CausewayAn SDLC Corp platform Book a demo

ERP, donor CRM and HR for Indian nonprofits

Every rupee, every donor and every person you serve, on one system.

Causeway runs your accounts, purchases, projects, grants, donors and staff in one place. FCRA books, 80G receipts and Form 10BD and 10BE come built in, so month end and audit season stop running on spreadsheets.

Book a demo See all 42 modules

Built for teams running multi location programmes, grants and donor funds

Grant utilisation

Project 214, this quarter

86%on budget

Form 10BE sent

4,182 donors

All matched to posted receipts

FCRA book

Foreign contribution

FC-4 ready, no re-keying

42Modules across six layers, from accounts to field work

22Ready to use in the platform today

3Releases to the complete platform

₹0Per user licence on the operations core

Covers every area you are asked to report on: FinanceProcurement and stockProjects and grants Donors and CRMHR and payrollExpenses and advances Reports and dashboardsApprovals

The problem

Four systems, one quarter end, and a week of matching numbers

Most organisations keep accounts in one package, donors in another, HR in a third and field data in spreadsheets. The figures only agree after someone reconciles them by hand.

How it works today

Separate tools, manual joins

Foreign and local contribution books kept apart in Excel, then rebuilt at return time
80G receipts typed again into the Form 10BD statement, with PAN errors found late
Grant spend tracked in a sheet that does not match the ledger
Field reach and money reported from two different sources
Approvals chased over email with no record for the auditor

How it works on Causeway

One database, one set of numbers

FCRA and local books stay separate from entry to return, with FC-4 prepared from the same data
Receipt, Form 10BD line and Form 10BE certificate all come from the posted donation
Every voucher carries its project, fund and donor, so utilisation is always current
Programme reach and programme cost sit on the same project record
Approvals, changes and logins are recorded on the document itself

What Causeway covers

One platform, four jobs it does for you

Start with the part you need first. Every module shares the same database, the same login and the same permissions, so nothing has to be joined up later.

Run the organisationFinance, purchases, stock, projects, HR

Accounts, payments, purchase orders, inventory, payroll and expenses in one place, with approvals and an audit trail on every document.

LedgerProcurementPayrollBudgets

Stay compliantFCRA, 80G, 10BD, 10BE, GST, TDS

Fund accounting, separate foreign and local books, donor receipts and certificates, and a calendar of renewals with owners and due dates.

FC-4Form 10BDForm 10BE12A and 80G

Deliver the programmeBeneficiaries, field teams, camps, volunteers

One register of the people you serve, a field app that works without signal, camp and helpline records, and reach reported next to cost.

Case recordsOffline appHealth campsVolunteers

Grow the fundingDonor CRM, campaigns, CSR partners

A single donor record with giving history and pledges, campaign tracking, online donation pages and a portal for corporate funders.

Donor CRMCampaignsRecurring giftsCSR portal

How it works

The four things that usually break, fixed in the product

These are not add ons or one off customisations. They are shipped features with release notes and support behind them.

Fund accounting and FCRA

Foreign and local funds stay apart, right through to the return

Restricted, unrestricted and endowed funds are part of normal accounting, not a note in a spreadsheet. Every entry carries its fund, project, donor and location.

Separate books for foreign and local contributions from the first entry
FC-4 and the quarterly bank disclosure prepared from posted data
Designated bank accounts and utilisation tracked per funding source

No re-keying at return timeThe return is built from the same ledger you post to

Donor tax compliance

Issue the 80G receipt now, file Form 10BD without typing it again

The receipt, the statement line and the certificate all come from the same posted donation, so the numbers cannot drift apart.

80G receipt raised at the moment the gift is recorded
Form 10BD statement assembled with PAN checks before submission
Form 10BE certificates generated in bulk and matched back to receipts

Every certificate traced to a receiptErrors surface before filing, not after

Projects, grants and programmes

See what a project spent and who it reached, on one screen

Budgets, funding sources, commitments and actuals sit with the beneficiaries, camps and activities they paid for.

Multi year budgets by funding source, with donor conditions checked at entry
Utilisation certificates and funder reports drawn from live data
Sub grantee portal for disbursement, reporting and settlement

Reach and cost from one recordThe impact report and the accounts agree

Donors and fundraising

One donor record, from the first gift to the next renewal

Individuals, trusts, corporates and institutions in a single view, with giving history, pledges and every conversation attached.

Recurring gifts, UPI autopay and payment gateway reconciliation
Campaign and appeal attribution down to the individual donation
Role based access, so sensitive donor data is only seen by those who need it

Partnership meeting with a corporate funder

Fundraising and finance, one ledgerGifts post straight to the right fund and project

Ask Causeway

Ask a question in plain words, get the numbers and the vouchers behind them

Your team should not need a report request and a two day wait to answer a funder. Ask Causeway reads your live finance, donor and programme data and answers on the spot.

