Platform Capabilities
Everything a Trust needs, in one place.
A complete governance and financial management platform — purpose-built for regulated trust environments.
Financial Management
Every rupee in, every rupee out.
Complete financial tracking from donation to disbursement, with full audit trails and statutory compliance.
Donation Tracking
Record donations across all payment types — cash, cheque, bank transfer, UPI. Track 80G eligibility, status, reversals, and cancellations with a full audit trail.
Disbursements
Manage fund releases to partners and projects with auto-generated reference numbers, multi-stage status tracking, and complete cancellation records.
80G Tax Receipts
Generate 80G and non-80G receipts with Form 10BD and 10BE compliance fields. Unique receipt numbers, void management, and public print URLs for donors.
Fund Attribution
Link every incoming donation directly to specific projects and designated purposes. Every rupee is traceable from receipt to utilisation.
Utilisation Monitoring
Real-time oversight of budget allocations and expenditures across all active projects — a single source of truth for finance officers and trustees.
Governance & Compliance
Audit-ready by design.
Built-in controls that satisfy trustees, auditors, and regulators without extra effort.
Role-Based Access
Assign permissions by role — Org Admin, Trustee, Member. Sensitive data is protected and every action is tied to a named user with a timestamp.
Approval Workflows
Multi-step approvals for projects and disbursements create a named, timestamped authorisation log — a defensible record of every decision made.
Due Diligence Trail
Log trustee site visits with observations, attendees, and dates. A permanent record of every field visit to partner locations.
Document Vault
Centralised document and media storage for donors, partners, and projects. All supporting evidence in one secure, organised location.
Statutory Reporting
Produce audit-ready financial and compliance reports. Data exports and receipts formatted to meet statutory requirements.
Partner & Programme Management
From grant to ground — end to end.
Everything you need to manage implementation partners, projects, and the people you serve.
Partner Profiles
Maintain complete partner records with registration details, sector labels, bank accounts, and direct linkage to funded projects and disbursements.
Project Accountability
Track project lifecycle from draft through approval to completion. Link funding sources, partners, locations, and outcomes in one record.
Training Programs
Manage training programs with batch scheduling, seat tracking, enrolments, session records, and attendance — from planning to completion.
Beneficiary Tracking
Customisable beneficiary profiles with org-defined fields — text, number, date, and select types. Tailor the data model to your programme without code changes.
Testimonials
Capture verified testimonials from partners and programme participants, linked to specific projects for credible, auditable impact evidence.
Donor Engagement
Build lasting donor relationships.
Tools to communicate, report, and stay connected with the donors who fund your mission.
Donor Profiles
Comprehensive donor records with full contribution history, contact details, identity verification, tags, and communication preferences.
Email Campaigns
Multi-step campaign wizard to schedule and send personalised emails to segmented donor and partner audiences, with full dispatch tracking.
Email Templates
Branded HTML email templates with dynamic placeholders for donor and project data. Draft, activate, and archive — reuse across multiple campaigns.
Mailing Lists
Static and dynamic audience lists. Dynamic lists auto-resolve from donor or partner filters at send time — always current without manual maintenance.
Quarterly Newsletter
AI-assisted quarterly newsletter builder with per-project sections, financial summaries, and a shareable public URL — ready to send in minutes.
Visibility & Insights
Demonstrate impact, not just activity.
Give your stakeholders and the public a clear window into what your trust achieves.
Public Website
Build a branded public microsite at your own subdomain with a drag-and-drop editor, four themes, and live sections that pull directly from your org data.
Analytics Dashboards
Per-org dashboards for donation trends, disbursement tracking, and project spend — always current, no manual reporting required.
AI Content Assistant
Claude-powered drafting assistant for project descriptions, newsletter sections, and programme content — generate polished text from your own data.
Data Exports
Saved CSV export templates for donors, donations, and projects. Store custom column and filter configurations for repeat use without reconfiguring each time.