Private Schools

Simplify School Finances with Smart AP Solutions

Streamline Payments to Support your Academic Mission

To help private and independent schools improve their financial operations through smart, secure, and school-focused accounts payable services.

Simplify School Finances with Expert Accounts Payable Support

We help K-12 and higher education institutions manage their payments, streamline vendor operations, and stay compliant, so you can focus on delivering quality education.

Our Services

We understand the seasonal, regulatory, and operational needs of private schools. Our AP services are tailored to fit the academic calendar, donor reporting, and tuition cycles.

Invoice Receipt & Approval
  • Centralized intake of vendor invoices
  • Customizable workflows for department heads, principals, or administrators
Vendor Management
  • Onboarding and maintaining vendor records
  • W-9 collection, ACH setup, and documentation storage
Payment Processing
  • Secure payments via ACH, check, or card
  • Scheduled disbursements for leases, books, IT, and more
Budget Allocation & Fund Tracking
  • Tag and track expenses by department, donor-restricted fund, or program
  • Compatible with your accounting system (QuickBooks, Blackbaud, etc.)
Reporting & Reconciliation
  • Monthly AP Aging reports and dashboards
  • Year-end financials for audits or board meetings
Recurring Payments
  • Automated processing for regular payables like utilities, janitorial, or food services
Audit-Ready Documentation
  • Full digital archive with search, access controls, and export options
Compliance Support
  • Support for 990 filings (for non-profit private schools) and local/state education reporting