Free Resource
K-12 Financial Operations Assessment
Use this assessment to score how mature your student financial operations workflows are across fee setup, payment tracking, asset accountability, parent communication, reconciliation, exports, and reporting.
What Gets Scored
Six workflow areas, one maturity score.
Fee setup
How consistently fees are structured and assigned across schools.
Payment tracking
Whether payment status is visible in one place or scattered across systems.
Asset accountability
Whether assigned devices and obligations are connected.
Parent communication
Whether families see accurate, current balances.
Reconciliation
How much manual work it takes to close out a period.
Reporting
Whether district leadership can get a clean report on demand.
FAQ
Common questions.
How long does this take?
About 10-15 minutes for someone familiar with your district's fee and payment workflows.
Do I need to be technical?
No — it's written for finance and operations staff, not IT.
What do I get?
A maturity score across the six areas and a short set of recommendations.
What happens after?
You can book a Workflow Review to talk through the results with our team.