Records
Records, grants, and compliance desks
Grant files, contribution agreements, and a desk that can find last year’s report.
Nonprofits, public bodies, and tribal governments live on grants and contribution agreements. We build a quiet records desk: versions, due dates, who signed, and a PDF you can attach tomorrow.
Findable
If only one person knows where the PDF lives, that is not a records system.
Features
- Grant / agreement files
- Due dates
- Who signed
- Export for funders
Includes
- File plan
- Intake
- Staff session