Financial Transparency and
Planning
at Your Fingertips

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Streamline K–12
Financial Management –
Drive Smarter Decisions


Build detailed budgets and customize data views
to fit your needs. Create dashboards that integrate
academic and financial data, delivering clear insights
for informed, comprehensive decision-making.

Explore the benefits


  • Budgeting
    Made Easy


    Take control of your financial
    management with a seamless
    solution for instant budget
    creation, long-term forecasting,
    and scenario planning.

  • Smart
    Debt Management


    From consolidating debts and
    keeping track of different fund
    types to mapping out payment
    schedules and calculating
    interest, you can manage your
    debt with confidence.

  • Financial Clarity
    at a Glance


    Go beyond numbers with a
    digital metric that quickly assesses
    your district’s financial well-being
    and turns that into color-coded
    scores so you can see how things
    are going at a glance.

  • Transparency at
    your fingertips


    Whether it’s financial figures,
    budgets, or funding allocations, you
    can build trust in your community
    with the power of transparent
    financial reporting right in
    your hands.

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Finance Feature Highlights


  • Peer Benchmarking

    Find the most similar schools or districts and see how
    you stack up, quickly and easily. Then explore, test, and
    re-test various groups in no time to make confident
    choices and put control in your hands.

  • School Safety Drill Planning

    Schedule, manage, report, and comply with school
    safety drill requirements like never before. Plus, with
    seamless integration into your school’s website, sharing
    updates and information with parents, staff, and
    students has never been easier.

  • Sharable Reports & Embedded Charts

    Build custom reports and embed easy-to-read,
    customizable charts directly onto your website.
    Combine data and narrative to bring your story to
    life while keeping everything up to
    date automatically.

  • Fiscal Wellness Indicators

    Quickly understand your district’s financial health
    with a simple, color-coded score. Spot trends,
    flag risks, and track progress year over year.
    No spreadsheets required.

Beyond Standard
Budgeting and Finance


Track capital improvement projects and manage
staffing information with ease. Analyze student
data, including enrollment, demographics,
graduation socioeconomic statistics, and
rates, to support smarter planning.

Give us a try!


We’d love to offer you a preview or answer any
questions you have.

Submit your information in the following form or call
us at 844-744-4737.