Budget Manager | Unite: Powered by Platform3

Have complete oversight over all your funding streams

View, track and report on your financial position and stay on top of your funding priorities

View all your program and grant-specific financial data all from the Budget Manager module
Track the flow of all payments back to individual or multiple funding streams
Get a clear snapshot of your financial position and add as many budget fields as you need, including total funds available, funds committed, payments made, remaining funds, and more

Simplify how you manage complex funding arrangements

Add your unique funding rules into the Budget Manager module and streamline administration & compliance

Manage complex funding arrangements like split payments from multiple funds across multiple programs
Create conditional payment arrangements contingent on the completion of grant requirements or progress reports
Set up two-way integration with your accounting system to sync all payment transaction records to be posted to your general ledger

Track the progress of funded projects

Gain full visibility over funded projects from disbursement to progress reporting

Drill down to the record level directly from the Budget Manager module for an easy path to see all activities related to awarded grants
Track the status of fund disbursements against the awarded grant
View full progress reports and reporting history for easy review prior to disbursement payment

“We couldn’t find a lot of vendors that could show Year-to-Date views, which is an important part of evaluating the relationship between the services provided and the money spent to provide those services.”

Jim Swoyer
Grants Manager

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“We have eliminated many of the time-consuming aspects of our old process, and can now focus on other priorities. Our team finally has time to support and empower our grantees, building the capacity of the organizations the city funds.”

London, Canada

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Manage all your grantmaking and government processes on one platform

Unite is a single solution for supporting all your grant funding administration needs. Different modules can be added and modified to augment Unite’s functionality, enabling you to tailor Unite to suit your specific requirements. Beneath Unite sits Platform3, SmartSimple’s cloud-based automation and collaboration platform that provides the underlying infrastructure on which Unite is built on. Through Platform3, Unite inherits its robust functionality that enables it to address the unique aspects of your grants funding administration.

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