Control Grant Funds and Research Budgets
Research Finance manages complex grant budgets, research accounts, and institutional expenditures. You need efficient, trackable workflows for every financial task, ensuring compliance with funders. OneDesk brings structure and compliance to your research operations.
Trusted by Research Institution teams around the world
Uncontrolled Grant Expense and Budget Requests
Finance teams are inundated with requests for expense approvals, budget transfers, and POs from research labs and PIs. OneDesk centralizes all internal finance requests into a single queue. Use custom workflows to enforce multi-step, compliance-driven approvals, especially for grant spending. Ensure transparency and accountability.
Ticketing for Researcher Financial Support
Provide a secure internal portal for PIs and lab managers to submit expense reports or budget inquiries. Turn emails from vendors or funding agencies into trackable tickets instantly. Set up priority for urgent grant reporting or closeout deadlines. Custom views let the Grants team see one queue and the Accounts Payable team see another.
Manage Audits and Grant Closeout Projects
Treat the annual audit cycle, major grant closeouts, or funding reporting as a structured project. Use task lists to ensure all necessary documentation is collected from labs on time. Assign accountability for each step of the process. Track progress against regulatory and grant deadlines. Ensure financial compliance runs smoothly.
Automate Financial Approval Chains and Compliance
Automatically route a grant expense report over a certain amount to the PI and the department head for approval. Set up rules to change a budget request status once funds have been transferred. Send automated reminders to staff for overdue expense report submissions. Automation ensures compliance and accelerates the financial process flow.
Track Vendor Payments and Internal Fund Quotes
Generate quotes for internal services offered to research labs (e.g., core facility access). Log and track billable time for external consulting services or grant-funded work. Track internal non-billable time spent managing specific grant funds. Use the data to report on resource use and justify future funding.
Use AI to Summarize Grant and Audit Documents
The AI assistant can quickly summarize lengthy federal grant requirements or complex audit findings. Use AI to draft professional, compliant communication to funding agencies or internal stakeholders. It can categorize incoming finance questions instantly. This reduces the time spent on reading and responding to standard queries.
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