Every donor. Every format. Drafted.

Foundations want their own template. Individual funders want a story. Surplus turns one set of numbers into as many bespoke reports as you need.

The problem

Every donor wants a different template, a different cadence, a different tone.

Your team ends up rewriting the same story ten times, chasing programme leads for context that was already in last quarter's pack.

What Surplus does

Upload each donor's template once. Surplus maps your financials to their fields and drafts a narrative that reads like it was written by the programme lead.

Template memory
Store donor templates in one library. Regenerate on demand as numbers update.
Restricted-fund awareness
Separates restricted and unrestricted activity per donor automatically.
Milestone reconciliation
Flags where actuals diverge from grant milestones — before the donor does.

Example output

Quarterly report · Foundation X

Your grant funded 1,420 clinician hours across three sites.

"Your £250k grant funded 1,420 clinician hours across three sites this quarter, exceeding the milestone target by 12%. Unrestricted funds covered a one-off compliance audit; full breakdown attached."

"Two programme risks to flag: the Nairobi site clinician pipeline is behind hiring plan, and Q4 travel is trending 20% below budget as we shift to virtual mentoring."

See it on your own numbers.

Free to start. No card. Connect a spreadsheet and get a draft in minutes.

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