Operations

Ask your church data a question.
In plain English. Get the answer.

The AI Data Tool lets you ask — in your own words — questions like ‘which members gave more this year than last but attended less’ and get the answer in seconds. Plus a visual report builder for queries you run every month, and dashboards across every workspace. The insight every executive pastor wishes they had, finally accessible.

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0.8%ACH · capped at $5
PWANo App Store required
NativeQBO & PCO sync

The questions a pastor actually wants to ask

“Which families haven't attended in 60 days?”
Used to take a week. Now takes ten seconds.

Every executive pastor has a list of questions they wish they had answers to. Which members gave consistently last year but have dropped off this year? Which small groups are growing and which are shrinking? Which volunteers have served four weeks in a row and need a break? Which first-time visitors from the last three months actually came back? Which ministries draw the most new contacts to the church?

These questions are answerable in theory — the data exists. In practice, getting answers requires CSV exports from three different tools, an afternoon of spreadsheet work, and either an analytics-fluent staff member or a software developer the church can't afford. So the questions go unasked. Decisions get made on gut feeling. The data sits there unused.

The AI Data Tool turns those questions into ten-second answers. Type the question in plain English in the AI query console. The system understands your church's schema — people, gifts, attendance, ministries, groups, events, communications — runs the query against your data, and returns the answer as a table, a chart, or a list you can save and share. No SQL. No spreadsheet exports. No analytics team. The questions that used to be unaskable become part of the executive pastor's Tuesday.

Around the AI tool sits a full analytics stack: visual report builder for the queries you run every month, pre-built dashboards across every workspace, audit-quality data exports for your accountant, and shareable saved queries for the team. The AI is the headline. Everything beside it is what makes it operational.

The AI query console

Type your question. Read the answer.

The AI query console is a single text field. Type your question — “show me members who gave more than $500 this year but haven't attended in 30 days,” or “which ministries had the most growth in new members this quarter,” or “which volunteers are scheduled most often in the next 4 weeks” — and the system parses the intent against your church's schema, runs the query, and returns the answer as a structured table or chart.

You can refine the question in follow-up turns: “just the ones who used to be in a small group,” or “sort by largest gift,” or “export this to CSV.” The system maintains context across the conversation. Every query you run is saved to your query history, and any query can be promoted to a saved report you (or your team) can re-run later.

  • Plain-English questions against your full church schema
  • Conversational refinement — ask, then iterate
  • Returns tables, charts, or lists — whichever fits the answer
  • Save any query as a named report for re-use
Visual report builder

For the queries you run every month, build them once.

Some queries you run once. Others you run every month — the monthly giving report, the weekly attendance trend, the quarterly ministry-health snapshot. The visual report builder is for those. Pick the data sources, add filters, choose aggregations, define how the result is presented, and save it as a named report. Re-run it anytime, or schedule it to deliver to your inbox monthly.

The builder uses the same query schema the AI console runs against, so a report you build in the visual builder can be reopened in the AI console for further refinement — and vice versa. Pull a query the AI generated, drop it into the builder, tweak the filters, and save it. The two tools are two views of the same engine.

  • Drag-and-drop report construction without SQL or scripting
  • Filter, aggregate, group, sort — all with point-and-click controls
  • Scheduled email delivery (weekly, monthly, quarterly cadence)
  • Promote AI-generated queries to saved reports; iterate in either tool
Cross-workspace dashboards

The whole church on one screen, finally.

Every workspace has its own dashboard — Donations has a donor analytics dashboard, Childcare has attendance trends, Service Planning has Sunday-by-Sunday run-time analytics. The central Analytics dashboard pulls the highest-signal numbers from every workspace into one executive view: this week's attendance, this month's giving, ministry engagement trends, volunteer hours served, and the dozen other metrics the lead pastor and executive admin actually need to steward the church.

Every number on the dashboard drills down to its source. Click the giving total and see the individual gifts. Click the attendance number and see which services and ministries contributed. Click the volunteer-hours figure and see which teams are pulling the load. The dashboard isn't a summary; it's a navigation surface into the data underneath.

  • Central executive dashboard with the highest-signal metrics from every workspace
  • Per-workspace dashboards for the people running that workspace
  • Drill-down from any summary number to the underlying records
  • Configurable widgets per dashboard — show what your church actually tracks

The analytics stack, all of it

Insight that used to require a consultant.

People

Engagement scoring

A rolling engagement score per member combines attendance, giving, ministry participation, and event attendance into a single number. The drop-offs surface as outreach lists before someone quietly drifts.

Stewardship

Giving trends + lapsed alerts

Donor trends by member, ministry, and season. Lapsed-giver alerts when a recurring donor stops without notice. First-time-giver flagging. Major-donor anniversaries surfaced for relational follow-up.

Sunday

Service-level analytics

Per-service attendance trends, livestream peak audience, in-stream giving and prayer-request conversion, run-time variance against target. The Sunday data the executive pastor wants in his Monday meeting.

Programs

Ministry health scoring

Per-ministry health scores: member retention, new-attender absorption, leader load, volunteer turnover. The data that turns “how's the youth ministry doing” from a guess into an answer.

Workflow

Saved + scheduled reports

Any AI query or visual-builder report can be scheduled to deliver to specific staff members on a cadence — weekly to the comms director, monthly to the elders, quarterly to the board.

Trust

Permission-aware queries

The AI tool respects the same role permissions that gate the rest of the platform. Pastoral Care's queries can't return giving data. Financial Administrator's queries can't return pastoral notes. The data security model travels into the analytics layer.

What a Tuesday-morning meeting becomes.

Tuesday at 9am, the executive admin and the lead pastor sit down to plan the week. Last year, this meeting was a series of “I think” and “my sense is” statements about ministry health. The data existed somewhere, but pulling it took the rest of the day.

This year, the executive admin opens the AI Data Tool. “Show me first-time visitors from the last six months who came back at least twice but haven't attended in 30 days.” Twelve names come back. “Now show me which of those had a pastoral follow-up logged.” Three. The other nine become the lead pastor's personal call list this week.

Then: “Which ministries are growing fastest by new-member additions over the last 90 days, and which are shrinking?” The chart comes back. The men's ministry is up. The hospitality team is down. They talk through why. The executive admin notes a follow-up. By 9:45 they've had a meeting that would have taken half a day without the tool.

That's the gap. That's why the AI tool matters.

Stop asking the data questions you can't answer.

Analytics + AI Data Tool is included in the $379 platform fee. Plain-English queries, visual report builder, cross-workspace dashboards, scheduled reports, and the insight that used to require a consultant.