Financial Transparency and 
 Planning at Your Fingertips 
  GET STARTED   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.  
Finance Feature Highlights
-    Peer BenchmarkingFind 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 PlanningSchedule, 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 ChartsBuild 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 IndicatorsQuickly 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.