Grant Tracking Accelerator
Improve business licensing and registration processes with a single seamless solution.
Optimizing Grant Tracking for Maximum Impact
For organizations that rely on grants and funding agreements, financial oversight isn’t just about bookkeeping—it’s a critical function that impacts operations, compliance, and long-term sustainability. Managing complex funding sources, navigating evolving compliance requirements, and keeping up with administrative demands create an ongoing struggle to maintain control over budgets and expenditures. Each year, organizations may juggle hundreds of agreements, each with unique spending restrictions, approval processes, and reporting deadlines. Without real-time tracking and centralized oversight, financial data becomes fragmented across spreadsheets, disconnected databases, and outdated systems, making it difficult to monitor spending effectively. This lack of visibility increases the risk of errors, overspending, and missed opportunities to maximize available funds. At the same time, funding agencies require precise and timely reports, yet manual processes and siloed information often lead to delays, inaccuracies, and compliance risks that could result in penalties or even jeopardized future funding.
As administrative bottlenecks slow down expense tracking, approvals, and forecasting, organizations find themselves struggling to keep pace with the financial demands of their programs. Without a streamlined approach to grant management and budget tracking, the challenges only grow, leaving organizations vulnerable to inefficiencies, financial mismanagement, and potential funding loss.
We understand the challenge. We need to improve the business licensing process because...
Disconnected Financial Systems – Complex funding streams often don’t integrate with existing accounting systems, making it difficult to track expenses and allocate funds accurately
Scattered Data – Critical financial information is spread across spreadsheets, emails, and disconnected internal systems, leading to inefficiencies, duplication, and errors
Administrative Overload – Managing hundreds of agreements manually consumes valuable time and resources, increasing the risk of delays and missed reporting deadlines
Lack of Real-Time Visibility – Without up-to-date financial data, leadership struggles to make informed decisions, while grant managers face challenges in tracking spending, forecasting burn rates, and ensuring compliance
Risk to Financial Oversight – Inefficient processes and outdated information create compliance risks and threaten the organization’s ability to maximize available resources
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Transform Grant Tracking with a Scalable Solution
Key benefits of our Grant Tracking Solution:
Employee Information
Syncs with your personnel database to bring in job classifications, pay rates, and more, providing up-to-date employee details
Organization Hierarchy
The Divisions, Branches, Units, Programs, and Subprograms are tracked and related to employees with their roles
Organizations and Contacts
Integrates all vendors, funders, and community partners in one place, eliminating data duplication by cross-referencing vendor entries with your accounting system
Email Integration
Syncs emails from Outlook or Gmail to relevant records, ensuring that communications are tracked and connected to the right agreements and contacts
Revenue & Expenditure Agreements
Links revenue and expenditure agreements, providing clarity on the flow of funds and simplifying financial management
Agreement Contact Roles
Employees and Funder/Vendor Contacts are related to agreements with predefined roles
Deliverables
Grant deadlines for spend reports, progress reports, and other deliverables are scheduled and assigned to the appropriate person with proactive notification of due dates
Budget Tracking
Grant budgets can be designed in accordance with the funder-provided spend plan, which supports Budget Categories, Budget Line Items, and tracking forecasts and actuals to Budget Periods
Expense Import
Automates weekly imports of payroll and non-payroll expenses, automatically associating them with vendors, employees, agreements, and various accounting codes
Expense Allocation
Expenses automatically flow to the budget based on the assigned accounting codes, which can be easily allocated to budget line items
Document Generation & E-Signature
Automatically pre-populates documents for approvals and generates e-signature envelopes
Approval Processes
Rules-based assignments to automatically select the people who need to sign, view, or receive a copy of a document using the Agreement Contact Roles or Division Contacts
Analytics & Reporting
Custom dashboards and reports provide key stakeholders with real-time insights into grant performance, project status, and financial health
Related Success Stories
Summit has helped hundreds of clients with over 1,500 successful implementations. Dive deeper into our clients challenges and the solutions our team of Salesforce experts created.
Santa Cruz County Health Services Agency
Summit helped Santa Cruz County Public Health transform grant management operations with a custom Salesforce solution that improved efficiency, visibility, and financial oversight.
Summit's Salesforce Certifications
As a firm specializing in Salesforce project work, we place a high value on obtaining and maintaining Salesforce certifications for the various Salesforce products we support and services we offer. Our team has obtained over 70 certifications spanning over 20 unique areas of certification. Every member of our delivery team holds at least one certification, and many team members have earned more than five.
