ImpactIQ
Turning fragmented charity data into impact intelligence.
Token Theory designed and built ImpactIQ — a read-only analytics overlay that sits on top of the tools charities already use, transforming scattered data across Xero, HubSpot, Mailchimp, and Excel into a unified intelligence platform. No migration required.
ImpactIQ
Non-Profit / Charity Tech
12 weeks
2026
The opportunity
Mid-sized Australian charities — those running $500K to $10M budgets — are caught in a painful gap. Their data lives across Xero for finances, HubSpot for donor relationships, Mailchimp for campaigns, and Excel for everything else. Board reporting takes days of manual reconciliation. Donor lifetime value is invisible. Campaign attribution is guesswork.
The charity tech market offers two extremes: cheap basic CRMs at ~$1,200/year that only cover one system, or enterprise platforms like Salesforce Nonprofit at $30K+ that demand full system migration. The middle — where 2,000 to 5,000 Australian charities actually sit — is massively underserved. ImpactIQ was designed to fill that gap with a radical constraint: never ask a charity to change the tools they already know.
What we built
Overlay architecture
ImpactIQ's foundational design decision was the read-only overlay model. Rather than replacing existing systems, it connects via read-only APIs to pull data inward — never writing back to source systems. This eliminates the adoption barrier that kills most enterprise software projects in the charity sector.
Three intelligence modules
We built three core modules, each targeting a distinct pain point:
- Business Pulse — Financial KPIs, revenue breakdowns, impact metrics, and automated board reporting with data from Xero and HubSpot
- Data Pulse — Cross-system reconciliation engine that detects duplicate donors, flags data quality issues, and maintains a unified contact model across all sources
- Digital Pulse — Marketing performance analytics with a novel donation attribution engine that traces gifts back to campaigns, channels, and touchpoints
Deep context data layer
The unified contact model sits at the heart of ImpactIQ — a deep context layer that consolidates fragmented records using a priority-ordered matching algorithm (email match → name + phone → company + phone). Every data point maintains provenance back to its source system, enabling the kind of precise, cross-referenced intelligence that was previously impossible without enterprise-grade infrastructure.
Privacy-by-design AI
ImpactIQ includes a conversational AI assistant (IQ Chat) powered by Claude. All PII is masked and hashed at the application layer before any data reaches the LLM — with re-identification only on the response path within the tenant-scoped environment. This privacy-by-design approach was non-negotiable for handling sensitive donor information.
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The impact
ImpactIQ transforms how charities understand their operations — replacing days of manual spreadsheet reconciliation with real-time, cross-system intelligence that directors and analysts can trust.
- Board report preparation reduced from days to minutes
- First platform to offer automated cross-system reconciliation for the charity SMB stack
- Privacy-by-design AI that handles sensitive donor data without compliance risk
- Positioned in the $3K–$12K/year sweet spot — 10x cheaper than enterprise alternatives
- Multi-tenant, white-labelled architecture ready for rollout across the 60,000+ Australian charity market
Interested in working together?
Let's discuss what's possible for your organisation.
hello@tokentheory.ai