Ask FundViewYour question
What does our policy require us to report to the board?
An answer from your district's policy
Monthly fund cash balances, with a flag when a fund is projected to fall below its cash floor within six months.
Built for Indiana school finance
See where you stand.Decide what comes next.
Financial reporting, planning, and board preparation. One connected view for your district.
Request a demo Meet Ask FundView
Fictional Maple Grove demonstration data
The board conversation
Bring the financial story into focus.
Fund positions. Spending pace.
The context behind the numbers.
See the fund-by-fund picture your team brings to the board.
Explore the financial picture Choose a view below
Fictional Maple Grove demonstration data
Ask FundView
The answer is only
the beginning.
Bring your district documents into the conversation. Follow the answer to its source.
Question. Answer. Source.
Ask FundViewDistrict documentPolicy 6210
Fund Balance
and Cash Reserves
Board Policy Series 6000
Fiscal Management
The Chief Financial Officer shall report fund cash balances to the Board monthly and shall flag any month in which a fund balance is projected to fall below its floor within the following six months.
Maple Grove Community Schools
Fictional demonstration policy
Your numbers.
Your documents.
Indiana knowledge.
Explore district financial data, ask about approved uploaded documents, and consult the Indiana knowledge layer.
Bring the questions your team is working through. See how FundView can support the conversation.
The monthly work
From this month's numbers
to the boardroom.
Bring reporting, review, and board preparation into one connected monthly cycle. The details your office needs. The picture your board needs to see.
A clear next step for the month.
Follow the monthly cycle from uploaded reports through review and board preparation.
The decisions ahead
Make room
for what comes next.
The monthly close is one part of the story. Explore cash flow and future scenarios with a financial picture your team can discuss together.
Explore planning in a demoFive-Year OutlookMaple Grove · Demo
A few good questions
Start with
what matters to you.
Who is FundView built for?
Indiana school district business offices and the district leaders they support. The platform connects financial reporting, planning, board preparation, and relevant knowledge.
Where does Ask FundView fit?
Ask FundView provides a conversational way to explore district financial data, approved uploaded documents, and the Indiana knowledge layer. In a demo, we can walk through the questions that matter to your team.
What would we see in a demo?
A guided look at the monthly workflow, Board View, planning, and Ask FundView using fictional Maple Grove demonstration data, with time to discuss your district's needs.
Meet the cofounders
The people behind
your clearer view.
District leadership and SaaS customer experience, working together.
Steve Troyer
Cofounder
Built from the district's side of the table.
Steve Troyer spent 22 years in Indiana public education, including five as superintendent of a 2,500-student district. He has managed a $32 million operating budget, presented fund balances to a school board, and planned through the financial decisions district leaders face.
That experience shapes FundView's product. Steve leads product development, turning the needs of district leaders and business offices into tools for monthly reporting, board preparation, and financial planning. He brings firsthand knowledge of the work, with a focus on making the district's financial picture easier to understand and use.
- Former Superintendent
- 22 Years in Indiana Education
- District Financial Leadership
Keith Plummer
Cofounder
Built by people who know how software succeeds.
Keith Plummer has spent 15 years building and leading customer-facing teams, with much of his career focused on early-stage SaaS companies. He has built Customer Success organizations from the ground up, led teams responsible for hundreds of customer relationships, and designed onboarding, adoption, and retention processes that help customers use software successfully.
Keith leads FundView's customer experience, from the first conversation through implementation and adoption. He connects districts' feedback to the product, helping ensure FundView solves a real problem, gets implemented well, and continues improving because of the people using it.
- 15+ Years Customer Leadership
- Early-Stage SaaS
- JD / MBA
- Customer Success Leader
See FundView in action
Let's talk about your next board meeting.
Explore FundView in a 30-minute walkthrough built around your team's workflow and questions.
Your FundView walkthrough
- 01Your monthly reporting and board workflow
- 02Ask FundView and district documents
- 03The questions your team is working through
Tell us what you want to explore.