Record donations by fund head, receipt each one, and build donor reports from the record.
NGOs and trusts run on individual giving, CSR grants and, for some, foreign contributions, each with its own receipts, fund head and reporting. We record every donation against the right head, issue a numbered receipt, keep field activity beside the money, and assemble the utilisation report from both. Corpus, restricted and foreign-contribution funds stay apart.
Your team would rather spend the day in the field than in a spreadsheet, and the reporting that funders expect is done in the evenings. Donors, though, want receipts on time and a report that shows where their money went.
Donations, fund heads and programme results stay connected here, so reporting starts from the record and not from scratch.
Donations arrive by bank transfer, card, cheque, mobile wallet, in kind and online appeals, and each channel produces its own record. Somebody matches each one to a donor, raises a numbered receipt with the tax-relief details where they apply, and records it in the accounting package.
A CSR sanction comes with a budget, milestones and a utilisation report, and the funder asks for your registration and tax-exemption papers before the first instalment. Trusts receiving foreign contributions keep them in a designated bank account used for those funds alone, and the books stay separate too. In the field, coordinators record beneficiaries, camp attendance and distributions in registers and in photographs on their phones.
At report time the office gathers all of it, matches spending to each grant’s budget lines, and writes a report with numbers and stories. Annual donor statements and returns bring their own rush at year end.
What goes wrong for nGOs and trusts without a proper system.
What we would build for nGOs and trusts.
Named the way your team already talks about the work. We start with whichever part the audit shows is costing you most.
A requirements checklist for nGOs and trusts.
What to cover, which reports to ask for and what to put to every vendor, ready to print or save as a PDF.
Ready products that fit nGOs and trusts.
Each one is adapted to how your business works before it goes live, and anything your trade needs that it lacks is added then. You are not paying to build the basics again.
NGO and Trust Management Software
Donors, receipts, fund heads, programmes, beneficiaries, grants, volunteers and trustee reporting for NGOs and charitable trusts.
Learn moreSHG Management System
Member passbooks, savings to the corpus, meeting attendance, inter-loaning, group bank loans, repayment schedules, reminders and group accounts for self help groups and the NGOs behind them.
Learn moreOther products in the same sector as nGOs and trusts.
The business modules nGOs and trusts use most.
Each one is also available on its own, or inside a system built for you.
- Contact & Account Management
- Receipts Management
- Document Management
- Expense Tracking
- Stock Tracking and Alerts
- Dashboards and KPIs
- Task Management
- WhatsApp, SMS and Email Notifications
- Finance and Accounting Reporting
- Roles and Permissions
- Attendance & Time Tracking
- Collections and Payment Follow-Up
- Audit Trail
- Fixed Asset Register
- All business solutions
All solutions by area
- Applicant Tracking (5)
- CRM (8)
- Finance & Accounting (10)
- Helpdesk (4)
- Human Resources (13)
- Inventory Management (5)
- Project Management (7)
- Manufacturing (6)
- Procurement (4)
- Sales and Distribution (6)
- Field Service (5)
- Statutory and Compliance (4)
- Retail and POS (4)
- Bookings and Appointments (3)
- Subscriptions (2)
- Assets and Fleet (4)
- Platform (6)
- Analytics (2)
- Documents (1)
Where AI can help nGOs and trusts.
Each one reads records you already keep, and a person approves every decision.
The services behind it.
Web and Mobile Application Development
Web and mobile apps for customers, field staff and dealers, built to work on ordinary phones.
Learn moreData Engineering and Business Intelligence
Dashboards that answer the owner’s Monday questions without anyone building an Excel sheet first.
Learn moreBusiness Process Automation
Approvals, reminders, follow-ups and reports that run on their own instead of on someone remembering.
Learn moreERP, CRM and Business Software Implementation
One record of stock, orders, customers and accounts, set up so your team opens it every day.
Learn moreAll our other services
- Custom Software and Product Engineering
- Software Maintenance, Support and Rescue
- AI and Intelligent Automation
- API and System Integration
- UI/UX Design and Prototyping
- Cloud Engineering and Managed Infrastructure
- DevOps & Automation Services
- QA and Software Testing
- Performance Engineering
- Cybersecurity and Application Security
- IoT and Edge Computing
- Technology Strategy and Product Consulting
- E-Commerce and Digital Commerce
- MVP Product Development
- SaaS Product Development
- WhatsApp Business API and Chatbots
- Data Migration and Moving Off Spreadsheets
- Training and Adoption
- Data Protection and Privacy Readiness
- Tax and e-Invoice Engineering
- Managed IT Support
- Dedicated Team and Staff Augmentation
- Business Intelligence and Reporting Tools
- Cloud Cost Optimisation
- Global Compliance and Localisation
Written for nGOs and trusts.