Every answer can be opened down to the transaction it came from
People only see what their role already allows them to see
Alerts for lapsing donors, slow grant spend and unusual claims

Programme headHow much of the elder care grant is left, and how many camps did it fund this quarter?

Causeway Grant G-2291 has 32% of its budget remaining with four months to run. It funded 26 camps this quarter.

MonthCampsSpend

July7₹4.10 L

August10₹6.35 L

September9₹5.80 L

Who it is for

Built for the way social sector programmes actually run

Configured to your structure, your funds and your approval levels, whichever of these you deliver.

Elder care

Helplines, home visits and day care records

Health and camps

Mobile units, screening and medicine stock

Education and skills

Enrolment, attendance and outcome tracking

Livelihoods

Training batches, kits and follow up

Disaster relief

Kits, consignments and proof of delivery

Community outreach

Awareness drives, chapters and members

CSR partnerships

Corporate portal, milestones and reports

Advocacy and research

Indicators, evidence and funder reporting

The full list

42 modules, and what each one actually does

All 42 are available in the platform, across finance, compliance, field delivery, fundraising and analytics. The operations core carries no per user licence.

Layer 01 Operations Core In every deployment

Financial Management

Ledger, payables, receivables, bank reconciliation, fixed assets and budgets, with multi currency where you need it. Every entry carries its project, fund, donor and location.

Available

Procurement

Requisition to purchase order with multi level approvals, quotation comparison, goods receipt, invoice matching and supplier records.

Available

Inventory and Stores

Stock across stores and locations, transfers, batch and expiry tracking for medicines, issue against projects, values posted to accounts.

Available

Projects and Costing

Programmes, projects and activities with budgets, timelines and teams. Income, spend, commitments and budget versus actual in one view.

Available

Expenses and Advances

Staff claims with receipts, travel advances and settlement, policy checks, approvals and posting to the right project.

Available

People Management

Employee records, hiring and onboarding, attendance from biometric devices, shifts and rosters, leave, payroll and payslips, appraisals, and self service for staff and managers.

Available

Workflow and Approvals

Approval levels on any document, delegation when someone is away, reminders, escalation and a full history on every record.

Available

Reporting and Analytics

Ready reports for finance, procurement, projects, donors, stock and HR, dashboards by role, drill down to the voucher, an ad hoc report builder, scheduled email and export to BI tools.

Available

Layer 02 Extended Core In every deployment

Assets and Fleet

Who holds each asset and where it is, maintenance plans, insurance and warranty dates, and vehicle running costs charged to the project they served.

Available

Contracts

Records for suppliers, consultants, landlords and grantors with value, period, renewal alerts and links to the orders and payments made under them.

Available

Quality and SOPs

Written procedures with owners and review dates, issue and corrective action logs, and evidence kept ready for audit.

Available

Funding Pipeline

Track proposals to corporates, trusts and government with stage, owner, expected value, close date and activity history.

Available

Service Desk

Tickets for IT and admin requests with priorities, owners, response clocks and a searchable help section.

Available

Documents

One file store with folders, permissions and versions. Any file can sit on the record it belongs to, so the agreement stays with the grant.

Available

Website and Portals

Public pages and web forms that create records directly, plus self service portals for staff, suppliers and partners on the same database.

Available

Knowledge and Learning

Internal wiki for policies and manuals with approvals, and courses for staff and volunteers with enrolment and completion tracking.

Available

Business Intelligence

Build charts and dashboards on live data across finance, HR, projects and stock without exporting to a second system.

Available

Team Communication

Channels and direct messages inside the platform, with the discussion attached to the record it is about.

Available

GST and TDS

GST registration and place of supply, GSTR-1 and GSTR-3B preparation, e-invoice and e-way bill, TDS deduction and return preparation.

Available

Data Migration and Import

Bulk import and export with row level error checks, reusable mapping templates for old data, bulk update and a change log on every field.

Available

Layer 03 Compliance Suite Indian nonprofit rules

Fund Accounting and FCRA

Restricted, unrestricted and endowed funds as part of normal accounting. Foreign and local contributions stay in separate books, with FC-4 and the quarterly bank disclosure prepared from the same data.

Available

Donor Tax Compliance

80G receipts at the time of the gift, Form 10BD statement with PAN checks, bulk Form 10BE certificates, tax exemption certificate handling, and every certificate matched back to a posted receipt.

Available

Grants and Sub grants

Award to closure, donor conditions checked at entry, multi year budgets by funding source, spend against milestones, utilisation certificates and a sub grantee portal.

