IRIS Financial Planner

Complex school and trust budgeting made simple, secure, dynamic, and user-friendly. With our financial planning and school budgeting software you can:

Harness the power of insight and see the bigger financial picture
Create monthly payroll and budget reports with ease
Automate budget consolidation across multi-academy trusts

Simplifying complex school budgeting

Budgeting can be a complicated process, particularly across large multi-academy trusts. IRIS Financial Planner keeps it simple.

IRIS Financial Planner’s user-friendly interface allows you to model alternative budget scenarios and create monthly payroll and budget reports with ease, with automatic budget consolidation for multi-academy trusts.

Unlike other budgeting systems, you can apply full or partial costs to customisable analysis tags, enabling you to plan and report school expenditure on a granular level.

Eliminate the risk of human error and save your staff valuable time for the tasks that really matter.

Laptop img@2x 6 | IRIS Financial Planner

Get your free finance planner demo

Features

Integration Generate accurate, detailed costings, including maternity, national insurance, and pension contributions, with no manual calculations required.
Dynamic reporting Interactive charts provide instant access to KPIs, ratio and cash flow analysis, Pupil Premium, Sports Grant trackers, and year-end forecast reports.
Create, copy, and compare Create unlimited budget scenarios, copy budgets from one financial year to the next, and compare scenarios at the click of a button.
Fix budgets Lock approved budgets for full auditability and management report reconciliation.