From planned cost to documented decision.

Plan → Assess → Approve → Procure outside GrantOptic → Record outcome → Review actual expenditure.

Four connected stages

A clear trail of what was checked, by whom and against which rule.

01 / PLAN

Plan

Register proposed expenditure and its project purpose.

02 / ASSESS

Assess

Apply configured checks and route approvals.

03 / DOCUMENT

Document

Record the procurement outcome from existing systems.

04 / REVIEW

Review

Compare actual expenditure before donor reporting.

Procurement execution, accounting and payments remain in your existing systems.

What stays in your existing systems

GrantOptic does not execute procurement, select suppliers, issue purchase orders, post accounting entries or make payments.

Procurement

Supplier selection and tender administration remain in authorised systems.

Accounting

Invoices, ledgers and payment processing remain in your accounting environment.

Professional review

Managers, finance teams, donors and auditors retain their own decision-making authority.

Strengthen compliance before the next financial report.

Explore how structured checks, review workflows and audit trails can support your team.