A big part of our platform is helping you manage your funding sources and grant compliance, and based on your feedback we've added a lot here. You'll find it under Funding Sources on the left, where Add Funding Source now gives you three ways to set one up.
Here's what's new:
- Pick the flow that fits: use the AI-assisted flow, manual grant creation, or a donation bucket for funds without a grant agreement.
- Track multi-year grants: enter the full payment schedule, restrictions, and reporting requirements straight from your grant agreement.
- See everything in one place: open any funding source to view planned payments, upcoming deadlines within 30 days, real-time available funds, and attached documents.
-Amrit


