AI for Social Impact

Non-Profit Accounting That
Built for Transparency.

Maximize your impact, not your admin work. HelloBooks automates grant tracking, donor receipts, and fund accounting so you can focus on your mission.

Dashboard

Chhattisgarh Jan Seva Sansthan

Impact Overview • FY 2025-26

+24.5%

₹87.4L

Total Donations (FY)

+16.7%

7

Active Grants

+4.2%

92%

Compliance Score

-12%

18

80G Receipts Pending

Compliance Status

92% SECURE
12A Registration
12A/CG/2024/001234
80G Certification
80G/CG/2024/005678
FCRA Registration
083781234
CSR-1 Registration
CSR00012345

Upcoming

FCRA Quarterly Intimation (Q4)

15 Apr 2026

55d

Annual Return ITR-7 Filing

31 Oct 2026

254d

FCRA Registration Renewal

30 Sept 2026

223d

Recent Donations

DonorAmount80G Status

Rajesh Agarwal

Education FundBank Transfer

₹1.00 L
pending

Global Education Foundation

FCRA FundWire Transfer

₹25.04 L
not_eligible

Tata Steel Foundation

CSR FundNEFT

₹15.00 L
not_eligible

Priya Sharma

General FundUPI

₹25,000
issued

Fund Distribution

General Fund₹24.50 L
Education Fund₹18.50 L
Health Fund₹9.20 L
FCRA Fund₹31.00 L

Monthly Growth

+₹12.4L

+8.3% MoM

Donor Profile

DNR-001 • Rajesh Kumar Agarwal

Major Donor
Lifetime Giving

₹4.87 L

18 donations since 2020

Retention

6 Years

Consistent annual giver

rajesh.a@email.com
+91 98765...

Recent Giving

View All
DateAmount80G Status

18 Feb Feb

Education Fund

100.0k

15 Feb Feb

FCRA Fund

2503.5k

12 Feb Feb

CSR Fund

1500.0k
Donor CRM & Management

Intelligent Donor
Relationship Tracking

Build donor trust through data. Manage individual and corporate donors with a 360-degree view of their giving history, retention metrics, and communication logs.

  • 360° Donor Profiles

    Detailed giving history, retention tracking, and automated acknowledgment logs.

  • Automated 80G/501(c)(3) Receipts

    Instant generation and secure delivery of tax-exempt certificates upon payment.

  • Multi-Mode Donation Entry

    Seamlessly record UPI, Bank Transfer, Cash, and In-Kind contributions with tagging.

Compliance & Transparency

Automated Regulatory
& Compliance Monitoring

Stay audit-ready with automated tracking for 12A, 80G, FCRA, and CSR registrations. HelloBooks ensures your organization meets all statutory requirements without the manual headache.

  • FCRA 2020 Support

    Automated admin cap monitoring and designated account tracking.

  • Bulk 80G Receipting

    Generate and email tax-exempt receipts to donors instantly.

  • GFR-12A UC Generator

    Auto-populate donor-ready Utilization Certificates from fund data.

Compliance Dashboard

Regulatory & Legal Monitoring

92% Compliant
12A Registration

valid

Exp: Mar 2028

80G Certification

valid

Exp: Mar 2028

FCRA Renewal

due soon

Exp: Sep 2026

CSR-1 Status

valid

Exp: Perpetual

FCRA Admin Cap (20%)

₹3.3L Headroom
Admin Spend: ₹13.2LActual: 16%

Amendment 2020 Compliance: Within Limit

Upcoming Deadlines

FCRA Quarterly Intimation

Apr 15

Warning

Form 10BE (80G List)

May 31

Upcoming

Audit ITR-7 Filing

Oct 31

Scheduled

Auto-Discovery of Filing Status

Finance & Grants

Multi-Fund Ledger Control

Rural Education Program

Donor: Azim Premji Foundation

Active

Sanctioned

₹45.0 L

Utilized

₹28.5 L

Utilization Progress63.3%

Budget vs Actual

Teacher Training

88%

13.2L

Budget: ₹15.0L

Digital Labs

61%

11.0L

Budget: ₹18.0L

Materials

46%

2.8L

Budget: ₹6.0L

Grants & Fund Accounting

Multi-Fund Segregation
& Grant Lifecycles

Ensure total transparency with hierarchical fund accounting. Segregate restricted and unrestricted funds automatically, and track grant utilization against sanctioned budgets in real-time.

  • Restricted Fund Management

    Auto-tagging of expenses to ensure compliance with donor restrictions.

  • Real-Time Grant Burn Rates

    Visual 'Budget vs. Actual' tracking at the activity and cost code level.

  • Inter-Fund Transfers

    Document board resolutions and release corpus investment income securely.

Built for Stewardship

Specialized Trust Modules

Grant Tracking

Monitor multi-year grant milestones and reporting requirements.

Receipt Automation

Batch issue thousands of donation receipts in one click.

Trust Accounting

Manage endowment funds and corpus balances with ease.

CFO Insights

AI-driven analysis of your fundraising health and overheads.

Frequently Asked Questions

Drive Impact with
AI-Powered Trust

Join hundreds of Non-Profits who have simplified their books and prioritized their mission. Start your free trial today.

Subscribe to our newsletter

Stay up to date with the latest news and announcements. No credit card required.

By subscribing, you agree to our Privacy Policy.