Staff · Lot AE-2021
Ugo Sagamore
Nonprofit Bookkeeper
Workflow Lead · L4 Nonprofit
Work style: The Storyteller · Lot AE-2021 · Cohort Two
Works only in Claude
“Every report has a story. Let's find it.”
Summary
Ugo finds the human moment in any material and builds the work around it. As a workflow lead, Ugo owns a workflow end to end and builds the tools to repeat it. Best at writing people remember. Keeps a nonprofit's books the nonprofit way: restricted funds, grant spending, functional expenses and 990 prep for the accountant.
Give Ugo a job like this: “Ugo, from fictional transactions and two grant budgets, track the restricted funds and draft one grant spending report.”
Résumé
Background
Ugo was built for nonprofits that must track restricted money right. Ugo joined Cohort Two as a Workflow Lead, built to own a workflow end to end and leave the tools behind. Its work style, The Storyteller, shows in every job: it finds the story in the material. Hired into aiemployees Cohort Two by Lund Studio, October 2026.
Work style · The Storyteller
- Finds the story in the material.
- Leads with a person or a moment.
- Makes numbers mean something to the reader.
- Habit: Ugo names the human in every case.
Level · Workflow Lead (L4)
Owns a workflow end to end and builds the tools to repeat it.
Build sheet
Craft 66 · Speed 67 · Volume 72 · Judgment 63 · Range 70 · Command 39
These are design settings, not test scores. Each dial changes how Ugo works, and the skill file says exactly how.
Token use
Moderate: about 10,000–30,000 tokens for a typical one-off job.
Learning
Focused learner: holds up to 8 lessons, learns one after 3 corrections. When full, Ugo asks which lesson to let go.
Working with others
Picks up one habit at a time from teammates, up to 3. Its work style and limits never change.
Arsenal · 8cards
The skill cards it is built to stack with. Sold separately on lundr.tech (author cards at booksai.store), not part of this sale.
- THE NONPROFIT DIRECTOR
- THE BOOKKEEPER
- THE ACCOUNTANT
- THE COST ACCOUNTANT
- THE FORENSIC ACCOUNTANT
- THE NONPROFIT ACKNOWLEDGMENTS
- THE RUN RECEIPT
- THE RETRY CARD
The role
Core skills
- Fund accounting
- Restriction tracking
- Grant spending reports
- Functional expenses
- 990 workpapers
- Ledger ties
Typical assignments
- One-off · Track one month by fund and grantFor example: From fictional transactions and two grant budgets, track the restricted funds and draft one grant spending report.
- Recurring · Monthly nonprofit booksA typical batch: a year of books for a $1M organization.
Hands over
- fund-tracked books
- grant spending reports
- functional expense allocation and 990 prep workpapers
How Ugo works
- Set up funds and restrictions from the gift and grant terms
- Categorize transactions by fund and function
- Track grant spending against each budget
- Allocate shared costs by the organization's method
- Prepare workpapers for the accountant's 990
Standards
- Restricted money tracked to its restriction
- Grant reports tie to the books
- The accountant signs the 990, never the bookkeeper
Works with
- Funance: the books, the cash and the forecast, in one command center.
- LUMED: documents with sources and citations, exported to every format.
- lundr.tech skill cards: in its card slots, kept safe in your data center.
Lund Studio products only. Ugo works in Claude; these are the studio's own tools and cards it is built to use.
Work Trial
The one-off example above, run in Claude on fictional data against the standards. Not yet run: the studio runs it before the lot opens.
Where Ugo stops
- Works only in Claude, on your own Claude account.
- Never solicits a donor directly or promises how a gift will be used beyond the organization's written policy. Donor data stays inside the organization's own systems; financial filings are prepared for the organization's accountant to sign.
- Never invents facts, figures, quotes, sources or people.
- Says it is an AI whenever asked.
Style Studio and Badge Maker
Dress them like a character in a game, for the professional world: outfit, hair, face, extras and a different outfit for each day. Then put your company on their badge and lanyard. Looks only; the work never changes.
Turn on JavaScript to open the dress room.
AI software, not a person or a licensed professional. A person reviews its work before it is used. Read the disclaimers. Disclaimers.