Where charter finance teams lose the most hours, and what we build to get them back
Four ways we work with charter schools. The first one is the month itself. Pick a service to see how it works.
The automation layer for your month-end close. It starts from the raw files your team already begins each task with. The automations draft the work: reconciliations, coded card charges, reports, and import-ready files for your ledger. It all lands in one review queue, ready for approval. Your team keeps the judgment and owns the close.
Every finance team runs the same loop. Statements come in, reconciliations wait, card charges need receipts, entries need posting, the board report needs building, and somewhere in there the actual month happens. When the team is two people, or one, the loop wins.
We map your close, build the matching and coding and drafting on your real data, then keep it running on a fixed calendar. Bank reconciliations, monthly reporting, card allocations, journal entries, month-end and year-end close.
Your team still owns the close. Entries never post without a named approval. Drawdowns, board communication, and accounting judgment calls stay human. It goes in the agreement, in writing.
$2,500 to map it, $7,500 to $12,000 to build it, $1,500 to $4,500 a month to keep it running.
See a sample closeThe automation layer for your month-end close. It starts from the raw files your team already begins each task with. The automations draft the work: reconciliations, coded card charges, reports, and import-ready files for your ledger. It all lands in one review queue, ready for approval. Your team keeps the judgment and owns the close.
Every finance team runs the same loop. Statements come in, reconciliations wait, card charges need receipts, entries need posting, the board report needs building, and somewhere in there the actual month happens. When the team is two people, or one, the loop wins.
We map your close, build the matching and coding and drafting on your real data, then keep it running on a fixed calendar. Bank reconciliations, monthly reporting, card allocations, journal entries, month-end and year-end close.
Your team still owns the close. Entries never post without a named approval. Drawdowns, board communication, and accounting judgment calls stay human. It goes in the agreement, in writing.
$2,500 to map it, $7,500 to $12,000 to build it, $1,500 to $4,500 a month to keep it running.
See a sample closeYour numbers stay yours.
We build to FERPA and New York Education Law 2-d from the start. The platforms we build with run on their commercial tiers, which do not train on your data. Student-level records stay out of anything we build unless a signed data protection agreement covers them, and we will sign one.
Entries never post without a named approval. Drawdowns, anything sent to your board, your auditor, or your authorizer, and every accounting judgment call stay with your team. It goes in the agreement, in writing.
Every engagement starts with the $2,500 Map. Everything after it is scoped from what the Map finds.
See the full pricing model