Our service automates your Budget Book and more.

Our process. Your documents.

We automate the preparation of your existing Budget Book documents by injecting Finance, Payroll and Budget data.

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No tools required

Our process works with your existing Finance system and Microsoft Office 365 documents. That's it. No more software licenses to buy. No maintenance plans to pay for.

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Easy to Use

We set up the Automation for you. You just check the numbers with us and we do the rest. We set up the Automation so you can update your Budget Books each year.

Our service to City governments includes:

  • Office 365 Integration
  • Your current Finance data
  • Your current documents
  • Professional consulting
  • Position Listing, Performance Measurements and Narratives
  • Integrate with Microsoft Word
  • Integrate with Microsoft Excel
  • Integrated CAFR Reporting
  • Finance Director's data mart

Our service to County governments includes:

  • Office 365 Integration
  • Your current Finance data
  • Your current document
  • Professional consulting
  • Integrate with Microsoft Word
  • Integrate with Microsoft Excel
  • Auditor's snapshot
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Our service to School Districts includes:

  • Office 365 Integration
  • Your current Finance data
  • Your current document
  • Professional consulting
  • Microsoft Word Tables
  • Microsoft Excel Worksheets
  • K-12 Finance dashboards
Get started for FREE

Additional facts and benefits:

  • Countless hours saved
  • 100% Accuracy
  • Audit Reports
  • Collaboration between Budget/Finance and Managers
  • Expandable to other reporting requirements
  • Top-rated personalized service
  • In business since 1998
  • References available upon request

Budget Books Automated consultants are available to talk with you 8:00 AM to 8:00 PM Eastern Time Monday through Friday.

Get started with a FREE 15 minute consultation.

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