Your customers
- Beneficiaries (children, women, patients, farmers)
- Individual donors
- CSR companies and foundations
- Foreign donors
- Government departments
Sports, clubs and trusts · Services
MatruOS for an NGO & charitable trust
Set up the way an NGO & charitable trust runs: individual donations (80G), CSR grants by project, foreign grants under FCRA, government scheme grants, fees for training or services, sale of beneficiary-made products, events and fundraising campaigns. Routines, workflows, registers, licences and an AI team that knows the work are ready when you sign up.
Ready when you sign up
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What this solves
What an NGO & charitable trust deals with today, and what MatruOS sets up for it
Today
Utilisation certificates and donor reports made in a rush; next tranche delayed. Funds mixed across projects; audit and FCRA questions.
In MatruOS
MatruOS sets up 8 routines, 1 workflow, 3 registers and 10 licences for an NGO & charitable trust, with an AI team that reads your own records and prepares the work.
What changes
The right person is reminded at the right time, approvals wait for whoever decides, and every licence has a renewal reminder. Anything that sends, pays, signs, files or deletes waits for a person's approval.
Where you sit
MatruOS starts from how your business earns
Who you sell to, who you buy from, how credit moves and where you sit in the chain decide how your screens, reminders and reports are set up.
Your suppliers
- Field staff and consultants
- Trainers, doctors and resource persons
- Venue and travel vendors
- Material suppliers (books, kits, medicines)
- CA and auditor
- Software for donations
Credit and cash
CSR grants in 2-4 tranches, next tranche after utilisation certificate; government grants reimbursed late; individual donations upfront; vendors on 15-30 days
CSR money bunches in Jan-Mar (companies spending before year end); salaries every month; gaps between tranches funded by small reserves or delayed salaries
Your screens use your words
CustomerDonor or funderOrderGrantItemProjectInvoiceReceipt or utilisation certificateSupplierVendorproductProgramme
How it works
How MatruOS is set up for an NGO & charitable trust
Set-up takes a few minutes. After that, you change only what is different in your business.
- Describe the business in one lineFor example "NGO & charitable trust", typed when you sign up.
- Recognised as an NGO & charitable trustRoutines, workflows, registers, items, licences and the AI team for this trade are set up for you.
- Bring your dataCustomers, items and balances come across from Zoho Books, Vyapar, Excel and others. For Tally, our team helps you move the data while Tally import is checked on the live app.
- Approve and runThe AI team prepares the routine work. A person approves anything that sends, pays, signs, files or deletes.
Your AI team
What the AI team does for an NGO & charitable trust
Each job goes to a member of your AI team. It reads your own records and prepares the work. Anything that sends, pays, signs, files or deletes waits for a person's approval.
Totals activities and reach by project against plan, flags missing photos or registers, picks candidate case stories
Works it out and shows you
Shows spend vs budget per grant and line, unspent balances, FCRA admin %, and expenses not yet booked to a project
Works it out and shows you
Drafts the quarterly narrative report and utilisation statement in each funder's format, with numbers, photos and case stories
Asks you before sending and signing
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How you run
Your routines, already on a timetable
Each routine has a time, a person and its steps with the checks that matter. MatruOS reminds the right person and keeps the record. Open one to see its steps.
Every day
10:00 amField activity and attendance with photos
- 1Run the day's session or visit as per plan
- 2Attendance and beneficiary IDs recorded
- 3Geo-tagged photos only with consent
5:00 pmReceipt online and offline donations
- 1Match payment gateway and bank credits with receipts
- 280G receipt with PAN sent to each donor; foreign-source money only into FCRA account
Every week
FriWeekly field review
- 1Check activity log and registers against the plan
- 2Pick two case stories for donor reports
Every month
7thMonthly spend by project and fund
- 1Book every expense to a project and budget line
- 2Show spend vs budget and unspent balance per grant
- 3Check FCRA admin spend below 20%
Every year
MayDonor statement and certificates (by 31 May)
- 1File donor statement and download donor certificates
- 2Email certificates to every 80G donor
Sep, Oct, DecAudit, ITR-7 and FCRA return
- 1Audit report by 30 September; ITR-7 by 31 October
- 2FC-4 with CA certificate by 31 December
- 3Renewal of 12AB, 80G and FCRA tracked (5-year validity)
Workflows
Each stage goes to the person who handles it
Work passes stage by stage to the right person. Stages marked for approval wait for the person who decides.