Available

Statutory Calendar

A live register of 12A and 80G renewals, FCRA renewal, CSR-1 and CSR-2, Darpan ID, GST and TDS dates, plus consent records under the Digital Personal Data Protection Act 2023, each with an owner, a due date and proof attached.

Available

Layer 04 Mission Delivery Programme teams

Beneficiary and Case Records

One register of the people you serve, with intake, eligibility, consent, service history, referrals, case notes, review dates and closure.

Available

Helpline and Contact Centre

Call intake in several languages with telephony, IVR, WhatsApp and SMS, cases raised from a call, response clocks, escalation and resolution history.

Available

Field App, Works Offline

A mobile app for field teams with no signal: geo tagged forms, photo and signature evidence, day plans, and queued sync that does not lose a submission.

Available

Health Camps and Mobile Units

Camp scheduling, on site registration, screening and vitals, prescriptions and referrals, medicine issue from batch tracked stock, and camp wise cost and reach.

Available

Monitoring and Impact

Indicators with baselines and targets, actuals pulled from field and finance data, breakdown by area and group, and SDG and IATI mapping for institutional funders.

Available

Volunteers

Volunteer register with skills, availability and verification, rostering against projects and camps, hours logged, reimbursement and retention tracking.

Available

Relief and Distribution

Disaster response dispatch, kit definitions, consignment tracking to the field, distribution recorded against named people, and reconciliation back to stock.

Available

Layer 05 Engagement and Revenue Fundraising teams

Donor CRM

One donor record for individuals, trusts, corporates and institutions, with pledges, recurring gifts, giving history, campaign attribution, segments and every interaction.

Available

Fundraising and Campaigns

Campaign targets, email, SMS and WhatsApp journeys, hosted donation pages, recurring giving and UPI autopay, failed payment retries and attribution of every rupee.

Available

CSR and Corporate Portal

A branded portal where corporate funders review proposals, follow milestones and download utilisation and impact reports for their own filings.

Available

Membership and Chapters

Membership tiers, joining and renewal cycles, dues collection and lapse handling, and state or city chapters whose books consolidate to head office.

Available

Events and Peer to Peer

Event setup, registration and ticketing, sponsorship packages, team fundraising pages, and event income settled into the correct fund and project.

Available

Legacy and Bequests

Intent and pledge records, stewardship follow up, estate and executor tracking, and accounting when a bequest is realised.

Available

Layer 06 Intelligence and Platform Platform services

Causeway Intelligence

Predicts which donors are likely to lapse and what to ask next, forecasts grant burn rate, flags unusual purchases and claims, and reads supplier invoices into draft entries.

Available

Ask Causeway

Ask a question in plain words across finance, donor and programme data, get a table or chart back, and open any figure down to the voucher.

Available

Management Dashboard

Board pack on one screen: fund position and utilisation, programme reach, donor pipeline and HR headlines, each tile drilling to the transactions, scheduled to trustees and funders.

Available

Integrations

REST APIs and webhooks on every object, bank statement and payment gateway reconciliation, biometric devices, email and notifications, BI connectors, SSO and LDAP, bulk import and export, with separate sandbox, test and live environments.

Available

Security and Data Governance

Role based access with separation of duties, MFA and SSO, encryption in transit and at rest, audit logs, disclosed hosting and subprocessors, backup and disaster recovery, and a complete data export whenever you ask.

Available

Getting live and staying live

A clear path to go live, and named support after it

Timings are indicative and confirmed after the discovery stage. Your team and ours agree who does what before any work starts.

Discovery and process mapping

We confirm requirements, map current processes and agree what is standard, what is configured and what needs building.

Weeks 1 to 3

Design, configuration and data migration

Solution design signed off, system configured, old data cleaned, mapped, migrated and reconciled against your closing balances.

Weeks 4 to 10

Integrations and testing

Bank, payment gateway, biometric devices, email and reporting tools connected, then system testing and your own user acceptance testing.

Weeks 9 to 14

Training and go live

Training for users and administrators with manuals, change management support for your teams, a cutover plan, and hypercare for the first weeks after go live.

Weeks 13 to 16

Implementation workshop with the project team

Support response commitments

Response times we commit to after go live. Resolution targets are agreed in the support schedule, with root cause analysis on major and repeat incidents, a named escalation path, and remote or onsite support as needed.

Priority	What it means	Response	Working towards
P1 Critical	System down or a critical process blocked	Within 30 minutes	Continuous effort until a fix or workaround is in place
P2 High	Major function badly affected	Within 1 hour	Workaround same business day
P3 Medium	Non critical issue with a workaround available	Within 4 hours	Fix in the next scheduled update
P4 Low	Minor issue, question or enhancement request	Within 1 business day	Planned into the release roadmap

In their words

What changes in the first year

Finance, programme and HR teams describe the same shift: fewer spreadsheets, and one set of numbers everyone trusts.

