Learn more about IRIS Financial Planner

With dynamic analysis and reporting, plus a range of helpful tools, IRIS Financial Planner empowers you to think strategically and make informed decisions. By integrating with PS Financials’ core accounting, purchasing and reporting software, IRIS Financial Planner provides you with a consistent application suite that removes duplication of work and helps with managing a school budget. Whether you’re a school, an academy, a free school or a MAT, IRIS Financial Planner takes the risk and the hassle out of the complex financial management process.

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.
  • 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


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


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.
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