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Debt Management

Modern Debt Management for Public Finance Teams

Goodbye broken spreadsheets, hello data integrity

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Over 2,100 public finance professionals are using DebtBook to modernize how they work

With DebtBook, you can:

Future proof your team
Keep your data and workflows in a centralized, audit-friendly platform, so when key performers leave core processes don't break.
Have confidence in your data
Unlock true data integrity via our single source of truth platform.
Focus on what matters
Spend your time on reducing interest costs, not manually updating spreadsheets.

Transform how you manage debt

As the only cloud-based solution built specifically for public finance managers, DebtBook lets you consolidate all of your debt in an easy-to-use platform and access powerful tools for financial reporting, payment processing, and collaboration.

  • Gain confidence in your data via our single-source data platform

  • Automate reporting tasks to cut them down from weeks to minutes

  • Track processes in a resilient system of record that doesn’t break when an employee leaves

  • Ensure compliance with continuing disclosure requirements and more

  • Share access with your team – or your auditor – via unlimited seats

  • Get started quickly with buzz-worthy implementation and support
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“It's hands down so much more efficient.”

I get excited when I log-on and see the calendar with payment reminders or I get the email notifications. DebtBook is just a wonderful, intuitive program and a pleasure to use.

Paula Parker, Director of Finance
Town of Brighton, NY

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Watch: True Lineage Refunding Tracking

See, in just two minutes, how our refunding functionality lets you dig into the true historical record of your refunding lineage.

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Popular Features

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Filter views of your portfolio so you can easily analyze your outstanding par across type, purpose, and fund

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Simplified continuing disclosure management via automatic notifications and streamlined workflows

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Automated long-term obligation disclosure for your ACFR

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Refunding tracking that builds a true lineage of every bond issue in your debt portfolio

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Automatically generated journal entries at the portfolio, series, or fund level

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Automated financial reporting with exports, charts, and summaries compatible with Excel

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Schedule creation functionality so you can easily analyze your outstanding par across type, purpose, and fund

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Historical and future loan tracking to let you easily see the lifetime of a loan

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Unlimited internal and external seats so you can share access across your team or directly with your auditor

Discover True Data Integrity

Centralize and unify organization data across teams to bring greater confidence and visibility into one of your most important assets, your data.

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Get ready for the coming retirement cliff

More than one-third of the public finance workforce is over age 55.  How many spreadsheets will break when they leave?

Eliminate key-man risk with a resilient system

Create an onboarding process that doesn't consist of training new team members on spreadsheets built by prior team members.

  • Maintain a single source of truth for all of your data
  • Codify workflows in a platform designed for your industry
  • Track activity and history for a smoother audit

Entice the next generation with exciting tools

Offer candidates the added benefit of getting to learn and leverage cutting-edge tools, rather than manually keying in spreadsheets.

Reduce the churn across your team by freeing them from rote, mundane manual work and, as a result:

  • Provide more time for stategic thinking
  • Create a more engaging workday
  • Open up better opportunities for a career path
  • Allow team members to be of greater value to the team

From weeks to just a few clicks

“In the past to prepare debt schedules, it was a process of three to four weeks. With DebtBook, it's literally just a matter of selecting the fiscal year and downloading the information.

Going from weeks to just a few clicks — that’s a significant improvement for us.”

Kevin Bueso, Chief Financial Officer
McHenry County, IL

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Case Study

How Vista, CA Improved Efficiency & Data Confidence with DebtBook

Learn how DebtBook helped the City of Vista, CA implement a single solution that reduced the opportunity for human error, improved data confidence, and increased productivity for their busy team.

Read More
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Trusted by Clients Nationwide:

Simplify even the most complex processes

Because our platform was built by public finance professionals for public finance professionals, we make sure to get the details right.

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Granular refund tracking

Our refunding tracking functionality doesn’t simply remove principle – which would create inaccurate historical interest – but instead recalculates and tracks down to the allocation level.

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Simplified continuing disclosure

Get automated notifications when disclosures are due, guidance on preparation and submission, and a clear audit trail showing compliance.

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Automated audit notes

Building even the simplest reports needed to stay on top of your debt and leases can be tedious and pull you away from more important work. With DebtBook, you can generate accurate, insightful reports and charts in just a few clicks.

Watch: Automated Long-Term Obligation Disclosure

Discover in this 2-minute video how you can effortlessly generate your audit notes in just a few clicks.

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How hard will the software be to use?

We know, no matter how powerful our system is, it won’t be of any benefit to you if it’s too difficult to use. So we offer:

  • A user-friendly design that balances simplicity and depth
  • DebtBook University, a robust library of dozens of training courses, updated quarterly
  • A platform, according to McHenry County, IL that’s “really intuitive” and “easy for anybody to understand.”

For the City of Vista, this ease of use pays dividends come audit time:

“With a system as easy to use as DebtBook, I can feel confident giving my auditors access, knowing they will get the information they need without needing my assistance or waiting on a response from me. This saves me, and our auditors, a ton of time during audit season.”

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How difficult will the software be to use?

We know, no matter how powerful our system is, it won’t be of any benefit to you if it’s too difficult to use. So we offer:

  • A user-friendly design that balances simplicity and depth
  • DebtBook University, a robust library of dozens of training courses, updated quarterly
  • A platform, according to McHenry County, IL that’s “really intuitive” and “easy for anybody to understand”

For the City of Vista, this ease of use pays dividends come audit time:

“With a system as easy to use as DebtBook, I can feel confident giving my auditors access, knowing they will get the information they need without needing my assistance or waiting on a response from me. This saves me, and our auditors, a ton of time during audit season.”

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How painful will implementation be?

Because we know the last thing you need is an arduous implementation process, we've invested the time and resources to build a great one. And we have the testimonials to prove it.

By far one of the easiest implementations in my 25-year-career!

Aileen Staples

CFO, Wake Forest, NC

The DebtBook implementation experience... has exceeded my expectations

Kevin Delaney

Director of Finance, Town of Berlin, CT

Some of the best customer service and responsiveness I've seen in a very long time.

Marie Friedman

CFO, Burlington, VT

Why should I partner with DebtBook?

At DebtBook, we believe we stand apart from the competition and are a trusted partner to you with staying power.

  • The only cloud-based platform designed specifically for public finance teams
  • Over 2,100 public finance customers
  • 140+ employees
  • SOC 2 compliance (type 1 and 2) and single sign-on functionality
  • Built by public finance professionals
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