Plan smarter. Pay faster. Report with confidence.
One financial source of truth for every study - forecasting, participant and site payments, invoicing and reporting, unified across TrialEngine. Research Grid's automation engine removes manual finance admin from protocol design through study close-out.
Financial management from protocol design to study close-out
Research Grid gives sponsors, CROs and sites a single, audit-ready view of study finances - so budgets stay accurate, payments run automatically, and every figure reconciles.
From protocol-based budgeting to close-out reporting, Research Grid connects payments, forecasts and revenue in a single platform. Finance surfaces natively so sponsors, CROs and sites work from the same numbers - no reconciliation, no spreadsheet drift, no version confusion.
- Automated participant & site payments
- Protocol-based budgeting & visit costing
- Real-time forecasting & variance tracking
- Audit-ready compliance (21 CFR Part 11, GDPR, HIPAA)
Financial clarity for everyone in the study
Sponsors
Portfolio oversight without the spreadsheet chase
See portfolio spend, burn rate, forecast variance and site costs in one dashboard - and know exactly where every study stands against budget, in real time.
CROs
Protect margins and get paid faster
Track client profitability and project margins, generate quotes and invoices, and clear outstanding balances - with the whole finance lifecycle automated end to end.
Sites
Know what you've earned and what's owed.
Monitor earnings, payments due and budget utilisation, submit and track invoices, and reconcile against milestones without chasing sponsors.
Features to fit your study needs
Protocol-based, visit-level and procedure-level budgeting with country-specific pricing and currency management
Template library (Commercial, IIS, Grant-funded, SoECAT, AcoRD, NHS) with cloning, versioning and approvals
Forecast models - Planned vs Actual, best case, worst case and scenario planning
Monthly, milestone and cash-flow forecasting with assumption tracking
Ready to unify your trial finances?
See how Research Grid removes finance admin for sponsors, sites and CROs - from first budget to final reconciliation. Whether you're planning your next study or tightening an ongoing one, we're ready when you are.