Evidence-backed journals
Keep source activity, documents, preparation, and approval beside every entry.
Accounting and financial control
Books your team can explain.
Built for finance leads, accountants, and reviewers.
Keep operational activity, journal evidence, review, and reporting connected so month-end is a controlled process rather than a reconstruction exercise.
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What changes
Close faster because the evidence, review, and accounting treatment are already connected.
Finance teams get a visible close, deliberate approvals, and a durable audit trail without losing the flexibility real schools need.
A visible month-end close
Track reconciliations, open items, ownership, and review status without status-chasing.
Reports you can trace
Follow a reported number back to entries, evidence, approvals, and controlled periods.
Schoolbooks / Accounting & controls Live workspace
Current outcome
Close faster because the evidence, review, and accounting treatment are already connected.
Evidence connected Permissions respected
How the work moves
A complete path, not another disconnected tool.
Each stage carries context and responsibility forward, so the next person receives a decision-ready record.
- 01
Capture the event
Connect the operational activity, source document, date, and responsible person.
- 02
Apply accounting rules
Build the proposed accounting treatment from configured accounts and policies.
- 03
Review exceptions
Route unusual, incomplete, or material items to the right reviewer.
- 04
Close with evidence
Complete reconciliations, approvals, and open-item explanations before controlling the period.
Friction removed
- Supporting documents live far away from the entries they explain.
- Month-end status depends on asking each person what is complete.
- Late changes make approved reports difficult to reproduce.
- Review notes disappear into chat or email after the issue is resolved.
Controls retained
Separation of duties
Preparation and approval can be assigned to different roles where the school requires it.
Period control
Reopening a controlled period is explicit, permissioned, and recorded.
Traceable reporting
A reported number can be followed back to entries, evidence, and approvals.
The AI boundary
Useful automation makes accountability clearer.
AI may
- Prepare reconciliation explanations.
- Retrieve supporting entries and documents.
- Surface unusual changes for review.
AI must not
- Change the chart of accounts on its own.
- Approve journals or reopen periods.
- Replace deterministic debit and credit validation.
Ready when you are
Start with accounting & controls. Expand without starting over.
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AI-assisted work