The Handbook

Everything you need to run TideWatch with confidence.

Step-by-step walkthroughs of the workflows that matter most: creating a grant, importing from a document, logging expenses, reporting to funders, closing out cleanly. A minute of setup now saves an afternoon at audit time.

The Handbook

Nine guides, grouped by what you’re trying to do.

Getting Started

Create your first grant

Set up an award record so TideWatch can track compliance, budgets, and milestones from day one.

4 min

Import a grant from a document

Skip the retyping. Upload an award letter, notice of grant award, or CSV and TideWatch AI extracts the fields.

5 min

Dashboard tour

Understand your whole portfolio at a glance: what's healthy, what needs attention, and what's due this week.

3 min

Grants

Upload supporting documents

Every contract, receipt, and report in one searchable place, tagged and linked to the grant it belongs to.

3 min

Close out a grant cleanly

The last 30 days of a grant determine your audit posture for the next three years. Here's the checklist.

6 min

Budget

Log an expense against a budget line

Record spending as it happens so burn rate, variance alerts, and audit trails all stay current.

3 min

Compliance

Add compliance items and deadlines

Track every condition of award (reports due, certifications required, evidence to attach) with automatic reminders.

4 min

Reports

Generate your first impact report

Turn milestones, budget actuals, and program data into a funder-ready narrative in an afternoon, not a week.

5 min

Team

Invite teammates and set roles

Add program managers, finance, and view-only stakeholders with the right permissions.

3 min

Common questions

Answers to the questions most teams ask on day one.

Plans, security, imports, compliance, team roles, and billing, arranged by topic so you can find the one you need without scrolling.

Read the FAQ