Business Details
Experts in Municipal Finance Technology
For over three decades, we have specialized in delivering comprehensive treasury management software tailored to the unique needs of public sector entities. Our solutions for investment management, debt management, and cash management are designed to streamline financial operations while ensuring compliance with industry standards like GASB 31. With a client base exceeding 400 organizations, we pride ourselves on providing reliable software and exceptional support that simplifies complex financial processes. Our reporting tools offer actionable insights, enabling clients to make data-driven decisions with confidence. We are committed to continuous innovation, ensuring our clients have access to the latest technological advancements in municipal finance.Our team of experts works closely with clients to deliver customized solutions that meet their specific requirements, backed by comprehensive training and educational resources. Security and scalability are at the core of our platform, allowing multiple users to access systems with tailored permissions. By automating manual processes and integrating seamlessly with existing systems, we help organizations save time and reduce operational risks. Our dedication to client success has earned us long-standing partnerships and consistent positive feedback on our software's reliability and performance. We remain focused on advancing public sector financial management through technology that adapts to evolving regulatory and operational demands.
Services
Investment Management
Debt Management
Cash Management
Treasury Accounting
Compliance Reporting
Portfolio Analysis
System Integration
User Training
Highlights and features
- We provide over 50 standard reports covering performance, compliance, and portfolio analysis.
- Our software automates financial processes and integrates with existing systems to save time.
- We offer secure multi-user access with customizable permission levels.
- Our solutions ensure compliance with GASB 31 reporting requirements.
- We deliver tailored training and educational resources for optimal software utilization.
What people say
Very reliable
Excellent customer service
Time-saving features
Easy to use
Simplified reporting
Services
Investment Management
Our Investment Management solution offers comprehensive portfolio tracking, performance analysis, and compliance reporting. Designed for public sector entities, it ensures adherence to GASB 31 standards while providing customizable dashboards for real-time financial insights. Automated data aggregation simplifies regulatory filings and internal audits.
Debt Management
The Debt Management system centralizes debt portfolios, streamlining cash flow monitoring and year-end reporting. Features include accrual tracking, maturity scheduling, and compliance documentation management. Clients benefit from consolidated views of outstanding obligations and automated payment alerts.
Cash Management
Our web-based Cash Management solution automates daily cash position tracking and operational workflows. Real-time bank connectivity enables instant liquidity visibility, while role-based access controls ensure secure multi-user collaboration. The system reduces manual processes through automated reconciliation tools.
Questions
What software solutions do you offer for public sector finance?
We provide investment management, debt management, and cash management software specifically designed for municipal and public sector entities.
Is your software compliant with financial reporting standards?
Yes, our solutions ensure compliance with GASB 31 requirements and include standardized reports for regulatory filings.
How does your system handle multi-user access?
Our platform supports secure access with customizable permission levels for different roles and departments.
Can your software integrate with existing financial systems?
Yes, our solutions offer automated interfaces to streamline data sharing with other enterprise systems.
What support resources are available for clients?
We provide training programs, educational materials, and dedicated customer support for implementation and ongoing use.
