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AI agent for elected officials

Campaign Finance Filing Agent

A clean periodic report with every limit and data requirement checked, ready for the treasurer well before the deadline

ComplianceReportingAdministrationGovernment
See how it worksGet access
Campaign Finance Filing Agent: what goes in, what the agent does and what you get

What it does

A campaign must report every contribution and expense on a schedule, with the donor's name, address, employer and amount, and it must refuse or refund gifts over the limit. Errors cause fines. Treasurers often check by hand in the last days. This agent reads the contributions and expenses for the reporting period, checks each donor against the contribution limits, the required donor information and prohibited sources, and checks expenses against the allowed categories. It flags problems, such as a donor who gave twice and passed the limit or a missing employer, and drafts the periodic report. After the treasurer corrects the data, it recomputes the totals and checks again until the report passes. The treasurer approves filing. Edge case: two small gifts from spouses on one card are treated as separate donors if the rules say so.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN A reporting deadline is ten days away 2 USES A TOOL Pull contributions and expenses for the period 3 DOES Sum each donor's gifts across the election cycle 4 CHECKS THE RESULT Is every donor within the contribution limit? If not: list the excess amounts and propose refunds orredesignation. Back to step 3. 5 DOES Check required donor data: name, address, employerand occupation above the threshold 6 DOES Check expenses against allowed categories and vendordetails 7 CHECKS THE RESULT Is every record complete and correct? If not: send each gap to the treasurer, wait forcorrections and recheck. Back to step 5. 8 DOES Draft the periodic report and reconcile totals tothe bank 9 YOU APPROVE Treasurer approves filing 10 RESULT Report ready and filing recorded
Read the steps as a list
  1. A reporting deadline is ten days away
  2. Pull contributions and expenses for the period
  3. Sum each donor's gifts across the election cycle
  4. Is every donor within the contribution limit?If not: list the excess amounts and propose refunds or redesignation. Back to step 3.
  5. Check required donor data: name, address, employer and occupation above the threshold
  6. Check expenses against allowed categories and vendor details
  7. Is every record complete and correct?If not: send each gap to the treasurer, wait for corrections and recheck. Back to step 5.
  8. Draft the periodic report and reconcile totals to the bank
  9. Treasurer approves filingThe agent waits here for your OK.
  10. Report ready and filing recorded

How it decides

It adds each donor's gifts across the cycle, compares the total with the limit and flags missing required fields and prohibited sources, then reruns after each correction.

  • Add gifts across the cycle before comparing with the limit
  • Flag donors over the itemization threshold with missing employer data
  • Flag corporate or foreign sources where prohibited
  • Reconcile the report totals with bank balances

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Contribution limits for the race
  • Itemization threshold
  • Filing calendar
  • Expense categories

What keeps you in control

It always asks you first

  • Filing the report
  • Any refund or redesignation

Hard limits

  • Never files the report
  • Never makes refunds itself
  • Does not give legal advice

It stops when

  • Done: report is clean and approved
  • Stop: records do not reconcile with the bank

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensFor the quarter ending June 30 the agent checked 840 gifts. One donor gave $2,400 and $1,500, which passed the $3,300 limit by $600 for a primary and general combined cycle, so the limit check failed. It proposed a refund. 17 records lacked employers. The treasurer fixed them, and the totals reconciled to the bank within $3. The treasurer approved filing.

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