Financial Planning

Plan budgets. Reimburse participants. Grow revenue.

One financial source of truth for everything you spend and everything you earn. Plan activity-based budgets, reimburse participants the moment they're due, manage event ticket sales, and turn your modules into revenue by reselling them to clients. All reconciling across every Research Grid solution, with no duplicate systems and no version conflicts.
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Both sides of pre-trial finance, in one place
Plan and control what you spend on activities and participants - and manage what you earn from events and client sales - with every figure reconciling to one source of truth.
Budgets, participant payments, event ticketing, and client billing unified on a single platform. From pre-trial setup to study activation, Research Grid keeps your data, workflows, and configurations connected, so you get no rework, no duplicate systems, and never more than one version of the truth.
  • Activity-based budgeting with country-specific pricing
  • Participant reimbursement across travel, expenses, and stipends
  • Event ticket sales management and income tracking
  • Module and platform sales with client invoicing and revenue tracking
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Built for everyone who plans, pays or earns

Budget Owners & Sponsors
Plan and control activity budgets with total confidence
Create activity-based budgets from templates, clone and version them, track assumptions and approvals, and see spend against plan in real time.
Participant Services
Keep every participant paid on time, every time
Run reimbursement end to end. Claim submission, receipt validation, and approval and payment tracking with full balance history per participant.
Commercial & Sales Team
Turn events and client sales into revenue you can actually track
Manage event ticket sales and income, and resell modules and the platform to clients with quotes, contracts, invoicing, and outstanding balances in one view.

Features to fit your needs
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Ready to plan, reimburse and grow revenue in one place?

See how Inclusive plans activity budgets, reimburses participants automatically, and turns events and client sales into tracked revenue - all pre-trial, all in one place. We're ready when you are.

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