PAN
Organisation identity
The organisation's PAN, matched with its registration documents.
Checked by our team
apartment
FOR CORPORATE CSR TEAMS
Deploy CSR capital with proof, not paperwork.
Plan CSR initiatives, onboard verified NGOs, and release funds against verified field milestones. Keep projects, approvals, utilisation records and your BRSR Principle 8 data in one auditable trail.
check Verified NGOs
•
check Milestone-linked MoUs
•
check Section 135 & BRSR reporting
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Milestone tracker
Digital Classrooms, Dharwad · exampleTranche 1 Released · ₹15,00,000 / ₹50,00,00030%
M1 · Smart labs in 10 schoolsApproved & Released
10 smart labs set up, evidence approved
₹15,00,000 releasedM2 · 20 Teachers TrainedEvidence submitted, in review
lockM3 · Endline Impact & Handover
Locked (Tranche 3)lock_clock
Tranche 2 waits for approvalSee the rule arrow_forward
account_balance
Before every tranche
Utilisation checked
diversity_1
FOR IMPLEMENTING NGOS
Turn verified field work into faster payouts.
Submit geo-tagged field evidence, even offline, track milestone approvals, and receive each payment as soon as your milestone is approved. Spend less time chasing paperwork and more time delivering impact.
check Offline Proof
•
check Milestone Tracking
•
check Milestone-linked payments
photo_camera
Field Evidence Capture
Example NGOField evidence · Milestone 2
School
Training
Register
SchoolTrainingRegisterlocation_on Govt HS Alnavar · Dharwad15.4589° N, 75.0078° E
GPS location recorded ✓14 Jan 2026
Captured offline — sync complete3 of 3 uploaded
cloud_done
3 photos uploadedHow offline works arrow_forward
satellite_alt
Next payment
₹20,00,000 after approval
EXAMPLE PROJECT
Illustrative data
Digital Classrooms, Dharwad
Sanctioned budget
₹50,00,000
In Progress — M1 Complete
Milestone 1
APPROVED & RELEASED
Smart labs in 10 government schools
₹15,00,000 released
Approved by the company
Milestone 2
EVIDENCE SUBMITTED
20 Teachers Trained & Curriculum Active
₹20,00,000 locked until approval
24 GPS-tagged field photos in review
Milestone 3
LOCKED
Endline Impact Assessment & Handover
₹15,00,000 locked until M2 is approved
Requires Endline Beneficiary Survey
Schools Enabled
10/10 Smart Labs Active
Students reached
1,800 students
Field photos
All GPS-tagged
Utilisation
88% of released
INSTITUTIONAL DUE DILIGENCE
Every NGO is Checked.
Our team checks each NGO's registrations before it can receive a brief request, and expiry dates are re-checked every night.
0 of 5 registrations checked
12A
Income Tax 12A
Registration that exempts the NGO's income from tax.
Expiry tracked nightly
80G
Donation approval
Lets donors claim a deduction on donations.
Expiry tracked nightly
CSR-1
MCA registry
Needed to carry out CSR projects for companies.
Registration number checked
NGO Darpan
NITI Aayog listing
Unique ID on NITI Aayog's NGO portal.
Unique ID checked
OUR MODEL OF CHANGE
Paid on Proof.
No milestone, no next tranche. The next payment stays locked until the proof is approved.
01
flag
Milestone Defined
Specific KPIs & evidence set in MoU
02
handshake
Work Completed
NGO executes field operations on ground
03
cloud_upload
Evidence Submitted
Geo-tagged photos, receipts & logs
04
fact_check
Evidence Reviewed
Company checks, with the auditor if assigned
05
task_alt
Milestone Approved
Report and utilisation accepted
06
lock_open
Tranche Unlocked
Company pays and records the UTR
The tranche lock
What has to happen before the next payment can be released.
lock
TRANCHE 2 (₹20,00,000) LOCKED
Cannot release: waiting for approval
The NGO has submitted its field photos, but the milestone report and utilisation certificate are not approved yet. The payment stays locked until they are.
