Non-profit · Foundations
How a foundation automated grant reporting and closed the year with no overtime
Automated donation control and bank reconciliation
STAR METRIC
Automated donation control and bank reconciliation
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.
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.
Agent architecture
The agent flow
Call or requirement
Reporting plan
Accounting & document cross-check
File & report
Human validation
Submission
Assigned objective
A complete grant-reporting file, balanced and on time.
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.
In the client’s words
“Reliability and time saving, eliminating manual errors.”
CLIENT
Faith-based donations foundation (anonymized)
AGENT TYPE
Administrative-financial agent
INTEGRATED STACK
Accounting (Sage, FacturaPlus, ContaPlus) · Verifactu · Spreadsheets · Public-administration portals
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