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SPECIFICTION
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Kuali Financials

kuali.co

WebAPI
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Spec score 7.2 #8 of 30 in Education ERP Software

What it is

Kuali Financials is a cloud financial management system for colleges and universities. It brings accounting, budgeting, procurement, reconciliation, procure-to-pay and general ledger functions together, with restricted fund tracking and grant management. Finance teams can configure charts of accounts, controls, approval workflows and routing, and use reporting and audit support to manage financial transactions. Drag-and-drop forms and no-code workflows are intended to digitize additional processes without custom development. The system connects to campus systems through APIs and integration capabilities; Kuali describes REST and GraphQL APIs, real-time data access and Kuali Bridge for building multi-step integrations. Kuali says it delivers capabilities continuously rather than requiring institutions to wait for major upgrade cycles. Its Trust Center says customer data is encrypted in transit and at rest, with access managed through configurable roles and permissions. Kuali lists SOC 2 Type 2 compliance, completed HECVAT Full v4.x and TX-RAMP authorization. Pricing is by inquiry, and the product page invites institutions to book a demo. Kuali states that the software is not designed to process or store payment card data.

Spec sheet

Purpose
Kuali Financials is a cloud-based financial management system built for higher education.Read 2 Oct 2026 · kuali.co
Audience
Kuali Financials is designed for colleges and universities and their higher education finance operations.Read 2 Oct 2026 · kuali.co
Deployment
cloudRead 24 Sep 2026 · kuali.co
Integrations
Financials connects with campus systems through APIs and integration capabilities.Read 2 Oct 2026 · kuali.co
Security
Kuali's Trust Center states that customer data is encrypted in transit and at rest and access is controlled through configurable roles and permissions.Read 2 Oct 2026 · kuali.co
Compliance
Kuali's security page states that it has SOC 2 Type 2 compliance, completed HECVAT Full v4.x, and is TX-RAMP authorized.Read 2 Oct 2026 · kuali.co
Headquarters
Lehi, Utah, United StatesRead 28 Sep 2026 · kuali.co
Continuous delivery
Kuali says it continuously delivers new capabilities without requiring institutions to wait for major upgrade cycles.Read 2 Oct 2026 · kuali.co
Controls
The system supports configurable chart of accounts, financial controls, approval workflows, and flexible routing.Read 2 Oct 2026 · kuali.co
Core processes
It brings together accounting, budgeting, procurement, reconciliation, procure-to-pay, and general ledger functions.Read 2 Oct 2026 · kuali.co
Grant management
YesRead 24 Sep 2026 · kuali.co
Integration technology
Kuali's platform integration page describes REST and GraphQL APIs, real-time data access, and Kuali Bridge for building multi-step integrations.Read 2 Oct 2026 · kuali.co
No-code workflows
Kuali says its drag-and-drop forms and no-code workflows can digitize additional financial processes without custom development.Read 2 Oct 2026 · kuali.co
Notable limit
Kuali states that its software is not designed to process or store payment card data.Read 2 Oct 2026 · kuali.co
Reporting and audit
The product includes reporting and audit support and is described as helping teams manage and audit financial transactions.Read 2 Oct 2026 · kuali.co
Restricted fund tracking
YesRead 24 Sep 2026 · kuali.co

Plans and prices

Kuali Financials Priced on request Pricing by inquiry; the page invites institutions to book a demo Read 2 Oct 2026 · kuali.co

Every Kuali Financials plan and price →

Strong points and limits

Strong points

  • Cloud system for higher education finance operations.
  • Includes restricted fund tracking and grant management.
  • Supports configurable controls and approval workflows.
  • REST and GraphQL APIs are described.
  • Customer data is encrypted in transit and at rest.

Limits

  • Pricing is available by inquiry.
  • Not designed to process or store payment card data.

Who it suits

Kuali Financials is designed for colleges and universities managing higher education finance operations. It may suit teams seeking shared accounting, budgeting, procurement and grant-management processes.

Verdict

Kuali Financials brings core finance processes, workflows and integrations into a cloud system for higher education. Institutions should account for the payment-card-data limitation and request pricing directly.

Where Specifiction places it

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