--- title: "Impactfully Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Impactfully Software - reviews, pricing plans, popular comparisons to other Expense Report products and more." source_url: "https://www.capterra.com/p/92660/Foundation-Source/" page_type: "product" language: "en" --- # Impactfully Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 21, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Impactfully ## What is Impactfully? As the nation’s largest provider of cloud-based SaaS solutions and management services for private foundations, they’re a trusted source for philanthropic expertise. Their purpose-built platform, Impactfully, seamlessly handles operational, grantmaking, expense and reporting functions, and is complemented by a suite of professional services including foundation formation, fund disbursement, compliance review and tax preparation. ## What is Impactfully used for? [Grant Management](https://www.capterra.com/grant-management-software/)[Travel Management](https://www.capterra.com/travel-management-software/)[Nonprofit Accounting](https://www.capterra.com/nonprofit-accounting-software/) Top alternative Featured Overall rating Based on 6 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Impactfully?[Manage this product listing](https://www.g2.com/products/emburse-expense-professional-formerly-certify-expense/claim_requests/new?auto=true) ## Impactfully Overview Updated September 2026 AI summary Impactfully supports small and midsize organizations in managing grants, scholarships, contests, and nonprofit accounting through a web-based platform. It offers tools for application management, compliance, document review, and financial reporting, alongside features like customizable workflows, impact measurement, and applicant tracking. Deployment options include cloud and mobile devices, providing flexibility for diverse operational needs. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Impactfully 4.8 (6) VS. [4.8 (398)](https://www.capterra.com/p/158382/Submittable/reviews/) Starting Price Contact vendor Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (6) Ease Of Use 4.6 (398) Value For Money 4.6 (5) Value For Money 4.6 (293) Customer Service 5.0 (6) Customer Service 4.8 (359) ## Impactfully alternatives [4.3 (717)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [4.2 (165)](https://www.capterra.com/p/27468/Financial-Edge-NXT/reviews/) Starting price $0.01 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [4.2 (2,073)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.4 (3,329)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars ## FAQs about Impactfully Overview ### What company size and specific industries is Impactfully built for? Impactfully is designed for enterprises, private foundations, and corporate foundations, along with their advisors. It fits organizations that need a turnkey, end-to-end solution for foundation administration and compliance support, especially those looking to outsource these operational tasks. Features and Usability ### What are the key features of Impactfully? Impactfully offers grant management tools such as grant application management, grant award tracking, grant discovery, and impact measurement, plus forms management with customizable forms, customizable questions, and electronic submission. It also includes workflow management, approval process control, reporting and statistics, role-based permissions, document management, and audit trail. Getting Started and Support ### What training and onboarding options does Impactfully offer? Impactfully provides in person training, live online sessions, webinars, documentation, and videos. In person and live online formats support guided instruction, webinars cover scheduled group learning, documentation offers written reference material, and videos provide self-paced instruction for users getting started. Getting Started and Support ### What customer support options does Impactfully offer? Impactfully offers email/help desk, FAQ/forum, knowledge base, phone support, and chat. Support details are limited, so no consistent user feedback is available on response speed, helpfulness, or common frustrations. These channels give users multiple ways to look for answers or contact support directly. ## Features AI summary Based on 730 Expense Report reviews Capterra data shows that buyers of Grant Management software rank the following features as their top priorities: - **Customizable Forms** (**70%** of reviewers rated this feature as critical) - **Customizable Questions** (**63%**) - **Grant Application Management** (**69%**) Impactfully supports all three of the features reviewers consider most important: **Customizable Forms**, **Customizable Questions**, and **Grant Application Management**. Together, these capabilities help organizations collect the right applicant information, tailor submissions to program requirements, and manage applications more efficiently, allowing teams to improve review workflows and make more informed funding decisions. Customizable Forms 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Customize contracts and forms to collect specific information Customizable Questions 4.7 (3) 0.00% of 3 reviewers that rated this feature as important or highly important Tailored or customizable questions for more targeted and relevant data collection Grant Application Management 4.3 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Track and manage the status of grant applications Grant Discovery 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Automatically search funding sources and alert uses when grant opportunities arise Grant Award Tracking 4.8 (5) 40.00% of 5 reviewers that rated this feature as important or highly important Track grant submission requirements, deadlines, and financial documentation for awarded grants Activity Tracking 4.7 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Track and document all activities across devices, networks, and other systems Impactfully 70 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounts Payable: Track money owed to a company's creditors/suppliers - Accounts Receivable: Track outstanding invoices and the money owed from clients - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Applicant Portal: Gateway through which end users can update personal information, track their applications, and more - Applicant Tracking: Find and manage potential candidates and their applications and resumes through the recruiting life cycle - Application Management: Track, manage and store the applications of potential future members, customers or candidates - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Bank Reconciliation: Compare and match accounting/financial records with corresponding bank statements - Budget Control: Manage and monitor spending to align with the financial constraints or goals - Budgeting/Forecasting: Create budgets based on historical data and future projections - Categorization/Grouping: Organize and group data or items based on various criteria - Check Printing: Print paychecks issued to confirm payment of wages or salary - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Configurable