Environmental CSR NGO
Financial Controls Platform
Multi-dimensional invoice allocation with budget guardrails that enforce themselves
The Challenge
Budget Chaos with Zero Visibility
Managing 50+ projects, 15+ sponsors, and 500+ invoices annually with no real-time budget tracking. Finance team drowning in spreadsheets.
Spreadsheet Nightmare
Multiple Excel files across 50+ projects, with no single source of truth
Budget Surprises
Discovering over-budget situations only during quarterly reviews or audits
Approval Bottlenecks
5-7 day delays in invoice processing due to manual routing and approvals
Double Data Entry
Same invoice data manually entered into internal systems AND Tally Prime
The Solution
Intelligent Financial Control System
A unified platform that enforces budget discipline automatically while maintaining full audit trails for compliance.
Smart Invoice Allocation
Invoices needed to be split across multiple projects and cost categories
Drag-and-drop allocation interface with real-time budget impact preview
Junior staff can allocate invoices correctly without finance expertise
Unbypassable Budget Guardrails
Staff could accidentally overspend on projects
System physically prevents any allocation that would exceed budget
Zero over-budget surprises - the system enforces policy, not just documents it
Maker-Checker Workflow
No validation layer between data entry and financial commitment
Two-stage approval with configurable monetary thresholds per user
Junior proposes, senior approves - ensuring quality without bottlenecks
Seamless Tally Integration
Double data entry between custom system and accounting software
Bi-directional sync with Tally Prime - vendors, invoices, payment status
3 hours saved daily on manual Tally entry
The Results
"What impressed us most was how the system enforces our financial policies automatically. Junior staff can't accidentally overspend - the guardrails are unbypassable."