Track your spending,
not your spreadsheets

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

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    Management

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    Alignment of Spending to Goals

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    Resource Equity

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    Transparency

When budget owners have control over the dollars allocated and spent at their school or department and can connect them to outcome-based goals, districts can better support the needs of students. Learn more about how the SMART Pathways can move your district to holistic and sustainable financial management.

Make sense of every dollar with words or codes

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.

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.

Increase transparency to 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.

Get product support on your terms. Call, email, or live chat with our customer success team, Monday - Friday from 7 am to 5 pm.

Would you like to learn more or set up a demo?