Ask your awards anything.
Modern Research holds your transactions, award terms, labor plans and subawards in one model, with the history of how each got there. Every answer comes from that model, with its sources attached.
How much of Dr. Chen's salary is on the R01 through December?
$34,950 across the six months — 2.25 person-months at her institutional base.
- Effort plan
- 40% Jul–Sep, 35% Oct–Dec
- Salary basis
- $186,400 a year, institutional base
- Award
- R01-AG058201 · Year 3 of 5
From
The advisors, pilots and customers we're building this with
“This is a game changer for me. If you're spread across projects, it's really difficult to think about your labor.”
Rhonda Tate — Director of Operations, Maine Mathematics & Science Alliance40hrs/mo
Saved per administrator
100%
Audit coverage
50%
Fewer ERP licenses
Reported across customer and pilot offices.
Every answer, backed by your whole research enterprise.
Today that logic lives in a spreadsheet on one person’s machine, and it leaves when they do.
Six things have to be right underneath before any answer is worth having, and those are what we build.
R01-AG058201
Year 3 of 5Sponsor budget
$2,410,000
Year 3 obligated
Spend to date
$1,642,318
Through Jun 2026
Projected close
$2,398,400
Under by $11,600
Spend against plan
Burn rate
68% spent · 67% elapsed
On pace
Next report
FFR · Aug 15
Drafts from reconciled actuals
- 01Actual spendYour General Ledger as an up-to-date compliant Award Ledger.
- 02Award structureThe terms, milestones and tasks it requires, read from the NoA.
- 03Institutional contextThe rates, bases and rules your institution runs on.
- 04LaborPlanned by person, award and month, years ahead of payroll and your ERP allows.
- 05SubawardsThe money promised out, and what has come back against it.
- 06HistoryEvery amendment, certification and close, kept as a record.
Never copy and paste actuals again.
Transactions arrive from your accounting system and are mapped on the way in. Anything that puts a category over budget, or moves faster than plan, gets flagged the day it posts.
Ledger activity
Synced from your accounting system · hourly| Posted | Description | Account | Maps to | Amount |
|---|---|---|---|---|
| Jun 28 | Delta Analytics LLC — invoice 4471 | 6900 | Other direct costs | $8,450 |
| Jun 24 | BIO2026 conference — 3 attendeesPuts travel over budget | 6400 | Travel | $4,180 |
| Jun 21 | Payroll — semi-monthly, 4 people | 5100 / 5200 | Senior & other personnel | $31,240 |
| Jun 18 | Core facility — sequencing, 12 samples | 6900 | Other direct costs | $6,720 |
| Jun 12 | Northfield State University — subaward inv. 09 | 8200 | Other direct costs | $18,300 |
| Jun 5 | Participant stipends — cohort 3 | 6600 | Participant support | $5,400 |
| Showing 6 of 1,204 transactions posted in June. | ||||
Award terms, automatically with AI.
Stop retyping grant terms into spreadsheets. Pull the project timeline, reporting schedule, investigator commitment, approval requirements, and carryover rules directly from the Notice of Award. Reference each clause so you can verify instead of trust.
Award terms
R01-AG058201 · parsed from the Notice of Award- Period of performanceNoA § 1.2
- Nov 1, 2023 – Oct 31, 2028Budget period 3 of 5 · Nov 1, 2025 – Oct 31, 2026
- Key personnel effortNoA § 4.1
- ≥ 3.0 person-months annuallyA. Chen, named investigator. A reduction over 25% needs approval.
- Facilities & administrativeNoA § 5.3
- 54% of modified total direct costEquipment and participant support excluded from the base.
- CarryforwardNoA § 7.2
- Automatic, to 25% of the periodAbove that threshold, prior written approval.
- Prior approval requiredNoA § 8.1–8.4
- Four conditionsForeign travel · equipment over $25,000 · change of scope · absence of the PI over three months.
Obligations and milestones
| Interim FFRNoA § 6.1 | Quarterly, period ending Jun 30 | Aug 15, 2026 |
|---|---|---|
| Effort certificationNoA § 4.3 | Semi-annual | Sep 30, 2026 |
| RPPRNoA § 6.2 | Annual, 60 days before period end | Sep 1, 2026 |
| Enrollment milestoneNoA § 3.4 | 240 subjects, period 3 target | Oct 31, 2026 |
Centralize your institutional variables.
Every institution has its own F&A base, fringe calculation, and rate-amendment policies. One person knows how they all fit together. Moving that knowledge out of someone's head and into the system is where the real value is.
- F&A base
- Our system captures how you actually calculate F&A, apply benefits, and handle rate changes.
- Fringe
- Applied by employee class, and re-applied forward when the sponsor amends the rate.
