Achieve School Stability With
Financial Intelligence

FACTS Financial Intelligence connects tuition management, financial aid, fees, and enrollment revenue into one structured financial framework, giving school leaders the clarity to plan, forecast, and protect long-term stability.

WHERE AFFORDABILITY MEETS FINANCIAL HEALTH

Support Families While Protecting Institutional Revenue With FACTS Intelligence

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Strategic Financial
Aid Decisions

Gain holistic visibility into family financial profiles, model award scenarios, and align aid distribution with need, enrollment, and revenue goals.

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Flexible Tuition and
Payment Plan Infrastructure

Offer structured, customizable payment options that improve education access while preserving revenue predictability.

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Integrated
Advanced Accounting

Eliminate duplicate entry, connect tuition and fee collection to your general ledger, and streamline financial workflows across your school.

FINANCIAL INTELLIGENCE

Strengthen Every Part
of Your Financial Operations

Increase opportunities for students, transparency for leadership, and efficiency for staff with integrated solutions that streamline your financial operations.

PAYMENT PLANS

Increase Affordability Without Increasing Work for Your Team

Improve affordability by allowing families to pay for tuition in smaller installments. Save your staff time with efficient tuition management and comprehensive dashboards using data from FACTS IQ.

  • Real-time dashboards project accurate cash flow
  • Multiple payment options for families
  • PCI Level 1 compliant and SSAE 18 audited
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Back to Increase Affordability Without Increasing Work for Your Team
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Learn More about PAYMENT PLANS View a Demo about PAYMENT PLANS

FINANCIAL AID

Make Confident Award Decisions With Less Strain on Your Staff

Save time for administrators with a powerful awarding algorithm that helps schools make data-driven financial aid decisions. Plus, a straightforward application makes it easy for families to apply.

  • Customized applications and awarding formula
  • Automated reminders sent to families
  • Tax transcripts sent directly from the IRS
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Back to Make Confident Award Decisions With Less Strain on Your Staff
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Learn More about FINANCIAL AID View a Demo about FINANCIAL AID

INCIDENTAL BILLING & PREPAY ACCOUNTS

Beyond Tuition: Structured Revenue Management

Schools generate significant revenue beyond tuition. From extracurriculars, field trips, and lunches to scholarship and third-party program funding, there are many fees for families to pay and for schools to collect. FACTS Financial Intelligence centralizes incidental billing and prepay accounts into one structured system, giving families flexible payment options while providing the business office with accurate reconciliation and real-time visibility.

  • Secure ACH and credit card payment options
  • Configurable billing schedules and due dates
  • Automated reminders and payment tracking
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Back to Beyond Tuition: Structured Revenue Management
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Learn More about INCIDENTAL BILLING & PREPAY ACCOUNTS View a Demo about INCIDENTAL BILLING & PREPAY ACCOUNTS

ADVANCED ACCOUNTING

Manage All Your School’s Accounting Needs in a Single System

No matter what general ledger software you use, let FACTS become your accounts receivable subsidiary ledger and achieve more efficient daily operations.

  • Automated financial tracking
  • Maintain accurate records for compliance
  • One system to record all charges, credits, & payments
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Back to Manage All Your School’s Accounting Needs in a Single System
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Learn More about ADVANCED ACCOUNTING View a Demo about ADVANCED ACCOUNTING

SCHOLARSHIP APPLICATION & ELIGIBILITY VERIFICATION

Operational Confidence for School Choice Programs

Manage application intake and eligibility across tax credit, ESA, voucher, and private scholarship models in one configurable system built for scale and consistent program administration.

  • Configurable application workflows
  • Automated income and document verification
  • Structured review and decision controls
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Back to Operational Confidence for School Choice Programs
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Learn More about SCHOLARSHIP APPLICATION & ELIGIBILITY VERIFICATION

FEDERAL FUNDING & E-RATE CONSULTING

Maximize Federal Funding to Support Long-Term Stability

FACTS helps your school maximize Title and E-Rate funding by managing eligibility, documentation, and the compliance process from start to finish.

  • LEA consultation coordination
  • Individualized federal funding strategies
  • Full-service E-Rate support and planning
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Back to Maximize Federal Funding to Support Long-Term Stability
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Learn More about FEDERAL FUNDING & E-RATE CONSULTING

FUNDRAISING

Strengthen Fundraising With Better Donor Engagement

Retain and grow your donor base to support better financial forecasting with a tool that removes barriers for donors and simplifies fundraising management for staff. It can pull donor information from the FACTS Student Information System, making it easy to leverage family contact data without added steps.