Closing the books used to mean two weeks of matching the donor sheet to the ledger. Now the receipt, the statement and the certificate all come from the same entry.

Month end closing cut from 12 days to 4

Finance headNational elder care organisation

Our field teams record camps on a phone with no signal and it syncs later. The funder report and the accounts finally tell the same story.

Camp reporting same week instead of same quarter

Programme directorHealth and community programmes

Attendance, leave and payroll used to live in three tools. Staff now do it themselves and approvals leave a trail the auditor accepts.

Payroll queries down by two thirds

HR leadMulti state nonprofit, 900 staff

Where it pays back

Three places the work gets easier first

The examples below show the typical shape of the change in the first year of running on Causeway.

Grants and reporting

Utilisation reports built from the ledger

Budgets, commitments and spend by funding source sit on the project, so a funder report is produced rather than assembled.

1 dayTo produce a utilisation report

100%Spend traced to a funding source

Donors and receipts

Receipts, 10BD and 10BE from one record

PAN checks run before filing, certificates go out in bulk, and each one can be traced back to the posted donation.

ZeroRe-keying between receipt and filing

BulkCertificate generation and dispatch

Field delivery

Camp data captured where there is no signal

Field teams record registrations, screening and medicine issue offline, and it syncs to the same projects finance posts against.

OfflineCapture with queued sync

One recordReach and cost together

Questions we get asked

What buyers check before they shortlist

If your question is not here, ask it in the demo and we will answer it against a live system rather than a slide.

Book a demo

Is this cloud based, and where is the data hosted?

Causeway runs as a cloud service by default, with separate environments for development, testing and live use. Hosting locations and any subprocessors are disclosed in writing, and other deployment models can be discussed if your policy requires it.

Who owns the data, and can we take it with us?

Your data stays yours. You can export records and their history in common formats at any time, and we support transition and handover if you ever move to another platform. Any charges for exit or extraction are stated up front.

How is old data brought across?

Migration is part of the project: we clean and map your existing masters and balances, load them, then reconcile against your closing figures with you before go live. Templates and error reports are shared so your team can check the result.

Does it handle FCRA and non FCRA funds separately?

Yes. Foreign and local contributions are kept in separate books from the first entry through to the return, with designated bank accounts, restricted fund handling and FC-4 preparation drawn from posted transactions.

What about security and personal data rules?

Role based access with separation of duties, MFA and single sign on, encryption in transit and at rest, and audit logs on user and system activity. Donor and employee data is classified and access restricted, with consent and purpose records to support the Digital Personal Data Protection Act 2023.

Can it connect to our bank, payment gateway and biometric devices?

Yes. REST APIs and webhooks are available on every object, with connectors for bank statements and payment gateways, attendance and biometric devices, email and notification services, and reporting tools. Errors, retries and monitoring are built into each interface.

How is it priced?

The operations core carries no per user licence. You pay for implementation and configuration, data migration, integrations, training and annual support, with subscription charges on the compliance, programme and engagement suites. We provide a five year cost view so nothing appears later.

Guides for NGO ERP buyers

Do the homework before the demo

Plain guides on the areas this page covers, from fund accounting to field data, plus free tools to scope requirements, cost and compare vendors before you shortlist.

Start here

What Is NGO ERP?

How finance, grants, programmes and people fit into one system, and the signs you have outgrown separate tools and spreadsheets.

Read guide

Finance

Fund Accounting for NGOs

Restricted, unrestricted and endowed funds explained, and how to keep foreign and local contributions apart from entry to return.

Read guide

Grants

The NGO Grant Management Lifecycle

Each stage from award to closure: budgets by funding source, donor conditions, spend against milestones and utilisation certificates.

Read guide

Programmes

NGO Monitoring and Evaluation

Setting indicators, baselines and targets, capturing field data, and reporting programme reach next to what it cost.

Read guide

Operations

NGO Procurement Controls

Requisition to payment with quotation comparison, approval levels, invoice matching and the audit trail reviewers expect to see.

Read guide

Compliance

Global NGO Compliance Map

The registration, tax and reporting rules nonprofits face in different countries, and what your system needs to support for each.

Read guide

Platform

NGO ERP Integrations

Connecting banks, payment gateways, biometric devices, email and BI tools, and the questions to ask about APIs, errors and monitoring.

Read guide

Intelligence

AI in NGO ERP

Where AI helps today, from answering questions in plain words to flagging lapsing donors and slow grant spend, and the controls it needs.

Read guide

Free buyer tools

Scope it, cost it, compare it

Use these before you speak to any vendor, including us. Each one gives you something you can share with your board or finance committee.

Requirements

All NGO ERP guides

Let’s Talk About Your Product

Get expert guidance on scope, architecture, timelines, and delivery approach so you can move forward with confidence.