FundView
School finance, built for the people who run it.
Cashflow projections, fund balance tracking, referendum modeling, board reporting, and AI-assisted analysis. One platform, built for Indiana school districts.
Your financial picture is spread across a dozen spreadsheets. And none of them talk to each other.
CFOs and treasurers maintain separate spreadsheets for cashflow, fund balances, projections, and board reports. When the board asks for a five-year outlook, the answer takes days to assemble from disconnected sources. Every assumption lives in a cell that someone built years ago, and the logic behind it may or may not be documented.
Indiana’s SEA 1 changed the funding formula, tax rate calculations, and referendum rules. Every one of those changes means rebuilding projection models from scratch, because nothing in the current toolset adapts automatically. The state changed the rules, but the tools districts use to plan around those rules have not kept up.
ERPs handle transactions. Analytics tools visualize history. But the forward-looking work, the decisions about referendums, what happens to fund balance under different scenarios, what to tell the board next month, that still happens in spreadsheets. And it depends entirely on whoever built the spreadsheet.
One platform. Six things no other tool in this space does together.
Five-Year Cash Flow Projections
Object-code-level assumptions, monthly granularity, Education and Operations fund tracking. Import directly from your ERP export.
Fund Balance Tracking
Current and projected balances by fund. General, Referendum, Debt Service, Capital Projects. Visual trend lines that show where each fund is heading.
Referendum Modeling
Scenario modeling for operating and capital referendums. Tax rate impacts, homeowner cost calculations, what-if analysis for different ballot measures.
Board-Ready Reports
Financial narratives, trend charts, and executive summaries generated from the platform. Presentation view designed specifically for board meetings.
AI Finance Assistant
Ask plain-language questions about your district’s financial data. “What happens to our fund balance if we lose the referendum?” Answered in seconds, not days.
Scenario Comparison
Side-by-side comparison of financial decisions and their five-year trajectories. See the downstream impact of every choice before you make it.
Built and working. Not a mockup.
FundView is a live application. These are screens from the working platform, not design concepts.
Executive Dashboard
Fund balances, cashflow status, and key indicators at a glance.
Five-Year Cashflow with Scenario Comparison
Monthly projections at the object-code level. Compare scenarios side by side.
Tax Rates and Referendum Modeling
Rate history, assessed valuation trends, and referendum scenario calculator.
Balance Trajectory
Five-year ending balance projections with baseline and scenario overlays.
The tools districts have today weren’t built for what they need tomorrow.
57% of districts using AI for financial forecasting report very accurate projections, compared to 8% without.
Frontline Education, K-12 Lens Research, 2025
Steve Troyer
Steve spent 22 years in public education, including five as superintendent of a 2,500-student district where he managed a $32.8M operating budget, led $77M in capital projects, and oversaw approximately 450 employees. He sat in the same seat as the leaders FundView is built for, managing fund balances, presenting financial projections to a school board, and making the case for operating referendums with real money on the line.
This is not a tech company selling to schools. It is a former district leader building tools for the people who do the work he used to do. Every feature in FundView comes from actual experience managing a real district budget, not from a product team guessing what school finance looks like from the outside.
Start with a conversation, not a contract.
Schedule a Walkthrough
30 minutes. Your district’s financial operations, what tools you use today, what’s working, what isn’t. We walk through the platform and answer every question.
See It With Your Data
We configure a working version of FundView with your district’s actual financial structure. Funds, object codes, enrollment, tax rates. You see exactly how it works with your numbers.
Decide If It Fits
No pressure. If FundView solves the problem, we talk about pricing and timeline. If it doesn’t, you’ve spent 30 minutes and learned something about what’s possible.
This is not a sales call. It is a conversation about whether FundView fits your district.
Common Questions
Your district’s financial picture, in one place.
See whether FundView fits your district. 30 minutes, no obligation.