Grant Tracking & Fund Reporting
Track every grant and report with confidence to your funders.
Managing grants and restricted funds requires precision and transparency. We help charities track funding, allocate costs correctly, and produce funder-specific reports that demonstrate accountability and impact.
What We Do
- Grant income tracking and allocation
- Restricted and unrestricted fund management
- Funder-specific financial reporting
- Cost allocation and programme budgeting
- Audit-ready grant documentation
How This Helps You
- Full transparency for funders and trustees
- Reduced risk of grant compliance issues
- Clear visibility of programme finances
- Stronger relationships with funders
- Confidence in financial accountability
Who This Is For
Charities receiving grant funding
Non-profits with restricted funds
Organisations reporting to multiple funders
Charities scaling their programmes
Tools & Systems
- Xero
- QuickBooks
- Cloud-based integrations and reporting tools
How We Work
1
Understand your needs
We take time to learn about your organisation and goals
2
Set up or review
We configure systems and processes for accuracy
3
Deliver ongoing support
Reliable, proactive management of your finances
4
Provide insights
Clear reporting and advice to support decisions