Purchasing
Staff can text and email in receipts, and bookreport’s AI reads and pre-fills purchase details automatically. Every approval instantly updates available funds—so your budget is always accurate at the moment of purchase.
AI-Powered ERP for
Student-First Schools
Meet Cassie. She’s a former financier, Montessori leader, and teacher—and had the unique set of expertise to build bookreport—an ERP system for the K-12 backoffice, unrivaled for its:
- Modern, AI-infused technology
- Purpose-built features for the K-12 operation
- Mission-driven managed services
K-12 expertise with private-sector precision
Teachers don’t have time for ten-step processes just to order pencils. Schools are here to teach—not wrestle with manual tasks. bookreport removes wasted effort year after year, while supporting both fiscal responsibility and your mission to educate.
bookreport is AI-powered, built for the cloud, mobile-ready, and perfectly fits imperfectly brilliant K-12 school operations.
Learn more about its primary modules.
Accounting
With unified budgeting, purchasing, payroll, and accounting in one connected system, reconciliations happen automatically.
Board Reporting
bookreport includes every element required for state compliance and board oversight—down to the exact codes and formats auditors expect.
Budget
bookreport shows what’s been spent, what’s committed, and what’s still available—a simple question you ask weekly—and almost never know the answer to.
PARTNER LOGOTYPES Are we placing logotypes?
Stories and insights written by people who understand your numbers—and the purpose behind them.
How to Innovate in K-12 Education
K-12 Education innovation struggles not because market forces are absent, but because products are built for large district bureaucracies rather than schools, teachers and students.
How We Plug In
Schools are organized in all kinds of ways. Some have CFOs, some don’t. Some have HR directors, others just have one heroic operations lead. BookReport is built to plug in wherever you are. We scale with you—from your first 500 students to your fifth campus.
| Your Setup | How bookreport Plugs In | You Focus On |
|---|---|---|
| No CFO <1,000 students | We act as your full finance department (accounting, payroll, compliance, grants). | Instruction, growth, board relationships. |
| COO or Director of Ops in place | We handle finance & HR execution under their direction. | Facilities, compliance, and staff operations. |
| CFO in place | We integrate as their finance operations team—no internal hiring needed. | Financial strategy and board communication. |
| HR Director in place | We take payroll, onboarding logistics, and benefits admin off their plate. | Recruiting, culture, and performance management. |
| Growing multi-campus network | We unify systems, standardize reporting, and scale operations. | Expansion and mission alignment. |