Bursars & student finance
Every balance has a story. You answer for all of them.
Bursar, student accounts, student finance — the name varies, the accountability does not. Term start brings the queue: the payment plan that did not post, the aid that has not landed, the student blocked by a hold your office did not place. And behind every conversation, the same quiet work — explaining numbers that three different systems produced, to someone who just needs to register.
How we show up
What we do for student finance.
The account only makes sense on the record it bills, so our work for this office starts with putting the two in the same place — and staying around after go-live.
- Student financials, native to the SIS
- Fee assessment, receivables, payments and refunds on the same record as the enrollment they bill. The proposition in your office’s terms is its own page.
- Managed services
- A named team after go-live — so year-end, 1098-T season and every term start have someone who already knows how your accounts are configured.
- Slack for Education
- Cross-department handoffs that leave a trail. The aid question that is really a billing question stops being a forwarded email with the student waiting on the other end.
One record
An answer you can give from one screen.
When a student asks why the balance is what it is, the honest answer today crosses systems: enrollment in one, aid in another, payments in a third — and your office holding the join. On one record, the charge, the enrollment that produced it, the aid against it and the payment history are the same screen, for you and for the student. Fewer forwarded emails; fewer numbers that disagree by the time they reach the person they belong to.
Start here
Bring the balance nobody can explain.
A discovery call is a working conversation. Bring the account that takes three systems to reconstruct, and the billing model your current system fights — we will tell you candidly what we would do about both.