Empowering the team to manage grants and expenses, with granular permissions and data validation

Empowering the team to manage grants and expenses, with granular permissions and data validation

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Airtable
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Softr
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Non-Profits / NGOs
Non-Profits / NGOs
Grant Management
Grant Management
Project Management
Project Management
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Accounting Dept
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🚀 Exciting developments at Connex! We're thrilled to have partnered with a leading environmental NGO focused on combatting climate change. They faced challenges in managing grants and expenses using Excel, which limited their ability to track vital data effectively.

By transitioning to Airtable and creating a custom GEM app on Softr with granular permissions, we streamlined their processes and improved reporting capabilities. Now, they can easily predict budgets in multiple currencies and manage funds more efficiently!

Curious about how we made this transformation possible? Read more in our latest blog post: [Link to Blog Post]

#GrantManagement #ExpenseTracking #NGO #ClimateChange #Sustainability #Connex
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Grant management, expense tracking, environmental NGO, data analysis
Last edited time
Jul 27, 2026 05:29 PM GMT+0

The Client

A leading environmental NGO that fights climate change by using the combined power of law, data and analysis.
They were looking for support to streamline their Grant and Expense Management, as they needed to track and report on all donations and their destinations.

The Challenge

  • Grant and Expense Management (GEM) fall under one person.
  • GEM done in Excel, couldn't be done by others:
    • Too easy to mess up the data
    • Missing granular user permissions

The Solution

  • Switch from Excel to Airtable.
  • Create ad GEM app on Softr with specific permissions for each user.
  • Financial Tracker and Project Management System in a single custom app accessible online.

The Results

  • Easier to predict future budget in multiple currencies, Streamlined reporting on fund payments.