Grant Management & Reporting
Professional Grant Management & Reporting Support for Growing Charities
Gain clarity, accuracy and peace of mind across every grant you manage. We forecast your cashflow, prepare funder reports and keep project budgets on track so your team can focus on delivering impact.
Charity accountants as passionate about your mission as you are
Watch the video to hear what the World Parrot Trust had to say after we transformed their accounting, payments and financial reporting infrastructure.
Financial Clarity for Every Project
Before
Preparing funder reports last minute
Unclear cashflow and uncertainty about grant balances
Project teams and finance working in silos
Worry about overspends, underspends or non-compliance
With Charity Accounting Partners
✓
Clean, accurate reports delivered on time, every time
✓
Real-time visibility of spend, future cashflow and financial risks
✓
Joined-up budgeting, communication and delivery across every grant
✓
Confident financial control with structured tracking and proactive oversight
What’s Included?
1. Grant Cashflow Forecasting
Know exactly when funds arrive, how they’ll be spent and where pressure points exist. No surprises.
2. Funder Reporting
Clean, accurate and on time – strengthening trust with every funder you work with.
3. Project Budgeting & Reforecasting
Bid-ready budgets, realistic delivery plans and ongoing reforecasts to keep projects on track.
4. Grant Tracker Dashboard
A simple, visual overview of:
- Spend vs budget
- Grant balances
- Deadlines & deliverables
- Risks & actions
Everything in one place.
5. Monthly Grant Reviews
A short, insight-led pack showing risks, variances and required actions to keep every project compliant and on course.
6. Programme Lead Collaboration
We work with your delivery teams to ensure budgets, activities and reporting all line up.
★★★★★
“An effective partner for operations and financial systems that I strongly recommend!”
Marine B. – Global Operations Manager
★★★★★
“It’s even getting me excited about finance and that’s saying something.”
Davin M. – UK General Manager
★★★★★
“The flow of financial information is the best we have ever had.”
Sir Rodney W. – Board Member & Trustee
Financial reporting that engages all your stakeholders.
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Keep funders, trustees, management and budget holders informed with tailored financial reports. We ensure the right people get the right insights, in the right way.
Financial systems and processes that empower your mission.
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Never worry about obsolete accountancy systems or clunky, manual financial processes again. With CAP as your outsourced accounting partner, we ensure the latest tech and efficiencies are in play.
THE CAP ASSURANCE guarantee
We’re confident you’ll see real value in our services – so much so that if you’re not fully satisfied within the first 3 months, we’ll give you your money back.
Zero Risk. 100% Value.
Choosing the right finance partner can feel daunting – your mission matters too much to gamble on the wrong fit. That’s why we’ve built our entire approach around trust, transparency, and results.
Grant Management Made Clear and Stress-Free
Here are the most common questions we receive.
1. How does this service help us stay compliant with funder requirements?
We handle the financial side of your grants end-to-end. From budgeting to reporting – ensuring every requirement is met accurately and on time. You’ll always have clean records, clear audit trails and complete confidence that nothing has slipped through the cracks.
2. Will this reduce the workload on our internal team?
Yes. We take on the heavy lifting of cashflow forecasting, reporting, budget tracking and communicating financial updates. Your team can focus on delivering the programme while we manage the financial oversight.
3. Can you work with multiple funders and complex grant portfolios?
Absolutely. We’re experienced in managing portfolios with diverse funders, reporting cycles and restrictions. We consolidate everything into a clear, structured system that gives you full visibility across all projects.
4. How quickly can we get started?
Once we complete a short discovery call, we begin with a Grant Health Diagnostic to map out your grants, reporting deadlines and risks. From there, onboarding typically happens within 1–2 weeks, and you’ll start seeing clarity immediately.