Grant & Project Management

Finance Management

AI-powered NGO fund accounting that transforms budget management from hours to minutes—85% faster processing, 100% donor accountability, and comprehensive financial health scoring.

85%
Faster Budget Import
100%
Donor Accountability
95%
Faster Donor Reporting
12
AI-Powered Features
Purpose

Transform Financial Administration

Purpose-built for NGOs and charities to eliminate manual budget entry, ensure donor accountability, and achieve financial clarity through intelligent automation and AI-powered insights.

Problems Solved

  • Manual budget entry consuming 3-5 hours per budget eliminated
  • Error-prone restricted fund tracking replaced with automated accountability
  • Budget overruns discovered reactively now prevented proactively
  • Complex donor reporting reduced from 20+ hours to 1 hour

Expected Outcomes

  • 85% faster budget import through AI 3-stage extraction
  • 100% restricted fund tracking vs 60-70% manual baseline
  • 90% reduction in disallowed costs—audit issue rate drops from 15% to 1.5%
  • 75% budget overrun prevention through real-time alerts
Core Capabilities

Comprehensive Fund Accounting

Industry-leading AI budget import, multi-dimensional expense tracking, and real-time financial visibility built specifically for NGO operations.

AI Budget Import

3-stage extraction from Excel/PDF/Word—92% item acceptance rate, 95% category accuracy. Transform 3-5 hours to 30 minutes.

Multi-Dimensional Tagging

6-dimension tracking—category, funding source, operation, activity, unit, cost center. Complete program cost allocation.

Real-Time Monitoring

Live budget utilization tracking with automatic >90% alerts. Prevent overruns before they occur.

ABCDF Health Scoring

8 NGO-specific financial health metrics—budget adherence, program ratio, cash reserves, donor concentration.

Key Features

44 Features Across 7 Categories

Budget Management

  • AI 3-stage budget import with intelligent category matching
  • Duplicate detection preventing 100% of reimports
  • Monthly phasing with variance analysis
  • Real-time utilization tracking (spent/committed/remaining)
  • Budget approval workflows with complete audit trail

Expense Processing

  • 6-stage approval workflow (Draft → Paid)
  • Voice expense entry with Whisper AI transcription
  • Receipt upload and management
  • Staff advance management with 4-stage lifecycle
  • AI cost type classification (Direct/Indirect/Overhead)

Fund Accounting

  • Hierarchical chart of accounts with unlimited depth
  • Automatic restricted fund tracking for donor accountability
  • Grant management with eligibility tracking
  • Program cost allocation integrated with operations
  • Multi-currency support (GBP/USD/EUR/SAR)

Reporting & Analytics

  • One-click donor utilization reports
  • Budget vs actual analysis with variance reporting
  • Financial statements (Income Statement, Balance Sheet)
  • Complete audit trail reports with 100% traceability
  • Real-time dashboards (budget, expense, revenue, funding sources)
AI & Automation

12 AI-Powered Features

Industry-first AI capabilities representing 27% of all features—from intelligent budget import to automated financial health analysis.

AI Budget Import

3-stage extraction (planning → transactions → expenses) with 92% acceptance rate and 95% category accuracy.

Intelligent Category Matching

Semantic similarity analysis achieving 95% accuracy. Auto-creates categories when confidence <50%.

Duplicate Detection

Period classification with overlap analysis. Prevented 100% of duplicate imports in testing.

AI Budget Review

Reasonableness assessment flagging overbudget categories and unusual amounts with 85% accuracy.

AI Financial Snapshots

Comprehensive ABCDF scoring across 8 NGO-specific metrics with quarterly automated generation.

Voice Expense Entry

Whisper AI transcription with field structuring. 90% accuracy on basic smartphones.

Business Value

Transformative Financial Impact

Substantial value delivery through efficiency gains, prevented overruns, and enhanced donor relationships.

Finance Savings

Substantial annual savings through 80% time reduction in financial processing. Budget import reduced from 3 hours to 30 minutes.

Prevented Overruns

Significant annual value through real-time monitoring preventing 75% of budget overruns with automatic >90% alerts.

Avoided Costs

Measurable annual impact through proactive eligibility tracking—90% reduction in disallowed costs (15% → 1.5%).

Grant Growth

Additional funding enabled through 95% faster donor reporting (20 hrs → 1 hr) and increased donor confidence.

Competitive Advantages

  • Only platform with AI 3-stage budget import
  • 100% import success with auto-category creation
  • ABCDF NGO-specific financial health scoring
  • Comprehensive fund accounting built-in
  • Deep program cost integration
  • Significantly lower cost than enterprise solutions
  • NGO-specific features (staff advances, operations)
  • Multi-currency support with exchange tracking
  • Real-time visibility vs month-end reporting
  • Voice entry for field staff accessibility
Implementation

Budget Planning Lifecycle

6-phase comprehensive workflow from planning to analysis with 95% time reduction in financial reporting.

1

Budget Planning

3-5 hours manually vs 30 min AI-assisted. Manual creation, AI import, or previous year rollover with monthly phasing.

2

Budget Approval

1-3 day cycle. Finance Manager submits, CFO/Committee reviews with complete approval metadata recording.

3

Budget Execution

Ongoing fiscal year tracking. Expense/Revenue/Payroll entry with real-time utilization and program cost allocation.

4

Monitoring

Daily finance team oversight. Real-time utilization, >90% overspend alerts, cash flow forecasting, approval queues.

5

Financial Reporting

95% time reduction. One-click donor reports, budget vs actual, program cost reports, financial statements, audit trails.

6

Financial Analysis

3 hours monthly vs 2 days manual. AI snapshots, board review, action planning, trend tracking, quarterly revisions.

Ready to Transform Your Financial Management?

Join NGOs achieving 85% time savings, 100% donor accountability, and measurable financial impact.

Explore Finance Dashboard