Manage multiple nonprofit clients, each with its own QuickBooks mapping, reports, and branded deliverables. GrantLink leaves QuickBooks as every client's system of record and turns grant reporting into a service line you can resell.
Each client's books look a little different. Some use Customers, some sub-customers, some Classes, plenty use a mix. GrantLink reads what is already there and maps each client independently, so you never force a client onto a new chart of accounts.
Map Customers, sub-customers, Projects, Classes, Locations, or transaction custom fields per client.
A single grant can span more than one tracking entity when a client's books require it.
QuickBooks stays the system of record for every engagement.
Three clients, three setups
Riverside Food Bank
Grants: Customer · Program: Class
Youth Arts Collective
Grants: Project · Fund: Location
Coastal Health Network
Grants: Classes (multiple)
The same workflow runs across every client: review allocations, watch pacing, draft reports, and deliver branded output your clients can pay you to produce.
Rules classify recurring QuickBooks transactions to the right grant, budget line, and program, so you confirm rather than rebuild.
Pace monitor flags grants that are ahead or behind expected spend, with a concrete next action per budget line.
Generate funder and board reports from reviewed grant data. The AI never writes back to QuickBooks and does not invent numbers.
Publish reports with each client's logo and colors, share by link, lock with a password, or unpublish whenever you need to.
Invite and manage client organizations, keep each one's data isolated, and bring your whole team in. Talk to us about firm pricing for the right number of client slots.
Per-client QBO mapping
Every client gets a tracking pattern mapped to its own books, whether that is Customers, sub-customers, Classes, Projects, Locations, or a mix.
Unlimited team members
No seat-based pricing. Bring the whole firm into each engagement without counting logins.
Flexible billing
Bill the firm or bill the client, and switch the arrangement whenever the relationship changes.
Read-only by default
Connect each client in read-only mode and decide per client what GrantLink may write back, if anything at all.
Bring one client's QuickBooks file and we'll confirm GrantLink works with your firm's mix of setups before you roll it out.