The operational backbone for education savings accounts
From spreadsheet batch to defensible decision, FundFlow runs reimbursement adjudication, receipts, eligibility, and reporting for ESA administrators.
Built for ESA operations
Everything from ingest to audit
Give processors a fast, structured workflow and give program leadership the reporting and audit trail they need.
High-volume ingest
Bring in reimbursement batches from spreadsheets, normalize them into structured entities, and catch duplicates before they reach a reviewer.
Structured adjudication
Processors review line items in a guardian-first hierarchy with approve, deny, hold, and escalate actions plus bulk operations.
Receipts & OCR
Match receipts to claims with AWS Textract extraction so eligibility evidence is always one click away.
Roles & assignment
Sticky guardian-to-processor routing, supervisor bulk assignment, and role-based access keep large teams aligned.
Operations reporting
Track throughput, productivity, and quality alignment, and produce client-ready exports for program leadership.
Audit-ready
Entity-level audit logs and activity history give you a defensible record of every decision and change.
FAQ
ESA program questions
Can FundFlow handle state-scale ESA volume?
Yes. Batch ingest, duplicate detection, assignment strategies, and bulk actions are designed so review capacity scales with tooling rather than purely with headcount.
How are program rules configured?
Administrators set per-program configuration — required application sections, income thresholds, allowed verification methods, and open/close windows — and manage eligibility rules used in review.
Can decisions be reviewed twice?
FundFlow supports two-round review and tracks decision history, so quality processes and external review steps are captured in the record.
Bring your ESA back office onto FundFlow
We'll map FundFlow to your program rules, review workflow, and reporting needs in a working demo.