K-12 Finance Software & Services

To begin your partnership with Allovue, the Account Executive introduces the district to their District Partner within 48 hours of signing the contract. The District Partner serves as a strategic guide as your district utilizes the Balance software, while your Allovue Implementation Specialist ensures seamless integration with our software.

Allovue meets with the district’s Executive Sponsor as well as relevant technology and finance staff at the district to: (1) provide an overview of the implementation timeline and process, and (2) review the available data integration methods. The kickoff meeting will also be scheduled during this time.

The kickoff meeting, which brings together Allovue and key district staff, includes a conversation about district goals, financial challenges, and a clear timeline for quality assurance on the data as well as plans for training. A successful kickoff meeting includes an agreed upon project overview summarizing these elements.

The Allovue Data Team spends 3-4 weeks establishing a data connection, setting up and reviewing the district environment, and creating a unique Balance environment that accurately reflects the district’s chart of accounts and specific circumstances.

Allovue provides the appropriate district staff with access to their Balance environment to continue reviewing the data, ensuring that the data is accurate, complete, and ready for launch. Training will commence once the district signs off on the Balance environment.

Allovue conducts one-day training for district administrators, principals, and other users. Additional customer support is provided anytime between 7am and 8pm EST Monday - Friday.