WHY ACCOUNT TREE
Control before the money moves.
Accounting software records transactions. Account Tree is management software. The request, the documentation, the approval, and the accountability all come before a dollar leaves the account. Then it records the history: every step, time and date stamped, attached to the transaction, one click away.
REQUESTS DOCUMENTATION APPROVAL ACCOUNTABILITY THEN THE ACCOUNTING
THE FOUNDATION
Real controls, built for school staff.
REAL ACCOUNTING, PLAIN ENGLISH
Debits and credits underneath. Withdrawals and deposits on screen.
The books in Account Tree are real books. School staff work in plain language, deposits, withdrawals, and line items, while Account Tree records the accounting behind every one of them. A secretary never has to learn which side of the ledger a deposit lands on, and an auditor never has to wonder whether the records underneath are real.
YOUR APPROVAL PROCESS, BUILT IN
Each school and process gets its own customizable path.
The district decides who reviews a request, in what order, and where it steps in above a dollar threshold. A path can start with a student and run up to the district itself. Nobody can skip a step, and even an edit to an approved transaction goes back through approval. It's the district's own policy, enforced by the system instead of a memo.
EVERY FUND KNOWS ITS REAL BALANCE
Balance. Encumbered. Available Balance.
When a purchase is approved, Account Tree subtracts the commitment from what's available to spend before a dollar leaves the account, so nobody overspends against money that is already promised. When nothing is encumbered, the extra columns disappear.
BALANCE
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$5,000
ENCUMBERED
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$1,200
AVAILABLE BALANCE
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$3,800
VISIBILITY
The business office sees everything, without asking anyone.
EVERY SCHOOL VISIBLE ON ONE SCREEN
Every school keeps its own books. One dashboard carries all of them.
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Transactions, pending approvals, encumbrances, available balances. Drill down from the district view to a school, to a fund, to the transaction itself. No waiting for a school to send a report, and no finding out in October. When balances need to land in the district's financial statements, the business office runs the totals itself: any school, any fund, any period.
EVERYONE SEES EXACTLY WHAT THEY SHOULD
The district sees everything. A school sees its school. An advisor sees their funds.
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Access follows the role. A school sees its own funds and nothing from the school next door. Teachers and students see only the funds assigned to them, with view-only access when that's all they need. Nobody is handed more than their job requires, and nobody has to ask for less.
UNLIMITED USERS INCLUDED
Every login is a person. No seat limits.
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Give every advisor, coach, student treasurer, and approver their own login, with the permissions their role requires. The subscription includes unlimited users, so nobody shares a password to save a seat, and every approval on every record traces to one real person.
ACCOUNTABILITY
When someone asks, the answer is already there.
ONE CLICK FROM THE LEDGER
The whole story of a transaction, on one page.
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Who submitted it, every approver, and who processed it, each with a date and time stamp the system applies and nobody can edit. The backup documentation sits on the same page. When the auditors come, give them their own read-only login to every school, fund, transaction, and report. They pull their own sample, they can't change a thing, and nobody on your staff is hunting for an email approval from 15 months ago.
KNOW WHO HAS THE CASH
The fundraiser ended Friday. Who has the money Monday morning?
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The advisor records the count. The person receiving the cash confirms the amount. Account Tree records who handed it over, who accepted it, how much, and when. The count, the handoff, and the deposit are three records that have to agree, so if a number changes on the way to the bank, the record shows where, and who had the cash when it did.
BANK RECONCILIATION
The variance has nowhere to hide.
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Each school's bank accounts reconcile inside Account Tree: cleared transactions, outstanding checks, deposits in transit, the balance per bank and the variance, all saved with the reconciliation. The district sees every reconciliation live, and the business office can require a separate reviewer, so the person who reconciles is never the person who approves it.
GIVE THE STUDENT TREASURER REAL WORK TO DO
Students do the work. The district keeps the control.
A student treasurer can help build the yearbook budget, submit the printing request, and compare actual sales and costs with the plan. The district decides which steps students can take and which approvals belong to staff. When the next yearbook team takes over, they can see how the last one did.
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Strong controls are what make student access possible. A student treasurer can build the budget, submit the payment request, enter the cash count, and compare actuals with the plan. Every one of those actions goes to the club advisor for approval before it counts. The district decides which steps students can access, and nothing a student enters goes anywhere until the advisor approves it.
UP AND RUNNING
Live in 24 hours. Trained in an hour per role.
HELP ON EVERY PAGE
Every page explains itself.
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Each page carries its own help section, written for that page. A new secretary or a reluctant advisor doesn't have to remember a training session from August. Most questions never become support tickets because the answer is on the screen they're already looking at.
TRAINING AND GO-LIVE
Clean records, live tomorrow.
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Account Tree handles the setup. Your schools, funds, balances, and users come in by upload, not re-keyed by your staff. Then each role trains in about an hour. Advisors learn to submit. Approvers learn to approve. Nobody sits through a tour of screens they'll never open.
SEE IT ON YOUR OWN TRANSACTIONS
Bring us three transactions.
01
A Purchase
Routed for approval, encumbered against the fund, processed with every step stamped.
02
A fundraiser deposit
Cash tracked from count to handoff to deposit, three records that have to agree.
03
The one your auditor asked about
Traced from request to payment on one page. No email thread, no file drawer, no one's memory.