K-12

Clarity for every school dollar

Plan, purchase, pay, and manage spend in one unified system built for education, nonprofits, and public agencies.

Clarity for every school dollar
Budget overviewLive Sync
Amber M.Amber M.Approved RequestApproved
Kayla Tocco
Smart Transaction Coding
PTA Funds 4,300 Other | Unrestricted 100% allocated | 20% spent YTD
Total: 85.8K

Finance in education is complicated, but your tools don’t have to be.

Most teams spend weeks reconciling versions, importing data, and chasing approvals. By the time numbers are finalized, they’re already outdated.

The result: confusion, surprises, and missed opportunities.

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“We’ve gone from manual entry and constant back-and-forth to a much more streamlined process that saves time for both our team and our schools.”

Kayla Tocco Kayla Tocco Divisional Director of Accounting, Charter School Management Corporation

One hub for the entire K-12 finance lifecycle

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Unified data

Edstruments unifies every financial workflow — from budgeting to payables to purchasing — in one system that syncs with your accounting software

Build & Track BudgetsAutomated Procure-To-PayCards & Employee Spend

Real-time visibility

Everyone from CFOs to school site leaders gets a clear, up-to-date picture of where money stands and what’s possible next.

Allocated Budgets
Budget Name Code Size Close Date
Certificated Teacher’s Salaries11003,723K3,723K3,723K$10,945K06/30/26
SalariesSAL3,723K$7,286K06/30/26
SalariesSAL3,723K3,723K$3,464K06/30/26

Tailored for the way mission-centered teams really work

Edstruments is designed for organizations that manage public trust, restricted funds, and shared accountability — not simple expense tracking.

  • Live budgets synced from your ERP
  • Department- and grant-level tracking
  • Plain-language dashboards for non-finance users
  • Digital requisitions and approvals
  • Automated budget checks before purchase
  • No more email chains or duplicate data entry
  • Scan, approve, and pay invoices in one place
  • Auto-categorization and audit-ready records
  • ACH, card, and check options — all integrated
  • Issue virtual and physical cards by departmentThe Edstruments Visa® Card is issued by The Huntington National Bank, Member FDIC, pursuant to a license from Visa U.S.A. Inc.
  • Real-time spend controls and alerts
  • Auto-reconciliation with budgets and ERP
Math CurriculumTotal: 5.75K
Tech SuppliesTotal: 13.2K
ERP synced
Invoice uploaded
Budget check passed PO #483920
Lakeshore Learning$1,421
Approved
Ready for payment processing
Invoice fetched
Invoice
English Tutoring$12,320.10

The Edstruments Visa® Card is issued by The Huntington National Bank, Member FDIC, pursuant to a license from Visa U.S.A. Inc.

Spent$2,000 Assigned$18,200 Available$22,000
Resets in 13 days
Card NameEnglish Department
+25.00%
A receipt is needed for purchases of $75 or more
What's holding you back

How Edstruments compares to the tools schools are using today

Outdated systems slow down accountability. Edstruments brings compliance, speed, and transparency into one platform.

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Without Edstruments

  • 20-tab Excel files passed between principals and finance staff
  • Approval chains lost in inboxes and paper forms
  • Manual data entry and delayed vendor checks
  • Leaders ask “How much is left?” at every meeting
  • Stressful and reactive

With Edstruments

  • Live budgets synced with your ERP and visible to every leader
  • Digital requisitions with automatic budget checks and routing
  • Integrated ACH and card payments issued in days, not weeksThe Edstruments Visa® Card is issued by The Huntington National Bank, Member FDIC, pursuant to a license from Visa U.S.A. Inc.
  • Real-time dashboards for schools, finance teams, and boards
  • Built-in audit trails with every transaction automatically logged
How Edstruments compares to the tools schools are using today

Modernize your school’s finance workflows

Serve faster. Report smarter. Stay accountable

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"Our school-based users now have more ownership over their budgets. They can see everything for themselves and make decisions without relying on the finance team."
Dennis Chao Dennis Chao Director of Finance, KIPP SoCal
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20schools supported by Edstruments
100%adoption by school network
<6months to full scale implementation

Works with the systems you already trust

Edstruments integrates seamlessly with MIP, Sage Intacct, PowerSchool, Skyward, Tyler Munis, QuickBooks, and Blackbaud.

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MIP

Finance that helps your schools move faster.

Simplify finance for your central office, back-office provider, and school sites — all in one connected hub.

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