F5Finance and administrationGrant reporting for bandi and PNRR
Grant and PNRR reporting: every expense judged before the auditor does
Every cost of the funded project judged against your bando before the controller does: the CUP on the invoice and in the transfer, the proof of payment, the period, the timesheets.
The problem
An expense without the CUP on the invoice or the transfer, a missing receipt, an invoice outside the period: the auditor excludes it. Every expense of the project has to be checked against the call before the report goes out.
Who it is for, and when
- Who it is for
- The firm that won a grant call — regional, chamber of commerce, Transizione 5.0, PNRR — and the grants consultant who files the reports for thirty of them.
- When
- Before every progress report and the final report, whose date carries forfeiture: usually at the project's end, with thirty days to put the folder together.
What you give it, what you get
You give it
The project folder: invoices (PDF or XML), transfers or bank statements, timesheets and the hourly-cost sheet, consultancy contracts, the grant letter with the CUP; the call and its FAQ in your knowledge, with the parameters checklist.
You get
The first line with eligible, waiting and excluded; each cost with its documents (invoice ↔ transfer ↔ timesheet) and the exact proof missing; grant and co-financing; the table in CSV and Excel with the portal's columns.
How it works, in three steps
- Upload the project folder and put the call in your knowledge
- Read the first line and the corrections to make before sending
- Collect the missing proofs and download the table for the portal
On its own, in a flow. Link it to the local runner's watched folder or to the webhook of the «Rendicontazione del bando al consulente» flow: whenever the folder changes the report is redone, and it reaches the consultant after your approval.
The rules it applies
In the agent's own words: what it checks and what it never does.
- CUP on invoice and transfer, a proof for every invoice
- Eligible, waiting for the exact proof, or excluded
- Grant and co-financing computed, the portal's table
- Read-and-recommend only. The agent never moves money.
A real example
A case from the demo catalogue, with anonymised documents.
The progress-report folder, before sending it
The steelworks digitalised its welding line with a grant: the consultant gets the progress-report folder — thirty documents, invoices, statements, transfer receipts, timesheets — and has to know before the controller what passes. Two transfers left without the CUP in the reference, one invoice still lacks its proof of payment, and there is a lunch.
The recorded result
Su 30 documenti: 14.628,75 € ammissibili, 4.280 € in attesa di tre prove precise, 194,55 € non ammissibili, 2 fatture senza CUP in causale: correggile prima di inviare
real time 4 min 25 s47 credits
Frequently asked questions
Which rules does it judge expenses by?
Your call, uploaded to Knowledge: CUP, receipt, period and timesheets. Every expense comes out eligible, waiting for the exact proof or excluded, with the grant amount and the corrections to make before sending.
What does it cost, and how long does it take?
Usually 35–72 credits a folder (≈ €1.44–2.97) and 3–7 minutes. It depends on the folder: each extra document is one more reading; dates, matches and sums are done by code. The recorded example cost 48 credits in about 4 minutes.
Can it run on its own, in a flow?
Link it to the local runner's watched folder or to the webhook of the «Rendicontazione del bando al consulente» flow: whenever the folder changes the report is redone, and it reaches the consultant after your approval.
Who checks what the agent did?
You do — and it takes a minute, not an afternoon. Every run is a trace: the live timeline, each tool call, each document read, the cost per step, the confidence and sources. Actions that leave the building wait for your approval. The platform never sends, never touches a live store, never moves money.
Where does my data live, and how do you handle GDPR?
Your data is stored in the EU, on one server in Germany. The EU/US data-region setting limits which models an agent can be saved with, not where your data is stored. A no-retention mode and a local runner on your own machine are available. Your plan sets how many days your data is kept — you can change it — and when they run out it is deleted automatically. You download each run's results and delete files, agents and connections in the console; an owner deletes the whole workspace and each person their own account from Settings. The “Your data” page names the services that handle your data.
Related agents
- F1Supplier invoice checkAn invoice has arrived — the SdI XML, a foreign supplier's PDF, a paper one. Before you register or pay it, it tells you whether the figures add up, what is odd and what you must do: withholding, VAT to integrate, stamp duty.
- F2Bank reconciliation and open itemsTells who has really paid and what is really open, from the bank export and the management software's open items.
- F3Overdue receivables and remindersTells who is really late, with what the bank shows paid taken out, and drafts the right letter for each client with the late-payment interest to the day.
Try it on your own documents
The demo shows the recorded cases without an account; with your own workspace you run it on your files.