Our software platform Balance helps K-12 administrators budget, manage, and evaluate spending.

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Balance gives you real power. It’s hard to distill a large amount of financial data down quickly to make the management decisions and Balance gives you a real quick glance at that. It is very powerful.”

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Stan Breedan
Assistant Superintendent of Operations, Maury County Public Schools
90-Day Implementation Process
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Balance was designed from the ground up to ensure accurate, timely data is available to our partners faster and with less effort than any past technology integrations they've experienced.

Allovue Integration Sheet Download
Steps to Implement Balance
  1. Financial Research 5—10 days
  2. Data Discussion 10 days
  3. Kickoff 1—2 days
  4. Financial Research 5—10 days
  5. Data Discussion 10 days
  6. Kickoff 1—2 days
  1. Financial Research 5—10 days
    Financial Research

    Prior to our kickoff, our data associates and district partners gather key information on the chart of accounts, budget books, the financial management system, and more. This allows us to begin our integration process with essentially no participation from technology or financial staff.

  2. Data Discussion 10 days
    Data Discussion

    During a pre-kickoff meeting with technology and financial staff, Allovue goes over three different methods available to all of our partners for data transport. We discuss the merits of each method during pre-kickoff and decide what will work best.

  3. Kickoff 1—2 days
    Kickoff

    District technology staff work with Allovue data associates to make an initial data connection. Allovue launches with districts within 30—45 days of establishing this connection.

  4. Financial Research 5—10 days
    Financial Research

    Allovue staff spend between 1 and 2 weeks developing queries, applying appropriate business rules, and building configurations to ensure our partner's chart of accounts is accurately reflected in Balance, that all account balances match existing district reporting methods, and that the transaction journal contains the most useful information for those partners (e.g. invoice numbers or vendor names as available).

  5. Data Discussion 10 days
    Data Discussion

    With the data set properly established, Allovue releases a staging version of Balance to our partner prior to wider release for review. Our district partners and project sponsors work together to ensure the data is good to go prior to launch.

  6. Kickoff 1—2 days
    Kickoff

    Once project sponsor gives the go-ahead, we are ready to launch and begin training district administrators.

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