Unit4 Nonprofit software solutions

Transform grant management with Unit4

Grant management software is a powerful tool for nonprofits designed to simplify the entire grant lifecycle, from application to reporting. Wherever you are in the grants cycle, this software helps increase transparency and manage the complex processes involved with ease.

Unit4 Nonprofit Grant Management

Grant management software that works for you

Transparent grant management builds trust with donors and stakeholders. To meet your nonprofit's unique needs, you need a solution that tracks grant funding from receipt to impact and works seamlessly with your systems. Unit4’s grant management solution delivers these benefits and more:

  • Better management of grant funding and spending – track income across actuals, forecast, budget, and plan

  • Monitoring of both awarded and not-awarded grant income

  • Income allocation by award, currency, donor, and project

  • Clear separation of grant income from sponsorships, donations, and restricted or unrestricted funding types

  • Reduced administration and manual data analysis

  • Full visibility into how grants relate to expenditures on personnel, procurement, travel, and administration 

  • Increased credibility and accountability

  • Maximized use of funds and resources

  • Easier re-allocation of indirect costs

  • Greater stakeholder confidence, leading to future grant awards

End-to-end grant management features

Unit4 ERP for Nonprofits rationalizes the entire grant lifecycle – from proposals and pre-awards to post-award registration, sub-recipients, sub-awards, and disbursements – enabling you to manage each stage with transparency and ease.

 


    Pre-awards & proposals

    A comprehensive pre-award portfolio and dedicated workspace provide award managers with access to important details, such as the proposed amount and likelihood, team members, documents, workflow tasks, reports, and deadlines. Pre-built dashboards offer a variety of metrics and KPIs. Links are available to the following activities:

    • Pre-award record to amend associated pre-award details
    • Pipeline of all pre-award proposals per status; pipeline dashboard containing the current pre-awards per status, per potential donor and period. It also displays the total awarded amount and success rate across proposals as well as per the funded amount
    • Budget entry and amendment
    Unit4 Nonprofit Grant Management - Pre-awards & proposals screenshot

    Post-award registration

    In the post-award workflow, grant agreement details are captured and attached. The award supports income processing and project expenditure allocation as part of the General Ledger dimensions. The solution offers a clear overview of award information with all relevant documents attached:

    • Award details including donor, awarded amount, purpose, project reports, currency, and exchange rates.
    • Award budget line mapping and ICR (Indirect Cost Rate) configuration.
    • Workflow actions, assigned teams, and associated sub-awards and financial transactions.
    Nonprofit professional working on post-award registration

    Sub-awards

    Easily manage commitments to sub-awardees and track deliverables, payments, and timelines. With structured workflows and clear financial links to the original grant, Unit4 simplifies sub-award processing and reporting.

    • Commitment management with installment scheduling, due dates, and reporting on consumed and committed funds.
    • Purchase order creation and contract linking with specific product groupings.
    Nonprofit professional working on sub-awards

    Disbursements

    Handle reimbursements and disbursements with accuracy and confidence. Invoices and payment requests are automatically matched with sub-awards, ensuring clean financial tracking and up-to-date reporting on consumed funds.

    • Reimbursement via installment or time-and-expense models.
    • Invoice matching, payable creation, and real-time updates to commitments.
    Nonprofit professional working on disbursements

    Designed for the unique needs of nonprofits 

    Pre-built for nonprofit organizations

    Designed specifically for nonprofits, with workflows and reporting built to support complex funding structures and regional compliance.

    Rapid setup, no coding needed

    Configure workflows, approvals, and project reporting without development, aligned to your specific grant policies.

    Accurate, accessible financials

    Get a clear financial picture across programs, locations, and currencies without relying on multiple systems or spreadsheets.

    Streamlined compliance

    Meet regulatory and donor requirements easily with ready-to-use templates and built-in audit trails.

    Simplified sub-granting

    Track and manage sub-grants directly through Unit4 ERP and Unit4 Source-to-Contract for seamless fund allocation.

    The data that Unit4 gives us is a real differentiator for donors when grant proposals arise. We have dramatically improved our audit results since implementation, and the easy-to-generate reports safeguard trust with our funders because we can easily demonstrate accountability to their requirements.

    Stephen Dean

    IT Director at Medical Teams International

    Read the customer story

    Ready to bring clarity and control to your grant management process?

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