  • Multiple giving options
  • Giving plan tiers for every budget
  • Advanced reporting for better campaign planning
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Back to Strengthen Fundraising With Better Donor Engagement
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PAYMENT FORMS

Bring Every School Form Online With an Intuitive Builder

Create customizable event forms and more with an intuitive interface. Plus, collect, monitor, and track online school payments that fall outside tuition and fees.

  • Secure payment collection
  • Intuitive, branded forms and easy data exports
  • User-friendly family experience
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Back to Bring Every School Form Online With an Intuitive Builder
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Learn More about PAYMENT FORMS View a Demo about PAYMENT FORMS

HEAR REAL STORIES OF IMPACT

The Daily Difference for Schools and Communities

Financial Aid That Works for Everyone

CHAMINADE COLLEGE PREPARATORY SCHOOL

After trying another provider, Chaminade College Preparatory School came back to FACTS’ financial aid solution. The result? Better reporting, smoother workflows, and a simpler process for families.

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K-12 Financial Infrastructure That Supports Board-Level Oversight

Financial Intelligence provides real-time tuition and financial aid reconciliation, revenue forecasting visibility, and accounting support within one connected system. With audit-ready documentation and clear enrollment-to-revenue alignment, school leaders gain a transparent financial framework that ensures every decision is grounded in a single source of financial truth.

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Find Out Why Thousands of Educators Rely on FACTS Technology

FACTS has decades of experience in the education industry. We help schools thrive with a dedication to innovative thinking and unparalleled service.

700K+ Financial Aid Applications

Processed efficiently in the 2025-26 term.

$3K+ Annual E-Rate Savings

Earned for schools partnering with FACTS.

FINANCIAL INTELLIGENCE

Frequently Asked Questions

Have questions? You’re in the right place. Explore answers to common questions related to FACTS Financial Intelligence. Learn more about how our solutions support schools, streamline operations, and improve the experience for families and staff.

When your tuition, accounting, incidental billing, and financial aid systems are fully integrated with your student information system and admissions solutions, you reduce errors caused by duplicate data and manual reconciliation. FACTS Financial Intelligence integrates with FACTS IQ and Admissions and Engagement Intelligence, giving you one platform to manage all student data, family communication, and admissions and financial workflows. This simplifies reporting and gives families easy access to pay bills online, including during the enrollment process.
Yes. FACTS Financial Intelligence can replace multiple financial systems by bringing tuition management, financial aid, incidental billing, accounting, fundraising, and payment processing into one integrated platform. Instead of managing separate tools for different financial tasks, schools can streamline operations with connected systems that automatically share data, reducing duplicate entry and manual reconciliation. This unified approach helps administrators save time, maintain accurate financial records, and gain clearer insight into their school’s financial health while delivering a simpler payment experience for families.
FACTS protects school and family financial information through multiple industry-recognized security and compliance measures. FACTS is SSAE 18 audited and PCI DSS Level 1 validated. All FACTS associates (including non-IT ones) regularly participate in phishing simulation tests, security awareness training, and professional development related to internal/external security.
FACTS helps SGOs navigate school choice by providing a configurable system to manage scholarship applications and eligibility verification across tax credit, ESA, voucher, and private scholarship programs. With customizable application workflows, automated income and document verification, and structured review and decision controls, FACTS streamlines program administration while ensuring consistent, scalable processes that support operational confidence.
FACTS Financial Intelligence can help your school improve its financial aid process and expand affordability by providing a clear, holistic picture of families’ finances, simplifying the awarding process. FACTS’ application process is simple for families to complete. You can customize awarding formulas for your school and auto-apply awarding rules to easily narrow down eligible students.
FACTS delivers comprehensive financial reporting tools that help leaders plan with clarity and confidence. FACTS financial dashboards show real-time cash flow and multi-year comparisons, which help schools project revenue with confidence. With consolidated data, your school can reduce guesswork and increase transparency to make strategic, informed decisions.

Let’s Move Your School to a Connected Ecosystem

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Join the Thousands of Educators Who Rely On FACTS

Your school doesn't operate in silos and neither should your technology. Connect your operations with school-wide, actionable insights. 
  • A single system of record
  • Increased enrollment yield
  • Smarter financial management
  • Stronger family connections
  • Better student outcomes

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