FundView
School finance, built for the people who run it.
Cash flow projections, fund balances, capital and debt planning, referendum modeling, compliance, board reporting, and an AI assistant. 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. Everything the forward-looking work needs, in one place.
Five-Year Cash Flow Projections
Project every fund to the object-code level. Monthly detail for the year you are managing, annual for the years you are planning, with scenarios side by side.
Fund Balance Tracking
Current and projected balances by fund. Education, Operations, Debt Service, Capital, Rainy Day. Trend lines that show where each one is heading.
Capital Project Planning
The multi-year capital plan. Projects, priorities, per-year outlays, and the funding gap, grounded in Indiana’s capital statute.
Debt Management
Every instrument the district carries. GO bonds, lease rentals, and Common School Fund loans, with service, maturities, and refinance windows.
Bus Replacement Planning
The fleet and its replacement plan. Fleet aging, the retirement cliff, and the funding it takes to stay ahead of it.
Referendum and Tax Modeling
Operating and capital referendum scenarios. Tax rate impact, homeowner cost, and assessed valuation trends for any ballot measure.
Board Reporting
Board-ready narratives, trend charts, and a presentation view built for the meeting, generated from the platform instead of rebuilt by hand.
Indiana Compliance Calendar
Every Indiana deadline and the rule behind it, verified against DLGF, SBOA, IDOE, and IEERB sources.
District Documents
Upload board policies, referendum FAQs, bond memos, and master plans. The assistant answers from them with the exact passage and page.
Ask anything. Get an answer you can stand behind.
Not a generic chatbot. FundView answers in plain language, in seconds, from three things no general AI can reach: your district’s own numbers, verified Indiana law, and your own documents.
Your numbers
“What happens to fund balance if the referendum fails?”
Answered straight from your live five-year projection.
Verified Indiana law
“When is the AFR due, and can we still appeal the levy?”
Answered with the rule and the agency source behind it, never a guess.
Your district documents
“What does our board policy say about fund balance targets?”
Answered with the exact passage and page from your own files.
Verified Indiana rules and your district’s documents are what set it apart. It cites its sources, and it will say when it does not know.
Built and working. Not a mockup.
FundView is a live application. These are screens from the working platform, not design concepts.
Command Center
The whole district in one screen. Cash, encumbrances, reserves, deadlines, enrollment, and tax position, all in one place.
Executive Dashboard
Fund balances, monthly trends, and spending pace the moment you sign in.
Five-Year Projections
Every fund projected to the object code. Adjust any line in any year and it cascades forward.
Capital Projects
The multi-year capital plan. Projects, priorities, per-year outlays, and the funding gap.
Debt Management
Every debt instrument the district carries, with service, maturities, and refinance windows.
Bus Replacement
The fleet and its replacement plan, with the retirement cliff and the funding it takes to stay ahead of it.
Board View
A board-ready financial picture, fund by fund. Present it straight from the platform.
Indiana Compliance
Every Indiana deadline and the rule behind it, verified against agency sources.
Tax Rates and Referendum
Rate history, assessed valuation, and referendum scenarios in one place.
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.