Built for E-Rate consulting firms
Spend your portfolio review deciding what to do next.
Bring funding changes, deadline risks, invoices, and client work into one view. E-Rate Wave helps your firm manage the work between a funding decision and a client update.
Hosted branded dashboards included in consultant plans. No EPC credentials needed.
Your next portfolio review
From “anything new?” to a clear next action.
Find the accounts that need attention.
Review published funding changes and separate Form 486, invoice, and service-delivery deadlines. Check UEI and Form 498 information when payment readiness needs attention.
Work through the details.
Inspect invoice lines by applicant and year, export CSV, and review potential C2 remainders. Add applicants individually or from a list, edit client details and fees, and remove applicants from monitoring.
Give the client something useful.
Share a dashboard bearing your firm’s name. Generate client documents and use the Monday district digest on your letterhead. The firm edition keeps your portfolio review separate from the client update.
Useful at the firm level. Clear at the district level.
Your brand in front of clients
Per-district dashboards make funding status and deadlines visible under your firm’s name. Hosted dashboards are included, with no separate hosting surcharge.
Documents built from client data
Select from nine client documents, including LOAs, fee agreements, calendars, and C2 budget plans. Review the output before using it. Two additional deadline documents are operator-generated.
Monday, two ways
A portfolio edition for the firm and a client-ready district edition. Forward district updates yourself or enable automatic delivery for selected districts. Mail delivery is not guaranteed.
Keep the Airtable work you already built
Use our hosted practice platform or connect published USAC updates to your existing Airtable base. Your own views and automations can remain part of the workflow.
Invoice detail when you need it
Select an applicant and funding year to see published USAC invoice lines and authorized amounts. Export the results instead of manually rebuilding the table.
Individual SAM.gov lookups
Search using your own key held in your browser. Inspect the legal name and address, then explicitly confirm a UEI before saving it to the client record.
A practical fit
Built to support your judgment.
Six scheduled syncs a day bring published USAC changes into the workflow. Source publication, sync completion, and delivery affect when updates arrive.
You retain EPC review, filing, certification, and professional judgment. PIA inquiries inside EPC are not monitored. A C2 candidate is a prompt to investigate, not a promise of recovered funding.
What we’ll cover in your demo
- A portfolio review and deadline check.
- Invoice detail and a client roster update.
- Branded dashboards, documents, and digest editions.
- Your existing Airtable setup and applicant count.
No client list or credentials needed to request the walkthrough.
Consultant pricing
Choose the size of your portfolio.
Core · up to 30 applicants
$299 /month
$199 one-time implementation.
Scale · up to 75 applicants
$349 /month
$199 one-time implementation. Additional five-applicant packs are $10/month each.
See annual pricing, founding terms, and plan details. Pack changes take effect from the next billing period; additional monitoring requires confirmed capacity.
See how it would fit your firm.
Request a short walkthrough with Eric. Share your portfolio size and preferred times; we’ll arrange the next step personally.
Request a demoTry the free FRN lookup