FOR independent schools
IMP Planner
Forecasting, budgeting and reporting for
independent schools.
One rolling forecast across your school or group. Budget setting becomes a point-in-time output, not a three-month exercise.
FOR INDEPENDENT SCHOOLS
IMP Planner
Forecasting, budgeting and reporting for
independent schools.
One rolling forecast across your school or group. Budget setting becomes a point-in-time output, not a three-month exercise.
★★★★★ Excellent 4.9 out of 5, from 77+ reviews on ★ TrustPilot
Why independent schools choose IMP Planner
A planning platform that finally fits.
IMP Planner is where confident financial decisions begin for independent schools and school groups. Built for education, not adapted from corporate finance tools, it brings every budget, forecast and report together in one place, giving bursars and finance directors the clarity, speed and confidence to make smarter decisions.
100%
Supporting independent
schools across the UK.
Supporting independent schools across the UK.
Most independent schools still plan in spreadsheets that break the moment the budget gets complex.
Most budgeting platforms were never designed for the complexity of independent school finance. Staff cost forecasting, fee income, bursary funding, capital projects and multiple cost centres all in one picture. IMP Planner was.
Version chasing and broken formulas disappear. Every budget driver, assumption and forecast updates in real time from one live platform.
IMP Planner connects every cost centre, department and assumption into a single source of truth. Whether you manage a single independent school or a group of schools, the platform flexes to your model. Budgets, forecasts and actuals live in one place, always aligned and always accurate.
WHAT YOU’LL GET
At a glance: Features that drive clarity.
01. one database
One platform. One truth.
One platform for school-wide settings, pay scales and fee income assumptions.
02. finance integrations
Connects with your tools.
Runs natively with IMP Finance, and works alongside iFinance, WCBS, IRIS Financials (PSF), Sage 200 and more.
03. live assumptions
Automated consistency.
Change an assumption once and every dependent budget line updates automatically across every cost centre.
04. ROLE-BASED ACCESS
Total control.
Set who can view, edit and approve at every level, from department heads to the bursar and finance director.
PLANNING AND FORECASTING
A plan that keeps up.
Plan in real-time
Build, reforecast and refine budgets with real-time data. IMP Planner combines finance, payroll and forecast data automatically, so future budgets shape themselves as you work. When fee structures or staffing models change, your platform adapts with you.
Automated precision
We obsess over the complex calculations, so you don't have to. Fee income modelling, staffing assumptions and NI/pension calculations are embedded in the logic. They flow automatically through future budgets, eliminating manual errors and freeing you to focus on your strategy.
Agile scenario modelling
Model scenarios, such as fee adjustments, bursary awards or staffing changes, and see the impact across your entire school or group straightaway, from the big picture down to the finest detail.
REPORTING AND INSIGHT
One platform. Every level of detail.
Granular visibility
Drill from school or group level down to department in seconds. Click through to pupil numbers, staffing details and actuals behind every figure, all from within IMP Planner.
Board-ready reporting
Create and share board-ready reports for governors and leadership, across a single school or a group where you have one. Show the full picture, keep stakeholders informed and boards assured, with no manual data crunching.
CUSTOMER STORIES
Planning that fits independent schools.
Finance leaders on IMP, in their own words, including the first voices from the independent sector.
“IMP Planner was shaped by hundreds of trust finance teams who needed budgeting and forecasting to work across a whole organisation, not school by school. Independent schools like Millfield and Warwick are now showing us it fits their world too, often with more complex structures than the trusts we started with. We would love your school to shape where it goes next.”
Will Jordan
Co-founder and CEO, IMP Software
BUILT & SUPPORTED BY EXPERTS
Support from people who've lived it.
We know what it’s like to manage education finance, because we’ve lived it. When something needs answering, you get a support specialist who knows the platform inside out, backed by a team of former education finance professionals. Not a script, not a ticket queue. Specialists sit behind every conversation.
SUPPORT ANSWERED IN
Under 30
seconds
Not 24 hours.
Not next week.
Most providers leave you lagging a ticket and waiting days. We answer in under 30 seconds on average, and that bar hasn’t moved in seven years.
BUILT & SUPPORTED BY EXPERTS
Support from people who've lived it.
We know what it’s like to manage education finance, because we’ve lived it. When something needs answering, you get a support specialist who knows the platform inside out, backed by a team of former education finance professionals. Not a script, not a ticket queue. Specialists sit behind every conversation.
SUPPORT ANSWERED IN
Under 30
seconds
Not 24 hours.
Not next week.
Most providers leave you lagging a ticket and waiting days. We answer in under 30 seconds on average, and that bar hasn’t moved in seven years.
Ready to see it in action?
See how IMP Planner helps independent school finance teams reduce risk, save time and bring every financial decision into full view.
IMP PlannerFAQs.
We don't just send you a spreadsheet for a platform you don't know how to use and ask you to populate it. Our bespoke implementation process is led by our in-house team of former education finance professionals, delivered at a fixed price with unlimited training included. They'll take your best available data in whatever format you have it and get to work, checking in regularly to make sure things like budget calculators and staffing calculations are working the way you expect.
Unlike other platforms, IMP Planner is built for education. Every department and cost centre sits within the same pot of data, using a single set of centrally controlled assumptions and budget drivers. Your bursar and finance team maintain agility and control across the whole school, even as the financial landscape changes.
Yes. IMP Planner removes the manual effort from monthly reforecasting. Actuals are pulled in at transaction level from your finance platform, notes are embedded directly into reports, and all forecasting and reporting work takes place inside Planner. Each monthly forecast has its own dataset, so you can demonstrate exactly how your school's position is changing month to month.
Yes. Whether you run one school or a group of several, Planner flexes to your model, handling your reporting structures across sites and evolving with you as your group grows or your approach to financial management changes.
Including school-wide forecast oversight, granular staffing details, payroll reconciliation KPIs, multi-year budget summaries and monthly forecast reports, we have a significant number that can be used to support preparation and analysis of budgets and forecasts. Every report can be run at school or group level, by department or cost centre.
We work with the finance systems most commonly used by independent schools, including iFinance and WCBS, using Excel import/export for smooth, reliable data transfer. We also have automated integration with IRIS Financials (PSF), Sage 200 and Hoge 100, and work with all other finance systems to ensure a seamless setup.
We’re proud to be rated ‘Excellent’ on Trustpilot by IMP Software customers, you can read the reviews in full here. We also have a host of great case studies which you can view here.
Our pricing is tailored to your school or group, factoring in size and structure. To get a personalised quote, visit our pricing page.