- Salary
- Institutional base, with annual adjustments carried across the whole forecast horizon.
- Accounts
- Sponsor categories mapped to your own chart, so one number answers to both.
Effort by person and award, years before it hits payroll.
Labor is the largest cost on most awards and the least well served by software: ERPs allow to plan 1-2 years out, but awards can be 5 or more. Plan your labor, manage effort certification, and complete cost transfers all using the same data.
Effort allocation
A. Chen · Jul–Dec 2026| Certified | Planned | Projected total | ||||||
|---|---|---|---|---|---|---|---|---|
| Fund | Jul | Aug | Sep | Oct | Nov | Dec | Effort | Cost |
| R01-AG058201NIH | 40% | 40% | 40% | 35% | 35% | 35% | 2.25mo | $34,950 |
| NSF-2416802NSF | 25% | 25% | 25% | 30% | 30% | 30% | 1.65mo | $25,630 |
| DE-SC0022145DOE | 15% | 15% | 15% | 15% | 20% | 20% | 1.00mo | $15,533 |
| InstitutionalInternal | 20% | 20% | 20% | 20% | 15% | 15% | 1.10mo | $17,087 |
| Total effort | 100% | 100% | 100% | 100% | 100% | 100% | 6.00mo | $93,200 |
See where every subaward stands.
Monitoring a subrecipient is a compliance obligation, and at most offices it lives in a hand-kept spreadsheet. Monitor each subaward's approved budget and the invoices that count against them as they post. When someone reaches their ceiling or stops invoicing, you find out without checking.
Subaward commitments
NSF-2416802 · as of Jun 30, 2026| Subrecipient | Approved | Invoiced to date | Remaining | Last invoice |
|---|---|---|---|---|
| Northfield State UniversitySubaward | $184,000 | $121,40066% of approved | $62,600 | Jun 12 |
| Cascade Research InstituteSubaward | $96,500 | $96,500100% of approved | — | May 30 |
| Harbor Medical CenterSubaward | $142,000 | $58,90041% of approved | $83,100 | Mar 14108 days |
| Delta Analytics LLCVendor | $47,500 | $31,20066% of approved | $16,300 | Jun 28 |
| Total | $470,000 | $308,000 | $162,000 |
See the full history of your award.
Amendments, rebudgets, carryforward, certifications and closes are entries rather than edits. When the sponsor amends a fringe rate the old one stays in the log, so a gap between the budget and the plan can be tracked to the date.
Award history
R01-AG058201 · appended, never editedJul 2
2026
FFR drafted
System
Period ending Jun 30, built from reconciled actuals.
Jun 30
2026
Month closed
L. Brennan
1,204 transactions locked. The period stops being editable.
Jun 24
2026
Rebudget requested
L. Brennan
Travel +$11,100, Other direct costs −$11,100. Awaiting sponsor.
Jun 18
2026
Effort certified
T. Nakamura
Jan–Jun, four people, against the plan of record.
Jun 12
2026
Fringe rate amended
Sponsor notice
32.2%, applied from Jul 1 forward.
Supersedes 31.4% recorded Sep 3, 2025 — that entry stays in the log
Mar 14
2026
Subaward invoice posted
System
Harbor Medical Center, $58,900 against a $142,000 commitment.
Work that no longer lives in one person’s workbook.
A workbook can only be operated by the person who built it. A model this explicit can be handed to a colleague, to leadership, or to software — without its author in the room.
A PI can check their own balance.
A PI can see their labor changes and actuals immediately, no longer requiring an email to their finance manager, and not taking hours on end to pull the actuals spreadsheet together.
See every level: Lab, Department, College, University.
Which funds are reconciled, which are lagging, who signed off, and where the exposure sits, without waiting on a status update from the person holding it all.
Software reads records, not documents.
Typed records with a rate, a base and a period — not documents to interpret. That turns the manual half of this job into review.
Built to pass your institution’s security review.
- Single sign-on (SSO)
- SAML and OIDC, so people arrive already authenticated against your own directory rather than holding another password.
- Role-based access control
- Administrators, PIs and leadership see the funds and the actions their role allows, and nothing else.
- Append-only audit trail
- Every write lands in one audit log through a single path. History is added to, never edited.
- Logged conversations
- Every question and the answer it received is recorded against the data that produced it — an auditable trail of what was asked and what came back.
- Logged exports
- Exports are recorded as requested and completed pairs, and fail closed if the log cannot be written.
- SOC 2In progress
- Type II readiness is underway. The evidence is produced by the system as it runs, not assembled afterwards.
Bring us the question your workbook can’t answer.
Thirty minutes, your own award structure on screen, and an honest answer about whether this fits your office.