From the field visit to the donor report.
Programmes, M&E, grants, proposals, finance, procurement and people in one system built around your results framework. What a field officer records today counts in the donor report, so nobody rebuilds the numbers in Excel at quarter end.
- Modules
- 16
- Features
- 220
- Login
- 1
- Field data arrives weeks latePaper forms travel back from the field, someone types them up, and the mistakes come too.
- One person, counted three timesEach project keeps its own beneficiary list, so the totals never quite add up.
- Spend per grant is a guessPayments sit in the general ledger, not against each donor's budget lines.
- Reporting season eats a monthEvery donor wants a different format, so the team rebuilds the same numbers again.
Your programmes deserve better.
M&E, grants and donors. One login.
Sixteen modules on one database, from the funding call to the donor report. A field visit counts towards the right indicator, money is reserved the moment an order is raised, and each donor's form fills from the same ledger. Click around the dashboard below to open each module.
- Programmes & M&E
- Grants & funding
- Finance & operations
- People & governance
- assigned1
- open1
- in review1
No records match.
New dashboard
No records match.
WASH Siaya · Activity 2.3.4 · Bondo sub-county, Kenya
- Output
- 2.3 Schools with safe water and handwashing
- Planned
- 6 tanks at 6 schools, 12 to 16 Oct
- Budget line
- WASH-3.2 Water tanks
- Order
- PO-0412, KES 486,000 reserved 6 Oct
- Owner
- Otieno Ouma, WASH officer
- Supervisor
- Peter Odhiambo, programme manager
- Evidence needed
- Handover forms, photos, head sign-off
- Order PO-0412 for 6 tanks approved, KES 486,000 reserved on WASH-3.2
- Supervision visit to 2 schools scored 18 of 20, 1 follow-up on tank bases
- Field report: tank bases ready at 4 of 6 schools, 4 photos attached
- Activity added to the Q4 workplan and approved by the programme manager
New activity
- verified2
- behind2
- at risk1
- submitted2
No records match.
Indicator 3.1 · Youth Jobs Lusaka · Output 3, quarterly
- Definition
- Youth 18 to 35 in paid work 3 months on
- Target, Q3
- 450 (1,500 over the project)
- Actual, Q3
- 468: 251 women, 217 men
- By age
- 18 to 24: 302, 25 to 35: 166
- Data source
- Employer letters and follow-up calls
- Submitted by
- Bwalya Phiri, 3 Oct
- Verified by
- Daniel Mwansa, M&E officer, 5 Oct
- Evidence
- 468 records, 31 employer letters
- Verified by Daniel Mwansa after checking 40 records against employer letters
- Query answered: 6 duplicate placements removed, actual changed from 474 to 468
- Q3 actual of 474 submitted by Bwalya Phiri with the breakdown by sex and age
- Reminder sent: Q3 actuals due by 7 Oct
Submit actuals
No records match.
Household visit · HH-0418 · Kapsoit, Kericho County
- Officer
- Mercy Chebet, field officer
- Household
- HH-0418, 6 members, coded ID only
- Location
- GPS -0.3677, 35.2831, 4 m accuracy
- Filled in
- 6 Oct, 10:18 to 10:42, offline
- Synced
- 6 Oct, 11:05
- Consent
- Read out in Kipsigis, signed on screen
- Attachments
- 2 photos, 1 signature
- Checks
- 1 flag: no latrine but WASH score 4
- Synced from Mercy Chebet's phone with 5 other forms
- Check flagged: the latrine answer does not match the WASH score
- Saved offline at Kapsoit with GPS and 2 photos
- Visit assigned by supervisor Kiprotich Langat
Assign visits
- follow-up due2
- completed2
- escalated1
- sent2
No records match.
Referral RF-2291 · Household KE-KER-0418 · Nutrition
- Person
- KE-KER-0418-03, girl, 2 years
- Name
- Restricted: case staff only
- Reason
- MUAC 12.1 cm at the household visit
- Referred to
- Kapsoit health centre, nutrition desk
- Referred by
- Mercy Chebet, 6 Oct
- Consent
- Given by the mother, recorded 6 Oct
- Follow-up
- Mercy Chebet, by 9 Oct
- Kapsoit health centre told by SMS, reference RF-2291
- Follow-up task set for Mercy Chebet, due 9 Oct
- Referral created from household visit HH-0418 after the MUAC check
- Household KE-KER-0418 registered with consent, 6 members
Make referral
- report due2
- accounted3
- on hold1
- screening1
No records match.
Partner P-007 · Sub-grant SUB-WASH-02 · Siaya County, Kenya
- Sub-grant
- KES 6,400,000, Jan 2026 to Jun 2027
- Funded from
- WASH Siaya, Clean Water Fund
- Paid so far
- KES 3,200,000 in 2 instalments
- Accounted
- KES 2,740,000, KES 460,000 open
- Next instalment
- KES 1,600,000, held until accounted
- Risk rating
- Low, rescreened 12 Sep
- Sanctions check
- Clear, 12 Sep, 5 directors checked
- Contact
- Achieng Odera, programme lead
- KES 312,000 of receipts accepted, KES 148,000 queried: 3 receipts unclear
- Q3 accountability report submitted with 64 receipts
- Annual rescreening done, rated low risk, sanctions check clear
- Q2 results verified by M&E: 214 households reached
New sub-grant
No records match.
Training EV-0291 · WASH committee training · Bondo, Siaya
- Dates
- 29 Sep to 1 Oct, 3 days
- Participants
- 42 checked in: 24 women, 18 men
- Sessions
- 9 sessions, 2 facilitators
- Test scores
- Pre 48%, post 76%, gain of 28 points
- Certificates
- 38 issued, 4 missed a session
- Allowances
- KES 126,000 for 42 people, 3 days
- Cost
- KES 214,500 of a KES 230,000 budget
- Counts towards
- Indicator 2.4, people trained
- 38 certificates issued with check codes and sent by SMS
- Allowances paid for 42 people against the daily sign-in sheets
- Post-test done by 41 people, average 76%
- 42 participants checked in, pre-test average 48%
New event
No records match.
Grant G-2025-03 · WASH Siaya · Clean Water Fund · USD
- Award
- USD 420,000, Jul 2025 to Jun 2027
- Received
- USD 315,000 in 3 of 4 tranches
- Spent and committed
- USD 271,400, 65% of the award
- Next report
- Q3 progress and financial, 15 Oct
- Conditions
- Donor approval for buys over USD 10,000
- Grant manager
- Joseph Tembo
- Observer logins
- 2 at the donor, last used 3 Oct
- Donor health
- 92 of 100, every report on time
- Donor observer viewed the Q3 results dashboard
- Call with the donor's programme officer logged: interest in a phase 2
- Tranche 3 of USD 105,000 received at KES 129.1 to the dollar
- Amendment 1 approved: 2 schools added, end date unchanged
Set up grant
No records match.
Proposal PR-2026-11 · Climate-smart schools · Green Futures Trust
- Call
- Climate-smart schools, up to USD 350,000
- Fit score
- 86%: theme, countries and size match
- Go/no-go
- Go, signed by Faith Achieng, 22 Sep
- Budget
- USD 348,600 over 3 years, 7% indirect
- Compliance matrix
- 41 of 43 requirements answered
- Version
- v3, 6 changes from v2
- Approval gates
- Programme done, finance open, director next
- Lead writer
- Joseph Tembo, grants manager
- Budget v3 sent to the finance gate: unit costs for tanks updated
- Programme gate passed by Peter Odhiambo with 2 comments
- Logframe drafted: 3 outcomes, 9 outputs, 14 indicators
- Go decision signed: 31 of 40 on the go/no-go checklist
- Call found by the funding finder and scored 86% fit
Start proposal
- on plan3
- underspend1
- fast burn2
- closing1
No records match.
