Kuali Financials
Kuali Financials is a cloud-based financial management system for colleges and universities.
What Kuali Financials is
Kuali Financials is a cloud-based financial management system for colleges and universities. It combines accounting, budgeting, procurement, reconciliation, procure-to-pay, and general ledger functions, along with restricted fund tracking and grant management. Finance teams can configure charts of accounts, financial controls, approval workflows, and routing, and use reporting and audit support to manage transactions. Drag-and-drop forms and no-code workflows are intended to digitize additional financial processes without custom development. The system connects with campus systems through APIs and integration capabilities; Kuali describes REST and GraphQL APIs, real-time data access, and Kuali Bridge for multi-step integrations. The company says it delivers capabilities continuously without requiring institutions to wait for major upgrade cycles. Kuali's Trust Center states that data is encrypted in transit and at rest, with access governed by configurable roles and permissions. Listed compliance includes SOC 2 Type 2, completed HECVAT Full v4.x, and TX-RAMP authorization. Pricing is available on request. Kuali states that the product is not designed to process or store payment card data.
Good
- Combines accounting, budgeting, and procurement functions.
- Includes restricted fund and grant management.
- Supports configurable workflows and routing.
- Connects with campus systems through APIs.
Watch out
- Pricing is available only on request.
- Not designed to process or store payment card data.
Who it suits
Kuali Financials is intended for colleges and universities managing higher education finance operations. It may suit institutions seeking connected finance processes, configurable controls, and campus-system integrations.
Verdict
Kuali Financials is focused on finance operations in higher education, with accounting, procurement, controls, and audit support in one cloud system. Institutions should note the payment-card limitation and request pricing directly.
Plans and prices
From Kuali Financials's own pricing page, checked 2 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Kuali Financials | Priced on request | Pricing by inquiry; the page invites institutions to book a demo |
The facts
Each one read from Kuali Financials's own pages, with the date it was checked.
What it does
- Audience
- Kuali Financials is designed for colleges and universities and their higher education finance operations.checked 2 Oct 2026
- Compliance
- Kuali's security page states that it has SOC 2 Type 2 compliance, completed HECVAT Full v4.x, and is TX-RAMP authorized.checked 2 Oct 2026
- Continuous delivery
- Kuali says it continuously delivers new capabilities without requiring institutions to wait for major upgrade cycles.checked 2 Oct 2026
- Controls
- The system supports configurable chart of accounts, financial controls, approval workflows, and flexible routing.checked 2 Oct 2026
- Core processes
- It brings together accounting, budgeting, procurement, reconciliation, procure-to-pay, and general ledger functions.checked 2 Oct 2026
- Deployment
- cloudchecked 24 Sep 2026
- Grant management
- Yeschecked 24 Sep 2026
- Integrations
- Financials connects with campus systems through APIs and integration capabilities.checked 2 Oct 2026
- Integration technology
- Kuali's platform integration page describes REST and GraphQL APIs, real-time data access, and Kuali Bridge for building multi-step integrations.checked 2 Oct 2026
- No-code workflows
- Kuali says its drag-and-drop forms and no-code workflows can digitize additional financial processes without custom development.checked 2 Oct 2026
- Notable limit
- Kuali states that its software is not designed to process or store payment card data.checked 2 Oct 2026
- Purpose
- Kuali Financials is a cloud-based financial management system built for higher education.checked 2 Oct 2026
- Reporting and audit
- The product includes reporting and audit support and is described as helping teams manage and audit financial transactions.checked 2 Oct 2026
- Restricted fund tracking
- Yeschecked 24 Sep 2026
- 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.checked 2 Oct 2026
The company
- Headquarters
- Lehi, Utah, United Stateschecked 28 Sep 2026
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