Collaboration & Management

Real spreadsheets, inside your grant workspace.

Import XLSX or CSV files, work the numbers in a full spreadsheet editor right next to your narrative, and export clean files — styles intact — for finance, the board, or any tool your org relies on.

"Your finance team needs the grant data in a spreadsheet for the annual report. You spend an afternoon copying and pasting from four different sources."

1. cell-by-cell compilation

tracker.xlsxaward emailsbudget docmemory

for-finance-FINAL.xlsx — by hand

Funder
Awarded
Period
City Trust
$75,000
FY24??
Hartwell
pending
FY25

an afternoon of paste, four sources reconciled by eye — again next quarter

2. a real spreadsheet, in the workspace

Award tracker.xlsx

opened natively — next to the proposals it tracks
Funder
Awarded
Reported
Balance
City Trust
$75,000
$25,000
$50,000
Meridian
$120,000
$120,000

import XLSX or CSV and edit in a full grid — budgets and trackers beside the narrative they belong to

3. clean files out

XLSX CSV

Styles, merged cells, and structure survive the round trip — finance opens it in Excel, the board deck gets its numbers, nothing re-keyed.

same export, same shape, every reporting period

An afternoon of copy-paste compilation Import, edit, export — one workspace Spreadsheet handling
Included in every plan

The old way vs. the Grantable way.

You know the old workflow. Here's how it changes.

The copy-paste data shuffle

  1. 1

    Numbers live in four places

    The tracker, the budget doc, an email, and someone's desktop

  2. 2

    Copy cell by cell

    Pull names, amounts, and dates into a fresh sheet by hand

  3. 3

    Format for finance

    Reorganize columns to match what the finance team expects

  4. 4

    Cross-reference for accuracy

    Check submitted amounts against awards against projections

  5. 5

    Email the spreadsheet

    Send it off and hope no one finds errors

  6. 6

    Do it again next quarter

    Same process, same pain, every reporting period

Grantable spreadsheets

  1. 1

    Import your existing sheets

    XLSX and CSV files open natively in the workspace

  2. 2

    Edit in a real spreadsheet

    Budgets and trackers get a full grid editor — not a read-only preview

  3. 3

    Numbers beside the narrative

    The budget lives next to the proposal it belongs to

  4. 4

    AI-readable data

    Your spreadsheets become context — "check the ask against our budget"

  5. 5

    Export XLSX or CSV

    Styles, merged cells, and structure survive the round trip

  6. 6

    Drop into any tool

    Excel, Google Sheets, or your finance system — clean files every time

Your data, your way.

Real spreadsheets in the workspace — imported, edited, and exported without the copy-paste shuffle.