Nonprofit finance department needs a system to replace emailed, handwritten check requests with a digital approval and payment tracking workflow.
Bill.com handles payment processing but does not provide a way for case workers to submit digital check requests with built-in approval routing and status tracking. The current manual email-based process is prone to lost requests and lacks visibility into payment status.
Workarounds Described
- Emails check request PDFs and scans to finance
- Hand writes and scans check requests
Implied Software Gaps
- Mobile-friendly digital check request form with electronic signature capture
- Automated approval workflow with status tracking and audit trail
GrantFlow Approvals
A low-cost, nonprofit-focused check request and approval workflow platform. Case workers submit digital requests from any device, managers and directors approve in-app or via email, and finance marks requests as paid. All details and signatures are captured electronically, eliminating lost paperwork and reducing processing time.
- Digital check request submission with custom fields (client details, amount, purpose)
- Automated approval routing to managers and directors with email or in-app approval
- Status dashboard showing pending, approved, and paid requests
- Integration with bill.com or similar payment platforms to mark paid automatically
Existing Solutions Mentioned
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