Short answer
Ask-Your-Ledger answers narrow finance questions. It uses GrantPipe records. Each answer includes source links.
The problem
Finance questions often start small.
A leader may ask which grants are over budget. A program lead may ask which restricted funds still have balances. Staff can find the answer, but they may need to open several screens first.
That slows down review work. It also raises the chance that someone quotes a number without checking the source.
How GrantPipe solves it
Ask-Your-Ledger answers supported questions from GrantPipe records.
Type a question. GrantPipe checks the safe question set. If the question is supported, it runs the matching query. The answer shows the result and the records behind it.
Every answer includes source links. Staff can open the grant budget or report view before they act.
What you can ask first
The first version answers two kinds of questions.
Ask which grants are over budget. GrantPipe checks budget sentinel records and shows grant lines that need review.
Ask for restricted fund balances. GrantPipe checks restricted funds with a positive balance and shows source rows.
If the question is outside that set, GrantPipe says so. It sends staff to the report builder instead.
Built for review
Ask-Your-Ledger is a review aid. It is not accounting advice.
The answer is short. The source links matter more. Staff can open the record, check the math, and decide what to do next.
Role access still applies. A user must have report view and accounting view access. Auditor access stays read-only.
Ask-Your-Ledger starts on Growth. Growth and higher plans include unlimited questions.
Example checks
Use it before a staff meeting. Ask which grants are over budget. The answer can show the grant line, the approved budget, and the projected amount.
Use it during month close. Ask which restricted funds still have money left. The answer can show the fund rows that have a positive balance.
Use it before a board update. Staff can ask the narrow question first. Then they can open the linked record. They can check the detail before they share a number.
Ask-Your-Ledger also helps when a question is too broad. The tool may not support the view yet. In that case, GrantPipe sends staff to the report builder. That keeps the answer honest.
Why the source links matter
Hidden sources cause mistakes.
GrantPipe keeps the source visible. A budget answer links to the grant budget. A fund balance answer links to the report view. Staff can check the record instead of trusting a loose summary.
That matters for small teams. One person may own grants. Another may own finance. A third may prepare the board packet. Source links help each person see the same record.
The tool also keeps analytics safe. GrantPipe tracks safe buckets, such as question length and answer count. It does not send raw question text to PostHog.
What it replaces
- Opening many screens for a quick budget check.
- Quoting a number without a source.
- Asking a teammate for a simple fund balance lookup.
- Using a chat tool that can invent a number.
Who it is for
Finance leads use it for quick review before they act.
Grants managers use it to spot budget risk without rebuilding a report.
Auditors can use it with read-only access. They can review grants and funds without opening donor data.
Leaders can use the answer as a starting point. Staff still need to check the linked records. Then the number can go into a report.
How it stays narrow
Ask-Your-Ledger starts from an allowlist. The app checks the question against supported intents. Then it runs the matching query.
That means the tool can say no. A question may need a custom view. If so, GrantPipe points staff to the report builder. The source data may not be ready. When that happens, the tool does not make up an answer.
What to know before you use it
Ask-Your-Ledger does not write SQL. It does not choose tables on its own. It does not answer donor-specific questions.
The first release is narrow on purpose. It answers finance questions that have good source data today. The team can add more question types after the data and tests are ready.
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Related feature pages
See custom report builder. See restricted fund tracking. See grant budget checks.
Try it free
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Q&A
What is Ask-Your-Ledger?
It is a grounded question tool for grant budget risk and restricted fund balances.
Q&A
Why do answers include links?
Links let staff check the records behind the number.
Q&A
How does it protect data?
It respects roles and uses safe analytics. Raw questions are not sent to PostHog.
Frequently asked