Released so far
₹15,00,000
of ₹50,00,000
Rule: no approval, no payment
Every step logged
UNIFIED GOVERNANCE RECORD
One Project. One Shared Record.
No fragmented WhatsApp threads or conflicting Excel spreadsheets. The corporate CSR committee, implementing NGO and auditor work in one shared workspace, each seeing only what their role allows.
PROJECT OVERVIEW · EXAMPLE
Digital Classrooms, Dharwad (₹50,00,000)
BRSR PRINCIPLE 8: SOCIAL
SCHEDULE VII (ii) EDUCATION
Total Sanctioned
₹50,00,000
Released to Date
₹15,00,000
Utilised
88% (of released)
Total Direct Reach
1,800 Students
M1
APPROVED
Milestone 1 — Smart labs in 10 government schools
Field evidence · every photo GPS-tagged and time-stamped
15.4589° N, 75.0078° E
Govt HS Alnavar • 14 Jan 2026
15.4612° N, 75.0112° E
Lab session • 22 Jan 2026
15.4490° N, 74.9980° E
Signed register • 28 Jan 2026
Payments account_balance
Tranche 1 (Released)
₹15,00,000
UTR recorded • 30 Jan 2026
Tranche 2 (Locked)
₹20,00,000
Unlocks when Milestone 2 is approved
Tranche 3 (Locked)
₹15,00,000
Requires Milestone 3 Endline Proof
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EVERY STEP ON RECORD
Every upload, review, approval and payment is logged with who did it and when. Reports are drafted from the same records, so the numbers always match.
HOW IT WORKS
From First Brief to Closed Project.
Company, NGO and auditor work on the same project. Each step has an owner, and nothing moves until the step before it is done.
01
DISCOVERY
Discover Verified NGOs
Search by focus area and state. See each NGO's registrations, past projects and team before you reach out.
search Registrations checked
02
ALIGNMENT
Request a Brief
Send the NGO your focus area, location and indicative budget. The NGO replies with a short concept note you can comment on.
send Concept note
03
EVALUATION
Approve the Proposal
Review the full plan and budget, complete the due-diligence checklist, and record your internal approval.
fact_check Due Diligence Clearance
04
CONTRACTING
Sign the MoU
Milestones, the evidence each one needs and the payment schedule go into one agreement between company and NGO.
draw Signed by both parties
05
RELEASE
Release Funds on Proof
Each tranche unlocks only when the milestone report and utilisation certificate are approved. An assigned auditor can verify along the way.
payments Payment unlocked
06
CLOSEOUT
Report and Close
Impact report, final utilisation certificate and completion certificate close the project, with the data for your CSR reporting.
military_tech Impact report & BRSR data
TRI-PARTY GOVERNANCE
3 Dedicated Workspaces. Three Sides of the Table.
Donor company, implementing NGO and independent auditor share the same project record, each with the actions that belong to them.
Companies Fund
→
NGOs Deliver
→
Auditors Verify
apartment
FOR CSR DIRECTORS & COMMITTEES
Company
Fund projects you can trust and show stakeholders exactly where every rupee went.
- check_circle NGO discovery with compliance checks
- check_circle Milestone and tranche tracking
- check_circle Impact reports and BRSR data drafts
- check_circle Approvals limited to the roles you choose
GRASSROOTS TRUST
diversity_1
FOR IMPLEMENTING PARTNERS
NGO
Deliver projects, eliminate endless email chains, document progress frictionlessly from the field, and receive predictable milestone-linked funding.
- check_circle Verified organisation profile
- check_circle AI-Assisted Proposal & Report Generation
- check_circle Offline-first Mobile Field Evidence App
- check_circle See what unlocks your next payment
balance
FOR AUDIT & ASSURANCE FIRMS
Auditor
Verify assigned projects with the evidence and the numbers in one place. Review geo-tagged evidence and check utilisation certificates against invoices.
- check_circle Full audit trail of every action
- check_circle GPS-tagged, time-stamped evidence
- check_circle Baseline, Midline & Endline Impact Frameworks
- check_circle Access to assigned projects only
AUTOMATED RISK MITIGATION
Compliance, Checked For You.
