Advanced Grant and Fund Tracking Software

The Vendor is required to provide of advanced grant and fund tracking software with flexible budgeting and scenario planning.
- Provide to improve financial transparency, automate grant management, and reduce manual administrative tasks.
- Objectives
•    Streamline grant management and reporting.
•    Automate expense allocation based on grant restrictions.
•    Enhance compliance with donor and regulatory requirements.
•    Integrate seamlessly with existing accounting systems.
- Grant Management Automation
•    Translate complex grant restrictions into automated allocation logic.
•    Enable real-time tracking of restricted and unrestricted funds.
•    Provide tools for identifying funding gaps and correcting overspending.
•    Manage budget allocations across multiple grant segments with detailed personnel allocations
- Financial Reporting & Compliance
•    Generate custom reports for donors, auditors, and internal stakeholders.
•    Ensure compliance with federal, state, and private grant requirements.
•    Support audit readiness and documentation.
- System Integration
•    Integrate with existing general ledger systems (e.g., QuickBooks, Sage, NetSuite, and MIP).
•    Ensure data integrity and synchronization between systems.
- User Experience & Training
•    Provide a user-friendly interface for finance and program staff.
•    Offer onboarding, training, and ongoing support.
•    Include role-based access and permissions.
- Security & Data Protection
•    Ensure secure handling of financial and donor data.
•    Comply with relevant data protection regulations (e.g., GDPR, HIPAA if applicable).

- Questions/Inquires Deadline: September 05, 2025