About Us
Account Tree was founded with a singular mission: to empower K-12 schools to manage their student activity funds with unparalleled ease, transparency, and compliance. We understand the unique complexities that school finance administrators, principals, and activity sponsors face daily.
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Our Expertise: Our team brings together years of specialized experience in K-12 finance, accounting, technology, and software development. This deep understanding of the educational landscape allows us to build solutions that truly meet the specific needs of schools, rather than generic accounting tools.
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Our Mission: We are dedicated to providing a specialized, user-friendly, and highly compliant software solution that simplifies the often-burdensome task of managing student activity funds. We aim to free up valuable time for school staff, reduce financial risk, and increase transparency for all stakeholders.
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Commitment to Education: We believe that well-managed student activity funds are crucial for enriching student experiences and supporting vital school programs. Account Tree is more than just software; it's a partner in ensuring the financial health and accountability of your school's student activities.
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​Serving K-12 Districts like yours since 2022, working with Schools since 2001.​
How it started
Account Tree was developed from a real need from a real school system.
Our co-founder Tom was contacted by his brother, a school principal, and he was looking for a solution for tracking Student Activity Funds. Tom developed a spreadsheet to help make the process easier. Once other schools in the district got wind of it, he was asked to duplicate the spreadsheets for the entire district.
Since tracking Student Activity Funds is mandatory, Tom figured there must be a software solution out there, but his research surprised him. He found that although auditors require Student Activity Funds to be tracked, they were recommending complicated accounting software to track them. This software can be difficult to learn even if you are a trained bookkeeper or accountant. For most schools these accounting options failed the usability test, but it was all that was out there.
And so, Account Tree was created by Tom and Kevin. This software is not only easy to use, but meets the needs at the school, district and even the auditor's levels.