Zakat case management

Simplify Zakat Case Management

Manage Zakat applications, case reviews, approvals, documents, and assistance securely in one platform.

Rahmah Exchange helps masajid replace spreadsheets, emails, and disconnected processes with a confidential and organized Zakat workflow.

Built for Masajid. Designed for Confidentiality.
Average time from application to decision3 weeks → 6 daysat a mosque in Central NJ
Zakat Dashboard · Ramadan 1448
Overview
42Applications
9Pending Reviews
27Approved Cases
$38,450Total Assistance Distributed
ZK-1042 · Rent assistancePending
ZK-1041 · Medical billsIn review
ZK-1039 · UtilitiesApproved
The challenge

Managing Zakat Shouldn't Be Complicated

Most Zakat committees run on good intentions and scattered tools. That creates risk for applicants and extra work for volunteers.

Too Many People Involved

Sensitive applicant information often passes between multiple people, and once it's shared it can't be taken back.

Private Details on WhatsApp and Text

Pay stubs, IDs, and family situations get shared in group chats and text threads, sitting on personal phones long after the case is closed.

Scattered Information

Applications, documents, emails, and notes are stored in different places.

Manual Follow-Ups

Caseworkers spend too much time requesting documents and tracking applicants.

Limited Reporting

Leadership has little visibility into applications, approvals, and Zakat distribution.

Features

One Secure Place for Your Entire Zakat Process

Every step, from intake to disbursement, lives in a single confidential workflow your whole team can trust.

Online Applications

Applicants submit requests and supporting documents securely.

Customizable Application Questions

Your masjid decides what to ask. Add, remove, or reorder questions, required documents, and eligibility criteria without any technical help.

Caseworker Review

Caseworkers review applications, documents, household information, and assistance history.

Approval Workflow

Zakat committee members review recommendations and approve or decline cases.

Role-Based Access

Caseworkers, committee members, treasurers, and administrators only see the information they need.

Document Management

Keep applicant documents securely connected to each case.

AI-Assisted Case Summary

Generate a concise case summary to help reviewers understand applications faster.

Reporting Dashboard

Track applications, approvals, pending cases, assistance amounts, and common needs.

Spreadsheet Migration

Bring your existing Excel or Google Sheets history with you. We import past cases so nothing is lost.

How it works

From Application to Assistance

A clear, five-step path that keeps every case moving and every hand-off accountable.

1

Applicant Applies

Applicant completes a secure online Zakat application.

2

AI Reviews the Application

An AI-assisted summary highlights the key details and anything still missing.

3

Caseworker Reviews

Caseworker verifies information and documents.

4

Committee Approves

Authorized committee members review the recommendation.

5

Assistance Is Processed

The treasurer processes the approved assistance and the case is recorded.

Built inside a masjid

Designed by a Zakat Committee, Not a Software Company

Rahmah Exchange started as an internal tool at a mosque in Central New Jersey that was handling over 100 Zakat applications a year through email, shared drives, and a spreadsheet. It now runs their entire Zakat process.

100+cases per year managed
4roles with separate access
0spreadsheets left

“Before, three of us were forwarding the same applicant's documents back and forth over email. Now a caseworker reviews, the committee votes, and I release the payment, and none of us see more than we need to. Ramadan was the first year we weren't behind.”

TreasurerMosque in Central New Jersey
Confidentiality

Keep Sensitive Information in the Right Hands

Zakat applications contain private financial and personal information. Rahmah Exchange uses role-based access so each team member only sees what they need to perform their responsibility.

CaseworkerFull case details
Zakat CommitteeCase summary and recommendation
TreasurerApproved amount and payment information
AdminUser and platform management
Encrypted in transit and at restApplicant data and uploaded documents are encrypted and stored on US-based servers.
Full audit logEvery view, edit, and approval is recorded with who did it and when.
Your data stays yoursExport every case and document to Excel or PDF at any time, including if you cancel.
Applicant privacy by defaultLeadership reports show totals only. Applicant names never appear in dashboards or exports shared with the board.
Reports · Last 12 months
Assistance by need
Rent / Housing$15,200
Medical$8,900
Utilities$6,700
Food$4,150
Education$3,500
6.2Avg. days to decision
64%Approval rate
118Families served
Reporting dashboard

Know Exactly Where Your Zakat Goes

Leadership and the Zakat committee get a live view of applications, approvals, pending cases, and distributed amounts, with breakdowns by need, month, and caseworker.

Board-ready summaries for General Assembly and annual reports
Track turnaround time from application to assistance
Export to Excel or PDF for your treasurer and auditors
No applicant names shown in leadership reports, only aggregates
Pricing

Simple Pricing for Masajid of Every Size

Every plan starts with a 30-day free trial. No setup fees, no credit card to start. Pay annually and get 2 months free.

Starter

$49/month
Up to 30 new applications per year
  • 1 user
  • Secure applicant intake
  • Customizable application questions
  • Case management
  • Document management
Start with Starter

30-day free trial · Cancel anytime

Most Popular

Growth

$99/month
Up to 120 new applications per year
  • Up to 3 users
  • Everything in Starter
  • AI-Assisted Case Summary
  • Reporting dashboard
  • Custom question library & templates
Book a Demo

30-day free trial · Cancel anytime

Enterprise

$199/month
Unlimited applications
  • Unlimited users
  • Everything in Growth
  • AI-Assisted Case Summary
  • Advanced reporting & Excel/PDF export
  • Priority support
Book a Demo

Trial arranged case by case · Onboarding included

FAQ

Questions Zakat Committees Ask Us

Can we move our existing spreadsheet into Rahmah Exchange?

Yes. Send us your Excel or Google Sheet and we import your past cases, amounts, and notes during onboarding so your history is searchable from day one. This is included on every plan.

How long does setup take?

Most masajid are live within a week. We configure your application questions, add your team, and walk your caseworkers and committee through the workflow in a single one-hour session.

Can we change the questions on the application?

Yes. Your admin can add, remove, reorder, and mark questions as required, and set which documents applicants must upload, at any time, without contacting us.

Can applicants apply in languages other than English?

The application is currently available in English. Additional languages are on our roadmap; if your community needs a specific language, tell us during your demo so we can prioritize it.

What happens to our data if we cancel?

Your data belongs to your masjid. You can export every case, document, and report at any time. After cancellation your records stay securely on file for 90 days — with reminders before anything happens — so nothing is lost if you return. After 90 days they are permanently deleted. You can also request earlier deletion at any time.

Does it handle the Ramadan surge?

Yes. Application limits are annual, not monthly, so a busy Ramadan does not push you over your plan. Applications are never blocked and nothing is billed automatically — if you reach your annual limit we notify you, and you can upgrade at any time or add an optional one-time application bundle for extra headroom.

Book a demo

See Rahmah Exchange in Action

See how Rahmah Exchange helps your Zakat team manage applications while keeping applicant information organized and confidential.

30-minute walkthrough tailored to your masjid
Bring your committee, caseworkers, or treasurer
No commitment, no credit card

How would you like to connect?

Give Your Zakat Team a Better Way to Serve

Spend less time managing spreadsheets and more time helping families in your community.

Book a Demo