Budget line WASH-3.2 · Water tanks · WASH Siaya · KES
- Budget
- KES 4,860,000 for 60 tanks
- Spent
- KES 2,916,000, 36 tanks installed
- Committed
- KES 486,000, order PO-0412
- Available
- KES 1,458,000
- Burn against time
- 60% spent, 67% of the period gone
- Donor flexibility
- 10% between lines without approval
- Line owner
- Otieno Ouma, WASH officer
- KES 486,000 reserved for order PO-0412, 6 tanks
- September actuals posted: KES 324,000 on this line
- Revision approved: KES 300,000 moved in from WASH-3.4
- Variance check: within 10%, no note needed
Request revision
No records match.
SF-425 · Safe Motherhood Chipata · Jul to Sep 2026 · USD
- Award
- USD 610,000, Oct 2025 to Sep 2028
- Period
- Quarter ending 30 Sep 2026
- Cash received
- USD 142,000 to date
- Spent to date
- USD 98,400
- Indirect costs
- USD 9,840 at the agreed rate
- Open obligations
- USD 6,200, 2 open orders
- Filled from
- Ledger, grant tag G-2025-07
- Reviewers
- Mutale Banda, then Faith Achieng
- Variance notes added by finance for 3 lines over 10%
- Check passed: cash and spend agree with the trial balance
- Form filled from the ledger after the September close
- Report opened from the calendar, due 30 Oct
New report
| Description | Qty | Unit | Amount |
|---|---|---|---|
| Exercise book sets, 8 books each | 1500 | 82 | 123,000 |
| Delivery to the Kisumu office | 1 | 5,017 | 5,017 |
| Description | Qty | Unit | Amount |
|---|---|---|---|
| Motorbike service, CHV bikes | 4 | 9,500 | 38,000 |
| Tyres and tubes | 8 | 3,600 | 28,800 |
| Spare parts | 1 | 12,769 | 12,769 |
| Description | Qty | Unit | Amount |
|---|---|---|---|
| Maize seed, drought tolerant, 10 kg | 300 | 150 | 45,000 |
| Bean seed, 2 kg packs | 200 | 52 | 10,345 |
| Description | Qty | Unit | Amount |
|---|---|---|---|
| Printer toner, black | 6 | 4,200 | 25,200 |
| A4 paper, reams | 20 | 369 | 7,386 |
| Description | Qty | Unit | Amount |
|---|---|---|---|
| Steel shelving, clinic store | 4 | 2,900 | 11,600 |
| Padlocks and hasps | 10 | 431 | 4,305 |
| Description | Qty | Unit | Amount |
|---|---|---|---|
| Diesel, litres | 1040 | 172 | 178,880 |
| Engine oil, 5 L | 2 | 1,508 | 3,017 |
| Description | Qty | Unit | Amount |
|---|---|---|---|
| Hall hire, job fair, 23 Oct | 1 | 15,000 | 15,000 |
| Chairs and tables | 1 | 4,400 | 4,400 |
| Sound system | 1 | 3,014 | 3,014 |
No records match.
Invoice INV-8841 · Kisumu Print House · Girls in School
- Order
- PO-0398, 1,500 exercise book sets
- Goods received
- GRN-0377, 30 Sep, Lilian Atieno
- Invoice
- KES 148,500, eTIMS number on file
- Match
- Quantity and price agree on all 3
- Coded to
- GIS-2.4, Learning Access Fund
- Approvals
- Compliance and finance done, final next
- Payment
- Run PR-41, Friday 9 Oct
- Finance approval by Mutale Banda; waiting for final approval
- Compliance check passed: 3 quotes on file, supplier clear of sanctions lists
- Invoice received and matched to PO-0398 and GRN-0377
- 1,500 sets received at the Kisumu office, GRN-0377 signed
Record invoice
No records match.
REQ-0233 · Motorbikes for community health volunteers · Turkana
- Grant and line
- Nutrition Turkana, NUT-4.2
- Reserved
- KES 1,040,000 on 22 Sep
- Method
- Three quotes, under KES 2M
- Quotes received
- 4, opened 2 Oct by 2 staff
- Lowest bid
- Lodwar Motors, KES 968,000
- Sanctions check
- All 4 suppliers clear, 2 Oct
- Panel
- Peter Kiprono, Ekai Lokwang, Mutale Banda
- Scores in from 2 of 3 panel members; no conflicts of interest declared
- Sanctions check on 4 suppliers and 9 directors: all clear
- 4 sealed quotes opened by Peter Kiprono and Ekai Lokwang
- Quotation request sent to 6 registered suppliers, closing 1 Oct
- Requisition approved, KES 1,040,000 reserved on NUT-4.2
New requisition
- to approve2
- in order2
- overdue2
- in repair1
No records match.
Travel request TR-0517 · Nairobi to Lodwar · 12 to 16 Oct
- Traveller
- Grace Njeri, M&E manager
- Purpose
- Data quality assessment at 3 sites
- Grant and line
- Nutrition Turkana, NUT-6.1 Travel
- Transport
- Flight to Lodwar, field vehicle there
- Allowance
- KES 28,000 for 4 nights
- Reserved
- KES 46,500 for flight and allowance
- Approvers
- Peter Odhiambo, then finance
- Check passed: Grace Njeri has no unsettled advance
- KES 46,500 reserved on NUT-6.1 for the flight and allowance
- Request submitted with the DQA plan attached
- DQA visit added to the Q4 M&E workplan
Request travel
- contract ends2
- active3
- on leave1
- timesheet late1
No records match.
Staff ST-0142 · Programme officer · Lusaka office, Zambia
- Contract
- Fixed term, ends 31 Dec 2026
- Funded by
- Youth Jobs Lusaka 80%, core 20%
- Leave balance
- 9 days of annual leave
- September timesheet
- Certified 2 Oct by her supervisor
- Gross pay
- ZMW 18,500 a month
- Deductions
- PAYE, NAPSA and NHIMA
- Next step
- Renewal decision due 1 Nov
- Contract end reminder: 87 days left, linked to the phase 2 proposal
- September timesheet certified: 80% Youth Jobs Lusaka, 20% core
- September payslip sent: ZMW 18,500 gross
- Mid-year appraisal done, rated 4 of 5
Add staff
No records match.
Case SG-2026-014 · Staff conduct · Lodwar office · Restricted
- Reported by
- Partner staff, through the hotline log
- Subject
- Staff code ST-0219, name sealed
- Affected person
- Code SV-0144, adult, name sealed
- Risk
- High: subject moved off field duty
- Lead
- Ruth Nyambura, safeguarding lead
- Investigator
- External, appointed 4 Oct
- Donor notice
- Health Equity Fund, due 8 Oct
- Access
- 3 people, 11 views logged
- Support plan agreed: counselling and a medical referral, both accepted
- External investigator appointed, terms of reference signed
- Risk assessed as high, subject moved off field duty pending investigation
- Concern reported by a partner through the hotline log, sealed on entry
Report concern
- investigating1
- mitigating3
- resolved2
- snoozed1
No records match.
Alert AL-0388 · Anti-fraud monitor · Lodwar office · High
- Rule
- Orders split to stay under a quote limit
- Found
- 3 orders to one supplier in 6 days
- Total
- KES 1,410,000; limit KES 500,000 each
- Supplier
- Turkana General Supplies
- Raised by
- Automated check, 4 Oct, 02:00
- Assigned to
- Mutale Banda, finance lead
- Payments
- Held on all 3 invoices
- Mutale Banda asked Lodwar for the 3 order files and their requisitions
- Alert assigned by you to Mutale Banda, priority high
- Payments on the 3 invoices held automatically
- Raised by the anti-fraud monitor: 3 orders, 1 supplier, 6 days
Add risk
Executive cockpit
Portfolio, funding mix, spend against plan, pipeline, reach and delivery health across both countries, with the alerts that need the director.
Programmes & workplans
Programmes, projects and workplans with activities, deliverables, field reports and supervision visits.
- Programme and project structureProgrammes hold projects, projects hold sites and activities, so progress rolls up from a village to the country office.
- Annual workplansActivities per project with owners, dates, budget lines and the output each one delivers, approved before the year starts.