CSR grant from proposal to closure
- 1Proposal and budget sent
- 2MoU signedNeeds approval
- 3Tranche received in project account
- 4Activities done and logged
- 5Utilisation certificate and report
- 6Final report and closureNeeds approval
Registers and SOPs
Your registers and standards
Registers hold the fields this trade records. SOPs carry the steps and checks, so work is done the same way every time.
Beneficiaries
Field activities
Grants and donations
Fund accounting and FCRA rules
Every grant spent only on its purpose and every rule met
Beneficiary dignity, data and consent
Respect beneficiaries and keep their data safe
Items and licences
Your first bill is right, and no licence lapses
Starter items arrive with unit, HSN and GST rate. The registrations this business usually needs are listed with a reminder before each one expires.
| Item | HSN | GST |
|---|---|---|
| Individual donation | 999599 | 0% |
| CSR grant tranche | 999599 | 0% |
| Foreign grant (FCRA) | 999599 | 0% |
| Government scheme grant | 999599 | 0% |
| Training or skilling programme fee (charitable) | 999293 | 0% |
| Health camp or screening (charitable) | 999316 | 0% |
| Beneficiary-made handicraft products | 6304 | 5% |
| Consultancy or project management for others | 998311 | 18% |
- Trust or society registration
- 12A and 80G registration
- PAN
- TAN (tax deduction account number)
- FCRA registrationIf it applies
- GST registrationIf it applies
- PF registration (EPFO)If it applies
- ESI registration (ESIC)If it applies
- Professional tax registrationIf it applies
- Shops and Establishments registrationIf it applies
Your people
The people who run it, each with their own login
Each person sees the screens and reminders for the work they do.
Director or secretaryLeads the organisation, pitches funders, signs agreements and reports, faces the board.
Project coordinatorPlans field activity, checks registers, writes donor reports and case stories.
Field workerRuns classes, camps or SHG meetings, fills beneficiary and activity records with photos.
AccountantBooks by project and fund, receipts and 80G, utilisation certificates, statutory filings with the CA.
Board of trusteesApproves budget, big spends and policies, signs audited accounts.
Not covered yet
- Sending messages, bills and reminders on WhatsApp from MatruOS is not live yet. Today they go by link, QR code or email, and from your own phone in one tap.
- Live bank and UPI feeds are not connected yet. Upload a bank statement and MatruOS reads it into payments for you to confirm.
Questions people ask
How long does it take to set up MatruOS for an NGO & charitable trust?
Type one line about your business when you sign up, for example "NGO & charitable trust". MatruOS picks this business type and sets up everything on this page in a few minutes. You then get a 7-day free trial, no card needed.
Do I have to type all of this in?
No. The routines, workflows, registers, items, licences and AI team on this page arrive already set up. You change what is different in your business, and bring your customers, items and balances from Zoho Books, Vyapar, Excel and others, with our team's help for Tally data.
Can I change the routines and workflows?
Yes. Every routine, workflow, register and SOP is yours to rename, retime, switch off or add to. MatruOS keeps the rest of the system in step with your changes.
What does the AI team do without asking me?
It runs routine checks and prepares drafts. Anything that sends, pays, signs, files or deletes waits for a person's approval. The one exception you can choose is payment reminders, which go out on their own once you have checked them and switched them on.
Sports, clubs and trusts
Other services in sports, clubs and trusts
Run an NGO & charitable trust on one system Set up for your trade when you sign up.
Describe your business once. MatruOS sets up your apps, brings in your data and puts Muni and the AI team to work, with your approval on every step that matters. 7-day free trial, no card needed.
See plans and what each includes