Turn grant reporting into a repeatable client service.
Keep each client’s QuickBooks setup while standardizing allocation review, budget-to-actuals, restricted-fund tracking, and funder reports across your firm.
Silver Intuit App Partner
Official Intuit OAuth, read-only by default
“It’s saved me from building manual workarounds for every client, and the reporting that comes out the other end is something I can actually hand to a funder.”
Founder, 501c Bookkeeping
Every client keeps their own QuickBooks setup.
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.
Riverside Food Bank
Grants: Customer · Program: Class
Youth Arts Collective
Grants: Project · Fund: Location
Coastal Health Network
Grants: Classes (multiple)
Turn grant reporting into a repeatable service line.
The same workflow runs across every client: review allocations, watch pacing, draft reports, and deliver branded output your clients can pay you to produce.
Review allocations once per client
Rules classify recurring QuickBooks transactions to the right grant, budget line, and program, so you confirm rather than rebuild.
Catch pacing issues before close
Pace monitor flags grants that are ahead or behind expected spend, with a concrete next action per budget line.
Draft funder reports with AI
Generate funder and board reports from reviewed grant data. The AI never writes back to QuickBooks and does not invent numbers.
Deliver branded, shareable output
Publish reports with each client's logo and colors, share by link, lock with a password, or unpublish whenever you need to.
Cover every client without the seat math.
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 QuickBooks Online 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, grant specific supported writeback permissions when needed, or explicitly enable broader write access.
Book a 15-minute firm fit check.
Bring one client's QuickBooks file and we'll confirm GrantLink works with your firm's mix of setups before you roll it out.