Advanced Funding
Built for organisations managing complex funding portfolios, the platform gives you one governed view of proposed, committed and actual funding at every level.
From early planning to final payment, funding moves through structured workflows with clear approvals at each step. Finance and program teams work from the same numbers across portfolio, program, round and project.
Proposed funding, forecasts and actuals sit side by side, so you can see where money is planned, committed and spent without stitching together spreadsheets or reconciling by hand.
As plans change, forecasts update with them, giving decision-makers an accurate forward view whenever they need it.
The result:
Stronger funding governance, earlier visibility of your financial position and more confident decisions, purpose-built for funding programs.
Proposed funding, governed end-to-end
Plan funding top-down or build it bottom-up from projects and rounds. Proposed funding moves through configurable approval workflows before it becomes committed.
- Capture and manage proposed funding through Round-level workflows
- See funding across portfolio, program, round and project
- Roll project and round allocations up into your overall funding plan
- Move proposed funding to committed with formal sign-off
- Feed proposed funding straight into forecasts
Forecasting - a complete view of future cash flow
See actuals, committed spend and expected activity on one timeline. Model future spend before it’s contracted, so you know your position early.
- View incoming, outgoing and forecast milestones together, from project to portfolio
- Include journals from your finance system for a complete picture
- Track actuals and forecasts side by side
- Model future activity with manual forecast lines
- Update forecasts as plans change
Journals - actuals, without the manual reconciliation
When actuals land in your finance system, they flow into the platform against the right milestone, project, contract, round or portfolio, with no manual matching required.
- Record actuals at any level, from milestone to portfolio
- Actual expenditure updates as journals post
- Receive journal entries from your finance system through a standard integration point
You’re in good company
