Bonterra Penelope vs Grantledger

Bonterra Penelope is a case management product for nonprofit and public sector leaders coordinating essential services and measuring outcomes. Its listed modules include client communication, medication management, reporting, and outcome measurement. Clients can use ClientConnect, a mobile portal for secure communication with staff. The medication management module connects with DrFirst Rcopia through a two-way interface that shares patient demographic, allergy, and diagnosis information, and supports single sign-on from Penelope. Rcopia supports prescription creation and management, drug and allergy interaction checks, patient eligibility and formulary information, medication history, and electronic prescribing of controlled substances through EPCS Gold.

Penelope Online Dashboard reporting provides Tableau access and standard reports for one Penelope database. The ORS Measures module includes ORS, SRS, CORS, CSRS, YCORS, and GSRS content, plus OpenFit, an API for statistical information used to monitor and measure outcomes. Penelope is listed for Android, iOS, web, and API. Pricing is not published; Bonterra's case management pricing page presents Apricot plans and a request-pricing option, but not Penelope prices. Bonterra's current case management navigation lists Apricot and Apricot for Government, while legacy product terms still include Penelope-specific modules.

Grantledger is hosted grant-management software for trusts, foundations, councils, corporate funders, community foundations, and charities. It covers applications, due diligence, assessment, decisions, awards, payments, reporting, publishing, and audit records. Applicants use a branded public form to check eligibility, view criteria, save drafts, and submit without an account or fee. Optional AI can summarise applications, draft reviewer feedback, flag duplicates or risks, and answer questions about a round; human panels retain funding decisions and their rationale. Grantledger records payment approvals, instructions, and confirmations, reconciles them against bank CSV exports, and does not hold credentials that could move money. Finance exports use CSV or JSON, with signed webhooks, API access, national register checks, and 360Giving publishing connections. Register checks cover the UK, US, Canada, Australia, and New Zealand. Sensitive events enter a per-funder SHA-256 hash chain verifiable in the console. PostgreSQL row-level security with FORCE isolates funders, while applicant text passes through a PII firewall before AI processing and data is encrypted in transit and at rest. Pricing and plan terms are agreed with each funder; a demo-led proof-of-fit is offered.