01
Grant Workspace
Create and organize grants with funder, amount, period, and status metadata.
Platform
The GrantVault AI platform.
A coordinated workspace for grant requirements, financial oversight, compliance monitoring, reviewed CRM imports, reporting and audit readiness.
Core capabilities
One workspace for grants, evidence, AI review, reporting, and audit preparation.
GrantVault AI combines document management, AWS AI services, and human review checkpoints to reduce manual effort while keeping users in control.
02
Evidence Management
Securely upload and organize grant documents including agreements, receipts, invoices, and timesheets.
03
AI Text Extraction
Amazon Textract extracts text and candidate fields from uploaded documents for human validation.
04
Human Review
Extracted data is presented for approval before it is used in reports or audit packages.
05
Report Drafts
Amazon Bedrock generates compliance narratives and progress summaries from approved data.
06
Audit Export
Export structured packages with metadata, evidence, extractions, and reports.
Workflow
The platform keeps AI actions controlled and reviewable.
| Step | User Action | System Support | Control Point |
|---|---|---|---|
| 1 | Create grant workspace | Stores grant metadata and status | Organization-scoped data |
| 2 | Upload evidence | Private S3 upload with metadata | No public document access |
| 3 | Run extraction | Textract assists with text/field extraction | Manual trigger only |
| 4 | Approve fields | Stores approved extraction values | Human approval required |
| 5 | Generate report | Bedrock drafts report from approved fields | Draft output only |
| 6 | Export package | Compiles grant/evidence/report materials | User-selected export |
Expanded grant oversight
Connect compliance, financial review and CRM records with the grant work.
Give grant, finance and leadership teams a coordinated view of requirements, evidence and next actions. AI suggests. Your team reviews and approves.
Financial oversight and AI review
Track budgets, commitments and expenditures. Review source-grounded AI assessments of missing support and budget exceptions, with your team controlling accepted financial information.
Subrecipient monitoring
Organize subrecipient agreements, monitoring requirements and evidence. Track reviews, findings and corrective actions through resolution.
Regulatory updates and compliance controls
Review regulatory changes through governed intake and approval. Maintain versioned control frameworks and the evidence and rationale behind compliance decisions.
Continuous monitoring and Action Center
Bring deadline risks, missing evidence, financial exceptions and control signals into a prioritized view of the work that needs attention.
Governed CRM integration
Use the Integration Hub for review-oriented HubSpot Company and Salesforce Account imports. Validate imported organization data before approving its use.
Grant Advisor and audit readiness
Ask questions grounded in approved grant information with supporting source citations. Prepare report drafts and audit packages with linked evidence and review history.
Advanced capabilities and connector access depend on your organization license and agreed scope. Standard onboarding is included in Foundation, Growth and Professional, with no separate standard onboarding fee. Custom integration work and additional services are separately scoped.