Risk & Compliance
Compliance Tracking Suite: Stay Audit-Ready Without Spreadsheet Chaos
Federal and state awards fuel nonprofit growth, but they also introduce strict reporting, procurement, and outcome requirements. Compliance Tracking Suite makes those obligations visible and actionable so you can confidently pursue larger awards.
Highlights of the suite
- Automatic requirement import when you upload an award letter or contract PDF.
- Role-based permissions so finance, programs, and compliance teams see exactly what matters to them.
- Risk alerts when deliverables are overdue or documentation is missing.
Safeguards that help nonprofits thrive
Requirement Registry
Track every post-award obligation by funder, clause, or reporting cycle. Assign owners and due dates so nothing slips through.
Document Locker
Store signed contracts, policies, and invoices inside Expirely with permission controls so auditors only see what they need.
Audit Trail Export
One click generates a PDF or spreadsheet with timestamps, approvers, and attachments for each requirement.
From fire drills to calm reviews
The Northwest Housing Alliance used the suite during a surprise state monitoring visit. Instead of scrambling, they exported the audit trail, granted temporary portal access, and completed the review in three hours.
- 70% fewer “missing document” follow-ups from auditors.
- Internal review cycles shortened from 10 days to 3.
- Team stress dropped dramatically—staff surveys showed a 40-point increase in confidence.
How to enable the suite
Visit Settings → Compliance to turn on requirement tracking and document locker features. Upload your most recent contract, and Expirely will extract clauses automatically. You can assign owners, add approval workflows, and invite auditors with time-boxed access.
Not sure where to start?
Book a compliance onboarding session, and we\'ll configure your first three awards.