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How GrantPipe works

Know what is funded, restricted, due, and ready for review.

GrantPipe connects compliance calendar, evidence trail, restricted funds, grant pipeline, donor CRM, multi-source opportunity tracking, fund accounting, and reports so you can see what is funded, restricted, due, and ready before a board packet or funder report turns into a spreadsheet rebuild.

  • 1-month free trial
  • No credit card
  • No setup fee
  • Unlimited users
  • Public pricing
  • Built for US mid-sized nonprofits
  • Compliance deadlines, documents, and activity history stay review-ready.
  • Restricted funds and grant pipeline stay connected.
  • Donor CRM, Grants.gov search, non-federal opportunity tracking, and fund accounting in one workspace.

Shared record

Review-ready workflow

North County Literacy Fund

Active award, current donor plan, next report already queued.

Reporting due May 14
Current ask linked to same record $85,000
Restricted balance visible to finance $186,240
Audit trail and acknowledgment attached Live
4 live asks 7 reports queued April close in progress

1-minute overview

See GrantPipe in 1 minute

Watch the operating model end to end: donors, awards, restricted funds, spend-down, reporting, and audit evidence in one shared workspace.

Start 1-month free trial

5-minute product tour

Follow one grant from dashboard to evidence and reporting

Watch a full GrantPipe workflow: dashboard status, grant portfolio, award record, restricted fund balance, spend-down, compliance deadlines, documents, evidence bundles, reports, role-based access, and activity history.

Start 1-month free trial
GrantPipe grant portfolio preview

GrantPipe product areas

Eight modules. One shared workspace.

GrantPipe spans eight connected areas of work; the pricing page shows what each plan includes.

  • Compliance calendar
  • Evidence trail
  • Restricted funds
  • Grant pipeline
  • Donor CRM
  • Multi-source grant pipeline
  • Fund accounting
  • Auditor and funder portal

See it in action

Compliance calendar

Keep deadlines, evidence, and activity history ready for review

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.
  • Evidence bundles package grant documents, reports, and restriction terms for auditors and funders without emailing files.

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.

  1. 01

    Deadline is scheduled on the grant

    The due date, owner, and reporting requirement stay on the same grant record as the award terms.

  2. 02

    Supporting files collect in one place

    Budget notes, attachments, and reminder history stay attached to the reporting cycle.

  3. 03

    Activity log records each change

    Status moves, reminders, and document updates create an audit-facing trail without another manual log.

  4. 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 document view, download, and session expiry is logged in the portal audit trail, available for your next examination.

Evidence and records

Keep restricted funds, grants, and donor records connected

Compliance reviews need relationship history, award terms, and restriction context to stay readable. GrantPipe keeps Grants.gov opportunities, tracked non-federal opportunities, donor CRM notes, grant pipeline stages, deadlines, and restricted-fund trails attached to one shared record.

What this proves

A single operating record keeps the handoff between donor CRM, grant pursuit, award work, and reporting legible.

  • Federal opportunities from Grants.gov can be searched, opened, saved, and moved into the pipeline.
  • Non-federal opportunities can be manually added or imported from CSV.
  • 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 starts with Grants.gov search, a funder website, or a CSV prospect list and needs strong fits to move into the GrantPipe pipeline without disappearing into another tracker.

Open asks

4 live asks

Development sees the current donor, federal opportunity, and funder motion without leaving the record.

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

  • Grants.gov opportunities that can be saved or converted
  • 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

Fund and accounting visibility

Show finance the accounting output and the trail behind it

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.
  • QuickBooks Online imports bring accounting truth into GrantPipe without writing back to the GL.
  • Program Allocation connects budgets, expenses, grants, and outcome ownership without double-counting fund or grant dimensions.
  • Auditor and funder reviews happen in a scoped portal, not via emailed spreadsheets or shared drives.

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 and can be shared with auditors through a scoped portal.

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

Program budget vs actual

Program budgets, grant funding, and expense splits stay tied to the same audit trail and can be shared directly with auditors through a scoped portal.

Allocation-aware

Guided rollout

Move onto GrantPipe with a bounded rollout

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.

  1. 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.

  2. Week 2

    Validate operating workflows with staff

    Confirm fundraising, compliance, and accounting paths in the product your team will actually use.

  3. Week 3

    Train against live reporting work

    Onboarding focuses on the real deadlines, fund tracking, and close motion your team already owns.

  4. 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.

Feature pages

Go deeper on any workflow.

Each feature page starts with the real problem, then shows how GrantPipe handles it, what evidence it tracks, and what records connect to it.

