Open asks
4 live asks
Development sees the current donor and funder motion without leaving the record.
Product proof page
Grant management, fundraising, and reporting on one operating record.
This is the buyer-facing view of what GrantPipe already ships. Review the operating record, the compliance workflow, the accounting output, and the rollout path without translating generic capability cards into your own week.
Who this fits
Mid-sized nonprofit teams running fundraising, grants, and close work with the staff they already have.
What you can verify
Record continuity, deadline control, nonprofit statements, and rollout scope.
What stays primary
The trial remains the next step once your team sees the product fit clearly.
Operating picture
One workspace holds the donor, the deadline, the fund trail, and the close.
Donor view
Giving history, asks, and funder context stay visible together.
Grant view
Award terms, deadlines, and documents stay on the same record.
Finance view
Restricted balances and reporting output stay traceable to source.
North County Literacy Fund
Active award, current donor plan, next report already queued.
Current ask linked to same record $85,000
Restricted balance still visible to finance $186,240
Audit trail and acknowledgment output attached Live
Shared weekly review
Development, programs, and finance can review the same account without reconciling three versions of the story.
4 live asks
7 reports queued
April close in progress
Fundraising
Donor pipeline, funder context, and next touchpoints stay attached to the operational record after the award lands.
Compliance
Deadlines, supporting documents, and reminder history stay on the same grant timeline instead of a separate tracker.
Accounting
The trial balance, statements, and recurring entries point back to the same activity the rest of the team already touched.
One record for donors, grants, funds, and reporting Bounded rollout with guided import support Board, 990, compliance, and audit-facing output
Unified records
One record for donor and grant work
Development, programs, and finance should not rebuild the same story in separate tools. GrantPipe keeps the donor, the grant, the deadline, and the restricted-fund trail attached to one operating picture.
What this proves
A single operating record keeps the handoff between cultivation, award work, and reporting legible.
- Donor records and giving history stay attached to grant work.
- Pipeline reviews cover both fundraising and grant activity.
- Events and calendar context stay visible to the same team.
Why teams open this section
Use this when fundraising work needs to stay readable after the award lands, not disappear into another tracker.
Next deadline
May 14
Grant reporting dates stay attached to the same account history the team already works from.
Restricted balance
$186,240
Finance can see the fund posture without waiting for a spreadsheet handoff.
Development sees
- Last gift, campaign context, and pledge notes
- Upcoming touchpoints and event attendance
- Open asks across donor and grant relationships
Grants sees
- Submission stage, funder rules, and program owner
- Attached documents and award terms
- Reporting dates tied to the same history
Finance sees
- Restricted-fund status and allocation trail
- Revenue mapping back to the same record
- Ready link into statements and audit history
Included surface
Donor CRM Donor pipeline Grants Grant pipeline Funders Events Calendar
Compliance control
Control deadlines and reporting without a separate tracker
Compliance work breaks down when the deadline list, the supporting files, and the audit trail live in separate places. GrantPipe keeps those steps on the same workflow instead of turning reporting week into a scavenger hunt.
What this proves
The workflow carries the record from deadline setup through the audit trail instead of leaving teams with disconnected reminders.
- Spend-down and deadline pressure stay visible before reporting week.
- Notifications and activity history stay attached to the same grant record.
- Teams can produce board, 990, compliance, audit, and acknowledgment outputs from the shipped report pack.
Why teams open this section
Use this when the audit question is not whether the deadline existed, but whether the team can still show the document trail and the action that changed it.
- 01
Deadline is scheduled on the grant
The due date, owner, and reporting requirement stay on the same grant record as the award terms.
- 02
Supporting files collect in one place
Budget notes, attachments, and reminder history stay attached to the reporting cycle.
- 03
Activity log records each change
Status moves, reminders, and document updates create an audit-facing trail without another manual log.
- 04
Report output is assembled from the same record
Board, 990, compliance, audit, and acknowledgment outputs pull from the workflow that created them.
Due this month
7 reports
The queue is visible before reporting week starts.
Audit trail
Captured
Every reminder, upload, and status change stays attached to the record.
Included surface
- Funds
- Spend-down tracking
- Deadline reminders
- Notifications
- Activity log
- Document-backed report workflow
- Compliance, audit, 990, board, and acknowledgment outputs
Accounting output
Close and report without spreadsheet handoffs
Finance should not restate the operating story in a second system just to close the month. GrantPipe keeps the ledger, the fund posture, and the report outputs next to the fundraising and grant activity that caused them.
What this proves
The accounting layer is part of the product surface, so the report output can point back to the operating record that created it.
- Finance can close in the same system development uses.
- Statement prep starts from the live ledger instead of spreadsheet restatement.
- Recurring entries and fiscal periods stay visible inside the operating workflow.
Why teams open this section
Use this when statement prep and close quality depend on traceability, not on exporting another spreadsheet to explain where the numbers came from.
Period status
April close in progress
The system shows what is ready, what is posted, and what still needs review.
Fund statements
Linked
Restricted activity ties back to the same records used by fundraising and grants.
| Report output | Source posture |
|---|---|
| Statement of activities Development and finance are looking at the same underlying record, not parallel exports. | Ready from live ledger |
| Trial balance The close starts from the ledger already tied to funds, grants, and recurring entries. | Current period in-product |
| Functional expense view Outputs stay close to the accounting source instead of being rebuilt in a reporting workbook. | Board-ready framing |
| Recurring entries Staff can inspect the next close step without leaving the operating workflow. | Visible by period |
Included surface
Chart of accounts Journal Ledger Trial balance Fiscal periods Bank accounts Recurring entries Financial position, activities, and functional expenses
Migration plan
Roll out on a bounded plan, not a consulting project
Mid-sized nonprofit teams do not need a consultant-defined future state to switch systems. They need a clear import path, a short training sequence, and confidence that the rollout will stop expanding.
What this proves
The rollout is framed as a short sequence with clear deliverables, not an open-ended redesign of how your team works.
- Guided import support keeps existing records legible during the switch.
- Onboarding support gives staff a bounded path into the shipped workflows.
- The migration stays scoped to the product surface that already ships.
Why teams open this section
Use this when the migration has to stay bounded around the team you already have, the quarter you are already in, and the workflows that ship today.
- Week 1
Import and map the current record set
Bring donor, grant, and fund history into a guided import flow that stays tied to the shipped data model.
- Week 2
Validate operating workflows with staff
Confirm fundraising, compliance, and accounting paths in the product your team will actually use.
- Week 3
Train against live reporting work
Onboarding focuses on the real deadlines, fund tracking, and close motion your team already owns.
- Week 4
Cut over on a bounded scope
The switch stays limited to the shipped workflows instead of expanding into a consulting backlog.
Import support
Guided
Growth and Audit-Ready plans include the rollout help teams need to move without guesswork.
Scope control
Bounded
The rollout stays attached to what ships today rather than a future-state deck.
Included surface
- Onboarding
- Guided import
- Plan-fit onboarding
- Bounded rollout path
Run it with your own data next
Open the trial once the workflow shape looks right for your team.
The proof page is for evaluation. The trial is where your team can validate the same record, the same reporting path, and the same rollout shape against real work.