School Finance & Accounting Software

Fees, invoices, ledgers, bank reconciliation and financial statements in one system.

In short: School finance and accounting software tracks a school’s money - student invoices, payments, expenses, ledgers and financial reports. SwiftPlus covers student ledgers, payment vouchers, the general ledger, trial balance and bank reconciliation, with income statements, balance sheets, cash flow and budgeting on the Enterprise plan.

SwiftPlus finance and accounting

Everything this module includes

Student invoicing and payments

Automatic per-student invoices with itemised fee breakdowns.

Payment vouchers

Recorded, tracked and auditable payment vouchers for every transaction.

General ledger and trial balance

A real double-entry ledger feeding an accurate trial balance.

Bank reconciliation

Match bank records against the ledger and catch discrepancies.

Financial statements

Income statement, balance sheet and cash flow statement.

Budgeting and variance analysis

Plan the school budget and compare actuals against it.

From setup to results in 4 steps

1

Configure the fee structure

Tuition, boarding and custom fee categories per class and term.

2

Invoice and collect

Term invoices generated; payments recorded against each student.

3

Post to the ledger

Every transaction flows to the general ledger and trial balance.

4

Reconcile and close

Bank reconciliation, then period-end financial statements.

Which plan includes this?

Finance is tiered: student invoicing starts on Basic; the trial balance, general journal, ledger, bank reconciliation and payroll are Pro; financial statements, cash flow and budgeting are Enterprise.

  • Basic: fee invoicing and payments
  • Pro: trial balance, general ledger, bank reconciliation, employee ledger and payroll
  • Enterprise: income statement, balance sheet, cash flow, budgeting and variance analysis
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Common questions

SwiftPlus provides school-focused accounting - student ledgers, payment vouchers, a general ledger, trial balance, bank reconciliation and, on Enterprise, the full set of financial statements with budgeting.

Ready to see SwiftPlus in your school?

Book a demo and we'll walk you through the workflows that matter to you.