Re form Your K-12 District’s Business Office.

Simplify Operations Through Streamlined Forms and Automated Processes

Designed for the K-12 Business Office, our innovative online forms and workflow automation solution simplifies complex processes, reduces paperwork, and enhances operational efficiency.

Decorative collage background for card layout.

Business Office Forms and Workflows Made Simply Better.

5 key ways our software transforms your daily operations.

  • Transform paper requisitions into digital workflows that move automatically through approvals.

  • Keep all vendor documentation organized and easily accessible in one secure system.

  • Give approvers instant access to requests with clear, organized approval queues.

  • Access complete digital records of all transactions, approvals, and supporting documentation instantly.

  • Ensure accurate budget tracking with standardized forms and required account codes.

Decorative collage background for card layout.

Challenges

School business offices grapple with complex financial processes, budget management, and maintaining transparency in spending. These tasks often involve cumbersome paperwork, time-consuming approvals, and challenging audit preparations.

Decorative collage background for card layout.

Solutions

Our software streamlines financial workflows, digitizes approval processes, and centralizes budget management. The result is improved financial oversight, easier audit preparation, and more efficient resource allocation – empowering your business office to make informed decisions and optimize school resources.

Key Forms and Processes for the Business Office.

Every Business Department is unique, and so are its needs. We've designed our solution to be flexible, addressing these common forms and processes while adapting to your specific requirements.

Decorative collage background for card layout.
Decorative image of neatly stacked forms.

Purchasing Requisitions

Decorative image of neatly stacked forms.

Travel Expense Forms

Decorative collage background for card layout.
Decorative collage background for card layout.
Decorative image of neatly stacked forms.

Purchase Orders

Decorative image of neatly stacked forms.

Budget Adjustments

Decorative collage background for card layout.
DecorativeDecorative collage background for card layout. background for card layout.
Decorative collage background for card layout.
Decorative image of neatly stacked forms.

Personnel Records

Decorative image of neatly stacked forms.

Expense Tracking

So Many More.

Plus, We Customize to Your Exact Needs.

Core Software Features for K-12 Business Offices

Unlock efficiency and productivity in your department with features designed to make life hassle-free.

  • Create tailored forms for purchase orders, budget requests, and expense reports, ensuring all financial data is captured accurately and consistently.

  • Streamline approval processes for purchases, budget allocations, and vendor contracts, reducing delays and improving financial control.

  • Monitor the status of budget requests, purchase orders, and expense reports in real-time, enhancing financial oversight and responsiveness.

  • Safely store and easily retrieve financial documents, receipts, and audit-related files, ensuring compliance and facilitating audits.

  • Expedite approvals for financial transactions and contracts with secure, legally-binding electronic signatures, reducing paper usage and processing time.

  • Create detailed financial reports, budget summaries, and spending analyses to support informed decision-making and transparency.

  • Review and approve financial requests on-the-go, ensuring timely processing of urgent financial matters from anywhere.

  • Facilitate seamless communication between the Business Office and other departments for budget planning, expense tracking, and financial reporting.

1-on-1 Set Up and Implementation

Fully customizable. Rapid results. Real collaboration.

Pen drawing of a confetti explosion, celebratin the tailored customization of your forms.

Your Forms, Your Way

With our 1-on-1 set up, we take the time build your forms exactly the way you want them. We fit into your system, not the other way around.

Pen drawing of a rocket ship, representing the ability to launch faster.

Launch Faster

Replace your outdated paper processes in hours, not months (like it used to.)

Pen drawing of two stick figures high-fiving, illustrating support by real people.

Supported by Real People

You’re never on your own. We guide the implementation, and we’re always here where you need us.

Testimonials

Decorative collage background for card layout

Ready for a personalized demo?