PTA accounting that runs itself, not your volunteers
Built for four kinds of school group
PTAs
The PTA-format annual financial report, budget amendments on the record, Form 990 mapping, and a Treasurer Transition Kit for the June handover. Free for councils and districts.
PTOs
An independent parent group answers to its own board and files its own 990. BeeKeeper gives a PTO the approvals, reports and year-end packet a council would have asked for — without the council.
Booster Clubs
One club raising money for every team, band, ensemble and academic program at the school. BeeKeeper keeps a balance, a budget and a page for each one, and lets the coach approve its expenses.
ASB & Schools
Associated student body accounting: a balance, budget and page per club, advisor-level approvals, invoice billing, and district-level oversight of every school under one agreement.
Two things break every school group's books: the volume, and the turnover.
Nobody volunteered to be an accountant. You volunteered to help the school, and inherited a checkbook, a shoebox, and a bylaw about two signatures.
A receipt photo at 9pm. A Venmo request. A parent asking when they will be paid back. None of it is in your books yet.
Board turnover is annual and total. Whatever lives only in your head, your inbox, or your laptop leaves with you.
What you get here that you do not get anywhere else
Expense Reports
Volunteers submit reimbursements from their phone with no login and no account. Receipts are read automatically, amounts are matched, and every request lands in one queue.
Sign-Off
Your bylaws require two signatures. Sign-Off collects them by email, on a phone, with no login — and writes down who approved what, and when.
Bank Imports
A direct, read-only connection to your bank brings transactions in nightly. Rules and AI categorize them, so your ledger is current between meetings, not after them.
Vendors & W-9s
Vendors complete their own W-9 through a secure link. Tax IDs are encrypted, payment totals add up all year, and January's 1099 list comes off the books you already kept.
Check Printing
Print one check or a whole run on plain check stock, with alignment you calibrate once. Voids, reprints and check numbers are all tracked for you.
Support
Our support team does nothing but K-12 school groups. They know what a fiscal year close looks like for a PTA, why your council wants that report, and how to fix the books when it goes wrong.
PTA accounting that runs itself
Built for school groups. Free for 30 days, no credit card required.
Reimbursements, from the parking lot to the printed check
BeeKeeper takes the whole path in one place.
Two signatures. Zero paper.
Sign-Off collects the signatures properly, and keeps them.
Your bank does the data entry
BeeKeeper connects directly to your organization's bank and imports transactions automatically.
What treasurers tell our support team
As amazing as the software is, your customer service has been next level.
I'm blown away by your development team. Thanks so much for taking the suggestion and running with it so quickly.
I hear that [two nearby PTAs] love BeeKeeper and they really appreciate the support.
BeeKeeper was built for school groups, not adapted for them
Fiscal years that start in July. Councils and districts. Budget amendments that need a motion and a vote. A balance for every team a booster club supports. A district looking across its schools. The software already knows what those are.
Nearly every feature on this site started as a support ticket from somebody running a real PTA or booster club. When something does not fit how your board works, tell us and we fix it.
No investors asking us to move upmarket. The roadmap is set by the school groups using it.
And so much more
Coming from something else?
QuickBooks
QuickBooks is built for businesses with owners, customers and profit. A PTA has a board, a membership, and bylaws. Here is where that difference shows up.
Xero
Xero does double-entry beautifully. It has no idea what a PTA council is, what your bylaws require, or which IRS form you owe in November.
Spreadsheets
Spreadsheets are free, flexible, and have no memory. No audit trail, no approvals, no reconciliation, and one formula away from a number nobody can explain.
Paper & Checkbook
Paper is honest work that cannot be searched, backed up, shared with the board, or handed to next year's treasurer in one piece.
MoneyMinder
MoneyMinder is built for volunteer groups too. The differences are in expense collection, electronic approvals, check printing and what happens when you need help.
myPTEZ
We import myPTEZ books every week — including the outstanding checks and void pairs that trip everyone up. Here is what is different once you land.