Everything Massachusetts districts need to build professional budget books
From data upload to print-ready PDF, K12 BudgetBook handles every step of the budget book workflow with AI assistance and Massachusetts-specific intelligence built in.
Core workflow
Four steps from raw data to finished budget book
A streamlined workflow that transforms weeks of manual work into a single afternoon.
Upload & Map
Upload budget spreadsheets in any format. AI-assisted column mapping matches your data to DESE function and object codes. Save templates so next year is even faster.
Build Scenarios
Create copy-on-write budget scenarios to model different assumptions. Compare side-by-side, merge the best elements, and run compliance checks before finalizing.
Write Narratives
AI drafts budget narratives grounded in real Massachusetts budget books. Every section is reviewed and edited by your team before inclusion.
Generate & Publish
Choose from 3 professional templates. Generate audience-specific exports for different committees. Publish to a shareable web portal.
Analysis tools
Deep analysis built for school finance
Go beyond basic budgeting with tools designed specifically for Massachusetts K-12 financial management.
Revenue Forecasting
Model Prop 2.5 levy limits, Chapter 70 state aid, and local receipts. Visualize the Scissors Effect where rising costs outpace constrained revenue growth.
Scenario Comparison
Compare budget scenarios side-by-side with waterfall charts showing exactly where funds shift. AI-generated impact analysis explains the differences in plain English.
Benchmarking
Compare your district against peers using official DESE data. See per-pupil spending percentile bands with full methodology transparency.
Personnel Projections
Model step-and-lane salary schedules, benefits costs, and retirement projections across multiple fiscal years.
SPED Cost Management
Track special education placements with a roster view. Calculate Circuit Breaker reimbursement and model out-of-district tuition costs.
Variance Analysis
AI analyzes budget-vs.-actual variances function by function and generates plain-English explanations of what changed and why.
Built exclusively for Massachusetts districts
K12 BudgetBook is not a generic tool adapted for your state. Every feature is purpose-built for how Massachusetts school finance actually works.
All ~400 districts pre-loaded with DESE enrollment, staffing, and expenditure data
Chapter 70 state aid integration with foundation budget calculations
Net School Spending (NSS) compliance tracking and reporting
Proposition 2.5 levy limit calculations with override modeling
Circuit Breaker SPED reimbursement calculator and projections
Schedule 19 DOR export for Department of Revenue submission
GFOA Distinguished Budget Award readiness checklist and tracking
Audience-specific exports
One budget, tailored for every audience
Generate committee-ready presentations in one click. Each export is tailored with the right level of detail for its audience.
School Committee
Comprehensive view with program-level detail, year-over-year comparisons, and narrative context for policy decisions.
Finance Committee
Revenue-focused presentation with levy limit analysis, reserve fund details, and enterprise fund summaries.
Town Meeting
High-level summary with clear visualizations, key budget drivers, and the bottom-line impact on the tax rate.
City Council
Department-level appropriation view with historical trends, performance metrics, and capital budget integration.
Collaboration
Work together across your district
K12 BudgetBook is built for teams. Everyone who needs to contribute to the budget process can participate with the right level of access.
AI Budget Chat
Ask questions about your budget data in plain English and get instant, data-grounded answers.
Comments & Review
Leave comments on any budget line item. Track review status across sections and departments.
Budget Requests
Token-based submission system lets department heads submit budget requests for central review.
Team Roles
Role-based access ensures each user sees and edits only what they need.
See it in action
Try our free Massachusetts budget calculators or start your 30-day free trial to experience the full platform.