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PFM for primary schools


PFM provides a cost effective and easy way for your school to manage your school trips, clubs  and events.  It produces all the information the organizers needs and all the finance information your finance team requires.


PFM Primary is a straightforward version of Private Funds Manager, offering all the facilities required by primary schools for Private Funds management.


PFM Primary has the option to run accounts as 'lump sum' accounts - ie processing total monies in and out of accounts, offering a quick and easy method for managing the finances. Alternatively, pupils can be synchronised into the system for primaries wishing to record trips and other payments from each pupil, but this is optional.


PFM Primary can come 'setup' by Istek - ie with your accounts, trips, bank accounts etc., already on the system, ready to go.


PFM Primary comes with free online training for the first three months, and low cost optional training subsequently. Both the purchase price and annual support cost are reduced for primary schools.


How can the Private Funds Manager school fund software help your school ?

Saves time

PFM reduces input time, as well as the time spent monitoring accounts, trips, payments made and owing. No more manual receipts, trip cards or chase up letters.

Trip lists &reports for teachers

Generate attendee lists, contact details, medical information, non payers, no consent forms - all these report can be produced instantly and either printed, emailed or sent to the teachers smartphone.

Club attendance module

Print daily or weekly register for club, pre-book or record attendance after the session, generate invoices or statements as well as summary, totalled or detailed attendance reports.

Reduces administation

No need for spreadsheets or manual checklists. Chasing up outstanding forms and payments is easy, lists and reports produced at the touch of a button, bank accounts reconciled with ease and financial accounts automatically produced.

Online payments

Inbuilt link with online banking systems and/or easy link with existing online payment solutions such as Parentmail or Parentpay - instant download of online payments saves time and reduces cash in school, whilst maintaining the flexibility for students to pay by cash or cheque.



Full set of financial reports, plus trip/account reports and pupil reports.

Accurate, auditable accounts

PFM has been assessed by and is recommended by many county auditors.

Problems and queries

 Istek provides excellent, timely support, either by phone, email or remote access. Friendly, knowledgeable staff who have worked in schools are here to resolve issues quickly.

Links with other software

PFM links with Parentpay, Parentmai, sQuid, Wisepay etc., as well as Evolve & home-school communication.

Updates and training

PFM his regularly updated and ongoing online training provided using Webex meeting room software. Onsite training also available. Please see Training section for details.

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