GrantFi
Every QuickBooks Expense on the Right Grant
GrantFi is grant accounting for nonprofits that keep their books in QuickBooks Online. Your team puts each expense on the right grant, and you always know what is left in each grant's budget.
Formerly the Expense Categorizer.
Works With QuickBooks Online
Connect your company. Your books stay where they are.
A Person Reviews Every Change
Nothing changes in QuickBooks until someone on your team looks at it first.
Budget vs Actual, Any Day
On screen and in Excel, for one grant or all of them.
Starter: The Everyday Grant Work
For any nonprofit that tracks grants in QuickBooks Online. This is where every organization starts.
Set Up Each Grant and Its Budget
Connect QuickBooks Online, then add each grant with its budget. You can see what each grant may spend before the first expense comes in.
A Suggested Grant for Every Expense
Each expense comes with a suggested grant and the reason for it. A person on your team accepts it, changes it, or splits the expense across grants.
Rules for Repeat Vendors
Pay the same vendor every month? Set a rule once, in a plain sentence, and its expenses go to the right grant from then on.
General Operating Has Its Own Place
Money that isn't on any grant goes to General Operating, so you see what the rest of the organization has spent too.
Know What Is Left in Each Budget
Budget vs actual for every grant, on screen and in Excel. Open any number to see the expenses behind it.
Your Books Change Only After Review
GrantFi puts the grant on the QuickBooks transaction only after a person reviews the change. You can also run it read-only, and every change is kept with who made it and why.
Two Upgrades When Your Grants Ask for More
Each upgrade keeps everything in the plan before it. Move up when your work calls for it.
Grant Management
For teams that post payroll, indirect costs and reimbursement claims to their grants.
- Payroll split across your grants every pay run, with taxes and benefits following the wages.
- Indirect costs worked out for each grant.
- Reimbursement claims prepared and tracked until they are paid.
- Money received matched to each grant, and restricted funds released as you spend them.
- A twelve-month cash forecast across all your grants.
- Funder report forms filled in from your numbers, and a board packet ready to share.
- The entries posted to QuickBooks after someone on your team reviews them.
Federal and Compliance
For organizations with federal awards.
- The schedule of federal awards (SEFA) and the SF‑425 prepared from your books.
- Draws logged, with a warning when cash on hand runs high.
- Time and effort forms that each person signs and a supervisor signs second.
- Subawards tracked from issue to close, with monitoring and reports.
- An equipment record for everything bought with grant money.
- Purchase requests checked against what is left in the budget before anyone buys.
- Grant closeout, and an audit binder ready for your auditor.
A One-Time Setup, Then a Monthly License
GrantFi starts with a one-time setup for your organization. After that there is a monthly license. We go through the license and the plan that fits your grants with you on a call.
The Full Grant Lifecycle
Awards you win in Grant Wizard and budgets you build in Budget Creator come across into GrantFi, so nothing is typed twice.
Grant Wizard
Find and prioritize the right opportunities
Grant Writer Pro
Draft applications in your organization's voice
Budget Creator
Build budgets that follow each funder's rules
GrantFi
Put every expense on the right grant
Each tool works on its own. Bundling three or more? Ask about preferred pricing on your call.
See GrantFi on a Call
Demos are by request. Book a call and we will show you GrantFi and talk through which plan fits your grants.