Finance

Finance that keeps up with the institution

The AI platform that handles the work between close cycles and board meetings, identifies your biggest opportunities, and keeps your team focused on the decisions that matter most.

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Finance dashboard showing median response time, escalation rate, volume by channel, and sentiment, alongside two students on campus

Leading institutions trust CollegeVine as their technology partner

Leading institutions partnering with CollegeVine

Built for every initiative in the finance office.

One platform does it all

Give an assistant to your team on top of your data & knowledge

Take action in the real world, together with students and staff

Accomplish initiatives by launching turnkey projects

Ask, don't request

Answers staff and faculty questions about expense reports, purchase requisitions, and policy-based approvals the moment they ask
Gives finance and business-office staff instant access to their own department's data: cost centers, transactions, and policy exceptions
Resolves recurring travel, per diem, and vendor payment-status questions without an email to AP or time on hold

AI flagging a faculty member's expense report and drafting a policy-exception request over chat

Build reports and forecasts

Answers ad hoc financial questions for cabinet, deans, and department chairs, grounded in your actual data
Generates standing reports (board reports, IPEDS, dashboards) on schedule, with no manual rebuild
Refreshes long-range forecasts as assumptions change, flagging anomalies for a human look

AI building a standing financial report and refreshing a forecast

See the agent answer a financial question or build a report live.

Facilities requests, handled end to end

Routes facilities requests to the right work order and crew instantly
Tracks work orders end to end, flagging anything stalled for a human look
Sends preventive-maintenance reminders before equipment fails, not after

AI routing a facilities service request to the right work order and crew

See the agent handle a specific request.

Automated verification, compliance, and appeals

Speeds up FAFSA verification: flags missing info, collects documents, and clears students for packaging
Keeps aid disbursement compliant with attendance and balance status, releasing aid automatically once cleared
Guides SAP appeals and scholarship evaluation, auto-filling forms and drafting award recommendations

We quickly realized the AI agent doesn't have to be limited to basic questions. The more knowledge we add, the larger the portion of calls it can handle. We are really excited about the possibilities of what these agents can handle as we add features like proactive messaging, document processing, and event registration.

Neeraj Kumar

VP of IT & CIO at Roosevelt University

AI verifying financial aid eligibility and compliance across the aid lifecycle

See the financial aid agent in action.

Identify your biggest savings and opportunities in seconds.

Institutions end up paying 15 to 20% more than comparable peers for the same software and services with no benchmark to push back. We built a proprietary dataset of higher education vendor contracts to audit spend and prioritize the biggest opportunities.

AI across every finance workflow

From budget transfers and reconciliations to grants tracking and cash monitoring, AI automates the operational work that keeps finance teams busy.

Budget modeling

keeps every cost center and fund's budget current, handling setup, transfers, and rollups automatically.

Reconciliation

matches transactions across your GL and sub-ledgers, flagging discrepancies before month-end.

Financial reporting

pulls current data on demand, so standing reports never wait on a manual export.

Multi-year forecasting

refreshes long-range forecasts automatically as enrollment and aid assumptions change.

Grants and sponsored programs

tracks PI budgets, deadlines, and invoicing so award compliance doesn't slip.

Cash and treasury monitoring

surfaces daily cash position and flags anomalies before they become a shortfall.

Powered by a platform built for institutional finance

CollegeVine combines AI agents, institutional context, and system-level data access so finance teams can model budgets, reconcile accounts, and report on demand from one platform.

AI that understands your institution

Agents operate with your policies, workflows, data, and finance goals in context.

Built for higher ed standards

Higher education finance software designed for FERPA, SOC 2 Type II, HECVAT, and role-based access controls.

Connected across your systems

Works with your ERP/GL, budget planning tools, SIS, and enrollment CRM so every action is informed by the full financial picture.