The challenge
SRMD Global is an education and humanitarian non-profit operating across 14 countries. Each country entity ran its own accounting stack — QuickBooks in the US, Xero in the UK, Tally in India, Singapore manual ledgers — with annual consolidation taking 11 weeks of cross-team work.
Donor reporting was inconsistent across regions, fundraising attribution was lost in spreadsheets, and the global finance team couldn't answer simple questions like 'how much did we spend on education programs in Africa last quarter?' without a 3-day data pull.
Our approach
We chose ERPNext over Odoo Community for this engagement — its native multi-company accounting, fund accounting capability, and lower long-term TCO fit the non-profit constraints better. Deployed on Frappe Cloud with a custom multi-region architecture.
Custom modules we built
- Fund accounting module with restricted/unrestricted donor fund tracking
- Multi-currency consolidation engine with daily FX rate auto-pull
- Grant lifecycle module — application, approval, disbursement, reporting
- Volunteer & programs tracker integrated with the HR module
- Donor portal with self-serve giving history and tax receipt downloads
Data migration
- QuickBooks (US), Xero (UK), Tally (India) — full historical migration
- GDPR-aligned PII handling on donor records across all 14 entities
- Auditor-validated reconciliation report for each entity at cutover
- Multi-language UI deployed (English, Gujarati, Hindi, Spanish)
Outcomes
Consolidated quarterly reporting now takes 6 working days instead of 11 weeks. The global CFO has live visibility across 14 entities, 7 currencies and 6 audit jurisdictions. The first audit cycle on the new system completed two weeks ahead of schedule with zero material findings.
- Real-time global P&L by region, program, donor segment
- Audit-ready trail for every transaction across 14 entities
- $180k annual savings on previous SaaS licenses (QB, Xero, Tally)
- Donor retention up 8 points — driven by reliable receipts + transparency portal
“Best technology partner we've worked with in a decade. Communication, code quality, and follow-through were all exceptional. They feel like part of our team.”
Daniel Kruger · Global CFO, SRMD