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STUDENT ACTIVITY FUNDS · K-12 DISTRICTS

Your yearbook fund.
Your athletic accounts.

All defensible.

Account Tree automates the approval process through documentation your district defines. That means every school has the same process and can get students back to running their own activities — the way it should be.

Audit-ready

The trail is already there. Nobody reconstructs it.

No surprises

No fund you hear about for the first time in October.

Every dollar

Has an owner, an approver, and a timestamp.

THE REAL PROBLEM

Most districts can record a transaction. Proving the process is where is falls apart.

The approval, the backup, the request and the person responsible each live somewhere different. When the auditor asks what happened, somebody has to go and rebuild the trail from scratch.

THE APPROVAL

In somebody's inbox

The Backup

In a folder, or a drawer

THE BALANCE

In a spreadsheet

WHO SAID YES

In somebody's memory

That is not a software inconvenience. It is a control problem.

Account Tree makes the approval trail part of the transaction from the start- so there is nothing to rebuild later.

HOW IT WORKS

The process your district already defines — enforced the same way, every school, every time.

01

The request goes in

An advisor, clerk or student submits it with the backup attached from the start. Not after.

02

The right person approves it

Named. Timestamped. Kept. Your district decides who that person is, not us.

03

Only then can money move

Payment cannot run ahead of the authorisation. That is the whole point.

04

The record is already audit-ready

Payment request examples

Nobody assembles anything at audit time. It assembled itself as the work happened.

WHO IT IS FOR

Four people have to be right about this. Not one.

A student activity fund only runs cleanly when the office, the building, the advisor and the auditor are all working from the same record. Account Tree is built so that each one gets what they actually need.

THE BOOKKEEPER

In it every day

Stops being the only person who knows where things stand.

She knows where every dollar is — which is exactly what makes her a single point of failure. One shared process means the district is never one sick day away from a problem.

THE BUSINESS OFFICIAL

Buys it, rarely logs in

Stops finding out about a problem in October.

Sees what is requested, approved, stalled and spent across every school — in time to do something about it, not at the exit conference.

THE CLUB ADVISOR

Reluctant, occasional

Submits it once, and nothing comes back.

He coaches track and runs the yearbook. He is not an accountant, and if it takes more than two minutes he works around it — which is where the gaps come from.

THE AUDITOR

Not a customer. Decisive Voice

Finds the trail already there.

Nothing to reconstruct, so fieldwork gets shorter — and the next district he serves hears about it.

WHY US

Built by people who have done the work — not by a ledger vendor who added a module.

Account Tree began in 2001, when a school principal in the family needed help keeping track of thirty thousand dollars in activity funds. It was a spreadsheet long before it was software. Two decades of doing the actual work sit underneath it.

Checked against someone who lives with it

The principal whose problem started this is still doing the job. What we build gets weighed against somebody who has to use it on a Monday morning — not against a persona in a slide deck.

Your history comes with you

Years of balances sitting in an old platform or a filing cabinet is what stalls the decision to switch. We take the files, map them, load your prior-year balances and hand back a reconciliation that ties.

You are not too small

The districts the big enterprise systems turn away are the ones this was built for. One school or a hundred, the process is the same.

AND AFTER YOU SIGN

Most districts are up and running in days, not a semester.

THE 3 TRANSACTION TEST

Before you talk to anyone — including us — run this on your own district.

Pick three student activity fund transactions from every school. For each one, ask:

01

Can you show who approved it, and when, inside five minutes?

02

Can you produce the backup documentation inside ten?

03

Was the same process followed at every single school?

That is the one we fix. Bring us your three transactions and we will show you what the same three look like in Account Tree.

If even one answer is no, you do not have an accounting problem. You have a control problem.

PROOF FROM THE FIELD

“Switching to Account Tree was game-changing, giving us more control and protecting everyone in the process. Internal audits will take half the time now that everyone is on one uniform and consistent program.”

​​​​BRENDON, MONMOUTH COUNTY VOCATIONAL SCHOOL DISTRIT

"Honestly, switching to Account Tree has been one of the best decisions we have made as a district."​

​

FRANCESCO, DRACUT PUBLIC SCHOOLS, MA

"The system is very easy to navigate. It makes it simple to process checks, handle deposits, and balance monthly statements."​

​​

MICHELE, RSU 16, ME

"Account Tree helped us streamline our student activities processes in all 6 schools"

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DONNA, SAU41 (HOLLIS-BROOKLINE), NH

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