Everything on the grant, connected in one shared record.

Funders and grant recipients work from the same live record throughout the grant lifecycle. Six areas, one history, and nothing typed twice.

Every feature, listed →

1 of 6

Programmes and applications

Criteria, budgets and requirements are agreed once. Organisation details arrive already verified, so applicants write only the parts that are theirs.

  • Programme criteria, budgets, award ranges and requirements set at the start
  • Applications pre-filled from the organisation passport
  • Listed in Find funding, or shared by link, with applicants creating an account as they apply
Programmes and applications in depth →
app.grantary.co.uk/programmes
The Neighbourhood Roots Fund programme in Grantary: envelope position, listing in Find funding, and three applications with their verification state
app.grantary.co.uk/grants/gr-2026-0418
The plan tab of a live grant: the signed agreement on record, grant documents, and the funding conditions register
2 of 6

Grant setup and conditions

An approved application becomes the live grant. Conditions, milestones, reporting dates and payment schedules carry forward without being re-keyed.

  • Award converts to the grant record with nothing re-entered
  • Conditions and milestones with dates and owners
  • Award agreements signed electronically inside the record
Grant setup and conditions in depth →
3 of 6

Funding and spend

Spend is recorded against the grant as it happens, with receipts attached, so both sides see the same figures at the same time.

  • Spend recorded by the recipient, visible to the funder
  • Receipts and invoices attached to the expense they support
  • Missing receipts flagged as attention items, with the amount and the venue
Funding and spend in depth →
app.grantary.co.uk/grants/gr-2026-0418/spend
The finance tab of a live grant: the payment schedule with four instalments received
app.grantary.co.uk/grants/gr-2026-0418/delivery
The delivery tab of a live grant: milestones delivered, in progress and overdue, and outcomes measured against targets
4 of 6

Delivery and outcomes

Evidence is captured during delivery and stays connected to the milestone, condition, report and outcome it supports.

  • One attendance register serves a milestone, a condition, a report and an outcome
  • Photographs, registers, feedback and session notes attached on the day
  • Milestones progress as evidence arrives
Delivery and outcomes in depth →
5 of 6

Changes, risks and questions

Change requests, risks and questions live on the grant, so context is never lost in an inbox.

  • Change requests raised, discussed and decided in the record
  • Risks named with an owner and a date
  • Questions from either side answered where the answer will be found later
Changes, risks and questions in depth →
app.grantary.co.uk/grants/gr-2026-0418/changes
The changes and risks tab: a pending change request with approve and reject, and an approved venue change with its decision note
app.grantary.co.uk/grants/gr-2026-0418/reports
The reports tab: a reporting calendar with an accepted report, a submitted report awaiting acceptance, and a final report due
6 of 6

Reporting and audit

Reports build from the live record. The history is tamper-evident and can be verified by an auditor with no Grantary account.

  • Interim and final reports assembled from evidence already attached
  • A published audit pack format, so you know what you will receive
  • Independent verification without an account
Reporting and audit in depth →
Quick capture

Evidence, attached before you leave the room.

Quick capture opens the camera and puts a receipt, register or photo straight onto the grant. Add Grantary to your home screen and it opens ready to capture.

How evidence works →
A charity worker at a desk reading the Grantary home screen on his phone
receipt_0914.jpg · Young Carers Breakfast ClubAttached
Expense · Merrow and Sons GrocersLinked
Milestone 2 · Sessions deliveredLinked
File locked on uploadVerified

Ask the record. A person still decides.

Where AI helps, it reads the record and drafts from it. It does not judge, and it does not decide.

Ask the assistant you already use.

Connect Claude or ChatGPT to your account and ask in plain English. It sees exactly what you see, reads by default, and can be disconnected in one click.

You, in Claude or ChatGPTWhat is due this month?
Final report and photo record
Community Kitchen Garden · due 30 Jun
Overdue
Summer holiday programme confirmed
Young Carers Breakfast Club · 10 Aug
Milestone
Midpoint progress report
Riverbank Sessions · 14 Aug
Report

Three items, read from your schedule. Nothing was changed.

What it connects to.

The registers, the signature and the assistants people already use.

Four UK registers

Status confirmed against the official record every day.

Charity Commission for England and WalesOSCRCharity Commission for Northern IrelandCompanies House
Registers · 41 organisationsChecked 06:00
Confirmed today40of 41
Companies House1 filing overdue

Electronic signature

Agreements signed inside the record, where they belong.

DocuSign
FCF-2025-114 Grant AgreementSigned
Both parties, 24 Nov 2025On record
Conditions carried into the plan6 of 6

Your AI assistant

Plain-English answers from the live record, on a key you control.

ClaudeChatGPT
Connection · Programme DirectorActive
Read the recordOn
Read and recordOff
Score or decide anythingNever

Walk a grant from application to audit pack.

Every area above is open in the live demo, as a funder, a grantee or an assessor. It takes a few minutes and nothing you do is kept.