Every thread of your organization, woven into one living picture.
Finances, grants, compliance, contracts, programs, and people run as separate threads in most nonprofits — separate tools, separate spreadsheets, separate heads. InCite weaves them into a single operating picture, updated as your data moves.
Everyone else hands you a dashboard.
We hand you the blueprint.
A budget tells you one thing. A grant tracker tells you another. A board report tells you a third — and none of them show how it all holds together. InCite reads your whole organization as one structure: seven dimensions that hold each other up.
Hover a dimension to trace it through the structure — click to open the live view.
The whole organization on one screen.
Your daily operating picture — sustainability, compliance, priorities, and what changed overnight — computed from your own records, never guessed.
- Sustainability & compliance scores, with the drivers behind each number
- Early warning on funding, vacancy, and concentration risk — 12 months out
- Executive priorities, ranked and always current from your live data
Financial health, always current.
The Budget Analyst reads your ledger and turns it into the financial picture a CFO would build — cash, runway, margins, and receivables, updated as your data moves.
- Cash balance and unrestricted runway, to the day
- Operating margin traced across 18 months
- AR over 90 days watched continuously — the quiet number that gets loud
Every obligation. Every deadline. Zero surprises.
Compliance readiness scored from your real posture — Single Audit, IRS, registrations — with every obligation and deadline computed from your records and tracked to done.
- Readiness you can defend, with “why this score?” one click away
- Obligations & deadlines computed from your awards and filings
- Single-Audit threshold tracked live — months of warning
Every gap in your policies, before the auditor finds one.
The gap matrix measures every policy you have against every standard that applies — best practices, CARF, COA, CQL, AbilityOne, and more. A red flag is a likely gap, and Sarah drafts the policy to close it.
- One matrix — your policies against every standard that applies
- Red flags are your worklist; click to see exactly what’s missing
- Sarah drafts a compliant policy tailored to your board and regulators
Every funding contract, decided on time.
Every government and funder contract — with its terms, deliverables, and renewal decision surfaced before it’s an emergency — so nothing lapses, over-spends, or slips past a reporting date.
- Renewal radar — notice deadlines and auto-renew traps flagged months out
- Deliverables and reporting requirements tracked to completion, per contract
- Connected to the money — over-ceiling and expired-contract spend show up as findings
Win funding — and keep it.
The full grant lifecycle in one place: pipeline, awards, stipulations, reporting deadlines, and spend-down — connected to the same operating picture as everything else.
- Every award with amount, stage, restrictions, and next deadline
- Stipulations and match obligations tracked to completion
- Funder concentration scored into your sustainability picture
Governance evidence that maintains itself.
Board reports drafted from live data, roster and meeting cadence tracked, conflict-of-interest disclosures campaigned annually — the governance record auditors and funders ask for, kept automatically.
- Board reports in minutes, from the same live numbers
- Annual COI disclosure campaigns, tracked and stored tamper-proof
- Minutes & meeting cadence checked against your bylaws
Every date that matters, in one place.
InCite reads your awards, contracts, filings, and policies and builds one calendar of everything with a deadline — computed from your documents, not typed into a spreadsheet no one updates. Nothing slips, and you’re warned early.
Grants & Awards
- Financial & program reports (SF-425)
- Period-of-performance end dates
- Spend-down & drawdown windows
- Match & cost-share deadlines
Compliance & Filings
- Form 990 & extensions
- Single-Audit submission
- State charitable registrations
- Licenses, accreditations & SAM.gov renewal
Funding Contracts
- Renewal & notice deadlines
- Deliverable due dates
- Contract start & end dates
Governance
- Board & committee meetings
- Annual meeting & elections
- COI disclosure campaign
- Minutes & meeting cadence
People & HR
- Required trainings & credential renewals
- Background-check refresh
- Benefits open enrollment
- Time & effort certifications
Finance & Tax
- Payroll tax filings (Form 941)
- W-2 & 1099 deadlines
- Audit fieldwork windows
- Annual budget cycle
Facilities & Systems
- Property lease expirations & renewals
- Software licenses & subscription renewals
- Hardware & equipment warranties / refresh
- Insurance renewals & inspections