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Kuali Financials
Lehi, Utah, United States
What it is
Kuali Financials is a cloud-based financial management system designed 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, controls, approval workflows, and routing, and use reporting and audit support to manage financial transactions. Drag-and-drop forms and no-code workflows let institutions digitize additional financial processes without custom development. The system connects with campus systems through APIs; Kuali describes REST and GraphQL APIs, real-time data access, and Kuali Bridge for building multi-step integrations. Kuali says it delivers capabilities continuously rather than requiring institutions to wait for major upgrade cycles. Its Trust Center says customer data is encrypted in transit and at rest, with access governed by configurable roles and permissions. Kuali lists SOC 2 Type 2 compliance, completed HECVAT Full v4.x, and TX-RAMP authorization. Pricing is available on request, and the product page invites institutions to book a demo. Kuali states that the software is not designed to process or store payment card data.
For and against
For
- Combines core accounting, budgeting, procurement, and reconciliation functions.
- Includes restricted fund tracking and grant management.
- No-code workflows can digitize additional financial processes.
- Customer data is encrypted in transit and at rest.
Against
- Pricing is available on request.
- Not designed to process or store payment card data.
The verdict
Kuali Financials covers a broad set of higher education finance operations, with configurable workflows and campus integrations. Institutions should request pricing and account for the stated payment-card-data limitation.
Who it suits
Kuali Financials is intended for colleges and universities managing higher education finance operations. It may suit teams seeking a cloud system that brings accounting, procurement, budgeting, and related processes together.
Plans and prices
Kuali Financials
Pricing by inquiry; the page invites institutions to book a demo
Read 2 Oct 2026 · kuali.co
On the record
- Audience
- Kuali Financials is designed for colleges and universities and their higher education finance operations.kuali.co · read 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 · read 2 Oct 2026
- Continuous delivery
- Kuali says it continuously delivers new capabilities without requiring institutions to wait for major upgrade cycles.kuali.co · read 2 Oct 2026
- Controls
- The system supports configurable chart of accounts, financial controls, approval workflows, and flexible routing.kuali.co · read 2 Oct 2026
- Core processes
- It brings together accounting, budgeting, procurement, reconciliation, procure-to-pay, and general ledger functions.kuali.co · read 2 Oct 2026
- Deployment
- cloudkuali.co · read 24 Sep 2026
- Grant management
- Yeskuali.co · read 24 Sep 2026
- Integrations
- Financials connects with campus systems through APIs and integration capabilities.kuali.co · read 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 · read 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 · read 2 Oct 2026
- Notable limit
- Kuali states that its software is not designed to process or store payment card data.kuali.co · read 2 Oct 2026
- Purpose
- Kuali Financials is a cloud-based financial management system built for higher education.kuali.co · read 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 · read 2 Oct 2026
- Restricted fund tracking
- Yeskuali.co · read 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.kuali.co · read 2 Oct 2026
