Kuali Financials
Ranked in Fund Accounting Software ·No free plan on record
About
Kuali Financials is a cloud-based financial management system for colleges and universities. It brings accounting, budgeting, procurement, reconciliation, procure-to-pay, and general ledger functions together, with restricted fund tracking and grant management. Finance teams can configure charts of accounts, financial controls, approval workflows, and routing, with reporting and audit support for financial transactions. Drag-and-drop forms and no-code workflows are intended to digitize additional 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 new capabilities continuously without waiting for major upgrade cycles. Its Trust Center states that customer 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 by inquiry; Kuali's page invites institutions to book a demo. Kuali states the software is not designed to process or store payment card data.
Who it is for
Kuali Financials is intended for colleges and universities managing higher education finance operations. It suits institutions seeking connected finance processes, configurable controls, and campus-system integrations.
What is good
- Combines accounting, budgeting, and procurement.
- Supports restricted fund tracking and grant management.
- REST and GraphQL APIs are described.
- Data is encrypted in transit and at rest.
- Listed compliance includes SOC 2 Type 2.
What to know first
- Pricing is available only by inquiry.
- Not designed to process or store payment card data.
Verdict
Kuali Financials brings core finance operations, controls, reporting, and integrations into a higher-education-focused system. Institutions should account for inquiry-based pricing and the stated restriction on payment-card data.
Compared on fund accounting software
Facts
- Restricted fund tracking
- Yeskuali.co · 24 Sept 2026
- Grant management
- Yeskuali.co · 24 Sept 2026
- Deployment
- cloudkuali.co · 24 Sept 2026
- Purpose
- Kuali Financials is a cloud-based financial management system built for higher education.kuali.co · 2 Oct 2026
- Core processes
- It brings together accounting, budgeting, procurement, reconciliation, procure-to-pay, and general ledger functions.kuali.co · 2 Oct 2026
- Controls
- The system supports configurable chart of accounts, financial controls, approval workflows, and flexible routing.kuali.co · 2 Oct 2026
- Reporting and audit
- The product includes reporting and audit support and is described as helping teams manage and audit financial transactions.kuali.co · 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.kuali.co · 2 Oct 2026
- Integrations
- Financials connects with campus systems through APIs and integration capabilities.kuali.co · 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.kuali.co · 2 Oct 2026
- Continuous delivery
- Kuali says it continuously delivers new capabilities without requiring institutions to wait for major upgrade cycles.kuali.co · 2 Oct 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.kuali.co · 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.kuali.co · 2 Oct 2026
- Notable limit
- Kuali states that its software is not designed to process or store payment card data.kuali.co · 2 Oct 2026
- Audience
- Kuali Financials is designed for colleges and universities and their higher education finance operations.kuali.co · 2 Oct 2026
Company
- Headquarters
- Lehi, Utah, United Stateskuali.co · 28 Sept 2026
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Sources
- kuali.co/products/financials· checked 24 Sept 2026
- kuali.co/solutions/operations/financial-operatio· checked 2 Oct 2026
- kuali.co/platform/integrations· checked 2 Oct 2026
- kuali.co/trusted/trust-center· checked 2 Oct 2026
- kuali.co/platform/security· checked 2 Oct 2026
- kuali.co/products/kuali-advisor· checked 28 Sept 2026


