About the app

Connect project spending to evidence for funding reports.

A funding report should not start with a hunt for documents across old messages. Grantfolio organizes spending by project and funding category as the work progresses, helping nonprofit finance teams identify missing evidence early and prepare an expenditure pack for a responsible person's review before it reaches the sponsor.

What it does

• Funding categories: Associate each spending line with the project's configured reporting category, giving administrators a consistent structure for comparing entries with the agreed funding plan.
• Evidence checklist: Show which invoices, timesheets or supporting records are still missing for an expenditure, allowing the coordinator to request the specific item needed.
• Expenditure log: Keep amount, date, supplier and project reference together, helping finance trace a reporting total back to the actual transactions included in the pack.
• Reporting pack: Assemble the selected period's entries and supporting documents, reducing repeated copying while leaving the reviewer able to inspect the source of each reported amount.
• Review notes: Record questions and corrections against individual entries, preserving the preparer's response before an authorized project or finance reviewer approves the pack for sharing.

Why people love it

GP-118 covers the River Rooms project with 12 expenditure entries across three funding categories and two missing invoices. The administrator can target those gaps before preparing the reviewed pack for the funder's reporting period.

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