- Deliverables and milestonesBaseline, mid-term review, handovers and close-out tracked with due dates, owners and the evidence filed against each.
- Field reports per activityOfficers report what happened, who attended and what was spent, with photos and attendance sheets attached.
- Supervision visitsSupervisors plan visits, score them on a checklist and log follow-up actions that stay open until closed.
- Plan against actualEach activity shows planned and actual dates, people reached and spend, so slippage shows in the first week.
- Activities on budget linesEvery activity sits on a grant budget line, so an order or advance for it checks the money first.
- Timeline viewWorkplans on a timeline by month, with dependencies and the activities running late highlighted.
- Delivery healthEach project rated on time, spend and results, the same score the executive cockpit shows.
- Departments and field officesProjects grouped by department, country and field office, each with its own approvers and users.
- Close-out checklistFinal report, asset handover, file archive and partner sign-off ticked off before a project closes.
M&E results & indicators
Results chains and indicators with reference sheets, targets, actuals by sex and age, and independent checks.
- Results chains and logframesGoal, outcomes, outputs and activities set up per project, each linked to the indicators that measure it.
- Indicator reference sheetsDefinition, unit, data source, frequency, baseline and calculation method stored with every indicator.
- Targets by periodTargets set by quarter and year, per project, site and country, with the baseline kept beside them.
- Actuals by sex and ageEach period's actuals entered or counted from field data, broken down by sex, age band and location.
- Submit, then verifyThe officer submits a period's figure, and someone who did not enter it verifies it before it counts.
- Evidence behind each figureAttendance sheets, registers and photos linked to each reported number, ready for an auditor.
- Data quality assessmentsScheduled DQAs score accuracy, completeness and timeliness, and log the fixes agreed with each site.
- EvaluationsBaseline, mid-term and final evaluations with their terms of reference, reports and management responses.
- On track, behind or at riskStatus worked out from progress against target and time elapsed, so problems show early.
- Unique countingPeople reached are counted once per indicator and period, even when they attend several activities.
- MEL plan and tracking tableThe MEL plan and Indicator Tracking Table generated for any project and period, in the donor's layout.
- One indicator, several donorsOne indicator can feed several donor frameworks, each with its own wording and targets.
Field data & surveys
Offline forms with GPS and photos from the field, plus surveys and feedback, checked before they count.
- Form builderQuestions, skip logic, validation and calculations built by M&E staff, with XLSForm import for existing tools.
- Works without signalForms save on the phone and sync in order when the officer is back in range, with nothing counted twice.
- GPS, photos and signaturesEach submission carries its location, time, photos and a consent signature where the form needs one.
- Visit listsSupervisors assign visits by area, and each officer sees their own list for the day.
- Review queueSupervisors approve or return each submission with a comment, and only approved data reaches indicators.
- Mobile drawer for field staffA phone-sized menu with only the screens field staff use, so the system works on a basic smartphone.
- Surveys and samplingBaseline, endline and satisfaction surveys, with random samples drawn from the reach register.
- Feedback and complaintsCommunity feedback by form or hotline log, routed to an owner and answered within a set time.
- Sync monitorWho has unsent forms, when each phone last synced and which version of each form it runs.
- Checks on entryRanges, required fields and duplicate checks run on the phone, so errors are fixed at the door.
Reach & referrals
Reach recorded under coded IDs, never real names in reports, and referrals with restricted escalation.
- Coded reach recordsEach person or household gets a coded ID; names and phone numbers sit behind a restricted field.
- No real names in reportsReports, exports and dashboards use codes and totals only, so names never leave the system.
- Consent on recordConsent recorded with the date, language and officer, and checked before any service or follow-up.
- Services receivedEvery service, distribution and session a person receives logged against their code and the activity.
- Duplicate checksMatching on ID number, date of birth and village finds repeats across projects before they are counted.
- Referrals out and inReferrals to clinics, police, schools and other NGOs, with the service, date and follow-up owner.
- Referral directoryService providers by county and district with what they offer, opening hours and a named contact.
- Follow-up until closedEach referral stays open until the officer confirms the person received the service.
- Restricted escalationUrgent or sensitive referrals go only to named staff, and every view of them is logged.
- Reach by sex, age and placeUnique people reached, split by sex, age band, disability and location, for any period.
Partners & sub-grants
Local partners screened, funded in instalments and asked to account for spent funds before the next one.
- Partner screeningRegistration, governance, finance and safeguarding checked on a scored form before any funds move.
- Sanctions checksPartner names and directors checked against sanctions lists, with the result and the date kept.
- Sub-grant agreementsBudget, period, deliverables and reporting dates per sub-grant, with the signed agreement attached.
- InstalmentsFunds released in tranches, each one held until the previous tranche is accounted for.
- Accountability for spent fundsPartners submit spend with receipts against their budget lines; finance accepts or queries each line.
- Partner resultsPartners submit their indicator figures each period on a set form, verified by your M&E team.
- Risk ratingEach partner rated low, medium or high risk, which sets how often they report and are visited.
- Capacity plansGaps found at screening turn into a capacity plan with training and support visits.
- Monitoring visitsVisits to partners scored on a checklist, with findings and follow-up actions tracked to closure.
Events & trainings
Conferences, trainings and outreach with agendas, check-in, daily allowances, tests, certificates and minutes.
- Event planningDates, venue, budget line, facilitators and invite list per event, with a checklist of tasks.
- Agendas and sessionsSessions with times, speakers and rooms, shared with participants before the day.
- Registration and check-inParticipants registered ahead and checked in on the day by QR code or list, per session.
- Daily allowancesAllowances worked out per day attended and paid against the sign-in sheet, not the invite list.
- Attendance by sex and ageAttendance counted by sex, age band and organisation, and fed to the right indicators.
- Pre and post testsKnowledge tests before and after a training, with the change in scores per person and group.
- CertificatesCertificates issued to those who attended enough sessions and passed, each with a check code.
- Minutes and actionsMinutes, decisions and follow-up actions recorded and sent to their owners after the meeting.
- Outreach sessionsCommunity outreach and awareness sessions logged with place, topic and the number reached.
- Event costsVenue, meals, transport and allowances coded to the grant, with spend against the event budget.
Grants & donors
Awards from setup to close-out, the donor pipeline, engagement log, donor health and read-only donor logins.
- Grant registerEvery award with donor, amount, currency, period, conditions and reporting dates from the signed agreement.
- Setup with an independent checkA new grant is set up by grants staff and checked by finance before any spend can be coded to it.
- Obligations trackerReports, audits, branding, prior approvals and other donor conditions listed per grant with owners and dates.
- AmendmentsChanged dates, budgets and targets saved as a new version with the donor's letter; the original is kept.
- Close-outFinal reports, asset disposal, refunds of unspent funds and the archive ticked off before a grant closes.
- Tranches and receiptsExpected and received tranches per grant, with the exchange rate used when USD funds arrive.
- Donor pipelineProspects from first contact to concept note to award, with value, likelihood and next step.
- Engagement logMeetings, calls, visits and emails with each donor logged, so anyone can pick up the relationship.
- Donor healthA score per donor from reports on time, spend rate and contact, so a cooling relationship shows early.
- Donor observer loginsDonors get read-only logins that show their own grants' results, spend and reports, nothing else.
- Co-funding and matchShared costs and match funding tracked across donors, so no cost is charged twice.
- Due diligence packRegistration, audited accounts, policies and board list kept current for any donor's request.
Funding finder & proposals
Open calls scored for fit, go/no-go decisions, and proposals with logframe, budget, versions and sign-off.
- Funding calls in one listCalls from public funding databases through integration-ready feeds, with donor, amount, themes and deadline.
- Fit scoringEach call scored against your themes, countries, grant size and track record, with the reasons shown.
- Shortlist and deadlinesCalls worth chasing go on a shortlist with an owner, and reminders 30, 14 and 3 days before the deadline.
- Go/no-go decisionA scored checklist on fit, capacity, match funding and risk, signed off before writing starts.
- Proposal workspaceNarrative sections with owners and word limits, written in one place instead of emailed drafts.
