Achieve School Stability With Financal Intelligence
Financal Intelligence connects your school's financial data across its fully integrated general ledger, debtors, creditors, payroll (AU) and billing, turning everyday financial activity into the insight your school needs to plan ahead and lead with confidence.
FINANCIAL CONFIDENCE FOR SCHOOLS
Supporting Long-Term Financial Health With Clarity and Control
One Connected Financial View
When your financial data lives on the same platform as your student records and enrolment data, your school billing is accurate, your reporting reflects reality, and you are not reconciling information across separate systems at the end of every month.
Built for School Finances, Not Adapted For Them
FACTS Finance is not a generic accounting package fitted to schools. It is designed around the way schools actually work, school-wide billing cycles, government compliance, payroll (Australia only), integrated with staff absences, and reporting that speaks the language of school leadership.
Supports Better Decision Making
Visibility that supports better decisions. From budget tracking to cashflow reporting, FACTS gives your finance team the information they need to strategically plan, not just account for what’s already happened.
Finance Intelligence
Strengthen Every Part of Your Financial Operations
Gain clear financial visibility, streamline day-to-day processes and reduce manual workload, helping your team manage operations with greater control, accuracy and confidence.
GENERAL LEDGER
The Financial Backbone of Your School
Every financial decision your school makes starts with data. The FACTS General Ledger connects every transaction across debtors, creditors, payroll (Australia only) and asset management, into one authoritative source of financial truth, giving your school the clarity to plan, forecast and lead strategically.
Department heads can independently access their own budget views, track spending against budget and manage purchase order commitments — and have relevant discussions with business managers rather than data collection requests.
- Centralised integration across all financial modules
- Budget visibility with committed funds tracking
- Departmental budget access for HODs and cost centre managers
- Drill down from summary reports to individual invoices and transactions
- Monthly board reports, including cash flow tracking, budget variances and forecasts and annual financial statements
DEBTORS
Billing that Connects to the Way Your School Actually Works
School billing can be complex. You are billing across year levels, adding incidentals mid-term, managing mid-year enrolments and working with families at different stages of their payment journey. FACTS school-wide billing handles all of it, including home stay, payment plans and discounts, integrated to your enrolment and curriculum data, so charges are accurate from the start.
When a student enrols mid-year, catch-up billing applies from their commencement date. When a student changes subjects, the billing reflects it. And when it is time to generate invoices, it happens at scale accurately, with the detail families need to understand what they are paying for.
- Connected to enrolment data, charges update as records change
- Comprehensive debtor reporting and accounts receivable management
- Homestay payments, core payment plans and discounts
- Parent Portal
CREDITORS
Control spending before it happens, not after
Purchase orders give your school a formal approval process for expenditure ensuring every spend is authorised before it is committed and every supplier invoice is matched to an approved order before it hits the ledger.
FACTS supports batch processing of invoices, audit trail tracking and the full purchase order workflow from request through to payment. Your finance team has clear visibility into commitments and can see what remains outstanding.
- Controlled purchase order approval workflows
- Batch invoice processing for high-volume supplier management
- Audit trail for all creditor transactions and approvals
- Integration with the general ledger for accurate financial reporting
ASSET MANAGEMENT
Know the True Value of Your Assets
The Asset Register adds a complete picture of your school’s physical and financial assets, tracking depreciation, recording acquisitions and disposals, and keeping asset values accurately reflected in your financial statements. Everything your auditors need is already there.
- Have all asset records, histories and valuations in one place
- Ensure asset values are correctly reflected in your financial statements
- Ability to maintain accurate depreciation schedules and book values
- Reduce audit preparation time and back-and-forth
FINANCIAL REPORTING
Reporting You Can Rely On
Financial reporting should not require hours of manual preparation. FACTS generates comprehensive reports directly from the ledger, monthly board packs, annual statements and cashflow reports, all reflecting current data.
- Customisable financial reports for board, leadership and operations
- Cashflow reporting to support planning and forecasting
- Audit-ready reporting with full transaction history
PAYMENT PLANS AND BILLING (Australia Only)
Upscale your Family Experience
Finance Intelligence gives your school powerful financial management tools. Upscale your experience with FACTS Payment Plans and Billing solution takes the family payment experience a step further with actively managed payment plans, a dedicated family support desk that handles payment queries on your behalf, and dashboards that give your business manager clearer visibility of cash flow.
- Actively managed payment plans, flexible schedules per family
- Family support desk. FACTS handles the calls, not your team
- Dashboards for cash flow visibility and forecasting
- Incidental billing and Payment forms
- PCI DSS Level 1 validated payment security
HEAR REAL STORIES OF IMPACT
The Daily Difference for Schools and Communities
Supporting St Jakobi Lutheran School, South Australia, to transition to online financials
The team at St Jakobi can now log in and manage creditors, payroll and the general ledger effectively anytime from their office or home.
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.
Let’s Move Your School to a Connected Ecosystem
We’ll help you take care of the how, so you have more time to focus on your why.
Get Started Today
Join a growing community of Schools across Australia and New Zealand using FACTS.
- One Record. One Platform.
- Engage Families with Confidence
- Strengthen Academic Management
- Confident Financial Management
- Improve Student Outcomes
