GrantComply reads your grant agreements, tracks every KPI and deadline, and builds funder reports from your Salesforce data. An AI agent built on Agentforce that works right inside Salesforce.
Pages of KPIs, reporting rules and compliance terms, each funder asking for something slightly different. Someone has to read it all, find the numbers and build the report before the deadline.
Reporting terms are buried in agreements. Turning them into exact measures takes hours, for every grant.
Data gets exported, filtered and pasted by hand. When a funder asks "how did you count this?", there's no easy answer.
Interim and final reports across many funders, each with its own template and due date.
Upload the grant agreement once. GrantComply sets up the reporting and does the work every period. You review and send.
Finds every KPI, reporting period and deadline in the funder's terms.
Computes each number from your Salesforce records. Not guessed by AI.
Builds a native Salesforce report for each measure and shows the formula.
Merges the numbers into your funder's template and drafts the email for you to send.
Upload a PDF or paste requirements. GrantComply maps each one to your Salesforce data.
Every number comes with a saved Salesforce report you can open, filter and share.
See exactly what was counted, from which records, for which dates.
Flags records with missing dates and possible duplicate contacts before you submit.
Upload each funder's Word template once. GrantComply fills it every period.
Accept or reject any number. Nothing reaches a funder until a person clicks Send.
No new system to learn and no data exports. GrantComply runs in your Salesforce org, on the grant and program data you already keep.
Ask in plain English: set up a grant, prepare a report, or check what's due.
Works under your Salesforce users' access, so people only see the data they're allowed to.
Reads grants, campaigns, contacts and deadlines from the Nonprofit Success Pack.
Tell us a little about your organization and we'll show you GrantComply working on a real funder report.