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Operations

See exactly where your school’s money is, every day

Cash and bank accounts, income and expense categories, transfers and reports — built so numbers can be trusted, with controlled corrections instead of silent edits.

Finance & Accounts illustration

What you get with Finance & Accounts

Cash and bank accounts

Opening balances, live balances and a clear history for each account.

Transfers

Move money between accounts with a proper record on both sides.

Your own categories

Create income and expense categories that match your school.

Void, don’t delete

Wrong entries are voided with a reason and stay visible in the audit trail.

Reports

Category-wise and month-wise reports with CSV export and print.

No double counting

Fee collections are shown once, separately from other income.

How it works

Add accounts

Create cash and bank accounts with opening balances.

Record entries

Log income and expenses with date, party and reference.

Reconcile in your head, easily

Compare balances with your bank book using the account history.

Report

Open the finance report for any date range.

Finance & Accounts: frequently asked questions

Is this statutory accounting software?
No. It is a management view of income, expenses and balances. Your chartered accountant remains responsible for statutory books.
Can we edit an entry?
Amounts are never edited silently. Void the wrong entry with a reason and record the correct one.
Is bank reconciliation available?
Automatic bank reconciliation and statement import are on the roadmap, not available yet.
Who can see finance data?
Only users whose role includes finance permissions.
Ready when you are

See Finance & Accounts in action

Book a free demo and we will show you exactly how it works for your school.