Slice and dice financial data to analyze spending by year, fund, category, and program — or any other segment of your district’s chart of accounts.
No more memorizing thousands of account codes. Find the accounts you’re looking for in plain English.
Balance integrates with your existing backend data systems to provide daily updates on accounts and transactions.
Analyze spending in the context of non-financial metrics, such as attendance rates, student achievement data, and demographic data.
Keep tabs on a particular grant, object code, or another expenditure with our Bookmarks feature. Log in and with one click, your analysis is in front of you.
Call one of our friendly, knowledgeable customer success associates, live chat with us in Balance, or attend one of our in-person training sessions.
Infographic: 3 Things We Learned About Back-to-School SpendingRead more>>
District SpotlightClick here to download our case study on how Pueblo District 70 implemented Balance Manage to improve efficiency in central office financial reporting
Principal Knows Best: Empowered Leaders Drive Student SuccessRead more>>
Visually identify areas of overspending and underspending at a glance
Plot spending for specific programs and services alongside performance indicators
From Kickoff to Launch, our customer success team will ensure a smooth on-boarding process across your district
We’ll work with any backend financial system you currently have - yes, even that one.
Our product helps you access data. Our customer success team will help you use it.