Grant Compliance Agent
Tracks what the funding agreement requires, before the funder does
- 7hard rules
- Things it must never do, enforced in every run
- 5handover rules
- Conditions where it stops and gives the work to a person
- 7output fields
- A structured result, not a paragraph you have to re-read
- ≤6steps per run
- Bounded work: at most 5 tool calls, enforced by the runtime
Read-only by design. This agent has no path to sending, spending, publishing or committing anything. Where that limit is the product, removing it would remove the reason to trust the output.
Overview
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.
Benefits
Deadlines you do not miss
The commonest reason funding is not renewed.
Variances caught early
While a conversation with the funder still fixes them.
Trustee-ready
Findings traceable to the agreement's own words.
What it does
Extracts every obligation
Reports, deadlines, approvals, restrictions — with the clause each comes from.
Checks spend against permitted categories
Including variance limits, which are where small organisations get caught.
Flags approvals before the spend
Prior approval requested afterwards is not prior approval.
Tracks multiple funders at once
Different conditions on different grants, and the costs claimed against two.
Quotes the agreement
Every finding names the clause, so a trustee can check it in a minute.
Never says compliant
It reports against the agreement. Assurance is not its to give.
What this changes
What this changes about your week
- It takes over
- Tracking what each funding agreement requires, by when, and whether spend stayed inside its categories.
- Done today by
- A finance lead or the person who wrote the bid.
- How often
- Continuously, across every live grant.
- Typical manual effort
- Re-reading an agreement and reconciling spend is a day per funder per quarter.
Why Nonprofit & NGOs in particular. Organisations lose funding over a late interim report, not over the work they did. That failure is entirely administrative and entirely avoidable.
Runs unattended
Started by you or by an event, and it finishes on its own. Nothing waits for someone to be at a desk.
The same standard every time
The two-hundredth item is held to the bar the first one was. Consistency is the part people cannot sustain.
It cannot act on its own
Grant Compliance Agent has no path to sending, spending or committing. That limit is why its output is safe to act on.
How it runs
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.
- 1InputValidated against the agent input schema
- 2Modelclaude-opus-5 with automatic fallback
- 3Toolssearch_knowledge, extract_structured_data
- 4PermissionsRuns READ actions automatically; anything higher waits for approval
- 5OutputStructured result matching the output schema
- 6LoggingTokens, duration and every step recorded
Demo
Demo dataIllustrative sample output, abridged.
Input
{
"grants": [
"Community Fund 2026"
],
"expenditure": []
}Output
{
"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."
}Requirements
Integrations
No integrations required.
Before you start
- A knowledge base holding your funding agreements
- Expenditure and reporting records to check against them
- Requires the Starter plan or higher
Use cases
New grant
Turn the agreement into a schedule of obligations.
Quarterly review
Check spend and reporting against every live grant.
Before an audit
Find the gaps in your own records first.
Pricing
Starter
Billed monthly through your PROMIVO subscription. Cancel at any time.
Runs consume your plan allowance for agent executions and tokens. See plan limits
FAQ
Does it decide whether a cost is eligible?
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.
Is this legal or accounting advice?
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.
What if the agreement is not loaded?
It says so and checks nothing. There is no generic grant agreement to fall back on.
Reviews
Reviews open once customers have run this agent.
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