CRA compliance. No more journal-entry workarounds.
Submit Your Idea →Reporting & Intelligence
Surface the right numbers for the right audience.
Reporting & Intelligence
Board dashboards, grant reporting, and multi-funder tracking. No more cobbled-together spreadsheets before the board meeting.
Submit Your Idea →Back-Office Automation
Eliminate manual steps and audit risk.
Back-Office Automation
Payroll allocation, gift processing, restricted funds, and budget workflows — every transaction verified before it posts.
Submit Your Idea →Program & Client Tools
Built around your actual workflow — not a generic template.
Program & Client Tools
Intake, program tracking, case management, and service delivery tools designed with your frontline staff, not around them.
Submit Your Idea →Domain expertise that's native, not researched
Greg is a CPA with over 15 years in non-profit finance and operations. Fund accounting, CRA compliance, grant management, payroll — understood at the level of someone who has lived in it.
Privacy and data sovereignty built in
Every tool is built to PIPEDA/PHIPA standards. De-identification, enterprise-only AI endpoints, and deployment options that keep data fully under your control — not an add-on.
AI-assisted speed without sacrificing quality
AI-assisted development compresses timelines dramatically. A working prototype in 3 sessions is the standard, not a pitch.
Built to make you self-sufficient
Every tool ships with a built-in knowledge base and an AI agent trained for Level 1 support. The goal is your independence, not your dependency on us.
Not a Dev Shop. Not a Consultant.
PF TECH is the only team that combines CPA-level non-profit domain expertise with hands-on AI-assisted development. We build tools that are technically correct and operationally sound — because we understand every layer from the donor receipt to the board dashboard.
We take on a small number of projects at a time. Organisations that want to co-create — learning the tools and building internal capacity — are strongly preferred.
Have questions about the Co-Creation Lab?
Browse our knowledge base for answers — or reach out directly and we'll respond personally.