FOR MULTI-ACADEMY TRUSTS
IMP Planner
Forecasting, budgeting and reporting for
multi-academy trusts.
One rolling forecast across every school in the trust. Budget setting becomes a point-in-time output, not a three-month exercise.
FOR MULTI-ACADEMY TRUSTS
IMP Planner
Forecasting, budgeting and reporting for
multi-academy trusts.
One rolling forecast across every school in the trust. Budget setting becomes a point-in-time output, not a three-month exercise.
★★★★★ Excellent 4.9 out of 5, from 77+ reviews on ★ TrustPilot
FOR MULTI-ACADEMY TRUSTS
IMP Planner
Forecasting, budgeting and reporting for
multi-academy trusts.
One rolling forecast across every school in the trust. 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 MATs choose IMP Planner
A planning platform that finally fits.
IMP Planner is where confident financial decisions begin for multi-academy trusts. Built for the trust, not stretched from tools designed for a single school, it brings every budget, forecast and report together in one place, giving trust finance teams the clarity, speed and confidence to make smarter decisions.
50%+
Trusted by MATs of every size.
Trusted by MATs of every size.
Most platforms treat each school as a silo. Then bolt consolidation on around the edges.
Most budgeting platforms were never designed to manage planning across multiple schools and cost centres. IMP Planner was. Built for the MAT, not the school, so central teams plan from one live platform.
IMP Planner connects every school, cost centre and assumption into a single source of truth. Whether you GAG pool, top-slice, operate centrally or give schools autonomy, the platform flexes to your trust 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 trust-wide settings and pay scales.
02. finance integrations
Connects with your tools.
Runs natively with IMP Finance, and works alongside IRIS Financials (PSF), Sage Intacct, Sage 200, Iplicit, Hoge 100, Xero and more.
03. live assumptions
Automated consistency.
Change an assumption once and every dependent budget line updates automatically across every school.
04. ROLE-BASED ACCESS
Total control.
Set who can view, edit and approve at every level, from school budget holders to central finance leads.
05. TRUST BENCHMARKING
Actionable data.
Compare performance across your schools and against similar trusts to see where to act.
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 structures or funding models change, your platform adapts with you.
Automated precision
We obsess over the complex calculations, so you don't have to. Central charges, funding assumptions and NI/pension calculations are embedded in the logic. They flow automatically through future budgets, whether you run IMP Finance or another ledger, eliminating manual errors and freeing you to focus on trust strategy.
Agile scenario modelling
Stay ahead of change. Model scenarios, such as pay awards or funding changes, and see the impact across your entire trust straightaway, from the big picture down to the individual school.
REPORTING AND INSIGHT
One platform. Every level
of detail.
Granular visibility
Drill from trust level to individual school in seconds. Click through to pupil numbers, staffing details and actuals behind every figure, all from within IMP Planner.
Always consolidated
Trust reports are always consolidated. Show the full picture, keep leaders informed and trustees assured, with no manual data crunching.
CUSTOMER STORIES
How trusts budget better with IMP Planner.
The finance leaders who run their Trusts on IMP, in their own words.
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 MAT 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 MAT 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.
BENCHMARKING
Personalised MAT Benchmarking Report.
Turn benchmarking into meaningful action. Every IMP Planner customer receives a tailored report showing how their trust compares to others of a similar size and structure, alongside a toolkit for school-level peer comparison. Identify strengths, spot opportunities and drive real improvement across your trust.
BENCHMARKING
Personalised MAT Benchmarking Report.
Turn benchmarking into meaningful action. Every IMP Planner customer receives a tailored report showing how their trust compares to others of a similar size and structure, alongside a toolkit for school-level peer comparison. Identify strengths, spot opportunities and drive real improvement across your trust.
Ready to see it in action?
See how IMP Planner helps MAT 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 MAT 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, which treat schools as silos and bolt consolidation reports on around the edges, IMP Planner is built specifically for multi-academy trusts. Every school sits within the same pot of data, using a single set of centrally controlled assumptions and budget drivers. Trust finance teams maintain agility and control across their entire organisation, 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 trust's position is changing month to month.
We work with MATs of all different shapes and sizes. Some GAG pool, others top-slice. Some are centralised, others completely decentralised. No matter the approach, Planner flexes to your model, handling your trust's reporting structures and evolving with you over time.
Including trust-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 with the preparation and analysis of budgets and forecasts. Every report is consolidated but can be run by hub, school type or for an individual school.
We have automated integration with IRIS Financials (PSF), Sage Intacct, Sage 200, Iplicit and Hoge 100. We also integrate with Xero via Thorne Widgery. For all other finance systems, we provide smooth integration using Excel import/export functionality.
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 college, factoring in size and structure. To get a personalised quote, visit our pricing page.