- Logframe builderGoal, outcomes, outputs, indicators and assumptions drafted with the proposal and carried into M&E on award.
- Proposal budgetLines, unit costs and cost shares in the donor's template and currency, with indirect costs worked out.
- Compliance matrixEvery requirement in the call listed against where the proposal answers it, so nothing is missed.
- Versions compared side by sideTwo drafts shown side by side with the changes marked, for the narrative and the budget.
- Approval gatesProgramme, finance and the director approve at set stages before a proposal can be submitted.
- AI summaries, personal data removedLong calls summarised and fit drafted by AI, with personal data taken out before anything is sent.
- From award to grantAn awarded proposal becomes a grant with its budget, logframe and indicators already set up.
Budgets & commitments
Budget against actual per grant and line, funds reserved the moment an order is raised, runway and burn.
- Budgets in the donor's formatBudget lines, categories and notes set up as in the signed budget, in the grant's currency.
- Commitments when an order is raisedA requisition or order reserves its amount on the budget line at once, so nobody spends the same money twice.
- Available balanceBudget minus spend minus commitments per line, shown wherever someone raises a cost.
- Budget against actualSpend per line, per quarter and to date, with the variance in amount and percentage.
- Budget revisionsMoves between lines requested, approved and recorded, with the donor's approval letter where one is needed.
- Burn rateSpend compared with time elapsed, so fast and slow grants show up months before they close.
- Runway forecastMonths of funding left on each grant and on core funds at the current burn.
- Inflation and FX scenariosRunway worked out again for an inflation rate or a ZMW or KES rate against the USD that you choose.
- Shared cost allocationRent, utilities and admin salaries split across grants by an agreed rule every month.
- Variance alertsLines over or under by more than the donor allows raise an alert that asks the owner for a note.
- Burn-rate monitorGrants burning far ahead of or behind plan go to the triage queue for the director.
Donor reporting
Ready donor forms such as SF-425, FACE, EU PRAG and Global Fund PU/DR, filled from the same data.
- SF-425 for US federal awardsThe federal financial report filled from the ledger for the period: cash, expenditure and indirect costs.
- FACE forms for UN agenciesFunding authorisation and certificate of expenditure forms prepared from advances and spend per activity.
- EU PRAG Annex VIInterim and final narrative and financial reports in the EU format, from the same results and ledger.
- Global Fund PU/DRProgress update and disbursement request with indicator results and spend in the required layout.
- Indicator Tracking TableTargets, actuals and variance per indicator and period, in the layout most donors ask for.
- MEL planThe monitoring, evaluation and learning plan per grant, kept current as indicators change.
- IATI exportActivity, budget and results data exported in the IATI standard for donors who ask for publication.
- Statutory returnsAnnual returns to the NGO regulators in Kenya and Zambia, with the evidence filed against each.
- Templates per donorEach donor's own narrative template set up once, with its sections, tables and owners.
- Review and sign-offDrafts move from writer to M&E to finance to the director, with comments at each step.
- Donor observer accessDonors read their own submitted reports and live figures through read-only logins.
- Submission archiveEvery submitted report kept with the date sent, the version and any donor feedback.
Finance & payables
Payables with three-way match, payment runs, advances, claims, petty cash and a ledger by grant and donor.
- Approvals in three stepsCompliance, finance and final approval on every payment, with limits per role and office.
- Three-way matchOrder, goods received note and invoice matched before a supplier is paid; differences held for review.
- Payment runsApproved invoices grouped into a run, checked, approved and exported as a bank file.
- Staff advancesAdvances for activities and travel settled with receipts; a new advance waits until the last one is cleared.
- Expense claimsStaff claim with receipts against a grant and budget line, approved by their manager and by finance.
- Petty cashFloats per office with vouchers, top-ups and cash counts, coded to grants like any other cost.
- Ledger by grant and donorGeneral ledger tagged by grant, project, activity and donor, so any donor's spend is one filter away.
- Trial balanceTrial balance per office, per country or for the whole organisation, at any date.
- Period closeA month-end checklist: bank reconciled, accruals posted, allocations run, then the period locked.
- ZMW, KES and USDEach office books in its own currency, with USD reporting and rates kept per day or per tranche.
- FX scenariosSee what a move in the ZMW or KES rate against the USD does to each grant's remaining budget.
- Save, Submit, Approve, PostEvery voucher moves through the same steps, and the person who submits it cannot approve it.
Procurement
From requisition to award: quotation requests, bids, evaluation, sanctions checks and a procurement plan.
- RequisitionsStaff raise a requisition against a grant and budget line, and the funds are reserved straight away.
- Procurement planPlanned buys per grant and quarter with the method each one needs, tracked against what was bought.
- Method by valueThresholds set the method, from one quote to three quotes to an open tender, with each donor's own rules.
- Quotation requestsRequests for quotation sent to suppliers from the register, with a closing date and sealed replies.
- Bids receivedBids logged at opening with time, price and documents, by a panel of at least two people.
- EvaluationScored on price, quality and delivery, with each panel member's scores and conflicts of interest declared.
- Award and orderThe winning bid becomes a purchase order, and the other bidders are told the outcome.
- Sanctions checksSuppliers and their directors checked against sanctions and debarment lists before any award.
- Supplier registerSuppliers with KRA PIN or TPIN, bank details, documents and ratings, with expiry reminders.
- Goods receivedDeliveries checked and signed on a goods received note, which feeds the three-way match.
- Donor approval over limitsBuys above a donor's threshold wait for the donor's written approval, attached to the file.
Assets, stock & travel
Assets, stores, vehicles, travel requests and trip reports, each tied to the grant that paid for it.
- Asset registerEvery asset with its tag, the grant that bought it, location, custodian, condition and photos.
- Donor ownership and disposalAssets bought on a grant stay flagged to it, and disposal follows that donor's rules at close-out.
- Asset countsYearly counts by office with the register on a phone, and missing items followed up.
- Stock and storesSupplies received, issued and counted per store, with balances and reorder levels.
- Dispatch to sitesStock issued to sites with a dispatch note and a signed receipt on arrival.
- Clinic stockMedicines and supplies at clinics tracked by batch and expiry, with dispatch from the main store.
- Fleet logTrips, mileage, fuel and drivers per vehicle, with fuel costs charged to the right grant.
- Service and insuranceService, insurance and licence dates per vehicle, with reminders before each one.
- Travel requestsTrips requested with purpose, dates, budget line and allowance, and approved before booking.
- Trip reportsTravellers file a short report on return with findings and actions, linked to the request.
- Service deskIT and office requests logged, assigned and closed, with response times tracked per office.
People & payroll
Contracts, leave, timesheets split by grant, and payroll with Zambian and Kenyan statutory deductions.
- Staff records and org chartStaff, positions, offices and reporting lines, with the org chart drawn from them.
- Contracts and renewalsContract terms, the grant funding each post and end dates, with reminders 60 and 30 days before expiry.
- LeaveRequests, balances and approvals under each country's rules; sick and personal reasons kept private.
- Timesheets split by grantStaff log time by grant and activity each month, so salaries are charged on actual effort.
- Timesheet certificationStaff and supervisors certify each timesheet, the evidence donors ask for at audit.
- Payroll in five stepsPrepare, review, approve, post and remit, with a different person at each step.
- Zambian statutory deductionsPAYE, NAPSA and NHIMA worked out each month, with the returns ready to file.
- Kenyan statutory deductionsPAYE, NSSF, SHIF and the Housing Levy worked out each month, with the returns ready to file.
- Salaries charged to grantsPayroll costs split across grants by the certified timesheets and posted to the ledger.
- PayslipsPayslips by email or download, with year-to-date figures and every deduction shown.
- RecruitmentPosts, applications, shortlists and interview scores, with the hire turned into a staff record.
- AppraisalsObjectives, mid-year and year-end reviews with scores and development plans.
Safeguarding & cases
Safeguarding concerns and protection cases in a sealed area, open only to named staff, every view logged.
