Instrumentl's Full Lifecycle Plan is our most popular offering, designed for organizations that want to manage grants from discovery through post-award spend tracking. Building on the Pre-Award Plan, it adds powerful financial tools—including accounting integrations and Instrumentl Spenddown—alongside enhanced team capacity to support larger grants operations.

The Full Lifecycle Plan includes 15 Core Users, 20 Collaborators and 40 projects by default.

The Full Lifecycle Plan includes all features offered on the Pre-Award Plan, as well as those hyperlinked below. Click on the feature to jump ahead to the corresponding section.

Accounting integrations: Keep award and spend data organized across your organization by integrating Instrumentl with accounting & financial management software, such as Sage and QuickBooks.

Instrumentl Spenddown: Track grant spending with drag-and-drop budget management and expense imports, so you always know where you stand on each award.

API integration: Leverage Instrumentl's API to connect grant data with your internal systems. Build custom dashboards, automate workflows, and streamline reporting processes.

SSO (single sign-on): Enable secure access to Instrumentl via your organization's SSO. Single sign-on simplifies login management while strengthening security and compliance across larger teams.

Project Member role (for consultants): Manage access control and team roles by granting clients visibility into only their specific projects. Available to both consultant and nonprofit accounts on the Full Lifecycle Plan.

PDF Report Logo Customization: Add your organization's logo to exported PDF reports for a more polished, branded presentation when sharing updates with clients, leadership, or board members.Financial integrations: Sync grant financial data with your accounting software to keep your books up to date without manual data entry.

Onboarding assistance: Receive dedicated onboarding and ongoing training tailored to your organization's needs.

Connect your grant financials directly to your accounting software. With accounting integrations, your awarded grant data flows seamlessly into your accounting system, reducing duplicate data entry and keeping your books accurate and up to date. We currently support integrations with Sage Intacct and QuickBooks Online. You can also automate exports and uploads from any accounting tool.

Instrumentl Spenddown makes it easy to track grant spending directly within Instrumentl. Give grant, finance, and program teams one real-time view of budgets vs. actuals — so reporting takes minutes, grants aren’t over- or underspent, and renewals aren't at risk. With Spenddown, your team always knows where you stand financially on every award without switching between systems.

Visualize spending progress alongside your grant budgets. Spenddown helps you ensure that program execution and fundraising stay aligned.

Add expenses manually or via import.

Now, you can ignore expenses for reporting & tracking accuracy.

Add committed expenses before they hit your accounting system for a forward-looking view of spend that's always current. With planned expenses entered, your view shows what’s left to spend now. No more surprises at month’s close.

Get alerted when a grant is at risk of over- or under-spending, so you can course-correct with enough time to act.

Create Budget vs. Actuals reports in minutes. Align your team; answer funders on time. You can enter a custom date range or the full award period. Filter for Planned and Ignored Expenses. What used to take hours takes a few clicks.

With the API integration, you can leverage Instrumentl’s API to connect grant data with your internal systems. Automate workflows and streamline operations.

Our Instrumentl API will provide access to Instrumentl's extensive grant and funder information. Get funder data, active funding opportunities, saved tasks, and much more, so you can build a robust data pipeline and automate complex workflows while utilizing webhooks to keep your system up to date with changes in Instrumentl.

Enable secure access to Instrumentl via your organization’s SSO. Single Sign-On simplifies login management and reduces friction while strengthening security and compliance across larger teams.

The Project Member role is available to both Consultants and Nonprofits on the Full Lifecycle Plan. This feature allows you to manage access control and team roles by granting clients visibility into only their specific projects. Collaborate through shared tasks, notes, and status updates while maintaining complete separation across client workspaces. Find out how you can unleash the benefits in our User permissions & roles article.

Add your organization's logo to exported PDF reports for a more polished, branded presentation when sharing updates with clients, leadership, or board members.

Instrumentl's experts help your team maximize the platform's capabilities, ensuring a smooth, efficient grant management process. From our Sales team to our Customer Success team, you'll receive white-glove service with face-to-face, live assistance along your journey at Instrumentl.

Have questions about the Full Lifecycle Plan or its features? Just send us a message when logged in, or email us at hello@instrumentl.com, and our friendly Support team will get back to you shortly.