Fern AI

Ask a question. Get the answer.

Fern answers questions about your data, builds charts, and enters records when you ask, always checking with you before anything saves.

Fern answering a question with a chart and a list of donorsFern answering a question with a chart and a list of donors

A helpful colleague, not a black box

Plain language

Ask the way you would ask a colleague. No query builders or report menus.

You stay in charge

Fern proposes changes and waits for your okay before saving anything.

Respects access

Fern only sees what the person asking is allowed to see.

From question to chart

Ask who gave last year but not this year, how the annual fund is doing, or which programs are growing. Fern answers with the numbers and a chart.

  • Questions across every module
  • Charts and tables in the answer
  • Links straight to the records
  • Understands everyday wording
Fern answering with a chart of givingFern answering with a chart of giving

Data entry by asking

Tell Fern to record a gift, add a note or create a task. It shows you exactly what it will do, and you confirm.

  • Enter gifts, notes and tasks
  • Nothing saves until you confirm
  • Every action is in the audit log
  • Finds the right person for you
Fern showing a proposed gift waiting for confirmationFern showing a proposed gift waiting for confirmation

Your data stays yours

Fern's built-in engine runs on your own server, so your data does not leave it. Connecting a larger AI model is optional and off by default.

  • Runs locally by default
  • Same permissions as the person asking
  • Optional Claude connection
  • Off with one switch
Fern conversation historyFern conversation history

Connected to everything else

It all runs on one shared record, so nothing has to be entered twice.

Questions, answered

Does Fern send our data anywhere?

Not by default. Its built-in engine runs on your own server. If you choose to connect Claude, questions go to that service, and you can turn it off at any time.

Can Fern change our data by itself?

No. It prepares the change and shows it to you first. Nothing saves until you confirm.

Can it see everything?

It sees only what the person asking can see, including caseload limits.

See it with your own workflows

A real person will walk you through Missionly using the way your organization already works.