Software for School Finances

Software for School Finances

For bookkeepers at small to medium-sized school districts
looking for efficiency and simplicity, SchoolInsight Financials
offers a full-featured, cloud-based, solution without unnecessary complexity.

Payroll

Human Resources

Budget Planner

Accounts Receivable

Accounts Payable

Payroll

  • Streamlined workflows save time and improve accuracy
  • Integrated wizard walks you through the process
  • Easily make adjustments and verify calculations
  • Pay vendors from a single screen
  • Intuitive reports simplify board meetings
  • Workflows support paper checks and direct deposit

Human Resources

  • Manage employee data and onboard new hires
  • Employee attendance and substitutes flow into payroll
  • Employee self-service portal allows staff to request time off,
    update W4’s, and view paystubs
  • Monitor accrued leave and roll time from year to year
  • Integrated state reporting reduces double-entry

Accounts Receivable

  • Receive and deposit funds in a single step
  • Quickly enter account codes or search
  • Create revenue items for consistent categorization
  • Attach memos and scanned documents to simplify audits
  • Easily configure the chart of accounts to meet your needs

Accounts Payable

  • Easily enter and track invoices
  • Integrated purchase order tool prevents double-entry
  • Configure a PO approval process and approve PO's from your email
  • Create payments in mass to reduce the "number of clicks"
  • Simplified account reconciliation saves time
  • Receive shipment tool helps you account for everything

Budget Planner

  • Quickly create and adjust your budget
  • Use data from previous years to inform decisions
  • Track progress against the budget throughout the year
  • Collapse into the state form for easy reporting

Reports

  • Integrated state reporting makes compliance easy
  • Pre-built reports save time
  • Dynamic report builder lets you get the data you need
  • Track progress against your budget to stay updated

District Accounts

Pricing

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Cloud-based

  • Save time - We handle the updates and backups
  • Enterprise level security in an easy-to-use platform
  • Manage your system from any computer with internet access
  • Integrated with SchoolInsight SIS - A single solution for the district
  • Employees use one login for work and employee self-service