Your reports roll forward. The method stays with them.

You can—and for some institutions, that is the responsible choice. The Pull prepares selected figures for one reporting cycle. The Rollbook preserves the definitions, mappings, source history, exceptions, decisions, and approved method behind those figures so the next cycle does not begin as another reconstruction.

It keeps the reporting copy refreshed through a read-only connection, preserves reporting-date snapshots, and supports scheduled readiness reviews that surface missing mappings and exceptions before the filing window. Nothing writes back to the SIS without a separately defined and approved Fix.

The reporting record remains with the institution. A new owner can see the definitions, inclusion and exclusion rules, prior sources, accepted exceptions, approvals, and submission history instead of depending on an inherited spreadsheet or undocumented memory.

A school with clean data, one annual obligation, stable staff, little need for historical review, and no recurring reporting problems may be well served by the $300 Pull. The Rollbook is for institutions that repeatedly rebuild the method, involve multiple reviewers, manage several obligations, or discover data problems near deadlines.

No. Standard onboarding includes one supported SIS and one core reporting family confirmed in the written scope. Additional report families, source systems, custom feeds, historical reconstruction, and advisory work are priced separately.

No. Institutional access is included. Registrar, IT, institutional research, academic affairs, and leadership can participate without per-user charges. Pricing grows with reporting complexity—not with the number of people who need to trust the result.

Yes. The founding price is $4,500 paid annually, or $425 per month with a 12-month agreement ($5,100 total). The monthly option spreads payment across the year; it is not a cancel-anytime seasonal subscription.