Prepare your grant report
Budget, restricted spending, and evidence assembled for the funder.
What does this agent do?
OpenBooks prepares a grant report by reading the award terms, comparing tagged grant activity with the approved budget, attaching transaction evidence, and flagging costs that need program or finance review.
What OpenBooks needs
- Grant agreement uploaded
- Grant transactions tagged
- Reporting period confirmed
What OpenBooks will do
- I read the grant agreement, approved budget, reporting period, and funder requirements.
- I gather revenue and expenses tagged to the grant.
- I compare actual spending with the approved budget and calculate the remaining balance.
- I attach the source transactions and flag unsupported or out-of-period costs.
- I prepare the financial report and narrative prompts for program and finance review.
What you get
A funder-ready grant report with budget-to-actual results and supporting evidence.
Know exactly what you’ll receive
Report grant spending without reconstructing restricted activity across spreadsheets and inboxes.
- Grant budget-to-actual schedule
- Restricted revenue and expense detail
- Remaining award balance
- Supporting transaction evidence
- Narrative prompts and exception list
A clear fit before you start
Nonprofits reporting to foundations, government grantors, and other restricted funders.
You can customize
- Funder template
- Reporting period
- Program categories
- Narrative and outcome prompts
OpenBooks prepares. You decide.
- 1
OpenBooks assembles the financial schedules and flags unsupported costs.
- 2
Program and finance leads confirm outcomes, classifications, and narrative.
- 3
Your authorized representative approves and submits the report to the funder.
Before you start
Can OpenBooks use the funder’s reporting template?
Yes. The reporting period, categories, and deliverable can be tailored to the funder template before review.
What happens when an expense is not supported by the grant terms?
It is flagged for program and finance review rather than silently included in the report.
Can I edit the draft before anything happens?
Yes. OpenBooks prepares a private draft and surfaces questions. You can correct the narrative, classifications, figures, and recipients before approval.
Does OpenBooks make the final decision or submit for me?
No. OpenBooks prepares and organizes the work. Your authorized human reviews every consequential decision and handles certification or final submission where required.
How is each number verified?
Figures stay linked to the underlying ledger, transactions, and available evidence so reviewers can trace the source instead of relying on a summary alone.
What if my books are not ready?
Start anyway. OpenBooks identifies the missing prerequisites and unresolved items so you have a concrete checklist instead of discovering gaps at the deadline.
Use the words you would actually search
- How do I prepare a nonprofit grant report?
- How do I create a grant budget-to-actual report?
- How should restricted grant expenses be documented?
A funder-ready grant report with budget-to-actual results and supporting evidence.
~10 min for a well-tagged grant, then program and finance review.