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Overview
Account Tree helps K-12 schools manage student activity funds efficiently, with features like internal controls, check writing, and audit trails. Support gaps can slow down problem resolution; however, its secure, cloud-based platform and real-time oversight make fund management transparent and reliable across schools and districts.
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Starting Price
Custom
Account Tree Specifications
Audit Trails
Financial Reporting
Invoice Management
Expense Tracking
What Is Account Tree?
Account Tree is a cloud-based software platform designed specifically for K-12 schools and districts to manage and govern its student activity funds. The software offers features such as internal controls, check writing, audit trail, and real-time oversight. It simplifies fund management by providing transparency, compliance, and efficiency for school administrators, club sponsors, and non-finance staff. It manages intent, approvals, roles, and documentation before money moves, making it a true activity fund management system designed for schools, students, and advisors.
By centralizing all student activity fund operations, Account Tree reduces manual errors, streamlines reporting, and ensures audit-ready financial management across schools and districts.
Account Tree Pricing
Account Tree pricing starts at $5,193.00 annually for a setup including 1 high school, 1 middle school, and 1 elementary school. Setup and training are offered at $1,557.90, covering onboarding and initial configuration.
Disclaimer: The pricing is subject to change.
Account Tree Integrations
The software integrates with MySchoolBucks and Edstruments.
Who Is Account Tree For?
Account Tree software serves a wide range of industries and sectors, including:
- K-12 education
- Student activity fund management
- Academic clubs and programs
- Extracurricular activity management
Is Account Tree Right For You?
Are you looking for a specialized, easy-to-use solution to manage and govern your K-12 student activity funds before money moves with full compliance and audit-ready reporting? Account Tree helps schools reduce manual errors and streamline fund oversight, saving time for non-finance staff and administrators.
The training is quite simple (less than an hour, virtually), supported by step-by-step documentation and videos on every page. Should you need additional guidance, their team is always available to provide one-on-one help over the phone.
The software ensures compliance with statutory and regulatory requirements, including GDPR, providing robust audit trails and secure fund management across all schools. Account Tree provides secure, scalable cloud infrastructure that protects sensitive student and financial data while supporting growth across multiple schools or districts.
Still not sure if Account Tree is right for you? Contact our customer support team at (661) 384-7070, who will help you make the best decision.
Account Tree Features
Account Tree features robust internal controls customized to match the way districts track student activity funds. These controls ensure accuracy, prevent unauthorized changes, and provide administrators with confidence that fund management aligns with compliance standards and district policies.
School-level users can create and print checks directly within Account Tree. This streamlines financial operations, reduces manual errors, and allows schools to manage vendor payments efficiently, saving time while maintaining secure and accurate handling of student activity funds.
District-level users can lock transactions from being edited, ensuring reconciled line items remain final. This process minimizes errors, protects data integrity, and provides administrators confidence that fund balances are accurate and reliable for financial reporting.
Through its powerful reporting and search capabilities, Account Tree makes it simple for auditors to locate, review, and follow fund activity across all schools. This enhances transparency, strengthens accountability, and ensures districts remain audit-ready at all times.
Administrators at the district level gain instant visibility into all activities within each school’s Student Activity Funds (SAF). This provides proactive decision-making, quick detection of discrepancies, and efficient monitoring across multiple schools or programs without delays or manual effort.
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