Smarter decisions. Stronger outcomes. Now AI-powered.

We’re excited to announce the launch of Funding Genie V5 – the next generation of our SEND funding platform, formerly known as Formulate.

This significant update delivers on the core needs identified by our local authority partners:

• Fairer, more consistent funding decisions
• Reduced admin burden for frontline teams
• Clearer, strengths-based needs assessments
• And now – smarter, AI-powered support

What’s new in V5?

Optional add-on: AI-powered enhancements – Meet Imogen (Beta)

We’ve introduced the first phase of AI functionality, co-designed with SEND professionals, to help streamline your process without compromising quality:

• EHCP Summarisation – Instantly extract key content to speed up Needs Profile completion.
• Automated Rationale Generation – Generate clear, defensible justifications in seconds.
• AI Quality Assurance – Catch missing or inconsistent information.

Want early access? Register your interest here.

Improved Needs Profile: Built to reflect best practice – now strengths-based, neuro-affirming, and more inclusive.

Expert co-design: Developed in partnership with experienced Educational Psychologists and shaped by local authority feedback.

Smarter, more responsive algorithm: Our latest model is faster, clearer, and better at supporting confident, needs-led decision-making.

Productivity features include:

• “Calculate” button to estimate funding on the fly
• Streamlined login with “Remember Me”
• Configurable auto-close for cleaner data

Why the new name?

Formulate for SEND is now Funding Genie, part of our broader SEND Genie Toolkit – bringing together the tools councils need for smarter decisions across their SEND funding process.

Coming later this year:

• EHCP Genie: An AI-powered tool that helps you create and review EHCPs faster – with secure document analysis, smart drafting, and built-in checks for quality and compliance.
• Insights Genie: Powerful new analytics and forecasting tools.

Together, these tools form a seamless solution that helps local authorities manage rising demand, uphold standards, and use resources wisely – freeing staff to focus on children and young people.

Built for real-world impact

Authorities using our platform have seen:

• 25% increase in likelihood of meeting EHCP deadlines
• 70% reduction in admin time
• Up to £1.79b in preventable costs mitigated nationally

Next steps

Contact your Imosphere Customer Success Consultant to discuss your upgrade.

If you aren't yet an Imosphere customer, get in touch to arrange a personalised walkthrough of the latest version.

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