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.

Electronic Document Signing

Any document can be electronically signed using our eIDAS-compliant electronic signature module. The enhanced signing system supports multiple signatures per document, including both internal and external users, providing a fast, secure and fully auditable approval process.

All signatures are captured securely, with full traceability to meet organisational and regulatory requirements.

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 setup, mobilisation and team training
CORE PLATFORM CAPABILITIES
Internal Users 1 10
Manage Unlimited Budgets
Unlimited Recipients & Partners
Create & Track Unlimited Bids and Agreements
Fully Customisable Spend Categories
SMART APPLICATIONS & DATA CAPTURE
Branded Funding Portals
Design Unlimited Custom Application Forms
Define Your Own Eligibility Rules
Accept Unlimited Form Submissions
Fully responsive forms (desktop, tablet & mobile)
Multi-Step / Paged Forms
Save Progress and Resume Anytime
Flexible and Secure File Uploads
Bank-Level (AES-256) Data Encryption
Google Analytics Integration
Automated Submission Deadlines
Custom Branding & Visual Identity
FORMAL BID REVIEW & EVALUATION
Automatic Submission Reminders
Unlimited Custom Review Stages
Fund-Specific Assessment Criteria
Structured Grading & Reviewer Comments
Custom Scoring and Weighted Evaluation
Internal & External Reviewer Access
eIDAS-Compliant Digital Contract Signing
FUNDING LIFECYCLE & MANAGEMENT
Interactive Budget Dashboards
Tailored Performance Dashboards
Payment Scheduling & Tracking
Automated Monitoring & Performance Alerts
Automated Reminders & Notifications
Flagging, Commenting & Task Assignment
Flexible Tagging & Filtering System
Visual Location Mapping & Area Tracking
Archiving & Record Retention
Online Document Storage & Sharing
Bulk Emailing & Notifications
Automated Document Generation
Reusable Document & Email Templates
DATA SHARING & TRANSPARENCY
One-Click Data Export
Live Dashboard Sharing & Embedding
Real-Time Data Sharing & Integration
Multi-User Collaboration
Self-Service Hubs for Funding Recipients
ENHANCED SECURITY
Two-Factor Authentication
IP Whitelisting
Audit Logs & Change Tracking
DEDICATED SUPPORT & TRAINING
Online Knowledge Hub
Online Ticketing System
Telephone Support
Transfer of Legacy Data to Sums.org
Live Training Sessions
Pre-Deployment Form Checking

Meet The Team