Track your spending, not your spreadsheets

Balance Manage makes it easy to view account balances and track district-wide spending using your existing finance system.
SMART Pathways

SMART Pathways

A district equipped with the right processes, people, and tools in place to manage spending can hold budgets owners accountable and encourage strategic spending. Learn more about how the SMART Pathways can move your district to strategic and sustainable financial management.

Know where your dollars are so you know where your dollars should go

Our powerful “suggested search” uses everyday language to parse and filter financial data, analyzing spending by any segment from your district’s chart of accounts so you can identify patterns and ensure strategic spending. If you prefer code searching, our intuitive filters make it easy to filter for groups of accounts.

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Track your district’s spending with daily updates

Have the latest transactions from your accounting system available every morning. Easily search and track purchases by vendor, description, date or other transaction information. Group by vendor to monitor spending limits and access current month expenses with date range filtering to make sure daily spending aligns with future goals.

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Increase transparency, keep budget managers on track

Create and share district-wide bookmarks to grant access and insight into priority initiatives to all users with restrictions based on their permissions. Export and share robust bookmarked or filtered reports with ease without creating school- and department-specific spreadsheets. Keeping everyone informed keeps spending on track.

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Success Story

Maury County Public Schools

Find out how Maury County increased collaboration and transparency amongst stakeholders while connecting spending to outcomes using Balance Manage.

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