Built for Nonprofit CFOs

Grant management that actually works

Connected to QuickBooks Online. Built for compliance, billing, allocation, and overhead recovery.

SOC 2 Compliant Enterprise-grade security
QBO Certified Official integration
Built for Nonprofits Grant-first workflows
Real-time Sync Two-way with QBO

Four challenges every
nonprofit CFO faces

These aren't edge cases. They're the daily reality for finance teams managing grants.

01

Compliance overload

Each grant brings its own reporting rules, deadlines, and audit requirements. Miss one, and you risk losing funding.

91% say grant reporting is difficult
02

Billing that breaks cash flow

Cost-reimbursement invoices are manual, error-prone, and slow. One rejected invoice can stall your cash for weeks.

80% struggle to meet payroll due to delays
03

Allocation nightmares

Splitting staff time and expenses across grants with spreadsheets is slow and audit-risky, especially when staff don't comply.

69% struggle with staff time-tracking compliance
04

Overhead left on the table

A web of regulations governs indirect cost recovery. Most nonprofits under-recover, subsidizing programs with unrestricted donations.

Most organizations under-recover overhead

One platform for every grant workflow

Dashboard

Your daily command center

See pending approvals, overdue invoices, compliance deadlines, and QBO sync status in one view. Know what needs attention before your morning coffee gets cold.

  • KPI cards for instant awareness
  • Inline invoice approval with rejection tracking
  • One-click expense posting to QBO
  • Weekly CFO digest to your inbox
  • Multi-entity switching
Approvals
7
Overdue
3
Tasks
12
GrantBudgetBilledStatus
HHS Youth Services$500K$312KOn Track
DOL Workforce Dev$750K$580KReview
Ford Foundation$200K$95KSynced
Billing

Automated end-to-end

Create invoices, add line items, route through approval, post to QuickBooks, and export PDF for your funder. No spreadsheets. No double-entry.

  • Full lifecycle: create, approve, post, export
  • Grant-period billing pulls expenses automatically
  • Rejection tracking with mandatory reasons
  • PDF export for funder submission
  • Two-way QBO sync
INV-2026-047 Approved
Grant HHS Youth Services
Period Feb 2026
Amount $47,250.00
Due Mar 15, 2026
Post to QBO Download PDF
Allocation

Set rules once, allocate monthly

Define allocation percentages per grant, apply them in bulk, track timesheets with approvals, and generate audit-ready reports.

  • Preset rules with effective dates
  • One-click monthly allocation
  • Timesheet approval with effort %
  • Bulk expense allocation with preview
  • PDF and CSV export for auditors
J. Martinez — Effort Allocation
HHS 30%
DOL 50%
20%
Total: 100%
February 2026 Roll
Transactions147
Grants updated5
Distributed$234,500
Compliance

Never miss a deadline

Centralized compliance calendar with templates, automated reminders, risk monitoring, and AI contract parsing.

  • Grant-linked tasks with assignees
  • Pre-built templates for common requirements
  • Bulk email reminders
  • Risk dashboard by severity
  • AI contract parser
  • Grant-linked document library
Compliance Tasks
Q1 Progress Report — HHS Mar 15
SF-425 Filing — DOL Overdue
Annual Audit — All Grants Apr 30
Form 990 Filing — IRS May 15

Two videos. Everything you need.

~8 MIN

The Complete Walkthrough

From login to audit-ready reporting — every major workflow in one guided tour.

  • Dashboard KPIs and daily priorities
  • Grant setup with AI contract parsing
  • Compliance calendar and reminders
  • Invoice creation, approval, and PDF export
  • Allocation rules and timesheet approval
~5 MIN

The QuickBooks Integration

How GrantCycle AI connects to QBO — syncing, importing, and posting back automatically.

  • Secure OAuth connection
  • Account, class, and customer sync
  • Two-way transaction flow
  • Grant tagging and categorization
  • Approved invoice posting to QBO
QBO

Powered by your QuickBooks data

Your accounting system stays your system of record. We just make it work harder for your grants.

QBO Accounts GrantCycle AI Grant Billing Post to QBO

Ready to see what you've
been missing?

Watch the demos and see how GrantCycle AI transforms your workflows — starting with the QuickBooks data you already have.

Watch the Demos