Give every deadline a next step
See upcoming and overdue work across grants. Assign a task, record a blocker, or mark it complete.
CivicFolio
Loading your grant work
Checking the latest records and decisions.
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Manage applications, awards, and reimbursements
Know what each grant needs, bring the right files into the work, and follow the funding after an award. CivicFolio keeps the daily tasks connected to the project they support.
Find the file behind the decision
Keep a message or file with the application it affects. See which version has been reviewed and approved.
Carry applications into awards
Track the application requirements, filing receipt, and agency decision. Carry approved funding into its award.
See what is still owed
Compare each submitted line with the agency’s decision and payments received. Keep the supporting files beside the amounts.
Continue the work on each grant
Use Today to review deadlines and open tasks, then open Grants for the full application or award. Review added messages and files in Inbox.
- Today
Due and overdue work
Open the task or deadline that needs your attention.
- Inbox
New messages and files
Review an item and link it to the client, project, application, or award.
- Work
All grant tasks
Search open and completed tasks. Filter by due date or status.
- Grants
Carry applications into awards
See each grant’s client, deadline, status, and next task.
- Settings
Account and connections
Manage your passkeys and connected accounts.
Bring the right information into the grant.
Keep each linked file or message with the reviewed version, the decision, and the next task.
Choose the messages and files
When Google Workspace is connected, you choose the Gmail search and the Drive files to review. A move or rename requires your approval.
Keep your existing files
Working files stay in their original accounts. CivicFolio keeps the link, version, and review with the grant. Connection availability is shown in Settings.
Accounting stays in the finance system
Reconcile grant reimbursements in CivicFolio. Bookkeeping and accounting entries stay in your finance system.
File through the agency portal
You submit the application or request. CivicFolio keeps the submitted files, receipt, and agency response.
See the work in one place.
Walk through an application, award, and reimbursement request with us.