Account Tree is student activity fund management software for K-12 school districts.
Approvals happen before money moves — not after.
Here’s the difference:
Account Tree manages the process.
Accounting becomes the outcome.
How approval is enforced before payment.
Money cannot move until approval is recorded.
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Decisions are enforced before money moves​​
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Audit-ready records created automatically
Built for the process districts already follow
Account Tree does not add steps.
It replaces side work done in emails, spreadsheets, and paper.
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The same process districts already use is captured once and enforced consistently, every time.
Every approved request shows who decided, when they approved, and that payment was not allowed until authorization was recorded.
Each step is timestamped, named, and preserved. No reconstruction required.
Control before payment.
How approval is enforced before payment.
Account Tree controls the process before money moves.
Requests must be approved before payment can happen. Documentation is captured as part of the workflow, not collected afterward. Each step is recorded automatically, creating a complete audit trail without extra work.
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Money cannot move until approval is recorded
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Required steps happen in the right order
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Documentation is captured within the workflow
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Audit-ready records are created automatically
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Control stays inside the system from request to payment
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When access reflects responsibility,
the workflow becomes easier to follow and harder to break.
Role-Based Access That Supports the Workflow
Role-based access is not just about security.
It defines who participates in each step of the process.
District administrators, principals, bookkeepers, advisors, and students do not have the same responsibilities. They should not see the same actions or carry the same authority.
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Account Tree uses role-based access to guide each person through the part of the workflow they own. That reduces confusion, keeps approvals aligned with authority, and makes accountability easier to follow.
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​Each user sees the actions tied to their role
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Visibility matches responsibility
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Approvals align with authority
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Users are guided through the process they own
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Oversight stays clear without creating clutter
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When access reflects responsibility,
the workflow becomes easier to follow and harder to break.
Roles in the Workflow
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District / Central Office
Sets rules, monitors activity across schools, and maintains oversight.
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School Principals
Reviews and approves requests with visibility into activity at the building level.
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School Clerks
Submits request, attach documentation, and process approved requests.
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Club Advisors
Submit requests, attach documentation, and track progress through the workflow.
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Students
Participate in financial decisions at defined points, with adult oversight and execution controls.
What our clients are saying
New Jersey School District
“I wish we had switched sooner.”
New Hampshire School District
"Our activity fund audit was straightforward — everything was already documented."
New York School District
"I used to explain our process. Now I just show the screen."
Massachusetts School Principal
“I don’t have to chase approvals anymore. Everything is right there.”