Smooth Books
A done-for-you suite of tools built specifically for PTA and PTO treasurers — generate reports, build budgets, track activities, tally fundraisers, and issue professional receipts.
The Parent Group Blueprint teaches you how to run your group broadly; Smooth Books handles the money.
$79/year · All-in-one · Cancel anytime
Smooth Books is the all-in-one treasury toolkit for the parent volunteers who carry the weight of managing their group's money. We know the financial side of running a parent group is the part that scares people the most — so every tool here is built to make that job simpler, clearer, and less stressful.
Every tool is laser-focused on the one part of running a parent group that scares people the most — the money.
Export any report in the format your group needs — meeting handouts, spreadsheets, or archived PDFs.
Invite up to 10 members to collaborate, with your data kept private to your group.
Standard PTA/PTO categories and formats mean less guesswork and fewer mistakes.
Ten tools that work together to cover your whole year.
Generate a clean, meeting-ready report formatted for your general membership.
Build a full-year budget with standard PTA/PTO income and expense categories.
Keep every program and event — chair, budget, and actuals — in one spreadsheet.
Track fundraiser expenses, reimbursements, and outstanding balances as you go.
Produce professional, printable receipts with a running log of every payout.
Compare what you planned to spend against what you actually spent, side by side.
Roll up income and expenses into a clear month-by-month fiscal view.
Close the books with a polished year-end summary your group can trust.
Add your group's name, colors, and logo to every print-ready document.
Share the toolkit securely with up to 10 members of your parent group.
One subscription unlocks the entire toolkit for your parent group — for a full school year.
See Plans & Pricing"When parents speak, change happens."