Financial Policy Builder

Document your financial rules

Financial Policy Builder
Document your financial rules
ℹ️ About this tool

Drafts a financial policy — budgeting, approvals and delegation limits, cash and bank rules, procurement thresholds and quotes, reporting and audit, and asset management. Use this to document your financial rules. Approve it at board level and adapt it. For the controls behind it use the Internal Controls Framework.

📄 Free guide — what this is, how to use it & cautions

Fill in each detail below as completely and accurately as you can — the more you provide, the more precise and ready-to-use your output will be. * marks required fields.

Your NGO, size and funding.
Any delegation limits you want set.
Quote/tender thresholds you want.
Any donor financial rules to build in.

Delivery & Payment Details

Used for your receipt. Your result appears on-screen and is downloadable as Word & PDF.

Order Summary

Financial Policy Builder₹83.90
GST 18%₹15.10
Total₹99.00

🔒 Secured by Razorpay · All outputs are AI-generated guidance — verify with qualified professionals for binding decisions.