The Trustee Finance Report

Providing Trustees with a consolidated financial overview in a professional, easy to digest format while also saving senior MAT leaders hours each term in report writing time.

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Providing Trustees with all the key financial data they need in a professional, easy to digest format.

Easy to digest consolidated finance data

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

Save hours each term

Save hours in report writing time each term with the automatic consolidation of data.

Consistent reporting

Whether it is term to term or across the academy’s within the MAT, the reports will provide consistency in your financial management reporting.

Personalised templates

Our standard report can be customised further to include MAT specific KPIs and meet the reporting requirements of your MAT.

Key dates and activity reporting

Keep Trustees informed and stay compliant with the editable key activity tracker.

View the financial summary or school level detail

The Trustee Finance Report also includes a subscription to our Finance Committee Report allowing for both consolidated and individual school level views

Don’t take our word for it

Here’s what our customers think

From under 100 pupils to over 16,000 pupils, our customers range from infant schools to large multi-academy trusts and come from within every Local Authority.rnrnOur easy to digest reports are also straightforward to complete, however, should you ever need it, our customer support service is included in every report package to help you along the way.

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Ready to get started?

Order online now or call us on 0161 266 1028, for orders of more than one school please contact us to discuss your requirements further.