Grant Compliance Agent
Tracks what the funding agreement requires, before the funder does
5 of 8 grant expenses need attention.
8 grant expenses checked. 5 flagged. The largest gap is 12 days.
Start with EXP-08. Equipment has the most flagged.
Which costs a funder accepts depends on the grant agreement and the funder's rules, not on this list.
Why rows were flagged
- Dated after the grant period ended40%
- No receipt held40%
- Not allowable under the grant20%
Value flagged by Category
- Equipment$6,800
- Staff$4,100
- Services$2,750
- Travel$640
- Entertainment$310
Items to act on, worst first
| Item | Category | Value | Days outside period | Why |
|---|---|---|---|---|
| EXP-08 | Equipment | $6,800 | 12 | Dated after the grant period ended |
| EXP-05 | Staff | $4,100 | 4 | Dated after the grant period ended |
| EXP-04 | Entertainment | $310 | 0 | Not allowable under the grant |
| EXP-06 | Services | $2,750 | 0 | No receipt held |
| EXP-02 | Travel | $640 | 0 | No receipt held |
What to do this week
- Resolve EXP-08 first: it is the most urgent on the list.
- Fix the data or the status on every flagged row, then re-run.
- Re-run this check every time the list changes, before it reaches a decision.
Do
- Fix the highest-risk item first, then run the check again on fresh data.
Don't
- Don't act on one row alone: open the source record first.
How to improve
- Add more detail per row (owner, date, source) so the next report can trace each item.
- Add a second period of data so the next report can show whether things are improving.
Demo
Overview
Organisations lose funding on reporting, not on impact. A grant is a contract: what the money may be spent on, what must be reported and when, what needs the funder's prior approval, what triggers repayment. Those conditions live in an agreement nobody re-reads, enforced by a funder who does.
This agent reads the agreements in your knowledge base and extracts every obligation with its deadline. It checks reported expenditure against the permitted categories and any variance limits, and flags spending that needs approval before it happens rather than after.
It reports against the agreement's own words, quoting the clause. It does not advise on charity or grant law, does not decide whether a cost is eligible where the agreement is ambiguous, and never states that you are compliant — it tells you what the agreement says and where your records do not meet it, so a person can act while there is still time.
Benefits
Deadlines you do not miss
The commonest reason funding is not renewed.
Variances caught early
While a conversation with the funder still fixes them.
Trustee-ready
Findings traceable to the agreement's own words.
What it does
Extracts every obligation
Reports, deadlines, approvals, restrictions — with the clause each comes from.
Checks spend against permitted categories
Including variance limits, which are where small organisations get caught.
Flags approvals before the spend
Prior approval requested afterwards is not prior approval.
Tracks multiple funders at once
Different conditions on different grants, and the costs claimed against two.
Quotes the agreement
Every finding names the clause, so a trustee can check it in a minute.
Never says compliant
It reports against the agreement. Assurance is not its to give.
What this changes
What this changes about your week
- It takes over
- Tracking what each funding agreement requires, by when, and whether spend stayed inside its categories.
- Done today by
- A finance lead or the person who wrote the bid.
- How often
- Continuously, across every live grant.
- Typical manual effort
- Re-reading an agreement and reconciling spend is a day per funder per quarter.
Why Nonprofit & NGOs in particular. Organisations lose funding over a late interim report, not over the work they did. That failure is entirely administrative and entirely avoidable.
Runs unattended
Started by you or by an event, and it finishes on its own. Nothing waits for someone to be at a desk.
The same standard every time
The two-hundredth item is held to the bar the first one was. Consistency is the part people cannot sustain.
It cannot act on its own
Grant Compliance Agent has no path to sending, spending or committing. That limit is why its output is safe to act on.
How it runs
This agent runs server-side through the PROMIVO runtime. Each run is logged step by step and every tool call is permission-checked before it executes.
- 1InputValidated against the agent input schema
- 2Modelclaude-opus-5 with automatic fallback
- 3Toolssearch_knowledge, extract_structured_data
- 4PermissionsRuns READ actions automatically; anything higher waits for approval
- 5OutputStructured result matching the output schema
- 6LoggingTokens, duration and every step recorded
Requirements
Integrations
No integrations required.
Before you start
- A knowledge base holding your funding agreements
- Expenditure and reporting records to check against them
- Requires the Starter plan or higher
Use cases
New grant
Turn the agreement into a schedule of obligations.
Quarterly review
Check spend and reporting against every live grant.
Before an audit
Find the gaps in your own records first.
Pricing
Starter
Billed monthly through your PROMIVO subscription. Cancel at any time.
Runs consume your plan allowance for agent executions and tokens. See plan limits
FAQ
Does it decide whether a cost is eligible?
It checks costs against the categories the agreement states. Where the agreement is ambiguous it reports both readings and refers it, because eligibility disputes turn on interpretation and carry repayment risk.
Is this legal or accounting advice?
No. It reports what your agreements say and where your records do not meet them. Charity law, grant law and accounting treatment are for qualified advisers.
What if the agreement is not loaded?
It says so and checks nothing. There is no generic grant agreement to fall back on.
Reviews
Reviews open once customers have run this agent.
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