Our software platform Balance helps K-12 administrators allocate, budget and manage spending.
Create resource allocation models to direct dollars to schools with Allocate.
Plan and implement your district’s budget in an collaborative online environment with Budget.
View, track, and monitor spending in real time with Manage.
Feature Spotlight
“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.”
Read More TestimonialsStan Breedan![]()
Assistant Superintendent of Operations, Maury County Public Schools
- Meet your District Partner 2 days
- Introductory Call and Data Review 9 days
- Kickoff 10 days
- Data Integration and Internal QA 28 days
- External Data QA and Sign Off 11 days
- Training and Ongoing Support
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Meet your District Partner 2 days
Meet your District Partner
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.
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Introductory Call and Data Review 9 days
Introductory Call and Data Review
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.
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Kickoff 10 days
Kickoff
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.
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Data Integration and Internal QA 28 days
Data Integration and Internal QA
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.
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External Data QA and Sign Off 11 days
External Data QA and Sign Off
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.
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Training and Ongoing Support
Training and Ongoing Support
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.