grant management AI Award Document Intake Upload an award letter, Notice of Award, or grant agreement and review source-backed grant setup before records are created. grant compliance Audit Trail and Activity Log Activity history with user, timestamp, before/after change detail, CSV export for audit evidence, and retention aligned to 2 CFR 200.334. grant compliance Auditor & Funder Portal Invite auditors and funders to a scoped, time-limited portal that shows only the grants, funds, and documents you choose - with every view logged automatically. nonprofit crm CSV Donor Import for Nonprofits Import your donor list from CSV with field mapping, de-duplication, and validation. Migrate from spreadsheets or a legacy CRM in under 15 minutes - no consultants, no migration fees. nonprofit crm Custom Fields in GrantPipe Add typed custom fields to donors, grants, and gifts without touching the core schema. Per-org definitions, required flags, and full inclusion in filters and reports. donor operations Donor Retention Reporting Year-over-year retention cohorts, LYBUNT and SYBUNT lists, lifecycle stages, and lapse risk scoring sitting on top of the donor CRM and gift history. nonprofit crm Donor Segmentation in GrantPipe Segment donors by giving history, recency, source, custom fields, and cohort. Saved segments drive outreach lists, board dashboards, and grant prospect identification. grant compliance Funder Reporting Templates Per-funder template library that merges financial and programmatic data, substitutes variables from your live records, and can deliver reports on a schedule. grant management Grant Calendar and Deadline Alerts Track grant application, reporting, and drawdown deadlines in one calendar with automated email and in-app alerts. Configurable lead times per opportunity, per funder, and per reporting schedule. grant compliance Grant Drawdown and Reimbursement Request Tracking Create drawdown requests, pick eligible expenses, track status from draft to payment, and maintain a live outstanding cash dashboard for every active grant. grant management Grant Pipeline Management for Nonprofits Prospect to awarded pipeline with probability-weighted forecasting, deadline tracking, and submission history in the same system as your donors and restricted funds. restricted fund accounting Multi-Entity Consolidation for Nonprofits Consolidate donors, grants, and funds across a 501(c)(3), 501(c)(4), and related foundations. Entity-scoped permissions with rollup reporting across the full organizational structure. grant compliance Payroll Allocation Across Grants Allocate payroll across multiple federal awards with time-and-effort reconciliation built for Uniform Guidance audit. Monthly allocation splits, fringe pool tracking, and direct reconciliation to T&E certifications. restricted fund accounting Restricted Fund Tracking for Nonprofits Restriction terms, balances, releases, evidence links, and restricted rollforwards built into the donor and grant system. nonprofit crm Role-Based Permissions in GrantPipe Admin, Editor, and Viewer roles with row-level org scoping. Configure access for every staff member in minutes - no consultants, no custom permission sets, no support tickets. nonprofit crm Soft Credit Tracking in GrantPipe Attribute gifts to the advising donor while preserving the hard credit for the donor of record. DAF gifts, matching gifts, and tribute gifts handled correctly - without misstating 990 totals. grant compliance Subrecipient Monitoring Track subrecipients, subawards, risk assessments, monitoring tasks, findings, corrective actions, documents, and evidence bundles from the compliance workspace.

Common fit questions

Common questions before switching.

GrantPipe is built for mid-sized US nonprofits that need grants, donors, restricted funds, compliance, and finance in one place.

Will this replace our CRM?

GrantPipe includes donor CRM, grant pipeline, restricted funds, compliance, and reporting in one workspace. Most teams use it to get off parallel spreadsheets and trackers.

How hard is migration?

Guided CSV import brings in donor, grant, and fund history during the trial. Rollout starts with the workflows your team will actually use.

Do we need a consultant or Salesforce admin?

No. GrantPipe is built for staff-led setup. Public pricing, no setup fee, no admin role needed.

Can finance trust the restricted-fund model?

Restricted funds follow FASB ASC 958. Grants and funds are separate records, linked through allocations with activity history and evidence attached.

GrantPipe pricing at a glance

Every plan includes a 1-month free trial, unlimited users, and access to the same source-of-truth feature catalog.

Custom path

Need a custom path?

Larger or unusual grant operations can start with a founder conversation. Enterprise is not a fourth self-serve pricing card.

Frequently asked

Product Questions

GrantPipe has three self-serve plans. Starter starts at $66/mo for the first year. Growth starts at $108/mo for the first year. Audit-Ready starts at $216/mo for the first year. This limited offer is for subscriptions only. For larger cases, contact founder Angel Campa at angel.campa@grantpipe.com or LinkedIn.
Yes. GrantPipe is built to connect donor relationships with grant compliance, restricted funds, evidence, and reporting. You can import donor and grant history from Bloomerang, DonorPerfect, Salesforce, or spreadsheets using CSV exports from your current system. The guided import wizard maps your columns and previews the data before committing.
Yes. GrantPipe includes Grants.gov search in every plan. Teams can also manually add or import state/local, foundation, corporate, association, and other non-federal opportunities, with foundation prospect context from public nonprofit filings where available. GrantPipe does not claim a proprietary private foundation or corporate opportunity database.
Salesforce Nonprofit usually costs more once you add licenses, setup, and admin help. GrantPipe publishes $66-$216/mo limited-offer price for self-serve plans, includes unlimited users, and is built for nonprofit staff rather than Salesforce admins.
We provide guided data import tools and documentation to move your data from Bloomerang, DonorPerfect, Salesforce exports, spreadsheets, or other systems. Audit-Ready and Enterprise customers get guided onboarding, import, and setup.
Yes. Starter includes basic restricted fund visibility. Growth adds the full restriction lifecycle: terms, additions, releases, evidence links, alerts, and restricted rollforwards. Audit-Ready adds QuickBooks Online read-only accounting integrations, evidence package output for audit review, and the Auditor & Funder Portal for sharing grants, funds, and documents with external reviewers through a scoped, time-limited link. FASB ASC 958 double-entry fund accounting is also included, so donations and expenses post to the general ledger in the same system your team uses for donor and grant work.

Run it with your own data next

One clean view of what is funded, due, and ready.

Bring your grants, funds, donor records, and deadlines. GrantPipe shows what is funded, restricted, due, and ready for review, all from one workspace.