Restricted-Fund Reconciler
Matches program spending lines against each restricted grant's approved categories and budget, flags every line that doesn't map or that overspends, and hands finance an exceptions list to decide on — turning a manual cross-match into a short review.
One agent, grounded in your library, with citations on every paragraph.
Every grant carries its own rules, so finance hand-matches spending to restricted categories and the monthly close drags — many NFPs take more than five days to close their books, with outsized effort lost to reconciliation. This pattern compares each spending line against the approved categories and budget for its grant, flags lines that don't map or that exceed their allocation, and cites the budget line it checked against. Uncertain matches are marked for review, not guessed. It reallocates and approves nothing: the output is an exceptions list for the finance team, and a person makes every call. Built for continuous, audit-ready acquittals rather than a pre-audit scramble.
Estimated build: 3–4 weeks. Most of it is template work we've already done.
Fixed scope, fixed price, fixed dates.
The cost band reflects the engagement shape, not a per-feature line item. We work on fixed scope, fixed price, fixed dates — see the services catalogue for what falls inside each band.
Considering this for your org?
The honest place to start is a bite-sized first piece — one contained change, low risk. Tell us where it hurts; we’ll play it back, scope it, and show you what’s possible.