Charter school accounting software on your firm’s branded platform

Per-pupil funding, federal and state grants, tuition and parent fundraising all arrive differently and carry different restrictions. Your reviewers tag receipts and the spending they fund, so a grant report can be tied back to the ledger. Your firm and the school remain responsible for grant compliance and public reporting requirements.

Bank reconciliation keeps operating and payroll accounts tied to statements, and AI categorisation handles curriculum, transport and facility bills. Your console shows each school’s close progress and waiting review items, so you know which campus is ready well before board meetings.

• Tag grant-funded receipts and spending
• Reconcile operating and payroll accounts
• Code curriculum, transport and facility costs
• Deliver board reports on your templates

School boards meet on a fixed calendar and expect financials that match the prior packet. Branded reports under your firm’s name give each packet a consistent look, and business managers sign in through your platform rather than juggling logins across several tools.

Annual audits are common for schools. Your firm owns the client data and can export it for auditors, and you can add unlimited staff with no per-seat charges when audit preparation is due, bringing in extra reviewers only for the weeks they are needed.

Each school company is on a published HelloBooks plan, discounted for your firm. HelloBooks bills only your firm. You decide what each school pays and invoice it yourself, which lets you price a single campus differently from a network of schools.

Schools with a separate foundation or facility company can move to higher plans with multi-entity support, keeping each set of books distinct. Founding firms are being accepted now, a fit for practices that already serve education clients and want their own branded platform.

One flat license covers your brand, unlimited staff and the firm console. Your clients stay on published HelloBooks plans, and your firm gets 20% off each one. Founding firms go live first on a firm subdomain; your own domain and email from your domain follow at full launch.