- Report a concernStaff, volunteers and partners report a concern on a short form, and it goes straight to the safeguarding lead.
- Restricted by defaultCases are open only to the safeguarding lead, named investigators and the director, not to other managers or admins.
- Coded subjectsSurvivors and subjects are recorded by code; names sit in a sealed field opened only with a reason.
- Risk assessment in 24 hoursImmediate risk scored within a day, with a safety plan and who is responsible for each step.
- Investigation stepsInterviews, evidence and findings logged in order, with deadlines set by your safeguarding policy.
- Survivor supportMedical, psychosocial, legal and shelter referrals tracked until the survivor's needs are met.
- Donor notificationCases a donor must hear about are flagged with the deadline, and the notice is logged when sent.
- Outcomes and lessonsFindings, disciplinary action and policy changes recorded when a case closes.
- Access logEvery open, view, edit and export recorded with who, when and why, for the board and auditors.
- Totals only for the boardThe board and donors see counts by type and time to close, never details or codes.
Governance & risk
Risk register and heatmap, board resolutions, signed documents, and automated compliance and fraud checks.
- Strategic plan and scorecardStrategic objectives with targets, and a scorecard filled from programme, finance and HR data.
- Risk registerRisks scored by likelihood and impact, each with an owner, controls and a review date.
- Risk heatmapAll risks on a five by five heatmap, by programme, office or the whole organisation.
- Board register and resolutionsMembers, terms and declarations of interest, and every resolution with its vote and actions.
- Board packA quarterly pack of results, finance and risks, drawn from the system for the board meeting.
- Documents with e-signaturePolicies, contracts and agreements signed electronically and filed with their version history.
- Expiry remindersRegistrations, licences, insurance and contracts flagged before they expire, each with an owner.
- Automated compliance checksRules check every transaction, such as quotes on file or a budget line not overspent.
- Burn-rate monitorGrants spending far ahead of or behind plan raised for review before a donor notices.
- Anti-fraud monitorSplit orders, repeat payees, round sums and bank details shared by suppliers and staff flagged.
- Triage queueEvery alert in one queue, in order of priority, to assign, snooze or resolve with a note.
- QA and auditInternal audits and quality reviews with findings, management responses and actions tracked to closure.
Custom built, not off the shelf. Every system we build is made to fit the client's needs: the modules, screens, wording and reports follow how your organisation works. The business, names and figures in this demo are examples.
Get the plan for your programmes.
- A fixed-scope plan and price within 24 hours
- Live in 21 working days, then hosted and supported by us
- Built around how you work, not squeezed into a template
Your answers go straight to the people who build it.
Counted in the field, even offline.
Offline forms with GPS and photos from the field, plus surveys and feedback, checked before they count.
- Form builder
- Works without signal
- GPS, photos and signatures
Indicators that update themselves.
Results chains and indicators with reference sheets, targets, actuals by sex and age, and independent checks.
- Results chains and logframes
- Indicator reference sheets
- Targets by period
Every grant, spent as planned.
Budget against actual per grant and line, funds reserved the moment an order is raised, runway and burn.
- Budgets in the donor's format
- Commitments when an order is raised
- Available balance
One visit, counted all the way up.
What a field officer records in a village reaches the indicator, the grant and the donor report through one system, checked once and never typed again.
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01
Visit
An officer visits a household and fills the form on the phone, with or without signal.
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02
Sync
The form syncs when the phone finds a network, with GPS, photos and consent attached.
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03
Review
A supervisor checks it against the register, then approves it or returns it with a comment.
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04
Count
Approved data counts towards the right indicators, split by sex, age and place.
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05
Cost
The activity's spend is coded to its grant and budget line, so results sit next to the money.
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06
Report
The donor report fills its tables from the same data, then goes through review and sign-off.
From the field to the board.
Field officers work from a phone app that keeps going without signal. Programme managers watch indicators move as forms sync, and donors and the board get a live dashboard instead of a forty-page attachment.
For field teams, programme managers & m&e and donors & board.
Wired into how NGOs work here.
Allowances, advances and stipends by M-Pesa, Airtel Money or MTN MoMo, through integration-ready connectors.
SF-425, FACE, EU PRAG Annex VI and Global Fund PU/DR filled from the same ledger and verified results.
Forms save on the phone and sync when signal returns, so visits in remote areas still count.
Consent recorded per person, sensitive fields locked by role, and every view of a record logged.
Kenyan and Zambian offices in one system, in KES, ZMW and USD, with local payroll rules. We have a studio in Lusaka.
Exports for QuickBooks, Sage or Zoho Books, and audit packs your auditors can open.
Choose a connection to see what it does.
Built for NGOs and live.
We run an NGO management system for a client today. Health Financing CoP tracks health budgets across 22 African countries on a platform we built, and The Youth Platform runs its members portal with us. #MyLittleBigThing, Nuggets of Life, WellBoring Groundwater and CITAM+ Zambia are live on platforms we built and host, and we built the Project Concern Zambia website.
Health Financing CoPData platform
Health budget tracker for 22 African countries, with a learning hub for civil society.
healthfinancingcop.africa
The Youth PlatformNetwork platform
A regional youth network's site, projects and members portal.
theyouthplatform.org
Nuggets of LifeCommunity site
Youth mentorship and leadership community: sessions, stories and sign-ups.
nuggetsoflife.org
WellBoring GroundwaterGiving site
Safe water and sanitation for rural schools, with giving built in.
wellboringgw.org
CITAM+ ZambiaProgramme site
Community initiative for TB, HIV and malaria care in Zambia.
citamplus.org
#MyLittleBigThingLearning platform
eLearning, mentorship and an SDG innovation challenge for African university students.
mylittlebigthing.com
Case study · NGO & Advocacy
The Youth Platform
Elevating regional advocacy through compelling storytelling and highly targeted digital distribution.
2.5M+Reach across East Africa120kSignatures collected in 30 days15Regional policies impacted
Read the case study
220 features. 23 areas, one system.
Every feature in Pinch for NGOs, grouped by area. Pick an area, or search for the thing you need.
Programmes & workplans
Programmes, projects and workplans with activities, deliverables, field reports and supervision visits.
- Programme and project structureProgrammes hold projects, projects hold sites and activities, so progress rolls up from a village to the country office.
- Annual workplansActivities per project with owners, dates, budget lines and the output each one delivers, approved before the year starts.
- Deliverables and milestonesBaseline, mid-term review, handovers and close-out tracked with due dates, owners and the evidence filed against each.
- Field reports per activityOfficers report what happened, who attended and what was spent, with photos and attendance sheets attached.
- Supervision visitsSupervisors plan visits, score them on a checklist and log follow-up actions that stay open until closed.
- Plan against actualEach activity shows planned and actual dates, people reached and spend, so slippage shows in the first week.
- Activities on budget linesEvery activity sits on a grant budget line, so an order or advance for it checks the money first.
- Timeline viewWorkplans on a timeline by month, with dependencies and the activities running late highlighted.
- Delivery healthEach project rated on time, spend and results, the same score the executive cockpit shows.
- Departments and field officesProjects grouped by department, country and field office, each with its own approvers and users.
- Close-out checklistFinal report, asset handover, file archive and partner sign-off ticked off before a project closes.
M&E results & indicators
Results chains and indicators with reference sheets, targets, actuals by sex and age, and independent checks.
- Results chains and logframesGoal, outcomes, outputs and activities set up per project, each linked to the indicators that measure it.
- Indicator reference sheetsDefinition, unit, data source, frequency, baseline and calculation method stored with every indicator.
- Targets by periodTargets set by quarter and year, per project, site and country, with the baseline kept beside them.
- Actuals by sex and ageEach period's actuals entered or counted from field data, broken down by sex, age band and location.
- Submit, then verifyThe officer submits a period's figure, and someone who did not enter it verifies it before it counts.
- Evidence behind each figureAttendance sheets, registers and photos linked to each reported number, ready for an auditor.
- Data quality assessmentsScheduled DQAs score accuracy, completeness and timeliness, and log the fixes agreed with each site.
