One platform for the entire back office
Reimbursement adjudication and application intake share a single data model, audit trail, and reporting layer — backed by the integrations program teams already trust.
Capabilities
From ingest to audit-ready reporting
Everything below is a shipped part of the platform, working from the same normalized data and access model.
Ingest & normalization
CSV/Excel upload with column mapping, SHA-256 duplicate detection, staged storage, and normalized upserts into guardians, students, vendors, and line items.
Processing queue
A guardian-to-line-item hierarchy with sticky assignment, grab-more-work, focus mode, and keyboard shortcuts built for processor throughput.
Decisions
Approve, deny, hold, or escalate — individually or in bulk — with note composition, tax validation, and decision suggestions.
Receipts & OCR
Receipt upload, AWS Textract extraction, receipt-to-claim matching, and exception handling for documentation review.
Application intake
A multi-step applicant wizard with document upload, identity steps, and Plaid income verification, plus a staff review queue.
Eligibility & AI review
Configurable eligibility rules and AI-assisted review against program handbooks surface suggested decisions and categories.
Reporting
13+ report types spanning productivity, throughput, quality alignment, population insights, and client-ready exports.
White-label API
A token-authenticated API lets partner-branded front ends drive applications and review while FundFlow stays the system of record.
Admin controls
Program configuration, user and role management, note templates, eligibility rules, and activity logging in one admin surface.
Walk the platform with our team
We'll tailor the demo to the workflows that matter most for your program.