What it does
For schools run by a trust or society: keep donations, grants, vouchers and fund balances in one place, and send entries to Tally.
The problem it removes
Trust accounts are kept in separate books and spreadsheets. Trustees wait for the accountant to learn the position, and year-end work is rushed.
Tax figures follow the rules your school sets. We recommend your school’s CA reviews the figures before filing.
Key features
- Donations and donors
- Funds, including restricted funds such as corpus and building funds
- Grants, vouchers and ledgers
- Trustee dashboard with funds, cash and bank, surplus and donations
- Depreciation
- Donation receipts under 80G and data for Form 10BD
- Export entries to Tally, and compare with Tally’s trial balance
Who benefits
Correspondent
Trustees see funds, donations and surplus on one dashboard.
Principal
School and trust records are kept apart, but in one system.
Admin office
Enter vouchers once and send them to Tally.
Parent
A trust that keeps clear records is easier to trust.
See it in the platform
Screens show demo school data, not a real school.
Trustee dashboard
Questions
Does it work with Tally?
Yes, with TallyPrime. A small sync agent on the school’s Tally computer sends the entries to Tally, and you can compare your books with a Tally trial balance.
Are the tax figures ready to file?
Tax figures follow the rules your school sets. We recommend your school’s CA reviews the figures before filing.
Can we try it before deciding?
Yes. Book a free demo, or join our Founding School Programme: the first 10 schools use the full platform free until 31 March 2027.
See this module in a free demo
We will show you how it works for a school like yours. There is nothing to pay.