What is Smooth Books?
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.
Why treasurers love it
Built for treasurers
Every tool is laser-focused on the one part of running a parent group that scares people the most — the money.
Print, CSV & PDF
Export any report in the format your group needs — meeting handouts, spreadsheets, or archived PDFs.
Share with your group
Invite up to 10 members to collaborate, with your data kept private to your group.
Done-for-you templates
Standard PTA/PTO categories and formats mean less guesswork and fewer mistakes.
Everything in the toolkit
Ten tools that work together to cover your whole year.
Treasurer's Report
Generate a clean, meeting-ready report formatted for your general membership.
Annual Budget
Build a full-year budget with standard PTA/PTO income and expense categories.
Activities Tracker
Keep every program and event — chair, budget, and actuals — in one spreadsheet.
Fundraiser Tally
Track fundraiser expenses, reimbursements, and outstanding balances as you go.
Reimbursement Receipts
Produce professional, printable receipts with a running log of every payout.
Budget vs. Actual
Compare what you planned to spend against what you actually spent, side by side.
Monthly Summary
Roll up income and expenses into a clear month-by-month fiscal view.
Year-End Report
Close the books with a polished year-end summary your group can trust.
Branding
Add your group's name, colors, and logo to every print-ready document.
My Group
Share the toolkit securely with up to 10 members of your parent group.
Ready to make the money simple?
One subscription unlocks the entire toolkit for your parent group — for a full school year.
See Plans & Pricing"When parents speak, change happens."