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K12 BudgetBook transforms your district's financial data into polished, presentation-ready budget books. Upload your data, customize your template, and let AI handle the rest.
Everything you need
K12 BudgetBook handles every step of the budget book creation process, so you can focus on what matters —running your district.
Upload your budget data and generate a complete, print-ready budget book as a professional PDF. AI writes narrative sections, executive summaries, and department overviews automatically.
Compare your district against peer districts using official DESE data. See where you stand on per-pupil spending, staffing ratios, and more —with methodology and context baked in.
Ask questions about your budget data in plain English. Get instant answers, drill into line items, compare fiscal years, and spot anomalies with an AI assistant that understands school finance.
Upload budget data in any format. K12 BudgetBook intelligently maps your columns to DESE function and object codes —rules first, AI suggestions second, your confirmation always.
Professional templates
Choose the template that fits your district. Each is fully customizable and produces a polished, print-ready PDF.
Clean lines, bold charts, contemporary feel. Perfect for districts that want a fresh, forward-looking presentation.
Traditional layout with structured tables and a formal tone. Ideal for districts that prefer a time-tested format.
Simple, focused, data-forward. Lets the numbers speak for themselves with elegant, uncluttered pages.
Simple process
No more weeks of formatting in Word. Go from raw data to a professional PDF in a single afternoon.
Upload your budget spreadsheet. K12 BudgetBook maps your columns to DESE codes automatically and lets you review every mapping.
Choose your template, select which sections to include, and review AI-generated narratives. Make it yours with full control over every detail.
Hit generate and get a polished, print-ready PDF budget book. Download it, share it with your school committee, and present with confidence.
K12 BudgetBook is not a generic budgeting tool. It is built from the ground up for Massachusetts school districts, with DESE data structures, function and object codes, and reporting requirements baked into every feature.
Secure by design
Row-level security, encrypted data, SOC 2-aligned infrastructure
Official DESE data
Per-pupil expenditures, staffing ratios, and enrollment data from DESE
AI with guardrails
AI generates drafts; you review and approve every narrative before publishing
Companion to ProcureTrail
Seamless integration with the ProcureTrail procurement platform
Join Massachusetts school districts that are building better budget books with AI. Get started in minutes —no credit card required.