Financial Management Made for K-12

With Balance Manage, you can view account balances and track spending. Manage works with your ERP to facilitate strategic financial management.
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    Account Filtering

    Parse and filter financial data to analyze spending by year, fund, category, and program – or any other segment from your district’s chart of accounts.

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    Transaction Monitoring

    Easily search and track purchases by vendor, description, date, or other transaction-level information.

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    Custom Reporting

    Keep tabs on a particular grant, object code, or another expenditure with our Bookmarks feature. Log in and share bookmarks with other members of your team.

Smart Search

No more memorizing thousands of account codes. Find the accounts you’re looking for in plain English and don’t worry, you will still be able to search by account code.

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Nightly Updates

Our connection with existing backend data systems provides daily updates on accounts and transactions.

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Real-time Support

Call one of our friendly, knowledgeable customer success associates, live chat with us, or attend one of our in-person or online training sessions.

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