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Grant & Restricted Fund Compliance Agent

Monitors grant expenditures, tracks compliance requirements, and flags violations

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Deploy this agent

Zero upfront cost. We deploy free — you pay only when we deliver results.

Finance & Operations

Overview

The Grant & Restricted Fund Compliance Agent monitors every restricted fund continuously — federal grants, state appropriations, donor-restricted endowment income, sponsored research awards — against the specific terms and allowable-cost rules of each. It catches potential compliance issues before they become audit findings and tracks reporting deadlines, indirect-cost recovery, effort-reporting requirements, and budget-period boundaries automatically.

Integrations

Connects to Workday Grants, Banner Finance, Cayuse, InfoEd, eRA Commons, and grant subaward systems.

Key Metrics Tracked

  • Compliance issues flagged pre-audit
  • Reporting deadlines met on time
  • Indirect cost recovery accuracy
  • Audit findings reduced year-over-year
Beyond the demo

What deployment actually looks like

What you see on this page is a demo. Sample data. The shape of the work.

Agents earn their keep when they orchestrate actions on your data. That is what we build.

We take your proprietary data and wire up the automations and AI agents that run alongside your team.

End-to-end automated, or collaborative. You stay in the loop on the actions that matter. The work happens privately, inside your systems.

Frequently Asked Questions

Does it cover federal Uniform Guidance (2 CFR 200)?
Yes — built-in rule library for Uniform Guidance, with extensions for agency-specific terms (NIH, NSF, DOE, ED).
Can it handle subawards?
Yes — subaward monitoring including financial reporting reviews and risk assessments.
What about effort reporting?
The agent flags effort-reporting anomalies and certification deadlines but does not replace the institution's effort certification system.