Flexi-Grant vs Optimy

Flexi-Grant is cloud-based grant management software for organisations that award funding. It covers applications, eligibility, assessment, awards, monitoring and reporting, with an audit trail. Teams can configure forms, review stages, scoring and approval routes without a developer. Applicants and reviewers have separate portals, and applicants can save an application and return to it before submission. Budget tools track funds by programme, period, quarter or year and accommodate multi-year grants and milestone-based payments. The Finance API connects with systems including Sage, Oracle, Exchequer and Microsoft Dynamics 365; integrations with ORCID and single sign-on are also available. The maker lists ISO 27001 and Cyber Essentials Plus certifications, GDPR compliance, UK data hosting, encrypted storage and role-based access, and says customer data stays in the UK. A two-week trial provides full platform access without limitations. Pricing is on request, and implementation is quoted separately. Flexi-Grant serves charities and nonprofits, community funders, philanthropy organisations, research organisations and central government. Its maker says the platform follows a good-practice structure and will not reproduce every organisation’s internal process exactly.

Optimy manages grants, sponsorships, employee volunteering, and CSR programs in one platform. Its workflow covers applications, reviews, approvals, project tracking, and impact reporting, with custom KPIs and audit-ready reports. Listed capabilities include scoring and rubrics, reviewer collaboration, an applicant portal, analytics, and payment collection. Optimy describes a configurable API, one-click integrations with Make, and DocuSign e-signatures; external API connections may be offered on request and can incur additional fees. The platform supports 22+ languages and is aimed at corporations, foundations, and public institutions. Optimy says it transmits data using HTTPS with TLS 1.2 or TLS 1.3 and encrypts stored data with AES-256. It also describes GDPR-related privacy request and data deletion controls. Hosting is on AWS infrastructure in North America and Europe. The Start plan is listed from €650/mo. Optimy says implementation usually takes 6 to 8 weeks. Support plans list e-learning and a knowledge base, with response-time packages from 24–48 hours to 4–8 hours.