Procurement
Supplier selection and tender administration remain in authorised systems.
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.
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.