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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.

This is the Account Tree workflow.

Money cannot move until approval is recorded.

  •  Decisions are enforced before money moves​​

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  •  Audit-ready records created automatically

It fits the process districts already follow

Account Tree doesn’t 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.

What an approved request proves

Every approved request shows who decided, when they approved, and that payment was not allowed until authorization was recorded.

The request history

Each step is timestamped, named, and preserved. No reconstruction required.

Control never leaves the system.

How control holds when everyone is involved

District / Central Office

Sets the rules and sees everything

  • Set approval rules and thresholds

  • See activity across every school

  • Answer audit questions instantly

School Principals

Visibility and approval without micromanaging

  • Approve electronically with full context

  • See what’s happening in their building

Club Advisors & School Clerks

Submit and track requests without managing the system itself

  • Submit requests once

  • Attach documentation as part of the workflow

  • Eliminate email threads and paper trails

Students

Participates in financial decisions with appropriate oversight

  • Participate at defined points in the workflow

  • See fund availability and request context

  • Payments are executed by adults, not students

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.”
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