You Have the Problem.
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 your CRM, payment processor, and accounting system with logic that understands fund accounting, donor intent, and CRA compliance.
Reporting & Intelligence
Board dashboards, grant reporting tools, and multi-funder tracking — built to surface the right numbers for the right audience.
Back-Office Automation
Payroll allocation, gift processing, restricted fund management, and budget workflows that eliminate manual steps and audit risk.
Program & Client Tools
Client intake systems, program tracking, case management, and service delivery tools built around your actual workflow.
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.
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.
Have questions about the Co-Creation Lab?
Browse our knowledge base for answers — or reach out directly and we'll respond personally.
Have a problem worth solving?
The Lab takes on a small number of projects at a time. Tell us what you're working on — Greg reviews every submission personally.