Financial Management
AptaFund’s financial management features have been carefully cultivated by working directly with school financial officials that use AptaFund daily to navigate the challenges of modern-day school accounting, budgeting, and reporting needs.
- Download Financial Managment Overview (PDF)
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Powerful Accounting & Budgetary Tools
for Modern K-12 Organizations
- Designed specifically for K-12 districts, DOE's, & education organizations
- Advanced Cloud-based hosting, disaster recovery, & security options
- Real-time data management & secure data sharing
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User & Role-based security settings
- Dynamic Grid reporting capabilities with built-in state and federal reporting requirements
- Single Sign-on access and navigation between systems
- Choose from On-premise deployment or cloud hosted Software-as-a-Service (SaaS) options
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Third-party software integration ability
Budgeting Made Easy
AptaFund’s advanced budget preparation module gives you the tools to create, analyze, and maintain your budget. Built-in flexibility and planning features lets you forecast multiple budgeting scenarios — allowing you to create informed “what-if” scenarios to prepare for all budgetary surprises.
- Detailed Payroll Budgeting
- Advanced Forecast Planning
- Intuitive User Interface
Optimized Accounts Payable & Purchasing
Customizable AP Voucher Workflows lets you take control of the process from beginning to end by automating your accounts payable and purchasing processes. Fully eliminate time consuming manual approval processes and safeguard against manual errors.
- AP Voucher Automated Approval Workflows
- Purchasing Requisitions Management
- Real-time Data Updating Across Systems
Customizable Dynamic Grid Reporting
AptaFund’s dynamic grid-based reporting lets you create customizable reporting views down to the column, row, and fields. Advanced filtering features give you the tool to drill down on data and better analyze your finances.
- State Specific Reporting
- Work-class Support Team
- Yearly Educational Webinars & Events