- EvaluationsBaseline, mid-term and final evaluations with their terms of reference, reports and management responses.
- On track, behind or at riskStatus worked out from progress against target and time elapsed, so problems show early.
- Unique countingPeople reached are counted once per indicator and period, even when they attend several activities.
- MEL plan and tracking tableThe MEL plan and Indicator Tracking Table generated for any project and period, in the donor's layout.
- One indicator, several donorsOne indicator can feed several donor frameworks, each with its own wording and targets.
Field data & surveys
Offline forms with GPS and photos from the field, plus surveys and feedback, checked before they count.
- Form builderQuestions, skip logic, validation and calculations built by M&E staff, with XLSForm import for existing tools.
- Works without signalForms save on the phone and sync in order when the officer is back in range, with nothing counted twice.
- GPS, photos and signaturesEach submission carries its location, time, photos and a consent signature where the form needs one.
- Visit listsSupervisors assign visits by area, and each officer sees their own list for the day.
- Review queueSupervisors approve or return each submission with a comment, and only approved data reaches indicators.
- Mobile drawer for field staffA phone-sized menu with only the screens field staff use, so the system works on a basic smartphone.
- Surveys and samplingBaseline, endline and satisfaction surveys, with random samples drawn from the reach register.
- Feedback and complaintsCommunity feedback by form or hotline log, routed to an owner and answered within a set time.
- Sync monitorWho has unsent forms, when each phone last synced and which version of each form it runs.
- Checks on entryRanges, required fields and duplicate checks run on the phone, so errors are fixed at the door.
Reach & referrals
Reach recorded under coded IDs, never real names in reports, and referrals with restricted escalation.
- Coded reach recordsEach person or household gets a coded ID; names and phone numbers sit behind a restricted field.
- No real names in reportsReports, exports and dashboards use codes and totals only, so names never leave the system.
- Consent on recordConsent recorded with the date, language and officer, and checked before any service or follow-up.
- Services receivedEvery service, distribution and session a person receives logged against their code and the activity.
- Duplicate checksMatching on ID number, date of birth and village finds repeats across projects before they are counted.
- Referrals out and inReferrals to clinics, police, schools and other NGOs, with the service, date and follow-up owner.
- Referral directoryService providers by county and district with what they offer, opening hours and a named contact.
- Follow-up until closedEach referral stays open until the officer confirms the person received the service.
- Restricted escalationUrgent or sensitive referrals go only to named staff, and every view of them is logged.
- Reach by sex, age and placeUnique people reached, split by sex, age band, disability and location, for any period.
Partners & sub-grants
Local partners screened, funded in instalments and asked to account for spent funds before the next one.
- Partner screeningRegistration, governance, finance and safeguarding checked on a scored form before any funds move.
- Sanctions checksPartner names and directors checked against sanctions lists, with the result and the date kept.
- Sub-grant agreementsBudget, period, deliverables and reporting dates per sub-grant, with the signed agreement attached.
- InstalmentsFunds released in tranches, each one held until the previous tranche is accounted for.
- Accountability for spent fundsPartners submit spend with receipts against their budget lines; finance accepts or queries each line.
- Partner resultsPartners submit their indicator figures each period on a set form, verified by your M&E team.
- Risk ratingEach partner rated low, medium or high risk, which sets how often they report and are visited.
- Capacity plansGaps found at screening turn into a capacity plan with training and support visits.
- Monitoring visitsVisits to partners scored on a checklist, with findings and follow-up actions tracked to closure.
Events & trainings
Conferences, trainings and outreach with agendas, check-in, daily allowances, tests, certificates and minutes.
- Event planningDates, venue, budget line, facilitators and invite list per event, with a checklist of tasks.
- Agendas and sessionsSessions with times, speakers and rooms, shared with participants before the day.
- Registration and check-inParticipants registered ahead and checked in on the day by QR code or list, per session.
- Daily allowancesAllowances worked out per day attended and paid against the sign-in sheet, not the invite list.
- Attendance by sex and ageAttendance counted by sex, age band and organisation, and fed to the right indicators.
- Pre and post testsKnowledge tests before and after a training, with the change in scores per person and group.
- CertificatesCertificates issued to those who attended enough sessions and passed, each with a check code.
- Minutes and actionsMinutes, decisions and follow-up actions recorded and sent to their owners after the meeting.
- Outreach sessionsCommunity outreach and awareness sessions logged with place, topic and the number reached.
- Event costsVenue, meals, transport and allowances coded to the grant, with spend against the event budget.
Grants & donors
Awards from setup to close-out, the donor pipeline, engagement log, donor health and read-only donor logins.
- Grant registerEvery award with donor, amount, currency, period, conditions and reporting dates from the signed agreement.
- Setup with an independent checkA new grant is set up by grants staff and checked by finance before any spend can be coded to it.
- Obligations trackerReports, audits, branding, prior approvals and other donor conditions listed per grant with owners and dates.
- AmendmentsChanged dates, budgets and targets saved as a new version with the donor's letter; the original is kept.
- Close-outFinal reports, asset disposal, refunds of unspent funds and the archive ticked off before a grant closes.
- Tranches and receiptsExpected and received tranches per grant, with the exchange rate used when USD funds arrive.
- Donor pipelineProspects from first contact to concept note to award, with value, likelihood and next step.
- Engagement logMeetings, calls, visits and emails with each donor logged, so anyone can pick up the relationship.
- Donor healthA score per donor from reports on time, spend rate and contact, so a cooling relationship shows early.
- Donor observer loginsDonors get read-only logins that show their own grants' results, spend and reports, nothing else.
- Co-funding and matchShared costs and match funding tracked across donors, so no cost is charged twice.
- Due diligence packRegistration, audited accounts, policies and board list kept current for any donor's request.
Funding finder & proposals
Open calls scored for fit, go/no-go decisions, and proposals with logframe, budget, versions and sign-off.
- Funding calls in one listCalls from public funding databases through integration-ready feeds, with donor, amount, themes and deadline.
- Fit scoringEach call scored against your themes, countries, grant size and track record, with the reasons shown.
- Shortlist and deadlinesCalls worth chasing go on a shortlist with an owner, and reminders 30, 14 and 3 days before the deadline.
- Go/no-go decisionA scored checklist on fit, capacity, match funding and risk, signed off before writing starts.
- Proposal workspaceNarrative sections with owners and word limits, written in one place instead of emailed drafts.
- Logframe builderGoal, outcomes, outputs, indicators and assumptions drafted with the proposal and carried into M&E on award.
- Proposal budgetLines, unit costs and cost shares in the donor's template and currency, with indirect costs worked out.
- Compliance matrixEvery requirement in the call listed against where the proposal answers it, so nothing is missed.
- Versions compared side by sideTwo drafts shown side by side with the changes marked, for the narrative and the budget.
- Approval gatesProgramme, finance and the director approve at set stages before a proposal can be submitted.
- AI summaries, personal data removedLong calls summarised and fit drafted by AI, with personal data taken out before anything is sent.
- From award to grantAn awarded proposal becomes a grant with its budget, logframe and indicators already set up.
Budgets & commitments
Budget against actual per grant and line, funds reserved the moment an order is raised, runway and burn.
- Budgets in the donor's formatBudget lines, categories and notes set up as in the signed budget, in the grant's currency.
- Commitments when an order is raisedA requisition or order reserves its amount on the budget line at once, so nobody spends the same money twice.
- Available balanceBudget minus spend minus commitments per line, shown wherever someone raises a cost.
- Budget against actualSpend per line, per quarter and to date, with the variance in amount and percentage.
- Budget revisionsMoves between lines requested, approved and recorded, with the donor's approval letter where one is needed.
- Burn rateSpend compared with time elapsed, so fast and slow grants show up months before they close.
- Runway forecastMonths of funding left on each grant and on core funds at the current burn.
- Inflation and FX scenariosRunway worked out again for an inflation rate or a ZMW or KES rate against the USD that you choose.
