Tracks what the funding agreement requires, before the funder does
Organisations lose funding on reporting, not on impact. A grant is a contract: what the money may be spent on, what must be reported and when, what needs the funder's prior approval, what triggers repayment. Those conditions live in an agreement nobody re-reads, enforced by a funder who does.
This agent reads the agreements in your knowledge base and extracts every obligation with its deadline. It checks reported expenditure against the permitted categories and any variance limits, and flags spending that needs approval before it happens rather than after.
It reports against the agreement's own words, quoting the clause. It does not advise on charity or grant law, does not decide whether a cost is eligible where the agreement is ambiguous, and never states that you are compliant — it tells you what the agreement says and where your records do not meet it, so a person can act while there is still time.
The commonest reason funding is not renewed.
While a conversation with the funder still fixes them.
Findings traceable to the agreement's own words.
Reports, deadlines, approvals, restrictions — with the clause each comes from.
Including variance limits, which are where small organisations get caught.
Prior approval requested afterwards is not prior approval.
Different conditions on different grants, and the costs claimed against two.
Every finding names the clause, so a trustee can check it in a minute.
It reports against the agreement. Assurance is not its to give.
This agent runs server-side through the PROMIVO runtime. Each run is logged step by step and every tool call is permission-checked before it executes.
Demo dataIllustrative sample output, abridged.
{
"grants": [
"Community Fund 2026"
],
"expenditure": []
}{
"escalate": true,
"disclaimer": "A check against your funding agreements as written. Not legal, accounting or eligibility advice, and not a statement that the organisation is compliant.",
"obligations": [
{
"due": "2026-07-31",
"grant": "Community Fund 2026",
"clause": "Schedule 2, clause 4 — interim report within 6 months of first payment.",
"status": "overdue",
"obligation": "Interim report with beneficiary numbers"
}
],
"spendFindings": [
{
"grant": "Community Fund 2026",
"issue": "over-variance",
"clause": "Schedule 1, clause 7 — variance above 10% between categories requires written approval.",
"detail": "Staff costs are 21% above the approved budget line; the agreement permits 10% without approval."
}
],
"agreementsFound": true,
"escalationReason": "An interim report is overdue and a budget variance exceeds the permitted limit."
}No integrations required.
Turn the agreement into a schedule of obligations.
Check spend and reporting against every live grant.
Find the gaps in your own records first.
$149/month
Billed monthly through your PROMIVO subscription. Cancel at any time.
Runs consume your plan allowance for agent executions and tokens. See plan limits.
It checks costs against the categories the agreement states. Where the agreement is ambiguous it reports both readings and refers it, because eligibility disputes turn on interpretation and carry repayment risk.
No. It reports what your agreements say and where your records do not meet them. Charity law, grant law and accounting treatment are for qualified advisers.
It says so and checks nothing. There is no generic grant agreement to fall back on.
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