The controlled transaction lifecycle
Reporting, analytics and AI sit on top of validated financial controls — never in place of them.
- 1Tenancy & permissions
- 2Awards & grants
- 3Projects & tasks
- 4Budgets & encumbrances
- 5Approvals & controls
- 6Purchase requests
- 7Procurement & bids
- 8Purchase orders
- 9Receiving & evidence
- 10Invoices & matching
- 11Payments & settlement
- 12Accounting & ledgers
Core modules
Grant & award management
Award records, conditions, amendments, reporting schedules, grant ledgers and closeout status in one place.
Project management
Programs, projects, workstreams, milestones and tasks connected directly to the funding that pays for them.
Budget engine
Budget lines with approved, committed, encumbered, pending and available amounts recalculated on every transaction.
Approval engine
Configurable workflows with thresholds, role and amount routing, delegation, escalation and segregation of duties.
Procurement & contracts
RFQ and RFP workflows, independent scoring, vendor ranking, conflict disclosures and a full procurement audit trail.
Accounting & audit
Journals, general and grant ledgers, period controls, immutable logs and complete transaction traces.
Built-in financial controls
- Real-time budget availability check before a request can be submitted
- Grant-period and allowability validation on every expenditure
- Encumbrance created at purchase order, released at payment
- Three-way match across purchase order, receiving and invoice
- Duplicate invoice and split-purchase detection
- Self-approval detection and segregation-of-duties enforcement