Institutional Finance & Control

Complete Financial Control for Educational Institutions

edumerge brings fee management, accounting, budgeting, procurement, and trust accounting into a single, unified finance platform - giving CFOs, trustees, and accounts teams real-time control and audit-ready confidence.

  • Fee collection, accounting, budgeting, and procurement in one platform
  • Multi-entity and trust/society accounting built in from day one
  • Real-time financial dashboards for CFOs, trustees, and auditors

Complete Financial Control

Fees to books, one platform

Fee Management
General Ledger
Bank Reconciliation
Budgeting & Forecasting
Procurement
Trust Accounting
Statutory Reports
Financial Dashboards

The Problem

Education Finance Is Broken by Disconnected Systems

Most institutions run finance on a patchwork of fee software, Tally, Excel, and manual processes. The result is chaos.

Fee Collection Is a Monthly Crisis

Manual fee tracking, disconnected payment gateways, unreconciled receipts, and parent disputes over outstanding balances. Every month is a firefight for the accounts team.

Books Never Close on Time

Journal entries keyed manually. Trial balances reconciled in Excel. Year-end audit prep takes weeks because data lives in 5 different systems.

Multi-Entity Accounting Is a Nightmare

Schools, trusts, societies, and management entities each have separate books. Consolidation happens manually, and inter-entity transactions are nearly impossible to trace.

No Real-Time Financial Visibility

Trustees and CFOs wait for month-end reports that arrive late and are already outdated. There is no live dashboard showing cash flow, fee recovery, or budget utilisation.

The edumerge Shift

From Disconnected Finance to Unified Financial Control

edumerge replaces disconnected finance tools with a single, unified platform designed for the financial complexity of educational institutions. From fee collection and bank reconciliation to multi-entity accounting and budget forecasting, every financial function shares one ledger, one data layer, and one source of truth - giving leadership real-time control over institutional finances.

Unified Fee Engine

Fee structures, concessions, online payments, receipts, and reconciliation in one flow.

Single General Ledger

All financial transactions - fees, payroll, procurement, expenses - post to one ledger automatically.

Multi-Entity Ready

School, trust, society, and management accounts consolidated with inter-entity tracking.

Audit-Ready Always

Complete audit trails, maker-checker workflows, and statutory reports generated on demand.

The Journey with edumerge

From financial chaos to audit-ready confidence

Cause

  • Fee reconciliation takes days of manual effort every month
  • Books closed weeks after month-end with frequent errors
  • No consolidated view across entities, branches, or accounts

Control

  • Auto-reconciled fee payments with real-time bank matching
  • Single ledger with automated journal entries from every module
  • Multi-entity dashboards with drill-down from group to branch

Confidence

  • Month-end close reduced from weeks to days
  • Trustees and auditors get on-demand financial snapshots
  • Zero leakage with full audit trails on every transaction

Key Capabilities

Complete Financial Command Centre

Six integrated capability areas covering every financial function of your institution

Fee Management

End-to-end fee lifecycle from structure creation to collection, reconciliation, and reporting

Fee Structure ConfigurationOnline & Offline CollectionConcession & Scholarship EngineAuto-Reminders & EscalationsReceipt & Invoice GenerationFee Defaulter Management

Accounting & General Ledger

Double-entry accounting with automated journal entries from every operational module

Chart of AccountsAutomated Journal EntriesAccounts Receivable & PayableBank ReconciliationTrial Balance & P&LBalance Sheet Generation

Budgeting & Forecasting

Plan, allocate, and track institutional budgets across departments and financial years

Budget Creation & AllocationDepartment-wise BudgetsActual vs Budget TrackingVariance Analysis ReportsRolling ForecastsCapital Expenditure Planning

Procurement & Vendor Management

Streamlined purchasing workflows from indent to payment with vendor lifecycle management

Purchase Indents & ApprovalsPurchase Order GenerationGoods Receipt & InspectionVendor Registration & RatingsInvoice Matching (3-Way)Payment Processing

Trust & Society Accounting

Specialised accounting for trust/society structures with statutory compliance

Multi-Entity Chart of AccountsInter-Entity TransactionsTrust Fund ManagementDonation & Grant TrackingFCRA ComplianceConsolidated Financial Statements

Financial Analytics & Dashboards

Real-time financial intelligence for leadership, trustees, and auditors

Cash Flow DashboardsFee Recovery AnalyticsRevenue & Expense TrendsStatutory Report GenerationAudit Trail ReportsCustom Financial Reports

Who This Is For

Built for every stakeholder involved in institutional financial management

CFOs & Finance Directors

Consolidated financial view across entities with real-time cash flow, budget utilisation, and compliance status.

Accounts & Billing Teams

Automated fee collection, bank reconciliation, and journal posting that eliminates manual data entry.

Trustees & Governing Bodies

On-demand financial health dashboards showing revenue, expenses, fund positions, and audit readiness.

Procurement & Admin Teams

Streamlined purchase workflows from indent to payment with approval chains and vendor management.

Auditors & Compliance Officers

Complete audit trails, maker-checker logs, statutory reports, and FCRA compliance documentation.

IT Administrators

Secure cloud platform with role-based access, API integrations with banks, and zero infrastructure overhead.

Why edumerge?

What makes edumerge different from generic accounting software

Built for Education Finance

Not generic accounting software. Fee structures, academic-year cycles, and trust accounting are native.

Unified with ERP

Finance connects to admissions, HR, and operations. Fee enrolment, payroll, and procurement all post automatically.

Multi-Entity Architecture

Run school, trust, and society books in one system with consolidated reporting and inter-entity tracking.

Real-Time Reconciliation

AI-powered bank reconciliation matches payments to invoices automatically. No more end-of-day manual matching.

Dedicated Finance Support

Account managers who understand education finance - not generic helpdesk agents reading scripts.

Audit-Ready Always

Maker-checker workflows, complete audit trails, and statutory reports generated at the click of a button.

How It Works Together

Every financial module shares one general ledger. An action in admissions, HR, or procurement automatically posts the correct journal entry - no manual data entry, no reconciliation headaches.

AdmissionsFee Engine

New student enrollment auto-generates the complete fee structure, first invoice, and payment schedule.

Fee CollectionGeneral Ledger

Every payment received auto-posts journal entries to the correct revenue accounts and bank ledgers.

HR PayrollGeneral Ledger

Monthly salary processing auto-posts salary, PF, ESI, and TDS entries to the institutional books.

ProcurementGeneral Ledger

Approved purchase orders and vendor invoices auto-create AP entries and update budget utilisation.

Implementation Snapshot

From sign-up to financial go-live, we make the transition smooth and structured

1-2 Weeks

Setup & Configuration

Chart of accounts, fee structures, and policies configured

Parallel

Data Migration

Opening balances, student fees, and vendor records migrated

Role-wise

Staff Training

Accounts, billing, procurement, and leadership teams

Dedicated PM

Ongoing Support

Named project manager + priority finance support

Your Institution's Finances Deserve a Purpose-Built Platform

Stop running institutional finance on Tally and Excel. See how edumerge unifies fees, accounting, budgeting, and compliance - in a single demo.