Practical notes on running the business, not product marketing.
How the work runs from Bengaluru for your city.
- 1
The audit, by call
A screen-share and a look at the sheets, accounting reports and WhatsApp groups your team uses. No travel needed.
- 2
A written proposal
Scope, what we build first and the cost, agreed in writing before anything starts.
- 3
Build in short rounds
Working screens shared every few weeks. Your team tests them from your own office.
- 4
Go-live, in person when it helps
For data migration and training we can come to your city. Travel is agreed in advance.
- 5
Support online
Fixes, changes and hosting handled remotely by the same team that built it.
The work we have published.
We only name clients whose work is published. None of them is in this trade; they show how the team works, not that it has built for this trade.
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A two-sided veterinary platform where vets are searchable by specialisation and bookable outside clinic hours. It now carries more than 2,000 veterinary doctors.
Read the case study Paying guest accommodationSAM Atithi Pavathi: bed-level occupancy as the source of truth
PG management software where allocation, rates and invoices are derived from bed-level occupancy and not maintained in parallel spreadsheets.
Read the case study School transport servicesSAM Tours: school transport on a single ledger
Registration, fee collection, routing and finance write to the same records, closing the gap between journeys run and fees collected.
Read the case study Microfinance and Self Help GroupsVikasa RDO: making SHG loan recovery auditable
Loan proposals, recoveries and commissions sit on one record, with a person attached to every state change, so a business handling a bank’s money can show where each rupee went.
Read the case studyQuestions nGOs and trusts ask before they call.
Our accounts are in a separate package. Will that change?
Your accounting software keeps your books. Nothing links to it out of the box, though a file of entries by fund head can be prepared for import at a separate price.
Does the software make us compliant with foreign-contribution rules?
No. Compliance is your trust’s responsibility, with your auditor. Foreign contribution receipts and spending are kept separately recorded, which makes the required records easier to produce.
Can it give us the donor-wise data our tax-relief return needs?
Partly. Donor-wise donations with tax number, address and fund head sit in one list your accountant can read. The return itself is not generated here, and what is filed stays with your adviser.
Can donors give online?
Yes. A donation form on the trust website can take card payments, bank transfer and mobile wallet gifts. Each gift is then receipted against its fund head.
Which factors set the trust system price?
The base depends on the donor register, receipts and utilisation reports. Staff logins add to projects and centres. Do mention a link to accounts. Utilisation reports can be priced alone.
Gathering for the trust system: what first?
Bring donor lists, receipt books, fund head names and grant sanction letters. Contacts from accounts, programme staff and field coordinators are needed. Samples of receipt books help most.
What becomes of our fund heads on leaving?
The trust keeps the source code, donor registers, fund heads and utilisation reports. Export utilisation reports and donor registers as plain files. The trust system builders keep supporting donor registers.
What happens after I share my requirements?
An engineer reads what you send and replies within one business day. We then look at the software, spreadsheets and WhatsApp groups your business runs on today and write down what works, what slows your team down and what is missing. A demo login, a screen-share or a few screenshots are enough. You get a short written summary ordered by priority, with no obligation to hire us afterwards.
How much will the software cost?
We don’t publish a price, because it depends on what the system has to do. That first review settles the scope, and the cost goes into a written proposal before any work starts.
Related industries.
Part of these wider groups.
Tell us how your business runs today.
A few lines on your spreadsheets, software and WhatsApp groups is enough. We reply the same working day.
What happens after you share your requirements
- A senior engineer reads your answers. Nobody phones first.
- Within one business day you get a written note: what we understood, what we would start with, and the questions we still have.
- If it fits, a proposal follows with the order of work, what we need from you and what you receive at each step.
- No call is booked and nothing is paid until you have read the note. Your details stay with us.
Start with your requirements
Seven short steps that tell us what you need. A senior engineer reads them before anyone gets in touch.
Share your requirements