01 · Request
The request goes in
An advisor, clerk or student submits the purpose, amount and backup from the start. Not after.
Your yearbook fund. Your athletic accounts.
All defensible.
Account Tree is the student activity fund management solution built for K-12 school districts. We automate the approval process around documentation your district defines, so every school follows the same process.
About Account Tree
Every school in your district handles activity funds the same way, your district’s way.
Account Tree manages student activity funds for K–12 school districts, automating the approval process around documentation your district defines so the money is controlled before it moves.
It is management software, not traditional accounting software. Your district accounting system holds the books; Account Tree manages the approval process and hands you clean totals.
Tom Rossi — Founder, Account Tree
Co-founded Account Tree with Kevin Rossi.
Software & How It Works
The process your district already defines, enforced the same way at every school.
Approvals in email, documentation in folders and balances in spreadsheets leave a trail to rebuild. Account Tree’s management software keeps requests, approvals and documentation with the transaction. Request. Approval. Payment. Record. Payment follows authorization.
02 · Approval & Payment
The right person approves it
Your district chooses who approves what. Named. Timestamped. Kept. Only then can money move.
03 · Record
The record is already audit-ready
Approval history and documentation stay with the transaction; pending approvals are visible across schools.
Bookkeepers, district business officials, club advisors and auditors work from the same record, with each person seeing the parts their role is responsible for. Your district defines who approves what and at which amounts. Screenshots show sample data.
Support & onboarding
A real person, from onboarding on.
We handle everything from onboarding to support, and we answer the phones and emails as they come in. Support that knows student activity funds.
Confirm your district’s process
One kickoff meeting to walk your current process, confirm roles and approvals, and agree the rollout order.
We handle the import
Send your schools, funds, users and opening balances. We map the files, load prior-year balances and provide a reconciliation.
Train by role, then go live
Advisors learn to submit; approvers learn to approve. We stay on hand as real requests start flowing. Most districts are up and running in days.
Would rather just ask a person?
Fifteen minutes, your school count, and a straight answer about whether this is worth your time.
Pricing
Priced by the schools you manage.
One annual fee. No per-user or transaction charges.
A Single School
$1,399
per year
One high school with 1K to 2K students.
Most Districts
$2,995 – $7,995
per year
Four to ten schools.
Large District
$18,000+
per year
Twenty schools and up, athletics separated.
No transaction fees.
No per-user charges.
School count, enrollment, and separate athletic accounts affect your quote. Onboarding is a separate, one-time charge per school as you add it; schools already running stay at the normal annual price.
Get your number
Tell us your numbers and we will give you a real figure, not a range.
Proof from the Field
What districts say.
In their own words, from districts running Account Tree.
“Switching to Account Tree was game-changing, giving us more control and protecting everyone in the process. Internal audits will take half the time now that everyone is on one uniform and consistent program.”
“Honestly, switching to Account Tree has been one of the best decisions we have made as a district.”
“The system is very easy to navigate. It makes it simple to process checks, handle deposits, and balance monthly statements.”
“Account Tree helped us streamline our student activities processes in all 6 schools.”
Partnerships
Live integrations today.
Online payments flow in; totals flow out to your district accounting system. Account Tree also works with RevTrak and pre-printed checks.
Online payments
MySchoolBucks
Transactions import automatically against the right fund, so nobody re-keys a deposit.
Electronic vendor payments
Edstruments
ACH and card payments to vendors run inside Account Tree, typically landing in five business days or less. Vendor payment details stay with Edstruments.
Activity Fund Notes
Practical thinking for better student activity fund control.
Articles on approvals, documentation, GASB 84, student involvement, district oversight, and the processes that make activity fund management audit-ready.
FAQ / Why Account Tree
Common questions.
Is Account Tree accounting software?
No. Account Tree is management software, not accounting software. Your district accounting system holds the books. Account Tree manages the approval process around student activity funds and hands you clean totals.
Who decides who approves what?
Your district does. Your district defines who approves what, and at which amounts. Account Tree enforces that process the same way at every school.
Can we bring our history with us?
Yes. We take the files, map them, load your prior-year balances and hand back a reconciliation that ties.
Is our district too small?
No. The districts the big enterprise systems turn away are the ones this was built for. One school or a hundred, the process is the same.
How is Account Tree priced?
By the schools you manage, with one annual fee. No transaction fees and no per-user charges. Onboarding is a one-time fee charged per school as you add it.
How do onboarding and support work?
We confirm your district’s process, import your schools, funds, users and opening balances, and train people by role. We stay on hand as real requests start flowing and answer phone calls and emails directly.
Contact
Let’s Talk.
Fifteen minutes, your school count, and a straight answer about whether this is worth your time. Book a demo or reach us directly.