Self-serve reporting operations
Run the handoff.
Catch the gaps.
A reusable control pack for Program, Finance, and Development—without uploading award files or adopting another SaaS platform.
No payment · No file upload · Results stay in your browser
FREE WEB CHECK
Four controls before a grant report leaves the building.
Check ownership, evidence, reconciliation, and final submission controls without entering grant data.
Check each statement that is already true for one current grant report. The score updates instantly; no information is submitted.
THE ACTUAL PRODUCT
Inspect what you receive before you pay.
Turn scattered reporting obligations into one visible operating system: who owns each input, what evidence is missing, whether finance matches the narrative, and what blocks submission.
EXAMPLE DATA · NO CLIENT FILESReadiness dashboard
See deadlines, overdue inputs, and preflight gaps without opening every working sheet.
- 90-day deadline load
- Overdue input count
- Preflight gap count
EXAMPLE DATA · NO CLIENT FILES13-week workload
See report deadlines, incomplete input deadlines, blocked work, and workload signals across the next quarter.
- Weekly report deadlines
- Incomplete input deadlines
- Blocked-work signal
EXAMPLE DATA · NO CLIENT FILESHandoff view
Preserve primary and backup owners, requirement source, decisions, next actions, readiness, risk, and evidence locations.
- Primary + backup coverage
- Source and decision history
- Named next action
NARROW TASK GUIDES
Start from the exact task—not the broad category.
A grant report handoff needs owners, inputs, and evidence—not another blank template
Structure the Program, Finance, and Development handoff before drafting begins.
Read the guide →Grant finance controlReconcile the grant budget before the narrative creates a contradiction
Use one visible bridge between financial reporting and program claims.
Read the guide →Submission readinessGrant report preflight: the last controls before submission
A compact operating check for attachments, approvals, reconciliation, and receipt capture.
Read the guide →READY-TO-DELIVER PRODUCT
Grant Report Ops Pack
A complete, QA-checked delivery package for recurring grant-report coordination: clean and worked Excel workbooks, a six-page implementation guide, editable follow-up scripts, and clear start-here instructions.
- Requirement-to-owner map
- Evidence and attachment queue
- Finance-to-narrative reconciliation
- Funder-specific preflight packs