Instrumentl keeps your most complex grants on track: automating spenddown, surfacing compliance requirements, and simplifying reporting.
Give finance, grant, and program staff an always-accurate view of grant spending. Catch manual errors, prevent over- and underspending, and keep renewals on track.
Upload your award agreement, and Instrumentl builds your post-award plan: pulling key requirements, building a stakeholder-ready summary, and auto-creating tasks and dates.
One central place to monitor every grant in your portfolio. Regular email alerts that flag spending that’s off track. 2-click exports of budgets vs actuals.
Even teams with strong systems waste hours answering “Can I spend this?” Awards agreements are read and re-read, just in case a requirement was missed. Closeout reporting is a scramble.
Take on complex grants without worrying about what falls through the cracks. What’s awarded, what’s required, who’s responsible, and “how much is left” are all answerable at-a-glance.
“Before, there was no process. We were reporting expenses a couple months behind, and it was all being done manually. A report could take me 45 minutes to an hour. With Instrumentl, it takes maybe 15 minutes.”
Nicole Wheeler
Controller, JCS Baltimore
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“I can remember when I did this at the beginning of my career, printing out the grantee lists from the 990s and going through with a highlighter. Out of 100 grants, there were only two that were viable. Now it’s all in Instrumentl…Instrumentl has been a game-changer”
Charlisa Garg
Director of Foundation Relations, NYU Langone Health
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Upload your award agreement. We’ll pull out the details that matter. Budget categories, recurring post-award tasks, and a summary for stakeholders: extracted and created automatically.
Automatically extract deadlines, compliance requirements, and other critical details from grant agreements.
Drop in your funder budget and get clean, ready-to-map categories. Map your GL once. Actuals flow in automatically after that.
Assign tasks, collect requirements, and set automated reminders to keep everyone on track.
Pull actual expenses directly into Instrumentl. No more requesting reports from finance or copy-pasting into spreadsheets.
Integrate with Sage Intacct, QuickBooks, or Blackbaud FE. Your actuals flow in and stay current on their own — no CSV exports, manual entry, or re-keying.
Sync your expenses from any system. Set up email exports — however your accounting tool allows. Instrumentl keeps your actuals up-to-date.
See planned spending alongside actual expenses, by category and award phase across your full portfolio. When something’s off, you see it before your funder does.
See exactly what's been spent and what's left on every grant at a glance, with progress bars that flag whether you're on track.
Track committed and upcoming costs alongside actuals. Program leads always know what's truly left, not just what's cleared.
Regular alerts that flag overspending or underspending, so you can adjust while there's still time to course-correct.
Your data is protected by the same standards your funders expect.
No IT project. No implementation timeline. Start matching in within minutes.
Collaborators can view and contribute without creating an account.
Nothing you save or track is shared across accounts or used to train AI models.
Try it
Manage currently integrates with Sage Intacct and QuickBooks Online, and Financial Edge NXT, with more integrations coming soon.
Yes, you can give Finance team members access to relevant grant financial data without requiring them to use the full platform.
Manage works best when expenses are tagged to grants in your accounting system before they sync. If your accounting setup needs some adjustment, our team can walk you through what that looks like.
No. Manage sits alongside your accounting system. It pulls expense data in so your grants team has the context they need, without replacing the financial system of record your Finance team already uses.
Yes you can export budget vs. actuals data in Excel format, customizable by date range.
