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Part of the EarlyTrack Finance Suite

See your school's cash clearly.

Import the bank statement, match every deposit to a parent, track what you spend, and close the month for your accountant — in clicks, not spreadsheets.

  • Import CSV, Excel or OFX and match deposits to parents with suggestions
  • Record expenses with receipts, approvals, suppliers and categories
  • Hand your accountant a tidy one-click month-end pack
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EarlyTrack Finance dashboard showing cash movement, money in/out and reconciliation
POPIA-aligned Every action audited No accounting background needed Priced in ZAR
Reconciliation PRO

Match every deposit to the right parent

Import your bank statement as a CSV, Excel or OFX file and EarlyTrack reads every transaction for you. It suggests matches — deterministic first, so you stay in control — and you simply confirm. Split a single deposit across several fees when a parent pays more than one child, and watch balances and statements update as you go.

Import CSV / Excel / OFX statements
Suggested matches you confirm
Duplicates flagged automatically
Split matching across fees
Balances update as you match
Full transactions list
EarlyTrack Match Payments screen with suggested matches to confirm
Expenses & month-end PRO

Track what the school spends

Capture every expense with its receipt attached, route it through an approval workflow, and keep your suppliers and expense categories tidy. Pull VAT, reconciliation and cash-flow reports whenever you need them — then bundle the lot into a one-click month-end accountant pack with the receipts already included.

Expenses with receipts
Configurable approval workflow
Suppliers & expense categories
VAT, reconciliation & cash-flow reports
One-click month-end accountant pack
Full finance audit trail
EarlyTrack expenses list with categories, receipts and approvals

What's included

Finance Operations ships with the Professional plan.

Feature
Standard
Professional
Finance OperationsPRO ONLY
Bank accounts
Statement import (CSV / Excel / OFX)
Match payments (reconcile) with suggestions
Split matching
Transactions list
Expenses with receipts
Expense approval workflow
Suppliers
Expense categories
VAT report
Bank reconciliation report
Cash-flow dashboard
Month-end accountant pack
Finance audit trail
Built to be safe

Records and reconciles — it never moves money

EarlyTrack reads your bank statement and helps you match deposits and record expenses. It never collects, holds or moves money, and every step is recorded.

You confirm every match

Matching is deterministic first and suggestion-led: EarlyTrack proposes, you confirm. Nothing reconciles itself, so you always know exactly which deposit went to which parent.

Approvals on every expense

Expenses can route through a configurable approval workflow, with receipts attached, so the right person signs off before an expense is final.

Every action is audited

Imports, matches, expenses and reconciliations are all recorded in a full finance audit trail, so you can answer "who did this, and when" without guessing.

Your accountant gets a tidy pack

Close the month with a one-click accountant pack: your reconciliation, VAT and cash-flow reports bundled with the receipts, ready to hand over.

Finance Operations questions, answered

You can import your bank statement as a CSV, Excel or OFX file. EarlyTrack reads the transactions, flags duplicates, and suggests matches to fee payments and expenses that you confirm. Matching is deterministic first, so you stay in control of every reconciliation.
No — it records and reconciles. EarlyTrack reads your bank statement and helps you match deposits and record expenses; it never moves money or pays anyone. Parents keep paying your school directly the way they already do.
You can capture expenses with receipts and route them through a configurable approval workflow. Set whether approval is required and at what amount, so the right person signs off before an expense is final — and every step is recorded.
A one-click month-end pack: your reconciliation, VAT and cash-flow reports together with the receipts, bundled and ready to hand over. No more digging through emails or chasing slips at year end.

See your school's cash clearly.

The 14-day free trial gives you the complete Professional plan and the full Finance Suite — bank reconciliation, expenses and the month-end accountant pack included — with no credit card required.

Start your free trial

No credit card. Full Professional access. Cancel any time.

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