Role perspective
Finance officer
Account for funding and reconcile payments
Only assigned tenant, institution, programme and records; cross-party access requires explicit permission
Full role perspectiveFinance officer
Illustrative DataAccount for funding and reconcile payments
- Actions
- Review budgets · Act on payment exceptions · Coordinate with funder
- Records
- Budgets; commitments; invoices; ledger mapping
- Approvals
- Review claims; separate final approval authority
- Dashboard
- Payment exceptions, reconciliations and budget variance
- AI assistance
- Evidence-grounded summaries of payment exceptions, reconciliations and budget variance; recommendations do not replace accountable decisions.
- Notifications
- Assigned tasks, missing evidence, due dates and exceptions within the finance officer scope.
- Connected roles
- Funder; procurement; executive
- Permission scope
- Only assigned tenant, institution, programme and records; cross-party access requires explicit permission
Discuss a pilot or book a demo
Tell us about your schools, district or programme. We’ll show how SkillsCortex could connect your workflows — and agree what a scoped pilot would prove.