Let us take care of the numbers...

Sums.org is designed to help you facilitate and keep track of all your commissioning and grant making activity, allowing you to manage and oversee unlimited budgets, applications, recipients, agreements and performance with ease.

Whether you work for a public sector commissioner, a grantmaking charity or the philanthropic arm of a business, Sums.org can streamline your team's funding activity.

Intuitive UI

Sums.org is designed to be clear, attractive, and easy to use. From streamlined input forms to intuitive data views, every element has been built to make working with your funding information as simple and seamless as possible. Use powerful tagging tools and policy area tracking to monitor organisational spend in detail, and share live data with stakeholders at the click of a button.

Design and deploy secure online forms in minutes!

Create polished, professional forms in minutes with Sums.org’s powerful drag-and-drop builder. Build multi-page forms with rich features like input validation, file uploads, and smart dropdowns. Offer users a seamless experience with save-and-return, password protection, and expiry dates. Keep sensitive data secure with confidential fields, tailor submission messages, trigger custom notifications, and add eligibility checks to ensure the right responses every time.

Instant Snapshots

Our beautiful dashboards give you a clear, instant view of all your budgets. Create custom dashboards that bring together multiple funding pots for a unified perspective, tailored to your needs. Share live dashboard data securely with others, or embed selected insights on your website with a single line of code—perfect for promoting transparency and collaboration.

Smarter Organisation with Custom Tags

Create and assign your own tags to bids and agreements, making it easier to organise and explore your data. Use the Tag Search tool to quickly filter by themes, and see tag-related insights seamlessly integrated across your dashboards.

Review with Confidence

Easily create internal and external review panels, tailor your own scoring systems and evaluation criteria, and manage every stage of the review process — all within a beautifully designed, intuitive platform. Whether you're coordinating a small team or a multi-agency process, Sums.org makes gathering feedback effortless.

Understand Your Reach

Sums.org’s new mapping features let you visualise your funding geographically, generate insightful heatmaps, and calculate cost per capita with ease. Create custom views to highlight areas of focus, demonstrate reach, and support transparent, data-driven decision making.

Collaborate & Share Securely

Sums.org allows you to work collaboratively on budgets with other platform users through a secure delegation system. You can also share selected data with non-users with a click of a button, or quickly export your data to meet the 360Giving Data Standard. Accounts offer a range of of security options, including IP Whitelisting and Two-Factor Authentication.

Automatic Notifications

Keeping track of everything can be hard, but with Sums.org we'll automatically notify you of any issues such as missed payments, outstanding performance updates or newly submitted forms and provider updates.

Software that works around you...

We've designed Sums.org to be an affordable and lightweight solution, one that complements your existing processes instead of trying to replace them. The tools we provide are flexible enough to accomodate a wide range of commissioning and grant giving approaches and we're continually listening to our users to develop new features.

Affordable plans with transparent pricing

We believe that your funding should go towards the good causes it was intended for, not costly and lengthy software licenses. As such we offer simple, low cost, 12-month contracts with absolutely no hidden costs. Unlike many of our competitors, there are no usage restrictions or 'optional' add-ons - what you see is exactly what you get!

Features

Pricing

Standard Account
£50 per month
(billed annually)
Professional Package
£200 per month
(billed annually)
+ one-off fee of £500 covers initial setup, mobilisation and training for your team.
GENERAL FEATURES
Number of Accounts 1 10
Unlimited Budgets
Unlimited Recipients
Unlimited Bids & Agreements
Unlimited Spend Categories
APPLICATION FORMS & DATA COLLECTION
Branded Funding Hubs
Create Unlimited Custom Forms
Custom Eligibility Criteria
Unlimited Form Submissions
Custom References
Save Progress & Resume
File Uploads
Military Grade (AES-256) Encryption
Set submission deadlines
Custom Logos
FORMAL BID REVIEW
Submission Reminders
Unlimited Custom Review Stages
Fund-Specific Assessment Criteria
Grading and Commenting
Internal & External User Reviewing
FUNDING LIFECYCLE & MANAGEMENT
Budget Dashboards
Custom Dashboards
Payment Scheduling and Recording
Automated Performance Scheduling and Monitoring
Automatic Reminders
Flagging, Commenting & Tasking
Archiving
Online Document Storage
Bulk Emailing
Document Generation
DATA SHARING AND TRANSPARENCY
One Click Data Export
Live Dashboard Sharing & Embedding
Live Data Sharing & Embedding
Multi-user Collaboration
Self-Service Hubs for Funding Recipients
360Giving Data Standard Export
ADDITIONAL SECURITY OPTIONS
Two-Factor Authentication
IP Whitelisting
ADDITIONAL SUPPORT
Online Knowledge Hub
Online Ticketing
Telephone Support
Transfer of legacy data to Sums.org
Live Training Sessions
Pre-Deployment Form Checking

Meet The Team