General ledger, tuition billing, financial aid, board reporting, and month-end close. Zero spreadsheets. Full audit trail.
Chart of accounts, tuition billing with payment plans, financial aid management, AP/AR, budgeting, month-end close, and institutional reporting. Built to handle K-12, higher ed, and health sciences workflows.
Flexible, school-specific chart of accounts. Multi-fund, multi-location. Real-time reporting. Fund balance tracking and month-end close automation.
Invoice generation from enrollment data. Automated dunning. Payment plan management. Multiple funding sources. Family portal for online payments.
Aid packaging, award letters, verification workflow. Need analysis and FAFSA integration. Grant and scholarship tracking. Title IV compliance.
Purchase orders, vendor invoicing, expense approval workflows. Accounts receivable with aging analysis. Two-way bank reconciliation.
Multi-year budget planning. Rolling forecasts. Variance analysis and reporting. Board-level budget review and approval workflows.
Automated month-end procedures. Financial statements in standard and custom formats. Board-ready presentations. Audit trail and reconciliation support.
Enrollment feeds tuition invoices. Grade data drives financial aid. One student record, one billing account.
Advancement donor records and giving history. Financial data for major gift strategy. Alumni and parent engagement metrics.
Financial dashboards, KPI tracking, revenue forecasts. Cash flow and enrollment projections. What-if analysis.
Board reporting, financial planning, cash flow analysis. Real-time visibility into revenue, expenses, and fund balance. No spreadsheets.
Day-to-day AP/AR, payroll processing, invoice management. Month-end close procedures. Vendor and employee data maintenance.
Tuition billing and collections. Payment processing. Student account statements. Payment plan administration.
Financial dashboards, budget vs. actual, enrollment economics. Board-level reporting and strategic planning.
A CFO or Business Manager from our team will walk the GL, billing, and month-end workflows. Live product, real scenarios. 30 minutes. Tailored to your school size and type.
Tailored to your role and school type. Live product, real school data.
One confirmation. We'll follow up within one business day.