Workflow: Configure existing workflows to meet your organization's needs - Contact Management: Manage, organize, and store contact information - Contract/License Management: Track, store, and access client contracts or licenses - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Questions: Tailored or customizable questions for more targeted and relevant data collection - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Deadline Management: Specify or track the date/time a project, task, etc., is due for completion - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Review: Review and analyze existing information across documents - Due Date Tracking: Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken - Email Reminders: Reminders sent via email - Email Templates: Pre-made examples and templates for emails - Entry Management: Manage entry processes via custom forms - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Financial Reporting: Generate reports to assess the financial performance of an organization - For Grantmakers: Software designed for grantmakers - Forms Management: Store, manage and track all forms in a centralized location - Fund Accounting: Manage revenue acquired through grants, donations, and other sources (accountability vs. profitability) - General Ledger: Centralized accounting record which tracks all financial transactions - Grant Application Management: Track and manage the status of grant applications - Grant Award Tracking: Track grant submission requirements, deadlines, and financial documentation for awarded grants - Grant Discovery: Automatically search funding sources and alert uses when grant opportunities arise - Grant Management: Monitor application statuses, proposals and award funds - Impact Measurement: Collect data to measure/track the positive impact an organization, nonprofit, or program has on social, environmental, or other groups. - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Invoice Processing: Creation, processing, verification, and execution of invoices till the payment is made - Mobile Access: Access software remotely via mobile devices - Payment Tracking: Track sent and received payments, invoices, and bills. - Polls/Voting: Enable custom polls/voting to facilitate decision-making or increase engagement - Profit/Loss Statement: A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time - Project Accounting: Manage and track financials on a project-to-project basis - Quotes/Estimates: Generate quotes or estimates for customers - Receipt Management: Upload, track, and submit receipts in a central database - Recommendations: Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement - Recurring/Subscription Billing: Automated process of charging customers at regular intervals for repeated access or use of a product or service - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Single Sign On: Allow users to access multiple services after entering their login credentials once - Status Tracking: Track the status over time for a request, process, asset, or transaction - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Task Management: Create, manage and track all task activities and progression - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.8 (6) 4.8 Based on 6 reviews ## Pricing Value for money 4.6 (5) ### Starting price Free trial not available Value for money 4.6 (5) 4.6 Based on 5 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (6) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (6) 5.0 Based on 6 reviews ## User reviews Overall rating 4.8 Based on 6 reviews Filter by rating 5(5) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent JO Jessica O. President Executive Director Non-Profit Organization Management ### "Great Resource" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 November 7, 2023 Pros Streamlines my foundation system and simplifies the process Cons Nothing! The cost is a little high but it is worth it Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. NH Nancy H. Co-President Philanthropy ### "Impactfully Foundation Source is an invaluable resource for a new family foundation." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 6, 2023 Pros Impactfully Foundation Source provides valuable assistance managing our foundation's taxes, legal requirements, and compliance with federal and state regulations. Our client advisor consistently provides expert guidance and thoughtful feedback as we seek to leverage our foundation's assets to best achieve our mission. Impactfully serves as a resource for best practices offering webinars and articles on a wide variety of topics and it's comprehensive suite of services provides grantmaking support as well as expense tracking and document/report management. Cons Thus far, we have been very happy with Impactfully Foundation Source. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. WS Whitney S. Firm Bookkeeper Law Practice ### "Great for Private Foundations" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 6, 2023 Pros The access to our rep. with any questions I may have. Donna is amazing! Cons Nothing, I am very happy with the product and the staff. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. JS Jeffrey S. President Philanthropy ### "Axe-Houghton and Foundation Source" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 November 5, 2023 The Foundation's representative, \[sensitive content hidden\], is a pleasure to work with, making the overall experience a good one. Pros Ease of use prior to all recent updates/changes. Cons I don't understand the name change nor the value of recent upgrades that made information more difficult to find. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. CD Constance D. Director Philanthropy ### "Impactfully has helped create and maintain our foundation" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 2, 2023 I have been using Foundation Source's Impactfully for 12 years now. As the only employee of a small family foundation, Impactfully is basically my coworker :). It helps me to stay focused on relationships and the rest of my work. I'm so grateful to our advisor for facilitating legal advice, tax questions and making sure our grants go out and are recorded smoothly. Pros Being able to look up potential grantees, initiate payments and keep our grants organized has made such a difference in how we operate. Approving tax filings is so easy and I feel confident when it's done. Cons No complaints! The interface has changed a few times, which is hard to get used to, but they are adding features that I end up using. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AN Anonymous User Donor & Community Engagement Philanthropy ### "Easy grantmaking software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 February 9, 2018 Pros The team at Foundation Source is very responsive. The software is ease to use and repeat grantmaking becomes a breeze. Cons Some things take too many clicks - and there can often be too many interfaces to deal with prior to doing what you want. Foundation Source might benefit from more simplification. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.