Purpose-built tools for nonprofit organisations · Book a personalised demo ↗
PhilSof logoTechno Evident ↗A product of Techno Evident Private Limited
THE PHILSOF TOOLKIT

Practical tools for
connected nonprofit work.

From beneficiary registration to donor relationships and financial review, explore the workflows PhilSof is designed to support.

Discuss your needs ↗
A nonprofit team planning work together; every woman wears a hijabPhilSof · One connected system
01 / PEOPLE & FAMILIES

Beneficiary management

Keep beneficiary information structured from first registration, with connected family details and a consolidated view of applications and assistance.

  • One-time registration with a unique lifelong ID
  • Unique IDs for family members and family-tree linking
  • Consolidated application and assistance history
  • Relevant sponsor details linked to beneficiary records, subject to permissions
BENEFICIARY PROFILE

Beneficiary record ✓ Linked

Family profile
Member 01Member 02
Applications HistoryAssistance Records
02 / VERIFICATION & APPROVAL

Application management

Authorised users can create applications, reuse beneficiary details and record the process of reviewing and delivering assistance.

  • Retrieve existing details using phone number or unique ID
  • Verification and approval workflow
  • Record one-time aid or recurring monthly/quarterly pension support
  • Record assistance dates and amounts

Applications are currently created by authorised users inside PhilSof; beneficiaries do not submit applications directly.

Application journey

✓
Details identifiedExisting beneficiary record
✓
Application createdNeed and supporting details
3
Verification & approvalAuthorised review
4
Assistance recordedDate and amount
03 / RELATIONSHIPS & GIVING

Donor management & portal

Maintain donor records and give donors a focused view of their own giving and the projects or beneficiaries they sponsor.

  • Unique donor ID and multiple linked phone numbers
  • Donation history and regular/monthly donor records
  • Donor login for personal donation details
  • Relevant sponsored-project or beneficiary reports and updates
  • Beneficiary–sponsor linking subject to permissions

Donors cannot view other donors’ records or unrelated organisational information.

DONOR PORTAL

My giving

D
Donor accountPersonal giving overview
⌑
Donation history My recordsSponsored work My projects
Relevant information only
04 / SHAREABLE GIVING

Easy fundraising

Create a distinct fundraising link and QR code for a project or beneficiary. Share it through your organisation’s existing communication channels.

  • Dedicated project or beneficiary fundraising page
  • Payment option through the configured gateway
  • Payment information returned to PhilSof
  • Automatic receipt generation after successful payment
  • New donor account creation for a new donor, as configured
Follow the fundraising workflow ↗
▦
▧
FUNDRAISING LINK

Project or beneficiary

Details → Payment → Receipt

Shareable page and QR code
✓ Receipt generated
05 / RECORDS & ACCOUNTABILITY

Simple financial management

Support day-to-day cash management without requiring every staff member to work inside complex accounting workflows.

  • Receipt vouchers and expenditure vouchers
  • Accountant verification before records are considered final
  • Built-in Daybook and Ledger
  • Excel exports from defined pages for further reporting
  • Exported data can support accounting work in tools such as Tally

Records for review

＋
Receipt voucherIncome record
−
Expenditure voucherSpending record
✓
Accountant verificationReview before finalisation
Daybook · Ledger · Excel export
06 / ACCESS & RESPONSIBILITY

Custom roles & permissions

Give staff access to the tools and records required for their responsibilities. Administrators can define detailed authority at page level.

  • Permissions to add and edit records
  • Control over deletion of records entered by other users
  • Access rules for specific attachments
  • Adjust role authority as responsibilities change
  • Limit access to required options and duration

Access by responsibility

♙
AdministratorFull configured authority
Configured
♙
Programme teamBeneficiary applications
Assigned
♙
Accounts teamFinancial records
Assigned
♙
Field staffAssigned tasks only
Limited
07 / PROJECTS & REPORTING

Project, branch & reporting workflows

Keep records aligned with your organisation’s operating structure, from project-level tracking to agreed group reporting.

  • Project-wise records under centralised accounting
  • Separate books for specific projects, units or branches
  • Collective arrangements and centralised reporting for groups, where agreed
  • Excel exports and customised reporting formats or dashboards by arrangement

Organisation overview

Central records
Project AProject BBranch C
Project-wise · Branch-wise · Exportable
08 / ACCESS & INTEGRATIONS

Browser access & messaging

Access PhilSof through a browser on desktop, laptop or mobile phone. SMS and WhatsApp integrations are currently functioning.

  • Browser-based access; no separate native mobile app is claimed
  • SMS and WhatsApp integrations currently functioning
  • Email integration should be confirmed before it is described as available
PhilSof logoTeam workspaceBrowser access

♙ Beneficiary records

♡ Donor management

▤ Financial records

LET’S TALK ABOUT YOUR REQUIREMENTS

See the workflows in action.

Bring your questions and we’ll walk through PhilSof with your organisation’s needs in mind.

Request a demo ↗