Public program reports prepared from records your team can verify.

We need program, service, and expenditure records ready for required reports. Our team still reconciles definitions and reporting periods. Can you build that preparation and keep missing evidence visible?

Mage

Yes. We’ll build it, check the result with your team, and keep it running.

Prepare required program reports
Prepare service-result reporting
Reconcile spending to awards
Use maintained data for answers, charts, and approved AI work

Choose one workflow to start. We’ll work out the scope and plan together.

Overview

We build it. Your team puts it to work.

Prepare checked program reporting datasets and award-period worklists for reporting owners.

We handle the implementation

We connect the agreed sources, build the workflow, and check the prepared program reports with your team.

We keep the work running

Recurring runs, checks, and safe recovery stay with us. Decisions that need your judgment come to your team.

You use the result

Ask which reports lack evidence, chart readiness, and prepare approved program-reporting follow-ups.

Three workflows we can take off your team’s plate.

For grants and program reporting managers. Start with the output you need most, then expand when it works for your team.

Program reportsFrom program extracts

Match programs

Check totals

Reporting period

Prepare required program reportsCombine approved service, program, and expenditure extracts into the agreed report dataset. Show missing or inconsistent items.

Use approved identities and counting rules without guessing outcomes.

Focus the reviewOutcome datasetsService records

Check evidence

Prepare service reportsUse approved service records. Show reporting evidence gaps.

Spending reviewsAward expendituresPeriod close

Match awardsCheck totals

Reconcile award spendingMatch awards and spending. Show unmapped records.

From source records to program reports.

Your program and finance systems hold the evidence. We prepare the reporting handoff and check the agreed period, definitions, and totals with your owner.

Program reports

InputProgram extracts

RuleMatch programs

CheckCheck totals

TimingReporting period

OutputProgram reports

ForProgram reporting

Start with trusted recordsReview awards and spending. Confirm approved definitions.

Match reporting periods, program/award IDs, definitions, and totals.

Reporting period

Program extracts

Match programs

Check totals

Build around your rulesUse approved count rules. Keep unsure evidence apart.

Reference

Award IDsAWARD42

Period totals41 records

ResultChecked

Prepared

Award IDsAWARD42

Period totals41 records

ResultChecked

Check the resultMatch programs and periods. Reconcile report totals.

Launch program reportsReady for review

Approve the launchYour team reviews the result. Keep required approvals.

Keep your program reports ready after launch.

Refresh the program evidence and spending records for each reporting period. Missing sources stay visible to the reporting owner.

Program reportsResult reviewed

Match programs

Late service extractRecovery checked

Program reports rechecked

Recover within the rulesWait for the approved source and recheck affected program totals. Report interpretation and allowable-cost decisions go to the owner.

Check program reports

41records ready

2records held

Program reports checked

Check for exceptionsCheck award and program links. Flag period and evidence gaps.

Meet the delivery windowAgree peak volumes. Plan the delivery window.

Use the same data to answer the next question.

Ask which reports lack evidence, chart readiness, and prepare approved program-reporting follow-ups.

Which award reports lack source evidence or matching period totals?

Your systems stay. Your team stays in control.

Program systems stay in place. Your team approves reporting, allowable-cost judgments, and submissions; eligibility and benefits decisions remain human.

Runs where you need it

Team spaces

Access you control

FinanceF

Draft

GrowthG

Review

OperationsO

Live

Your systems

Keep your systems

Use agreed sources. Choose where it runs.

Your decisions

Control access

Set team access. Review each change.

Our support

Get ongoing help

Get help with issues. Plan agreed changes.

Explore enterprise

Start with your program reports.

Tell us what your program reports must contain, who uses the result, and when it is needed. We’ll work with you on implementation, result checks, and ongoing operation.