Financial Dashboard
See your school's financial health at a glance
Upload your financials and see health indicators at a glance. Spot issues early and keep your school on solid footing.
The Problem
Most charter school boards review financials once a quarter — often a dense spreadsheet with no context. By the time a financial problem is identified, it may be too late. Boards lack the tools to proactively monitor fund balance ratios, cash on hand, budget variance, and other critical KPIs that authorizers evaluate during renewal.
Key Capabilities
Purpose-built tools for charter school governance
6 Key Financial KPIs
Fund Balance Ratio, Cash on Hand, Budget Variance, Revenue Per Student, Debt Service Coverage, and Net Income Margin — all calculated automatically.
AI Financial Analysis
Upload monthly statements and get AI-generated financial briefs that translate numbers into governance-level insights.
Trend Tracking
See how your financial health has changed over time with multi-year trend charts and fiscal year comparisons.
Budget vs. Actual
Compare actual revenue and expenses against your budget with variance highlighting and category breakdowns.
See It in Action
Why Charter Vision
Benchmarks calibrated for charter school financial health, not generic ratios
AI reads your uploaded PDFs and extracts financial data automatically
Generates board-ready PDF reports with executive summaries
Tracks the same KPIs that authorizers evaluate during charter renewal