Reporting Your Funders Can Rely On
If your organization manages grants, financial statements are only half the job. We turn your accounting data into a repeatable reporting workflow — grant mapping, monthly monitoring, exception review, and quarterly funder-ready packages — so reporting season stops being an emergency.
Funder-ready reporting packages delivered on a schedule, not scrambled together the week they are due
Every grant tracked against its own budget, with variance notes that explain what changed and why
One reporting calendar so no deadline arrives as a surprise
Reports we produce
Real examples built with a fictional nonprofit's numbers, so you can see the format and the detail before you sign up.
All three come with Gold and Custom. On Bronze or Silver, the grant report is available with the Grant Reporting Suite.
One page a board can act on: operating runway on total and unrestricted cash, cash position net of restricted funds, a grant health snapshot, and ASC 958 functional expense allocation.
The monthly read for an ED: budget-vs-actual expense detail line by line, month-over-month trend, balance sheet comparison, grant portfolio status and a three-month cash outlook.
Restricted net assets rolled forward by grant — beginning, revenue received, released, ending — reconciled to the general ledger, with award utilisation and grant health flags.
What the Suite covers
Nonprofits that receive grant funding and want clean, repeatable reporting, without rebuilding spreadsheets every quarter or scrambling to meet deadlines.
- Grant tracking setup + ongoing maintenance (Projects/Classes/Locations)
- Grant budget vs actual reporting (by grant)
- Monthly allocations/coding review + exceptions list
- Deadline calendar + reporting reminders
- Funder-ready reporting package (per Lite/Standard/Advanced)
Added to Bronze or Silver, the Suite covers grant reporting only; it does not change your bookkeeping plan. Board pack, audit support and fractional CFO advisory come with Gold.
- Best for 1-2 grants (simple reporting needs)
- Monthly monitoring + exceptions list (we flag coding/allocation issues)
- Quarterly funder-ready reporting package (financial + narrative)
- Basic deadline tracking (reminders)
- Lightweight setup + ongoing maintenance
- Best for 3-5 grants (recurring deadlines + real variance questions)
- Everything in Lite, plus:
- Monthly variance notes (what changed + why)
- Indirect/admin allocation support (when applicable)
- Stronger grant-by-grant budget monitoring across multiple awards
- Best for 6+ grants (complex restrictions or high reporting volume)
- Everything in Standard, plus:
- Reporting calendar ownership (proactive scheduling + deadline management)
- Priority coordination for grant reporting needs
- Year-end grant reporting support package (within scope)
- Configure tracking structure (Projects/Classes/Locations) for up to 5 active grants
- Create reporting templates (budget vs actual + restricted activity summary)
- Set up grant calendar (deadlines + reporting cadence)
- 1 kickoff call (45 min) + 1 follow-up call (30 min)
- 30-day stabilization (minor tweaks to make reports tie out)
- Historical cleanup / recoding prior months
- Rebuilding chart of accounts
- Backfilling grant budgets
- Allocation methodology from scratch
- Fixing unreconciled books