- Shared cost allocationRent, utilities and admin salaries split across grants by an agreed rule every month.
- Variance alertsLines over or under by more than the donor allows raise an alert that asks the owner for a note.
- Burn-rate monitorGrants burning far ahead of or behind plan go to the triage queue for the director.
Donor reporting
Ready donor forms such as SF-425, FACE, EU PRAG and Global Fund PU/DR, filled from the same data.
- SF-425 for US federal awardsThe federal financial report filled from the ledger for the period: cash, expenditure and indirect costs.
- FACE forms for UN agenciesFunding authorisation and certificate of expenditure forms prepared from advances and spend per activity.
- EU PRAG Annex VIInterim and final narrative and financial reports in the EU format, from the same results and ledger.
- Global Fund PU/DRProgress update and disbursement request with indicator results and spend in the required layout.
- Indicator Tracking TableTargets, actuals and variance per indicator and period, in the layout most donors ask for.
- MEL planThe monitoring, evaluation and learning plan per grant, kept current as indicators change.
- IATI exportActivity, budget and results data exported in the IATI standard for donors who ask for publication.
- Statutory returnsAnnual returns to the NGO regulators in Kenya and Zambia, with the evidence filed against each.
- Templates per donorEach donor's own narrative template set up once, with its sections, tables and owners.
- Review and sign-offDrafts move from writer to M&E to finance to the director, with comments at each step.
- Donor observer accessDonors read their own submitted reports and live figures through read-only logins.
- Submission archiveEvery submitted report kept with the date sent, the version and any donor feedback.
Finance & payables
Payables with three-way match, payment runs, advances, claims, petty cash and a ledger by grant and donor.
- Approvals in three stepsCompliance, finance and final approval on every payment, with limits per role and office.
- Three-way matchOrder, goods received note and invoice matched before a supplier is paid; differences held for review.
- Payment runsApproved invoices grouped into a run, checked, approved and exported as a bank file.
- Staff advancesAdvances for activities and travel settled with receipts; a new advance waits until the last one is cleared.
- Expense claimsStaff claim with receipts against a grant and budget line, approved by their manager and by finance.
- Petty cashFloats per office with vouchers, top-ups and cash counts, coded to grants like any other cost.
- Ledger by grant and donorGeneral ledger tagged by grant, project, activity and donor, so any donor's spend is one filter away.
- Trial balanceTrial balance per office, per country or for the whole organisation, at any date.
- Period closeA month-end checklist: bank reconciled, accruals posted, allocations run, then the period locked.
- ZMW, KES and USDEach office books in its own currency, with USD reporting and rates kept per day or per tranche.
- FX scenariosSee what a move in the ZMW or KES rate against the USD does to each grant's remaining budget.
- Save, Submit, Approve, PostEvery voucher moves through the same steps, and the person who submits it cannot approve it.
Procurement
From requisition to award: quotation requests, bids, evaluation, sanctions checks and a procurement plan.
- RequisitionsStaff raise a requisition against a grant and budget line, and the funds are reserved straight away.
- Procurement planPlanned buys per grant and quarter with the method each one needs, tracked against what was bought.
- Method by valueThresholds set the method, from one quote to three quotes to an open tender, with each donor's own rules.
- Quotation requestsRequests for quotation sent to suppliers from the register, with a closing date and sealed replies.
- Bids receivedBids logged at opening with time, price and documents, by a panel of at least two people.
- EvaluationScored on price, quality and delivery, with each panel member's scores and conflicts of interest declared.
- Award and orderThe winning bid becomes a purchase order, and the other bidders are told the outcome.
- Sanctions checksSuppliers and their directors checked against sanctions and debarment lists before any award.
- Supplier registerSuppliers with KRA PIN or TPIN, bank details, documents and ratings, with expiry reminders.
- Goods receivedDeliveries checked and signed on a goods received note, which feeds the three-way match.
- Donor approval over limitsBuys above a donor's threshold wait for the donor's written approval, attached to the file.
Assets, stock & travel
Assets, stores, vehicles, travel requests and trip reports, each tied to the grant that paid for it.
- Asset registerEvery asset with its tag, the grant that bought it, location, custodian, condition and photos.
- Donor ownership and disposalAssets bought on a grant stay flagged to it, and disposal follows that donor's rules at close-out.
- Asset countsYearly counts by office with the register on a phone, and missing items followed up.
- Stock and storesSupplies received, issued and counted per store, with balances and reorder levels.
- Dispatch to sitesStock issued to sites with a dispatch note and a signed receipt on arrival.
- Clinic stockMedicines and supplies at clinics tracked by batch and expiry, with dispatch from the main store.
- Fleet logTrips, mileage, fuel and drivers per vehicle, with fuel costs charged to the right grant.
- Service and insuranceService, insurance and licence dates per vehicle, with reminders before each one.
- Travel requestsTrips requested with purpose, dates, budget line and allowance, and approved before booking.
- Trip reportsTravellers file a short report on return with findings and actions, linked to the request.
- Service deskIT and office requests logged, assigned and closed, with response times tracked per office.
People & payroll
Contracts, leave, timesheets split by grant, and payroll with Zambian and Kenyan statutory deductions.
- Staff records and org chartStaff, positions, offices and reporting lines, with the org chart drawn from them.
- Contracts and renewalsContract terms, the grant funding each post and end dates, with reminders 60 and 30 days before expiry.
- LeaveRequests, balances and approvals under each country's rules; sick and personal reasons kept private.
- Timesheets split by grantStaff log time by grant and activity each month, so salaries are charged on actual effort.
- Timesheet certificationStaff and supervisors certify each timesheet, the evidence donors ask for at audit.
- Payroll in five stepsPrepare, review, approve, post and remit, with a different person at each step.
- Zambian statutory deductionsPAYE, NAPSA and NHIMA worked out each month, with the returns ready to file.
- Kenyan statutory deductionsPAYE, NSSF, SHIF and the Housing Levy worked out each month, with the returns ready to file.
- Salaries charged to grantsPayroll costs split across grants by the certified timesheets and posted to the ledger.
- PayslipsPayslips by email or download, with year-to-date figures and every deduction shown.
- RecruitmentPosts, applications, shortlists and interview scores, with the hire turned into a staff record.
- AppraisalsObjectives, mid-year and year-end reviews with scores and development plans.
Safeguarding & cases
Safeguarding concerns and protection cases in a sealed area, open only to named staff, every view logged.
- Report a concernStaff, volunteers and partners report a concern on a short form, and it goes straight to the safeguarding lead.
- Restricted by defaultCases are open only to the safeguarding lead, named investigators and the director, not to other managers or admins.
- Coded subjectsSurvivors and subjects are recorded by code; names sit in a sealed field opened only with a reason.
- Risk assessment in 24 hoursImmediate risk scored within a day, with a safety plan and who is responsible for each step.
- Investigation stepsInterviews, evidence and findings logged in order, with deadlines set by your safeguarding policy.
- Survivor supportMedical, psychosocial, legal and shelter referrals tracked until the survivor's needs are met.
- Donor notificationCases a donor must hear about are flagged with the deadline, and the notice is logged when sent.
- Outcomes and lessonsFindings, disciplinary action and policy changes recorded when a case closes.
- Access logEvery open, view, edit and export recorded with who, when and why, for the board and auditors.
- Totals only for the boardThe board and donors see counts by type and time to close, never details or codes.
Governance & risk
Risk register and heatmap, board resolutions, signed documents, and automated compliance and fraud checks.
- Strategic plan and scorecardStrategic objectives with targets, and a scorecard filled from programme, finance and HR data.
- Risk registerRisks scored by likelihood and impact, each with an owner, controls and a review date.
- Risk heatmapAll risks on a five by five heatmap, by programme, office or the whole organisation.
- Board register and resolutionsMembers, terms and declarations of interest, and every resolution with its vote and actions.
- Board packA quarterly pack of results, finance and risks, drawn from the system for the board meeting.
- Documents with e-signaturePolicies, contracts and agreements signed electronically and filed with their version history.
