Secure, dynamic and user-friendly

Take the risk and hassle out of budgeting. See the bigger picture by providing your stakeholders with a long-term plan up to five years in advance.

Create unlimited budget scenarios and copy them from one year to the next.

What IRIS Financial Planner can do for you

The application’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.
  • See the bigger picture & provide your stakeholders with a long-term plan
  • A secure, dynamic & user friendly school budgeting system
  • Simplify and streamline the budget planning process across your School
  • No more importing of budgets
  • Natural integration into your core financial management software

Benefits:

See the bigger picture and provide your stakeholders with a long-term plan

A secure, dynamic and user-friendly school budgeting system

Simplify and streamline the budget-planning process across your school

No more importing of budgets

IRIS Financial Planner 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.

Discover the power to control every aspect of your budget

Contact us to start your IRIS Financial Planner journey.