IMP Planner

The trusted budget planning platform for 500+ MATs — now built for independent schools.

One source of truth across your school or group
Accurate, automated calculations — no more spreadsheets
Continuous reforecasting to stay agile in uncertain times
Seamless integration with your finance systems
Proactive, human support

Supporting over 500 School Groups nationwide - now supporting independent schools

What is IMP Planner?

IMP Planner is a powerful budgeting and forecasting solution used by over 500 school groups across the UK. Now tailored for independent schools, it gives finance leaders the control, confidence, and clarity they need – without the manual burden of spreadsheets or disconnected systems.

Whether you’re running a single independent school or a growing group, IMP Planner helps you:

Build multi-year budgets aligned to your operational realities

Reforecast quickly in response to changes in pupil numbers, staffing, or tuition assumptions

Consolidate reporting across departments or sites

Drill down into every budget line, assumption, or actuals figure

Push budgets into your finance system and sync live actuals — right down to the transaction

What makes IMP Planner different?

A single source of truth

Bring all your budget data – from staffing and payroll to pupil numbers and costs – into one consistent platform. Whether you’re managing one school or many, IMP Planner gives you live oversight and full control.

Say goodbye to disjointed spreadsheets and multiple logins. Make changes in one place and see them reflected across your entire budget.

Continuous budget forecasting

Predicting your year-end outturn shouldn’t be a guessing game. IMP Planner automates your forecasts, combining payroll, budget, and actuals data to give you real-time visibility – and automatically shapes future years as you go.

Reporting you can trust

Slice reports by school, site, department, or group. Drill down into the assumptions behind every number. Whether you’re reporting to governors, trustees, or senior leadership, you’ll always have the insights at your fingertips – no spreadsheet wrangling required.

Finance system integration

IMP Planner integrates directly with leading finance systems. Automatically sync your Chart of Accounts, import actuals, and push budgets back – all at a transactional level. That means less duplication, fewer errors, and faster month-end clarity.

Embedded calculations — Built for real-world complexity

Stop wasting time on formulas and version control. IMP Planner handles pay progression, inflation uplifts, shared services, maternity cover, and more – all built in and fully auditable.

Need to update assumptions like pupil numbers or tuition fees? Apply changes instantly across your 3–5 year plan with confidence.

Real-time, human support

Experience fast, human-centric support with real-time chat, Zoom, or Teams sessions. Our proactive approach, backed by our comprehensive help centre ‘IMP Help’ and 30-second average chat response time (by a human), ensures any issues are resolved quickly and effectively. Say goodbye to email tennis with long waits and resolution times, and hello to seamless, proactive support that drives your budgets forward.

A platform that grows with you

Built in collaboration with school finance leaders, IMP Planner evolves with your needs. Every feature is designed to reduce admin, eliminate risk, and help you plan with precision.