Accounting

Help your clients modernize finance without adding to your workload

Partner with Edstruments to deliver automation, visibility, and accountability for every client. Keep your existing process and grow your firm’s capacity.

Trusted by mission-driven leaders managing over $1 billion in annual funding.

What's holding you back

Manual processes limit your capacity

Finance teams waste hours on tasks that should take minutes. Here's what changes when you automate.

Without Edstruments

  • Hours lost reconciling client budgets and AP
  • Endless email approvals and paper trails
  • Disconnected systems that slow reporting
  • Limited visibility into client finances

With Edstruments

  • 50–75% less manual reconciliation
  • Real-time dashboards shared with clients
  • Automated approvals and connected workflows
  • Multi-client visibility in one dashboard
Manual processes limit your capacity
“With Edstruments, we issue payments daily instead of twice a week. Vendors get paid faster and our clients stay happy.”
Kayla Tocco Kayla Tocco Divisional Director of Accounting, Charter School Management Corporation
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16,000hours saved
80,000Invoices processed in 2025
50%more clients served without adding staff

Give every client clarity and your firm more capacity

Unlike generic business software, Edstruments is purpose-built for organizations that manage restricted funds, complex approvals, and public accountability because that’s all we do.

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Give every client clarity and your firm more capacity

Why firms choose Edstruments

Grow your client base, reduce manual work, and deliver the modern finance experience clients now expect

Save Hours Every Week

Automate reconciliation, approvals, and reporting so your team can focus on higher-value advisory work.

Serve More Clients with Your Team

Manage client organizations from one dashboard with role-based access.

Deliver Real-Time Insight

Provide clients with live budget and spend visibility. No more waiting for month-end reports.

Strengthen Client Retention

When clients see transparency and results, your firm becomes indispensable.

Why firms choose Edstruments
Total Budget$4.2M+25.00%
Spent$3.1M12%

Choose the partnership that fits your firm

Whether you prefer to refer clients or include Edstruments as part of your services, we’ll support you every step of the way.

Referral Partner

Introduce clients and earn referral rewards. Our team handles onboarding, training, and support.

Referral Partner

Bundle Edstruments with your firm’s services to deliver complete back-office modernization.

“With Edstruments, we issue payments daily instead of twice a week. Vendors get paid faster and our clients stay happy.”
Kayla Tocco Kayla Tocco Divisional Director of Accounting, Charter School Management Corporation

Let’s modernize mission finance together

Join accounting firms and back-office providers that are helping schools and nonprofits save time, improve transparency, and accelerate their impact.