Tuition Management · CSV upload
FACTS Tuition Management
FACTS is one of the most common tuition platforms at private K-12 schools. Balncr helps your team compare FACTS activity to the general ledger without relying on a patchwork of spreadsheets.
How it works
- Export your FACTS transaction report as CSV.
- Upload it to Balncr from Sources or inside an open close period.
- Balncr prepares the activity for review and removes student PII before any AI processing.
- The tuition review compares the FACTS total to your GL tuition revenue account for the same period and flags variances.
- You get a workpaper with balances, differences, and likely reasons to review.
- Sign off when the account is reconciled.
Frequently asked questions
- Does this require a FACTS API integration?
- Not today. CSV upload covers the workflow now, and it keeps setup simple for most schools.
- How does Balncr protect student names from FACTS exports?
- Names, parent contact info, and student IDs are stripped before any data is sent for AI processing. Raw exports stay encrypted inside your school workspace.
- Can it match individual FACTS payments to bank deposits?
- Yes. Smart Match helps connect FACTS activity to the related bank deposit by amount and timing.