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Many K-12 school districts struggle to gain timely, actionable financial insights from their existing ERP and fund accounting systems. While replacing an ERP can be costly and disruptive, improving financial visibility doesn't have to require a major system overhaul. This article explores how districts can leverage solutions like FiscalVue to gain real-time budget visibility, improve forecasting, monitor fund balances, and strengthen financial transparency while continuing to use their existing ERP. Learn how greater visibility can help treasurers, finance leaders, and administrators make faster, more informed decisions without the expense and risk of replacing their current financial systems.

The recent PowerSchool and Canvas breaches exposed more than cybersecurity vulnerabilities. They highlighted how operational complexity, broad user access, and disconnected workflows can increase risk across K-12 environments. In this blog, we explore why every login is an attack surface, how phishing and social engineering threats evolve after a breach, and what districts should consider when evaluating operational systems. Learn how solutions like YellowFolder and FiscalVue help reduce operational exposure through controlled access, secure workflows, and better visibility into trusted information.

Licking Heights Local Schools transformed how it manages and shares financial data by implementing FiscalVue alongside its existing ERP. Facing growing complexity and constant budget inquiries, the district gained real-time, role-based visibility that empowered principals and department leaders with self-service access to budget insights. The result was reduced administrative burden, improved forecasting, and more proactive, confident decision-making across the organization—without replacing core systems.

FiscalVue is a budget visibility and financial analytics solution designed for K-12 school districts. It transforms complex fund accounting data into clear, actionable insights for finance teams, superintendents, principals, and department leaders. If your district uses a fund accounting system but struggles with visibility, FiscalVue bridges the gap.

Intellinetics, Inc. (NYSE American: INLX), a digital transformation and document management solutions provider, has appointed Alison Forsythe as President and Chief Executive Officer, effective February 17, 2026. A seasoned SaaS and enterprise software executive with more than 20 years of experience, Forsythe brings a proven track record of driving growth, operational excellence, and scalable business transformation.

Intellinetics, Inc. announced that CEO James F. DeSocio will retire effective February 27, 2026, concluding a transformative eight-year leadership tenure. During his time as CEO, DeSocio helped grow the company from approximately $2.5 million to $17 million in annual revenue through strategic acquisitions, new product innovation, debt reduction, and expansion of the company’s SaaS-based digital transformation platform. Key accomplishments included launching Intellinetics Payables Automation and its Intelligent Document Processing (IDP) platform, completing two acquisitions, uplisting to the NYSE American, renewing the company’s largest customer under a five-year agreement, and significantly strengthening the company’s financial position. Chairman Michael Taglich praised DeSocio’s leadership and the strong foundation established for future growth, while the company confirmed that a succession plan is underway to support a smooth leadership transition.

Intellinetics, Inc. announced it will showcase its AP Intelligence Program for homebuilders at the 2026 NAHB International Builders’ Show® in Orlando. The program uses confidential, AI-augmented analysis of historical AP transaction data to identify inefficiencies, quantify risk, and forecast the financial impact of AP automation, delivering clear ROI insights and a streamlined onboarding path for customers. Initially introduced at the 2025 Build Smarter User Conference, the program generated strong executive engagement and positions Intellinetics’ AP automation solutions as a long-term strategic asset for the homebuilding industry. Company leadership emphasized the program’s role in driving scalable SaaS growth and accelerating customer decision-making.

Learn what Document Management Software (DMS) is and how it helps organizations centralize files, improve security, and automate workflows. This guide covers key features like metadata, audit trails, and intelligent document processing, along with the benefits of faster processes, fewer errors, and stronger compliance. Discover how a modern DMS compares to ECM and how to get started with implementation.

Intellinetics, Inc. announced a successful launch of its AI-powered Intelligent Data Processing solution for K-12 school districts, designed to eliminate manual AP invoice processing and automate capture, indexing, filing, and approvals. The solution integrates with any ERP or general ledger system and delivers rapid implementation with immediate time savings, improved transparency, and stronger audit capabilities. A pre-launch webinar conducted with partner Software Unlimited, Inc. attracted 67 school districts and generated 24 new orders within weeks, validating strong market demand. Company leadership highlighted the solution’s alignment with critical customer pain points and its potential to drive future growth and expansion within the K-12 market.

Intellinetics, Inc. announced the successful implementation of its IntelliCloud™ Payables Automation System for a leading Canadian homebuilder, achieving full deployment in less than 60 days. The rapid go-live showcased the company’s AI-enabled automation capabilities, out-of-the-box ERP integrations, and deep industry expertise. A key feature of the implementation was the Automated Utility Invoice Coding module, which uses AI and policy-driven automation to streamline complex utility invoice processing with low or no-touch workflows. Company leadership emphasized the growing importance of operational efficiency and cost control, highlighting the platform’s ability to deliver measurable ROI while supporting long-term SaaS revenue growth.

Utility invoice coding for homebuilders can be a major drain on time, energy, and resources. With high invoice volumes, complex allocations, manual data entry risks, and siloed information, the process is often inefficient and error-prone. But what if there was a better way? Discover how Green Brick Partners Inc. leverages the IntelliCloud AP Automation for NEWSTAR to transform their utility invoice processing.