Insight without complexity

Powered by Frametric, Harmony turns near-live operational data into defensible, actionable answers — without dashboards or analysts.

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Why Harmony exists

The Problem

Many teams know what questions they need answers to — but not how to ask, retrieve, or interpret them.

Traditional dashboards show what happened, but not why it matters or what you should do next. Harmony is built to fill that gap: a reasoning assistant that interprets operational data in plain language, with governance and auditability built in.

Harmony Features

Governed insight

Every answer is traceable, auditable and defensible — built on Frametric’s platform.

Natural language reasoning

Ask what you need in plain English and get clear, data-grounded answers.

CRM-Agnostic

Harmony works across Raiser’s Edge, Salesforce, Dynamics and other systems.

Exportable results

Download structured results or use them in workflows with ease.

Near-live answers

Reasoning from data updated frequently — no complex dashboards or reports to build.

Scales with your data

Handles large datasets without performance loss.

Mobile Ready

Access insights on the go — fully optimised for phones and tablets.

Getting started

How Harmony works in practice

Harmony helps teams explore patterns, compare perspectives, and derive insight from their data — by asking questions, not building new dashboards or writing custom queries. As an early adopter, your organisation can shape its evolution while gaining insight on real questions from your own data.

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Ask without analysts

Insight without SQL or report building

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Compare with confidence

Compare segments, periods, channels, and measures in context

3

Answer why & what next

Harmoney doesn’t just show raw numbers; it explains what changed and why.

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Shaped by You

As a pilot partner, your feedback helps shape Harmony’s future — from features to functionality.

🎥 Harmony in action

  • Comparisons across frames — See how questions change meaning across periods and segments.

  • Interactive exploration — Drill into patterns without rebuilding dashboards.

  • Clear explanations — Answers backed by structured reasoning, not just numbers.

Want the full picture? Watch the in-depth 4K walkthrough — no voiceover, just the product. 👉

Our commitment to your data

Harmony is read-only by design. We never use your data to train external models or repurpose it beyond your organisation’s needs. Every answer comes from controlled reasoning on your operational data, with governance and privacy at the forefront.

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Harmony - Data Training

🔐 Your data is never used to teach, refine, or enhance the Harmony assistant — now or in the future. Harmony’s intelligence comes from its underlying semantic layer, not from analysing your data.

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Other AI Models - Traning

🧠 We don’t use and have never used your data to improve any other AI models. Your organisation’s data stays strictly within your environment and is never used to support the development, testing, or training of third-party or shared AI systems.

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General use of your data

🚫 Your data will never be used by Frametric for anything beyond its intended purpose — and only in service of your organisation. We don’t share, monetise, or repurpose your data in any way. Everything we do with your data is done transparently and for your benefit alone.


 

How the platform works diagramme

Where Harmony can be applied today

Whats Next?

Harmony integrates with multiple data sources and CRM systems. While current pilots prioritise certain CRM setups, the underlying Frametric semantic layer is designed to support a broad range of environments — and we’re actively expanding support across systems.

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Ready to explore insight differently?

Whether you’re a fundraiser, data lead, or executive, Harmony shows what insights mean — and what you can do next. Speak to us about a live walkthrough tailored to your organisation.

Just get in touch— no pressure, no pitch, just a conversation.

Request a Walkthrough

Frequently Asked Questions

🌍 Who is Harmony for?

Read more about 🌍 Who is Harmony for?

Harmony is built for any charity — regardless of size, location, or technical setup.

Whether you’re a small community nonprofit or a large international organisation, if you’re sitting on data and want to use it better — Harmony is for you. 💡

No in-house data team? No problem.

Harmony is designed to make insights accessible to everyone — not just analysts.

🔄 Does Harmony only work with Raiser’s Edge NXT?

Read more about 🔄 Does Harmony only work with Raiser’s Edge NXT?

🧠 Not at all. While our initial pilot is focused on Raiser’s Edge NXT (as we’re actively building automated ingestion for it), Harmony is fully CRM-agnostic.

That’s because it’s powered by Cascade — our intelligent data layer — which already integrates with a wide range of systems, including:

🧩 Dynamics

🧩 Salesforce

🧩 ThankQ

🧩 Care

🧩 Donorflex

🧩 Custom-built platforms

⚙️ For CRMs outside of NXT, integration may currently involve some manual setup — which can incur a one-off configuration fee. That’s why the free pilot is currently limited to NXT users.

But — if you’re facing a pressing need (like a CRM migration or urgent reporting challenge), we’re always happy to explore options with you. 👋


🔗 Can Harmony work with more than just our CRM?

Read more about 🔗 Can Harmony work with more than just our CRM?

Absolutely — Harmony is built to support multiple data sources, not just your CRM.

