IdealixAI
Who we serve

Grants and compliance tools for K-12

Lighter-weight options for districts that need to manage grants and reporting without a heavy implementation.

The challenge

What K-12 grant teams are up against

Small teams, many grants

District grant staff often manage several funding streams with a few people, spreadsheets and shared inboxes.

Reimbursement and budget tracking

Keeping each school’s budget lines, purchase orders and payment requests straight is slow when the record lives in several places.

Reporting on a deadline

Federal and state reporting arrives on a fixed calendar. Rebuilding the numbers by hand each cycle takes time districts do not have.

Compliance context

Reporting, budgets and documentation

We describe these requirements generally. Your state, program rules and counsel govern your specific obligations.

Federal program reporting

Title-style and relief-funding programs typically require documented spending, budgets and periodic reports. We describe this generally; your state and program rules govern the details.

Time & Effort documentation

Salaries and wages charged to federal awards generally need to be documented. Foundations offers an optional Time & Effort module for signed certifications and activity reports.

Audit history

Every change on every record is logged, so audit questions are answered from the record rather than reconstructed.

Recommended

Foundations first, EdTrace for reporting

Foundations GMS

Web-based grants management with a school portal, staff workspace, budgets, payments and audit history. Optional modules for reimbursements, purchase orders and Time & Effort let you turn on only what you need.

See Foundations →

EdTrace

School reporting and compliance dashboard, in early access.

Learn more →
FAQ

Frequently asked questions

Which product is right for a district?

Most districts will start with Foundations GMS: web-based, no Dynamics 365 license, and quick to launch. Districts that already run Dynamics 365 can look at the D365 Grants Management System.

Do schools use the same system as grant staff?

Yes, through different workspaces. Grant staff use a staff workspace and schools use a portal to apply, request reimbursement and track payments, all on the same live record.

What is EdTrace?

A school reporting and compliance dashboard, currently in early access. It is separate from Foundations.

How do we get started?

Book a Foundations demo and we will map it to your program.

See Foundations on your district's workflow.