Understand funding and spending
Explore revenue sources and how resources support district priorities.
FINANCIAL CLARITY FOR DISTRICT LEADERS
Financial Dashboard
Explore funding, spending, budgets and available reserves in one connected view.
OVERVIEW
A connected view of district finances.
Connect revenue, expenses, budgets and available fund balances through visual summaries, interactive detail and AI assistance for administrators.
Move from district-level context to the supporting activity and individual school finances, keeping the selected fiscal year in view.
District leaders
Financial contextReview funding, spending and available reserves together.
Finance teams
Budget performanceCompare budgets with actual results and fiscal-year changes.
School administrators
School-level insightExplore each school’s revenue, expenses and available balances.
School boards
Connected reportingUse shared financial views to support informed discussions.
BENEFITS
Clarity for everyday financial review.
Bring financial context into district planning and reporting conversations.
Review budget performance
Compare budgets with actual results and examine changes across fiscal years.
Follow financial detail
Explore categories, supporting activity and school summaries in context.
Ask questions with AI
Use plain-language questions and chart insights to explore available financial records.
KEY FEATURES
Explore district and school finances.
See funding, spending, budgets and AI insights in one place.
Funding, spending and reserves
Review revenue sources, district expenses, budget performance and available fund balances and reserve ratios.
Request a DemoDrill down to supporting activity
Click through revenue main category, category, subcategory and activity where available. Breadcrumbs keep each step in context.
Request a DemoExplore detailed expenses
Expand spending categories to see supporting detail. Financial flow views connect the sources and uses of district resources.
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Explore each school
Locate schools on the district map and open their financial summaries for the selected school and fiscal year.
Request a DemoAsk financial questions with AI
Explore connected data in plain language. Follow-up questions focus the discussion on a school, category or fiscal year.
Request a DemoAI-powered financial insights
Get a concise financial summary grounded in district records, with the selected fiscal year and data scope clearly identified.
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Support district reporting
Search connected financial records, capture Notes and download charts. Administrator tools manage user access; permissions govern AI, Notes and downloads. Finance tables remain read-only.
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SEE IT IN ACTION
Bring financial information into clearer view.
Request a walkthrough focused on your district’s financial questions.