SmartSimple Cloud
by SmartSimple Software · Nonprofit & Public Sector
Configurable cloud platform for grants, research funding and CSR program management.
Updated August 2026 · By the ERP Research Editorial Team · Independent and vendor-neutral.
- Works with
- QuickBooks
Sage IntacctXero - Deployment
- Cloud
- Company size
- Mid-market, Enterprise
- Pricing
- Quote-based
- Founded
- 2002
- Headquarters
- Toronto, Canada
Overview
SmartSimple Cloud is a highly configurable, no-code platform for managing grants, research funding, government funding and corporate social responsibility (CSR) programs. Built by SmartSimple Software -- founded in 2002 and headquartered in Toronto -- it serves foundations, research institutions, federal/state/local/tribal governments and purpose-driven companies; the vendor reports 1.4M+ annual users across 4,000+ organizations and 5,000+ applications processed daily. In August 2024, SmartSimple Software and Foundant Technologies announced a strategic merger backed by L Squared Capital Partners; both companies continue to operate and sell under their own brand names.
The platform covers the full grant and funding lifecycle: configurable, branded application intake with auto-save, collaborative reviewer scoring, real-time budget tracking and disbursement, and configurable reporting dashboards, all built on a workflow-automation architecture that lets administrators reconfigure forms and processes without vendor development.
SmartSimple Cloud integrates with e-signature tools (DocuSign, Adobe Acrobat Sign), accounting systems (QuickBooks, Sage Intacct, Xero) and CRM (Salesforce, HubSpot), among 20+ third-party tools spanning identity, analytics and communication, and is hosted on AWS as an AWS Partner.
Screenshots & demo
Demo video from the vendor's YouTube channel.
Features & capabilities
Application & Intake Management
Configurable, branded application forms.
- Custom, branded application forms
- Auto-save and draft resume for applicants
- Branching/conditional logic
- Multi-year grant and application planning
- Configurable applicant eligibility rules
Review, Scoring & Collaboration
Configurable review workflows for internal and external reviewers.
- Configurable review and scoring workflows
- Shared reviewer access to applications and notes
- External collaborator/reviewer engagement
- Role-based permissions
Financial & Budget Management
Budget tracking and accounting-system sync.
- Real-time budget tracking dashboards
- Disbursement and payment tracking
- QuickBooks, Sage Intacct and Xero integrations
- Multi-year budget planning
Reporting & Analytics
Configurable dashboards and reporting.
- Configurable real-time dashboards
- Custom report builder
- 360-degree applicant/grantee history
- Audit trail
Applicant & Grantee Portals
Self-service portal for applicants and grantees.
- Self-service applicant portal
- In-platform email correspondence tracking
- Grantee follow-up and reporting forms
Common use cases
- Foundations configuring multi-program grant application and review workflows without developer support
- Research funders administering peer-review and research grant lifecycles
- Federal, state, local and tribal government agencies managing public funding programs
- Corporations running CSR and employee-giving programs
- Finance teams syncing grant disbursements with QuickBooks, Sage Intacct or Xero
- Grantmaking teams tracking multi-year grant commitments and budgets in real time
Strengths & considerations
Strengths
- Highly configurable, no-code workflow architecture used across four funding verticals (grants, research, government, CSR) rather than one fixed template
- Accounting-system integration across QuickBooks, Sage Intacct and Xero alongside Salesforce/HubSpot CRM connectivity
- ISO/IEC 27001 and SOC 1/SOC 2 Type II certified, relevant for government and enterprise procurement
- Part of a combined group with Foundant Technologies following the 2024 merger, spanning family-foundation to enterprise-scale grantmakers
ERP integrations
Pricing
Not publicly published; priced by organization and configuration. Get an independent shortlist with pricing guidance below.
Technical & security
- Compliance
- ISO/IEC 27001, SOC 1, SOC 2 Type II
About the vendor
- Founded
- 2002
- Headquarters
- Toronto, Canada
- Employees
- ~125
- Ownership
- Private (merged with Foundant Technologies in 2024; backed by L Squared Capital Partners)
Alternatives to SmartSimple Cloud in Nonprofit & Public Sector
SmartSimple Cloud — frequently asked questions
Does SmartSimple Cloud integrate with accounting software?
Yes. It has prebuilt integrations with QuickBooks, Sage Intacct and Xero for syncing grant budgets, payments and disbursements into the general ledger.
Is SmartSimple Cloud related to Foundant Technologies?
Yes. SmartSimple Software and Foundant Technologies announced a strategic merger in August 2024, backed by L Squared Capital Partners, though both companies continue to operate and sell their products under their own brand names.
Who uses SmartSimple Cloud?
It is used by foundations, research funders, and federal, state, local and tribal government agencies, as well as corporations running CSR and employee-giving programs.
Can SmartSimple Cloud be configured without a developer?
Yes. The platform is built as a no-code system so administrators can build and modify application forms, workflows and reports without vendor development.
What security certifications does SmartSimple hold?
SmartSimple holds ISO/IEC 27001, SOC 1 and SOC 2 Type II certifications and is hosted on AWS infrastructure.
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