Expiry alerts reach you before a certificate lapses, so you never release funds to an NGO whose registration has expired.
Example NGO — compliance record
All 4 Registrations Valid
| Statutory Certificate | Registration Number | Issuing Authority | Validity | Status |
|---|---|---|---|---|
| MCA CSR-1 | CSR000•••18 | Ministry of Corporate Affairs | Permanent | ACTIVE ✓ |
| Section 12A | AAC•••E20214 | Income Tax Department | Valid until Mar 2027 | ACTIVE ✓ |
| Section 80G | AAC•••F20218 | Income Tax Department | Valid until Mar 2027 | ACTIVE ✓ |
| NITI Aayog Darpan | KA/2018/•••842 | NITI Aayog, Govt of India | Verified Listing | ACTIVE ✓ |
GROUND PROOF ENGINE
Proof From the Field, Even Offline.
NGO field officers often work in deep rural areas with no mobile signal. Our lightweight field app saves photos, GPS location and time on the phone, and uploads them when the connection returns.
wifi_off
Zero-Signal Proof Capture
Capture photos with GPS location and time, even with no signal.
sync
Automatic Background Sync
As soon as the phone is back in coverage, saved entries upload on their own.
CSRTOOL FIELD AGENT
ONLINE · SYNCED
Digital Classrooms Dharwad
Milestone 2 • School 04 Setup
GPS LOCATION
RECORDED
15.4589° N, 75.0078° E
Dharwad Govt High School, Alnavar
photo_cameraGEO-TAGGED
Smart Classroom Photo Logged
IMG_9024.JPG (3.4 MB)•TIME-STAMPED ✓
180 Students
group
Uploaded. Visible to the company now.
Logged in the project's audit trail
ACCOUNTABILITY LEDGER
Every Action Leaves a Record.
Every document upload, review note, approval and payment is logged with the person, the time and what changed.
| Timestamp (IST) | User Role | Identity | Event Description | Status |
|---|---|---|---|---|
| 2026-01-30 14:22:04 | CORPORATE CSR | Example company (CSR head) | Released Tranche 1 (₹15,00,000) and recorded the UTR | LOGGED ✓ |
| 2026-01-29 18:10:19 | AUDITOR | Assigned audit firm | Checked Milestone 1 invoices against the field report | LOGGED ✓ |
| 2026-01-28 11:45:02 | NGO LEAD | Example NGO (Director) | Submitted 24 geotagged completion photos & headmaster signatures | LOGGED ✓ |
AI REPORT ENGINE
AI Writes the Draft. Your Data Decides the Numbers.
Briefs, full proposals, milestone reports and impact reports are drafted from your project records. Every figure links back to where it came from.
- 1
Project records
Budgets, milestones, field evidence and beneficiary counts already in CSRTool.
- 2
AI draft
In the NGO's voice for briefs and proposals. Missing details are marked, never invented.
- 3
Human review
Edit it like a Word document, comment, or request changes. Every submitted version is kept.
- 4
Final report
Approved and downloadable as a Word file.
DRAFTS Project briefs · Full proposals · Milestone reports · Impact reports · BRSR Principle 8 data
Milestone 1 reportDraft v2
3 figures linked · 1 gap to fill
2. PROGRESS THIS MILESTONE
The NGO set up smart labs in across Dharwad. Of the Tranche 1 funds, was utilised on equipment and setup, and now attend weekly lab sessions.
Lessons follow [add the curriculum used in the labs].
SOURCE · PROJECT RECORD
- Labs set up10Milestone 1 evidence · 24 photos
- Utilised₹13,20,000Utilisation certificate · Tranche 1
- Students reached1,800Attendance registers
Select a figure to see where it came from. Example report.
EVERYTHING IN ONE PLATFORM
Built for Teams. Private by Design.
CSR data includes budgets, bank references and beneficiary records. Each organisation sees only its own, and each person only what their role needs.
