Fund Fence

Medium
Nonprofit · Nonprofit finance leads, grant managers

Keep restricted fund balances separate so no spend goes off-purpose.

Coding Ideas

Built in this build

  • Per-fund balance and purpose record
  • Tag spend to a fund
  • Fund and restriction definitions
  • Approval thresholds
  • Reads amount from receipt photo and links to the right fund
  • Fund-by-fund spend and remaining balance

Vision (needs external services)

  • Overspend and off-purpose alerts
  • Alert to owner when balance nears threshold
  • Accounting export
  • Attach receipt photo to a fund in the field

The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.

Customer features

  • Per-fund balance and purpose record
  • Tag spend to a fund
  • Overspend and off-purpose alerts

Admin modules

  • Fund and restriction definitions
  • Approval thresholds

AI capabilities

  • Reads amount from receipt photo and links to the right fund

Automations

  • Alert to owner when balance nears threshold

Analytics & reports

  • Fund-by-fund spend and remaining balance

Integrations

  • Accounting export

Mobile

  • Attach receipt photo to a fund in the field

Roles & permissions

  • Admin
  • Finance

Nonprofit

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