Financial Planning & Operations Platform for Higher Education
Budgeting. Position management. Grants. Tuition modeling. Capital projects. Course costing. Deploy on your servers or in the cloud — integrated with your ERP either way.
Built for RCM and Decentralized Budget Models
Responsibility Center Management gives colleges more control — and a lot more complexity. Uni-Fund doesn’t replace your enterprise systems; it gives schools, colleges, and departments practical tools to work inside them.
Uni-Fund sits alongside Oracle or PeopleSoft and connects the data your teams actually need. Deploy on-premise for maximum control, or let us host it in the cloud — either way, no per-seat SaaS fees eating into your budget.
On-premise or cloud deployment
Integrates with Oracle & PeopleSoft
Multi-campus support with isolated data
Perpetual license — no per-user fees
FERPA-compliant by design
Your branding, your instance
Platform Modules
One platform. Seven integrated modules. Deploy what you need.
Budget Planning & Forecasting
Annual budgeting, mid-year adjustments, and multi-year forecasting. See consolidated views of funds, projects, and cost centers. Model scenarios before anything touches the live budget.
Budget vs. actual reporting | Variance analysis | What-if modeling | Encumbrance tracking
Position & Funding Management
Track PCNs, FTE splits, and funding strings in one place. See current and historical chartfields, manage salary savings from vacancies, and document every change with a full audit trail.
Funding grids | Vacancy tracking | Position history | Compensation scales
Research & Grants Management
Full grant lifecycle tracking from award to closeout. CFDA/FAIN numbers, PI assignments, cost sharing, and transaction linking. See burn rates and project balances in real time.
Award tracking | Effort reporting | Subaward management | Sponsor compliance
Tuition & Enrollment Planning
Model tuition and fee revenue by cohort and program. Yield modeling, admissions funnel analysis, and conversion tracking. Tie enrollment assumptions directly to department budgets.
Cohort modeling | Yield projections | Revenue recognition | Discount analysis
Capital Project Planning
Multi-year capital project lifecycle management. Track phases from design through construction to closeout. Monitor budgets, cash flows, and contractor commitments across your entire portfolio.
Earned value metrics | Risk tracking | Compliance checklists | Portfolio KPIs
Course Section Planning
Revenue modeling per section with instructor costing and enrollment forecasting. Understand program-level margins and optimize section offerings before the schedule is finalized.
Section economics | Instructor costs | Program margins | Term planning
Workflows & Approvals
Visual form builder for budget requests, transfers, and position changes. Multi-step approval routing with conditions. Full audit trail of who requested, who approved, and when.
No-code forms | Conditional routing | Delegation rules | Policy enforcement
Analytics & Reporting That Actually Gets Used
Uni-Fund includes Apache Superset for embedded business intelligence — real dashboards, not static reports buried in a portal. Share insights directly to Microsoft Teams or schedule automated delivery via email.
Ask questions in plain English
Our AI-powered query tool lets budget managers ask questions like “Show me all vacant positions in Arts & Sciences funded by state appropriations” — and get answers without writing SQL or filing a ticket with IR.
Pre-built dashboards for common questions
- Budget vs. actual by fund, department, or project
- Position vacancy and salary savings
- Grant burn rates and projected balances
- Capital project portfolio performance
- Program margin analysis
- Enrollment yield and conversion funnels
Budget Book generation
Generate polished PDF budget books with your institution’s branding — department summaries, division totals, and custom cover pages ready for board presentations.
Enterprise Security & Compliance
Built for institutions that take data protection seriously. FERPA-compliant architecture with the security controls your IT and audit teams expect.
Authentication & Access
- SAML 2.0 and OIDC single sign-on
- Two-factor authentication (TOTP) with backup codes
- Role-based access control with department restrictions
- Session timeouts (idle and absolute)
- Login anomaly detection
Audit & Compliance
- Comprehensive audit logging of all actions
- Sensitive data masking in logs
- Configurable data retention policies
- Full change history on budgets, positions, and awards
- Exportable audit trails for internal review
Monitoring & Alerts
- Security webhooks to Slack or PagerDuty
- Rate limiting by role
- Request tracking and performance monitoring
- Sentry integration for error tracking
- Prometheus-compatible metrics
Multi-Campus & System Office Ready
Managing budgets across multiple campuses or institutions? Uni-Fund’s multi-tenant architecture keeps each campus isolated while giving system administrators consolidated visibility.
- Isolated databases per institution — data never commingles
- Subdomain-based routing — campus.uni-fund.edu for each site
- Per-institution branding — logos, colors, and custom titles
- Centralized user management — or delegate to campus admins
- AWS Secrets Manager integration — enterprise-grade credential handling
Whether you’re a state system with 10 campuses or a single institution with multiple divisions, the same architecture scales.
Deployment Options
Self-Hosted
Run on your own infrastructure with Docker. Full control over data, backups, and network policies. Perpetual license.
Cloud-Hosted
We run it for you on dedicated infrastructure. Same perpetual license, no per-user fees. You own the data.
Hybrid
Production on-prem, pilot in the cloud. Move between environments as needs change.
Platform Capabilities
Beyond the core modules, Uni-Fund includes tools that make it a complete operational platform.
Data Integration
- Bidirectional ERP sync (Oracle, PeopleSoft, Banner)
- CSV/Excel bulk import with field mapping
- Scheduled integration jobs
- Push approved budgets back to ERP
- Pull transactions automatically
Notifications & Communication
- Configurable email templates
- Notification rules by event type
- Scheduled report delivery
- Microsoft Teams integration
- Multi-SMTP account support
Customization
- Custom validation rules and business logic
- Configurable planning drivers
- White-label branding (logo, colors, title)
- Module visibility toggles
- Custom fields via form builder
Who Uni-Fund Is Built For
Uni-Fund works best at institutions where budgeting complexity has outgrown spreadsheets, but enterprise EPM tools feel like overkill.
Regional Comprehensives
5,000-20,000 students. Complex enough to need real tools. Moving to or already running RCM. IT teams that are stretched thin.
Mid-Size Privates
Tuition-dependent with tight margins. Need visibility into program economics. Want modern tools without SaaS subscription costs.
Research Universities
Significant grant portfolios. Multiple schools running semi-autonomously. Need position management and research accounting in one place.
State Systems
Multi-campus coordination. Need consolidated reporting with campus autonomy. One platform, isolated data per institution.
Workflows Your Team Will Actually Follow
Most budget tools make you choose: use our rigid workflow, or don’t have workflows at all. Uni-Fund gives you a visual form builder and conditional routing that maps to how your institution actually works.
- Drag-and-drop form builder — no IT tickets required
- Multi-step approval chains — route by amount, fund type, or org
- Delegation and backup approvers — keeps things moving during busy seasons
- Policy enforcement — validate against budget rules before approval
- Full audit trail — who requested, who approved, when, and why
Start with a 120-Day Pilot
The fastest way to see if Uni-Fund fits is a focused pilot in a single college or division. We deploy on your infrastructure or host it for you, connect to non-production data, and let real users work through actual budgeting scenarios.
- One college or major division (e.g., Business, Arts & Sciences)
- 120-day window with integration and configuration support
- Real departmental data (non-production) for modeling
- Weekly check-ins and end-of-pilot findings summary
- No licensing fees during pilot period
Request a Demo or Pilot Conversation
Share a bit about your institution and how you’re managing budgeting today. I’ll follow up to schedule a 30-minute call to see whether Uni-Fund is a fit and, if so, outline a pilot for one college or division.