Continuing Disclosure
Streamline continuing disclosure compliance with confidence and ease.
- Maintain all of your continuing disclosure agreements in one place
- Track every agreement, requirement, and submission with an audit-friendly version history
- Streamline filings with standardized templates
- Share access to completed filings with external stakeholders
Treasury teams have a serious data management challenge.
We hear it all the time:
“We have no single source of information.”
“Turnover in key roles is creating serious risk.”
“Our lack of visibility into our data stops us from being strategic.”
But with DebtBook, data can go from being your biggest pain point to your best weapon.
Strengthen compliance and disclosure tracking
DebtBook’s Continuing Disclosure feature transforms the continuing disclosure management process from a spreadsheet-bound burden into a centralized, streamlined workflow.
By automating filing schedules, enabling task tracking, and consolidating document preparation, finance teams can reduce risk, save time, and ensure transparency across their disclosure obligations.
What you can do with Continuing Disclosure:
Maintain all continuing disclosure agreements in one place, linking to relevant issues for easy reference and tracking, and automatically generate filing schedules and track compliance.
Use templates to standardize filings and reduce prep time, and task assignments to manage workflows and stay on top of deadlines. Share access to completed filings with external stakeholders to increase visibility and collaboration.
See what’s coming up and what’s overdue with our Compliance dashboard, and track every agreement, requirement, and submission with an audit-friendly version history.
Strengthen your debt management
capabilities with Continuing Disclosure
DEBT MANAGEMENT PLATFORM
Filter views of your portfolio so you can easily analyze your outstanding par across type, purpose, and fund
Refunding tracking that builds a true lineage of every bond issue in your debt portfolio
Automatically generated reports of charts, reports, and summaries compatible with Excel
Historical and future loan tracking to let you easily see the lifetime of a loan
Flexible schedule creation functionality that lets you generate debt service schedules as of any date
Unlimited internal and external seats so you can share access across your team or directly with your auditor
WITH CONTINUING DISCLOSURE
Continuing disclosure agreement and submission tracking
Automated scheduling with notifications and reminders
Task management for contributors across teams and organizations
Filing workflows with due dates and contributor assignments
EMMA-ready CUSIP linking and export
AI-assisted setup of CDAs and submission templates
Cloud-based document editing, with collaborative commenting and editing
See what you can do with a modern debt management solution
Continuing Disclosure is just one feature of our extensive, purpose-built Debt Management solution. Here’s what else you can do with DebtBook:
See how DebtBook’s Sizing feature allows you to analyze structuring options directly within DebtBook.
Drive efficiency and transparency with automated journal entries, long-term obligation disclosures, and more.
Ensure the appropriate amounts are paid to the appropriate parties, eliminating the risk of fraud or bank error.
Make the tracking and managing of even daily reset rates an automated, streamlined process.
Centralize and track project related information including spending and private use data.
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.”
“With DebtBook’s Sizing feature, I'm very excited that I don't have to rely on my municipal advisor for every little number run.”
“I'm the type of person who likes to tinker. I like to see different options, I like to tweak them to get to where I want to go. And I understand that it can be a little cumbersome for them to give 10 different scenario requests and then five more and then maybe another three as you're fine tuning things.
So having that ability to do that in-house with DebtBook, not having to build out the cumbersome and ugly debt sizing in Excel, is something I'm very excited for moving forward.”
Joshua Benson
Capital Finance Manager, City of Milwaukee
Why should I partner with DebtBook?
At DebtBook, we believe we stand apart from the competition and are committed to being a trusted partner to you with staying power.
- The only cloud-based platform designed specifically for government and nonprofit teams
- Over 2,100 government & nonprofit customers
- 125+ employees
- SOC 1 & 2 data integrity and security compliance and single sign-on functionality
- Built by public finance professionals
