Powerful reporting and accounting for modern grantmaking

Temelio provides specialized budget-tracking and reporting tools that enable you to stay on top of your grantmaking and make the greatest impact. From automated payment tracking to audit-ready exports, Temelio ensures your data remains accurate and in sync with your operations. Plus, it works seamlessly with the foundation accounting systems you already use, like QuickBooks, BILL, and Sage Intacct!
A mockup of charts and other data visualizations using Temelio’s grant reporting tools

Visualizations & live dashboards

Transform complex data into intuitive, board-ready visuals. Temelio’s live dashboards provide an instant snapshot of your foundation’s grantmaking portfolio, summarizing the types of grants you’ve awarded (operational vs. program-specific), mission areas you’ve funded, and real-time budget health without the hassle of a manual export. Easily create custom charts (e.g, bar charts, pie charts, line charts). Plus, forecast how specific funding decisions would affect current and future budgets with our Scenario Analysis tool.

Flexible report builder

If the data is in Temelio, you can report on it! Leverage pre-built reports and create your own custom reports using any information in the system—from start dates to awarded amounts to location. Stay audit-ready year-round with automated data exports tailored to simplify your annual 990-PF tax filings.

Dynamic budget & commitment tracking

Monitor your fiscal footprint as you go. Our dynamic charts allow you to compare dollars awarded against your budget and track total dollars committed to see exactly where your capital is allocated and what remains available for future cycles. This ensures your general ledger remains in sync with your program goals, so you never over-allocate.

Interactive grantee mapping

Visualize your reach with an automated grantee map. Easily track and report on your geographical impact by city, region, or custom territory, demonstrating your foundation’s local and global footprint.

Deep segmentation & YoY analysis

Analyze your history to build your future! Use year-over-year funding reports to spot trends and create granular breakdowns by program areas, grant types, or custom budget categories (such as specific types of organizations or mission tags).

Saved filters

Stop rebuilding the same foundation reports every month. Once you generate a report, save it for future use with personal and team filters. This ensures everyone is working with the same, refreshed insights.

An example of a grantee map within Temelio’s foundation reporting and accounting tools
Maya Kuppermann
Co-Founder & CEO
Ruthwick Pathireddy
Co-Founder & CTO
Jonah Allibone
Founding Engineer
Maddie Glouner
Head of Client Success
Anveet Singh Chhabda
Engineer
Kyle Ford
Sales Team Lead
Anna Elston
Client Onboarding Manager
Jonah Cohn
Senior Business Development Representative
Diane Thomas
Founding Business Development Representative
Julie Sarte
Account Executive
Raj Kumar
Software Engineer
Lucy Fey
Client Onboarding Manager
Griffin Perry
Software Engineer
Jeanne Locker
Solutions Engineer
Tomin Thomas
Solutions Engineer
Juan Gabriel Martir
Senior Business Development Representative
Gabrielle Blink
Senior Account Executive
Yash Verma
Director of Finance & Operations
Joyce Ndichu
Software Engineer
Chiji Eke
Customer Success Manager
Fanny Pinoul
Client Onboarding Manager
Mariel Setton
Software Engineer
Sammy Samkough
Software Engineer
Mary Bahati
Software Engineer
Nitin Bhasneria
Solutions Engineer
Shawn Castelino
QA Engineer
Divyansh Maheshwari
Solutions Engineer
Grace Chang
Founding Product Manager

Reporting tools that leading grantmakers trust

Join the forward-thinking foundations that have moved away from fragmented spreadsheets to a unified financial ecosystem.

The difference our foundation reporting tools make

Temelio provides a single source of truth (SSoT) that keeps your ledger balanced while your board stays focused on the real-world impact of every dollar.

Radical financial accuracy

Eliminate the risk of human error and mismatched records. By ensuring every payment status automatically syncs, you provide your team and applicants with the accurate, real-time updates needed to foster a relationship built on total trust.

Collaborative oversight

Move beyond fragmented email chains and disconnected systems. Temelio provides a shared environment where program officers can track mission-critical milestones while finance team members maintain oversight of grant payouts and liabilities, keeping your accounting records and impact reports in perfect sync.

Audit readiness

Stop the last-minute scramble for documentation. Temelio automatically links 501(c)(3) letters, grant agreements, and post-award media (like photos and videos) to each financial record. This creates a permanent, digital paper trail that simplifies audits and streamlines 990-PF tax preparation.

Frictionless data integrity

Eliminate copy-paste fatigue and the human error inherent in manual data entry. By pulling verified data from Candid and allowing grantees to reuse historical information through your grantee portal, your foundation accounting reports and impact summaries are built on accurate, pre-vetted data.

What grantmakers say about our software

Temelio has allowed us to reduce grant review time from 2 hours to just 30 minutes and the data dashboard visuals have proven invaluable for discussions with board members who prefer a high-level view of our grantmaking activities.
Ira Perman, Atwood Foundation
Temelio was the first system that I had seen that was able to incorporate all elements of trust-based philanthropy AND had CRM capabilities. The staff is so responsive and easy to work with, which was also really important to me.
Beth Tigay, Fineshriber Family Foundation
As a growing nonprofit startup, finding Temelio was a lifesaver. We needed a product that would meet our needs as a hybrid org that conducts grantmaking, as well as fundraising/donor management. We did not have the time nor inclination for a lengthy and expensive development process, and had heard nightmare stories about unfriendly interfaces for users (both grantees and staff). We are so grateful to Temelio for their support, staying nimble, and being a true partner in our growth!
Anne Lee, Asian American Futures
We found Temelio to be user-friendly, intuitive, and simple, with excellent functionality and everything we need in a grants management system. As compared with our previous clunky grants systems, it was a breath of fresh air. Onboarding was easy and quick, and the platform has eased complex processes for the foundation and for our grantees alike.
Alexis Martin, Kapor Foundation
The actual experience of using Temelio has been even better than I could have hoped! Not only is the system intuitive and easy for me to navigate, but the customer service is second to none. The flexibility and adaptability of Temelio’s staff is unmatched.
Janice Lombardo, Charles W. and Patricia S. Bidwill Foundation
After researching and evaluating four companies, I am delighted with our choice of Temelio. Temelio has provided collaboration, partnership, and handholding at times to ensure this software meets the needs of our foundation. The software has already been a time-saver by providing a CRM system and grant management organization for our small staff. The Temelio team are proven leaders with great understanding of process and excel at customer relations with emphasis on patience and attentiveness.
Joy Celine, The Bolick Foundation
As an executive director for a small private foundation, it’s important that the process of making grants is simple and seamless for me, my board and the non-profits with whom we partner. Temelio’s robust platform is straightforward and easy to use and was clearly designed to uplevel the user experience. Their approach to technology and customer service sets them apart from all competitors.
Colleen McKenna, AJA Foundation

Foundation reporting and accounting FAQ

It’s time to retire your outdated spreadsheets.

Join forward-thinking foundations that use Temelio to turn complex financial data into powerful impact stories & board-ready reports.