With Account Tree,
Great Things Can Happen.
An intuitive yet powerful SaaS software solution for Student Activity Funds. Simple to the school user while offering the district administrator real-time oversight, as well as detailed reporting capabilities.
Account Tree is so easy to navigate - it’s elementary. School User Basic training is a 5-minute video.
Partnerships
We couldn't be more proud to announce a partnership with MySchoolBucks!
Our integration seamlessly imports your MySchoolBucks payments directly into Account Tree’s fund management software, providing schools with a comprehensive, automated solution for managing their finances. By eliminating the need for manual data entry, it reduces administrative overhead, minimizes errors, and ensures real-time updates. Schools can now benefit from greater visibility into their financial transactions, improved reporting capabilities, and a more efficient workflow, allowing staff to focus on strategic planning and enhancing the educational experience for students.
What We Offer
With Account Tree, schools have an easy method to track and manage their Student Activity Funds, districts have the real-time oversight they need, and students get real experience in managing their funds (with oversight).
We offer essential functionalities such as Reporting, Check Writing, and Account Reconciliation, supplemented by a range of beneficial additional features. We are continuously expanding our offerings, with upcoming additions such as a financial literacy tool tailored for students!
Internal Controls
Customized to fit the way your district tracks student activity funds, with internal controls for student activity funds.
Audit Trail
Through our powerful reporting and search functionality, its easy for auditors to find, view, and follow fund activity throughout the system.
Check Writing
School level users can create and print checks directly from Account Tree.
Reconciling Accounts
District level users can lock transactions from being edited so reconciled line items cannot be changed.
Real-Time Oversight
District level users have real-time oversight of all activity in each school's Student Activity Funds.
Reporting
Our robust reporting gives you what you need at the school, district, and school board levels. Almost all information can be exported to a .PDF or .CSV file.
... and most of all:
Ease of Use
Account Tree was designed to be used without any prior accounting or auditing experience. The basic functionality can be learned through a simple 5-minute video, and we removed all of the unnecessary accounting terms for you. Everything you need, and nothing you don't.
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Built for Educators, with the help of Educators
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.
Easy to Learn
Training is a 5 minute video
Real Time Tracking