That includes:

💳 Online donation platforms

🎟️ Event and ticketing systems

📁 Spreadsheets and flat files

💷 Gift Aid claims

🧩 And other external supporter data sources

As long as there’s useful supporter data, Cascade (our data layer) can bring it together — and Harmony can make sense of it. 🙌


💬 Do I need to know SQL or technical jargon to use Harmony?

Read more about 💬 Do I need to know SQL or technical jargon to use Harmony?

Not at all. Harmony uses natural language AI, so you can ask questions just like you’d ask a colleague.

No SQL.

No jargon.

No dashboards to build or configure.

Just type your question — and Harmony takes care of the rest. 🙌

🚧 Is this a finished product?

Read more about 🚧 Is this a finished product?

Not yet — and that’s exactly the point.

This pilot is your opportunity to explore what’s possible, test early features, and help shape how Harmony evolves before full release. 🛠️

We’re building this with the sector — not just for it. Your feedback genuinely matters.

☁️ Is Harmony limited to your platform or setup?

Read more about ☁️ Is Harmony limited to your platform or setup?

Not at all — Harmony is designed to be flexible, modern, and cloud-ready.

It works with data from a wide range of systems — whether your CRM is hosted on-premises, in the cloud, or part of a hybrid setup. Because Harmony is delivered via a secure, browser-based interface, you can access it:

📱 On desktop, tablet, or mobile

🌐 From anywhere — as long as you have an internet connection

🔐 With permission-based access, tailored to your team

In short: you don’t need special hardware or a fixed environment. Just log in and start asking questions.

🧪 How do I join the pilot?

Read more about 🧪 How do I join the pilot?

It’s easy! Just visit our Getting Started and register your interest.📝

We’ll be in touch with next steps — including how to access Harmony and what to expect during the pilot.

This is your chance to explore, shape, and influence the future of AI-powered insight for the sector. 💡

🤖 Can Harmony ‘hallucinate’?

Read more about 🤖 Can Harmony ‘hallucinate’?

Harmony is powered by GPT-4o, so while it can respond conversationally like any GPT model — and Giftease can’t guarantee every free-text answer — its core purpose is different. Harmony’s main function is to generate SQL queries that run against a read-only copy of your actual data.

So, when it comes to data accuracy:

👉 No — it cannot hallucinate. It can only fail to return results if the data doesn’t exist or the question doesn’t align with what’s available.

🔍 What data can we search or query?

Read more about 🔍 What data can we search or query?

Harmony is currently in beta and focused on gift/donation data.

Behind the scenes, we’ve already prepared AI-optimised layers for:

  • Contact and address data

  • Attributes and Gift Aid

  • An in-built RFM scoring model (currently being fine-tuned for AI access)

To support privacy and compliance, we’ll be implementing security groups so you can control access — for example, restricting contact or address-level data to specific user roles.

🏷️ The field names don’t match what our CRM uses — why?

Read more about 🏷️ The field names don’t match what our CRM uses — why?

That’s right — during beta, Harmony uses Giftease’s internal data model as the standardised layer.

But don’t worry — we’ve already mapped CRM-specific naming (e.g. Raiser’s Edge NXT, Salesforce, Dynamics) and will reflect your CRM’s familiar field names on public release.

⏱️ What is “Just-in-Time” data?

Read more about ⏱️ What is “Just-in-Time” data?

Harmony sits on top of Cascade, our data management platform that we’ve been developing for over five years. It connects to a wide range of CRMs, fundraising systems, and other data sources to create a unified semantic layer for AI.

Rather than real-time sync (which would be expensive and often unnecessary), we use a traditional ETL (Extract, Transform, Load) approach — but, if required, this can be optimised to rebuild your dataset up to four times per day.

So, while it’s not technically “real-time,” the data is fresh, reliable, and frequently updated — which is why we call it Just-in-Time data.

💸 Is there a cost to take part in the pilot?

Read more about 💸 Is there a cost to take part in the pilot?

No — the pilot is completely free for selected charities.

However, there will be some usage limits, such as:

– A cap on the number of questions (tokens) you can ask per month

– A limit on the number of users who can access Harmony during the pilot

These limits help us manage capacity while still giving you meaningful access to the platform.

🤝 What’s the commitment?

Read more about 🤝 What’s the commitment?

There’s no long-term commitment. Just a willingness to engage, explore your data in a new way, and give us honest feedback.

💰 How much will it cost?

Read more about 💰 How much will it cost?

We’re still finalising pricing — right now, our focus is firmly on building the best product possible. 🛠️

That said, we expect Harmony to follow a tiered pricing model, similar to our other platform tools — likely based on token usage (e.g. how many questions or queries you ask per month).

💡 Our aim is simple: to make AI-powered insight accessible and affordable — especially for smaller organisations and our Foundation Tier clients.

We’ll share full pricing details ahead of public release, and we’re actively exploring ways to ensure cost is never a barrier to unlocking the power of your data.

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