Assigned objective
A complete grant-reporting file, balanced and on time.
Back to cases
Non-profit · Foundations
How a foundation automated grant reporting and closed the year with no overtime
The problem
Every grant report requires cross-checking hundreds of invoices against budget lines and reports; weeks of admin work with risk of error and missed deadlines.
The limit of traditional software
The accounting ERP exposes no API and every public portal is different; manual exports multiplied the errors.
CLIENT
Faith-based donations foundation (anonymized)
AGENT TYPE
Administrative-financial agent
INTEGRATED STACK
- Accounting (Sage, FacturaPlus, ContaPlus)
- Verifactu
- Spreadsheets
- Public-administration portals
STAR METRIC
Automated donation control and bank reconciliation
Flawless import of 25 years of accounting
Agent architecture
Reasoning & planning
It maps invoices ↔ budget lines, detects mismatches and explains them.
Tool use
Accounting, spreadsheets, report generation and the relevant administration portal.
Human-in-the-loop
The finance lead reviews and approves before anything is submitted to the portal.
The agent flow
INPUTCall or requirement
02Reporting plan
03Accounting & document cross-check
04File & report
05Human validation
OUTPUTSubmission
Results
Efficiency
Immediate automated control: the finance manager approves in minutes what used to take days.
Reliability
Manual errors in the accounting cross-check are eliminated.
In the client’s words
“Reliability and time saving, eliminating manual errors.”
Does your team have a process like this?
Tell us about it and we’ll show you how a custom agent would solve it, integrated with what you already use.
Request a diagnosis