- Expiry remindersRegistrations, licences, insurance and contracts flagged before they expire, each with an owner.
- Automated compliance checksRules check every transaction, such as quotes on file or a budget line not overspent.
- Burn-rate monitorGrants spending far ahead of or behind plan raised for review before a donor notices.
- Anti-fraud monitorSplit orders, repeat payees, round sums and bank details shared by suppliers and staff flagged.
- Triage queueEvery alert in one queue, in order of priority, to assign, snooze or resolve with a note.
- QA and auditInternal audits and quality reviews with findings, management responses and actions tracked to closure.
Workspace & cockpit
What each person has to do today, and what the director needs to know this week.
- My workspaceEach person's tasks, requests waiting for them, deadlines, leave balance and notices on one page.
- Executive cockpitPortfolio, funding mix, spend, pipeline, reach and delivery health across both countries.
- Burn curveMonthly spend planned, actual and projected to year end, for the organisation or for one grant.
- Executive briefA short written brief of the month's numbers and open alerts, ready for the director.
- Department pagesEach department sees its own work, approvals and numbers on its own page.
- Search with Ctrl+KOne search across grants, activities, invoices, staff and documents, within each person's rights.
Reports & analytics
The same numbers for managers, the board and donors, without rebuilding them in Excel.
- Report catalogueReady reports for programmes, finance, HR and donors, grouped and searchable.
- Visual report builderPick fields, filters, groupings and a chart to build a report without a developer.
- Saved and scheduled reportsReports saved for the team and emailed to managers and the board on a set day.
- PDF, Word, Excel and CSVAny table or report exported in the format the reader needs.
- MapsReach, services and results by county, district or ward on a map.
Roles, approvals & audit
Each person sees only what their job needs, and every step leaves a record.
- Save, Submit, Approve, Return, PostThe same steps on every record, so everyone can see where a voucher, report or request stands.
- Segregation of dutiesThe person who raises a cost cannot approve or pay it, and the system enforces it.
- 11 role templatesFinance Lead, M&E Manager, Programme Manager, Procurement Lead, Auditor, Field Officer, Donor Observer and more.
- Access by project and countryStaff see only the projects, offices and countries they work on.
- Two-step sign-inA one-time code at sign-in, required for anyone who can see personal or financial data.
- Full audit logEvery view, change, approval and export logged with who, when and what changed.
- Approval limitsSpending and approval limits set per role and office, and enforced by the system.
Data protection & consent
Personal data handled the way Kenya's Data Protection Act 2019 and Zambia's Data Protection Act 2021 expect.
- Consent at registrationConsent read out and recorded on the phone, in the person's language, with the date and the officer.
- Collect only what is neededForms ask only what an indicator or service needs, and sensitive questions are marked as such.
- Data subject requestsRequests to see, correct or delete personal data logged and answered within the legal time.
- Retention rulesRecords anonymised or deleted when a project's retention period ends, with a log of what was removed.
- Anonymised datasetsData for evaluators and researchers with names, phone numbers and ID numbers removed or coded.
- Encryption and daily backupsData encrypted in transit and at rest, and backed up every day to a separate location.
- Breach logIncidents recorded with what happened, who was affected and the steps taken, ready for the ODPC if needed.
- AI with personal data removedSummaries and fit scoring send no names, phone numbers or ID numbers; they are taken out first.
Integrations
Connections to the payment, data and office tools NGOs in Kenya and Zambia already use.
- Mobile money, integration-readyConnectors for M-Pesa, Airtel Money and MTN MoMo to pay allowances and advances, switched on per country.
- Bank payment filesPayment runs exported as files for upload to your banks in Kenya and Zambia.
- Funding databases, integration-readyFeeds from public funding databases into the funding finder, switched on per source.
- XLSForm importExisting KoBo or ODK forms imported as XLSForms, so field teams keep the questions they know.
- Accounting exportsCoded journals exported to QuickBooks, Sage or Zoho Books if finance keeps its own package.
- Email and calendarsMicrosoft 365 or Google Workspace for alerts, and calendar invites for events and deadlines.
- API and webhooksA documented API and outbound webhooks for partners and the other systems you run.
Data import & setup
Your registers, results and budgets moved in and checked, so the system starts with your history.
- Register importReach registers from Excel or an old system imported, with duplicates found and merged before go-live.
- Past results importEarlier quarters' indicator results loaded, so trends start from the project's first year.
- Budget importDonor budgets imported line by line from the Excel budget template.
- Location listsKenyan counties, sub-counties and wards, and Zambian provinces and districts, loaded and ready.
- Settings without codeProgrammes, indicators, approval routes and lists changed by your admin, not a developer.
Multi-country & currency
Kenyan and Zambian programmes in one system, each run the way its country office works.
- Country officesKenya and Zambia offices with their own staff, partners, approval routes and bank accounts.
- KES, ZMW and USDThree currencies side by side, with exchange rates kept per day or per tranche.
- One consolidated viewReach, results and spend for the whole organisation in one currency for the board.
- Local tax numbersKRA PIN and Zambian TPIN on suppliers and staff, with supplier eTIMS invoice numbers kept in Kenya.
- Time zones and holidaysEach office's time zone and public holidays used for leave, deadlines and activity dates.
No feature matches that search. Ask us, we probably build it.
And the marketing to grow support.
Website DevelopmentA website that tells your story, takes donations and shows the results donors ask for.
Digital MarketingCampaigns that grow monthly givers and fill trainings, measured in sign-ups, not likes.
VideographyField stories filmed with consent, for donor reports, appeals and social media.
Live in 21 working days.
A fixed plan you can hold us to: what happens on which working day, from the first walk-through to the day your team goes live.
We map your results framework, data tools and donor reports, and agree which modules go first.
Working screens to test every few days, tested by your M&E team and a few field officers.
Beneficiaries, grants, budgets and past results imported, de-duplicated and checked with you.
Field teams trained where they work, managers in the office. We stay close through the first donor report.
Before you ask.
What is Pinch for NGOs?
An NGO management system built by Pinch Africa for organisations in Kenya and Zambia: programmes and M&E, field data, reach and safeguarding, grants and proposals, budgets, finance, donor reports, procurement, operations, people and governance in one system.
How long does it take to get our organisation live?
21 working days, from the first walk-through to go-live. Days 1 to 3 we map how you work, days 4 to 15 we build and you test, days 16 to 18 we move your data, and days 19 to 21 we train your team and switch on.
Does the field app work without signal?
Yes. Forms are saved on the phone and sync when the officer is back in range. Supervisors can see what is still waiting, so nothing is lost or counted twice.
Can it fill SF-425, FACE or EU PRAG reports?
Yes. Ready forms for SF-425 (US federal awards), FACE (UN agencies), EU PRAG Annex VI and Global Fund PU/DR fill from the same ledger and verified results, and your other donors' templates are set up once. Every report goes through review and sign-off.
Can donors see their own grants?
If you choose. Donor observer logins are read-only and show only that donor's grants: results, spend and submitted reports. Nothing else in the system is visible to them.
How does it stop money being spent twice?
When a requisition or order is raised, its amount is reserved on the budget line at once. The balance everyone sees is budget minus spend minus those commitments, and a supplier is paid only when the order, goods received note and invoice match.
How do you handle sensitive beneficiary data?
People are recorded under coded IDs, names sit in restricted fields, consent is kept with each record, safeguarding cases are sealed to named staff, and every view is logged, in line with Kenya's Data Protection Act 2019 and Zambia's Data Protection Act 2021.
Do you work with programmes in Zambia?
Yes. We have a studio in Lusaka, and one system runs Kenyan and Zambian offices side by side in KES, ZMW and USD, with Zambian PAYE, NAPSA and NHIMA and Kenyan PAYE, NSSF, SHIF and the Housing Levy in payroll.
What does it cost?
It depends on the modules and the number of users. After a free scoping call you get a fixed-scope proposal in writing, so you can put the cost into a grant budget before we start.
Let's map your programmes.
A free scoping call, then a fixed-scope proposal in writing.
