Nonprofit Case Study
Zellwood Foundation
A fund accounting system built around grant-specific reporting requirements.
-43%Admin Time Saved
The Challenge
Where things stood before
Zellwood Foundation's biggest obstacle was manual processes that ate into time that should have gone toward the mission — something their team had tried to patch more than once without lasting success.
It wasn't a small fix — the underlying structure needed to change, not just the surface.
The Solution
What we built
Rather than jumping straight to a fix, we spent time understanding the specific shape of the problem first.
From there, a fund accounting system built around grant-specific reporting requirements, built specifically around what Zellwood Foundation needed.
- Structured so Zellwood Foundation's own team could maintain it going forward
- Tested thoroughly before launch to avoid post-launch surprises
- Delivered within a 8-week timeline without cutting scope
- Designed around Zellwood Foundation's actual workflow, not a generic template
Results
The impact, by the numbers
-43%
Admin Time Saved
-36%
Donor Response Time
+52%
Reporting Accuracy
93.9%
Team Adoption
Tech Stack
Built with
Node.jsPostgreSQLPlaid APIREST API
Vantage Advisors
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