Who sees what on a project
Typical setup · admins choose who approves| Area | Company admin | CSR manager | NGO field officer | Auditor |
|---|---|---|---|---|
| Budget and payments | Full access | Full access | No access | View only |
| Field evidence | View only | Review | Upload | Verify |
| Reports and versions | Full access | Approve | No access | View only |
| Team and roles | Full access | No access | No access | No access |
Can act Can upload View only No access
Auditors see only the projects they are assigned to. Analysts, viewers and programme managers have their own roles too.
Your projects stay yours
One company can never open another company's projects. Certificates and photos open through short-lived links.
Portfolio view
Budget, released and utilised funds across every project, with what's waiting on whom.
Reminders and email alerts
Emails when a brief, report or payment needs you, and reminders before deadlines and certificate expiry.
Version history
Every submitted version of a brief or report is kept, with the comments that changed it.
Help when you need it
Raise a ticket from inside the app, or write to support@infopaceindia.com.
THE COMPLETE TOOLKIT
Everything a CSR Project Needs.
From the first proposal to the year-end summary, every stage of a CSR project runs in CSRTool.
1
Before you commit
Proposal and checks
AI-drafted full proposals
After the brief is approved, the NGO gets a full proposal drafted from the brief, its profile and the company's comments.
Due-diligence checklist
12A, 80G, CSR-1 and past performance, recorded with the proposal before it is accepted.
2
Agreement
One MoU, one schedule
MoU with a payment schedule
Milestones, evidence and tranche amounts go into the MoU. When both sides sign, milestones and tranches are set up automatically.
3
Delivery
Proof before payment
Automatic tranche rules
Each tranche unlocks only when its milestone report and utilisation certificate are approved.
Utilisation certificate per tranche
Filed for every tranche and checked against invoices before the next payment.
Evidence folders
Photos, registers and bills organised by milestone, ready for review by auditors.
4
Closure and reporting
Close it, report it
Project closure pack
Final impact report, final utilisation certificate and completion certificate, in one place.
Year-end CSR summary
Spend, projects and beneficiaries for the financial year, gathered for your CSR committee.
Always on
At every stage, for every role
AI assistant
Ask "Which tranches are waiting on me?" in plain language.
In-app help desk
Raise a ticket from any page and track its status.
Plans and online payments
Pay online, or by invoice and bank transfer for enterprise teams.
ABOUT VISION KARNATAKA FOUNDATION
Catalyzing Sustainable Growth, Empowering Communities.
CSRTool wasn't conceived in a vacuum. It was built out of necessity by the CSR Initiatives Council at Vision Karnataka Foundation after stewarding real grassroots development programmes across Karnataka's rural taluks. We discovered that traditional CSR is hindered by friction: delayed utilisation certificates, unverifiable photos, and tedious paperwork. CSRTool makes that accountability part of the process.
6,22,301
Beneficiaries… and counting
Figures as published by Vision Karnataka Foundation
TRANSPARENCY FIRST
Frequently Asked Questions.
Everything you need to know about our compliance guardrails and methodology.
NGOs register with their PAN and upload their 12A, 80G and CSR-1 certificates. Our team checks them before the NGO appears in company searches, and expiry dates are re-checked every night.
The company pays the NGO directly from its own bank account and records the transfer reference (UTR) in CSRTool. The NGO confirms receipt. The next tranche stays locked until the milestone report and utilisation certificate are approved. CSRTool does not hold funds.
No. Figures come from your project records, and every number in the text is checked against them. Where information is missing, the draft marks it for you to fill in. People review and approve every report.
Yes. Use the standard CSR MoU filled from the approved proposal, or upload your own agreement.
No. It drafts the CSR data your BRSR Principle 8 section needs, from your project records. Your team reviews it and files the report.
Only the company and NGO on the project, and an auditor if one is assigned. Inside each organisation, people see what their role allows. One company can never open another company's projects.
Still have a question? Contact us or write to support@infopaceindia.com.
BOOK A DEMO
See CSRTool on a Project Like Yours!
A 30-minute walkthrough, from finding a verified NGO to closing a project.