How it works
Five steps, and a person in charge of the one that matters
This is the whole loop, in order, and what each step does for your foundation. If you would rather click through it than read it, the walkthrough follows one grant round the loop in about ten minutes and needs no account.
- 01
A grant payment lands
Nothing changes about how you make grants.
Payments arrive from your CRM export or Salesforce. Paytron does not move money and does not need to: it reads what you have already paid.
For your foundation. Nothing to migrate and nothing to re-key. Your CRM stays the system of record and your grants team's day does not change.
- A pooled fund splits pro rata across the gifts that reached it, over a window you set.
- A designated or named fund attributes to its holders.
- A statutory fund attributes to the institutional funder, and never to an individual.
- 02
The ledger works out each share
To the penny, and it reconciles.
Every payment's shares sum to exactly 100 per cent and to the payment in pence. Each share carries a plain-English explanation of how it was reached, which is what a donor sees if they ask.
For your foundation. Finance can stand behind every figure a donor sees, and an auditor can trace any share back to the payment it came from.
- Entries are append-only: a correction is a new offsetting row, never an edit.
- Rounding is distributed so pence never go missing or appear.
- A period can be frozen, and a later rule change recomputes around it.
- 03
The grantee gets one link
About five minutes, on the phone in their pocket.
A personal link by email or text. One photo or a short video, three questions in their own words, the numbers they counted, and their own choice about who sees it.
For your foundation. Groups actually reply, so you get more updates and better ones, and you can offer lighter monitoring without losing the evidence trustees want.
- No account and no password. The link works on one device for seven days.
- Drafts save as they type, so a dropped signal costs nothing.
- They can speak instead of typing, and withdraw the whole thing afterwards.
- 04
One of your team approves it
Nothing reaches a donor without a name against it.
The review queue puts the grantee's words beside the suggested headline and the photo they sent, with safeguarding holds first. Words the AI added that are not in the grantee's answers are highlighted.
For your foundation. Your team stays in control of every word a donor reads, in minutes a day rather than evenings, with a record of who approved what.
- A safeguarding flag forces a hold that cannot publish on its own.
- Approving a held moment takes a recorded reason and the reviewer's initials.
- Asking for a change emails the grantee a fresh link with your note.
- 05
The donor sees what their share paid for
Their money, that grant, those words.
The update appears in the feed of every donor whose gift reached the grant, with the exact pounds and percentage, and only as far as the grantee's sharing choice allows. They can say thank you, and your team reads it first.
For your foundation. Donors see the difference their own gift made, which is the moment they decide to give again, and the case for the foundation makes itself.
- Immediately, weekly or monthly, whichever the donor chose.
- A living statement for every fund, published only once finance signs it off.
- Nothing shown beyond the consent level, ever.