PDF & Excel export Live dashboards FY filters

NGO Reporting Software AGM-Ready in Minutes

Your committee shouldn't need a forensic accountant to understand last year's numbers. TrustSetu turns live data into clear reports, before the meeting, not after the argument.

Transparency isn't a slogan, it's a report your trustees can read. TrustSetu pulls from the same system where you record donations and expenses, so reports reflect reality, not someone's best guess in a spreadsheet tab.

Reporting shouldn't steal your weekends

If these sound familiar, you're not alone, most NGOs hit the same wall every year.

Last-minute AGM panic

Slides due tomorrow; numbers still “almost final” in three different files.

Category blindness

Total income looks fine, but which fund overspent? Nobody knows without manual pivot tables.

Donation export hell

Auditor wants donor-wise detail; you copy-paste from receipts for days.

Cash vs bank mismatch

Reports disagree because counters and bank books were never reconciled properly.

Trustee distrust

When numbers take weeks to produce, committees assume the worst, even when books are honest.

Grant reporting gaps

Funders want program-wise spend; your generic export doesn't split cleanly.

Reports that answer real questions

What did we raise? What did we spend? Where is the proof?

Income and expense report

Period summaries with category breakdown, perfect for president's address.

Cash book report

Every cash movement, filterable, ideal for counter-heavy operations.

Bank book report

Reconcile accounts with clear inflows and outflows by date.

Donation exports

Donor-wise lists with PAN, amount, and category for compliance and outreach.

PDF & Excel download

Share professionally formatted files, email to auditors in one click.

Dashboard at a glance

See trends before they become surprises, monthly, quarterly, yearly.

Frequently asked questions

Straight answers. No sales fluff.

What reports does TrustSetu provide?

Income-expense summaries, cash book, bank book, donation exports, and member lists, filterable by date range and category. Export to PDF or Excel for AGMs and audits.

Can we generate reports for a specific financial year?

Yes. Filter by Indian financial year (April to March) or custom date ranges, ideal for annual general meetings and auditor handoffs.

Can trustees view reports without editing data?

Use role-based permissions so senior trustees can view summaries while day-to-day volunteers manage entries.

How fast are reports generated?

Reports generate instantly from live data, no overnight batch jobs or manual consolidation from multiple Excel files.

Walk into your next AGM prepared

Generate your first report in minutes, see why treasurers breathe easier with TrustSetu.