
Spreadsheets break down as soon as a charity holds several restricted grants. Softclue Grant OS gives you fund-level accounting: locked grant budgets, bank-reconciled expenditure, variance explanations and funder-ready financial returns in one workspace.
Each grant is its own fund with a locked budget ceiling drawn from the approved award, so restricted money is never quietly spent elsewhere.
Financial Returns compare budgeted allocations against actual spend, record the reason for each variance and export straight to CSV or email.
Import CSV bank statements, match real payments to budget categories, and turn them into expenses so your reporting reconciles with your accounts.
Upload receipts, invoices or spreadsheets and let the platform read the figures into expense lines instead of retyping them.
See burn rate, runway and cash position across grants so trustees know where the charity stands before the year end.
Per-grant document folders, compliance checks and audit events keep everything a funder or independent examiner asks for in one place.
Grant OS is grant-fund accounting: it tracks budgets, expenditure, restricted funds and funder reporting. Many charities run it alongside their bookkeeping ledger, importing bank statements so both stay consistent.
Yes. Every grant carries its own budget ceiling, categories, expenses, documents and audit trail, so restricted funding is accounted for separately from general funds.
Yes. Financial Returns aggregate live figures from budgets, expenses and bank transactions into budgeted vs actual vs variance, with variance reasons, detailed expenditure and CSV or email export.
Yes. CSV bank statements import directly, and receipts, invoices and spreadsheets can be read automatically to populate expense records.
Grant OS is funded by voluntary donations, so small and volunteer-led charities can use it without a licence fee.