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
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
