The Finance Report

Will save you hours in number crunching each term and provide your governors with an easy to digest financial report.

 Clear, understandable and compliant Financial Management Information

Provide Governors and Trustees with the core financial management information they need to fulfill their strategic role.  The Finance Report has been designed by Governors and Education Finance Specialists, making it the perfect management report for your school.

Easy to understand data

Financial monitoring, benchmarking and trend analysis data are represented in easy to digest graphs, charts and tables. Perfect for busy Governors

Save hours each term

Save hours with ready to present reports.  We automatically update reports each time the DfE releases more data

Supports ESFA guidance

Each report provides guidance contained in the ESFAs ‘Schools Financial Efficiencies: Top 10 planning checks for governors’

Key dates & activity reporting

Keep Governors informed and compliant with the editable key activity tracker

Consistent reporting

Whether it is term to term or across schools within a MAT, the reports will provide consistency in your financial management reporting

Personalised templates

Reports are pre-populated with your school and similar school data.  Reports can be personalised to include your school branding


Order your custom report for just £95 until 31 December 2019 (£145 thereafter).

The Finance Report – Sample Report


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We will send you the latest sample reports and updates