Instrumentl

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Trevor Ackerman

Learn how to easily manage your awards on Instrumentl 

Manage 

Learn about the Awards View, Award Statistics and how to download an Awards Report

Awards View

Quickly extract award details from grant agreements, share summaries, and auto-generate reporting tasks in Instrumentl.

Award Assistant  — AI-powered award management

Learn about how to monitor incoming payments for awarded grants

Payments tracking

Learn how to manage awarded grants in Instrumentl

Manage - Awards

Learn how Instrumentl Spenddown helps your team track budgets vs. actuals in real time by securely syncing with your accounting system.

What Is Instrumentl Spenddown?

Learn how Instrumentl can help your team streamline budgeting your awarded grants & track expenses

Budget Spenddown Tracking

Learn how to upload your funder-approved budget, review parsed categories, and prepare your award for Budget vs. Actuals tracking.

How to upload and parse your grant budget in Instrumentl Spenddown

Learn how to connect your accounting system to your grant budget so expenses automatically appear in Budget vs. Actuals.

How to map grants and GL accounts in Instrumentl Spenddown

Understand what happens during your first sync from Sage Intacct or QuickBooks and how to validate your Budget vs. Actuals view.

Your first expense sync

Learn how to use planned expenses to forecast upcoming spend and maintain accurate Budget vs. Actuals reporting.

Understanding planned expenses

Learn how to generate and export a Budget vs. Actuals report for your grant using Instrumentl Spenddown.

How to generate a Budget vs. Actuals report in Instrumentl Spenddown

Learn how to manage your budget & expenses in Instrumentl

Manage - Spenddown

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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