PFM and DebtBook Announce Strategic Partnership to Enable Technology Modernization for Governments and Nonprofits

CHARLOTTE, NC – February 18, 2026 – PFM and DebtBook announced today a strategic partnership that combines PFM’s sector leadership and forward looking approach with DebtBook’s modern debt, treasury management and financial reporting platform to help governments and nonprofits harness the power of technology and responsible use of artificial intelligence to solve their most important challenges.

The collaboration represents a shared vision between PFM, its financial modeling business Synario, and DebtBook to empower public sector organizations with modern financial tools that drive efficiency, transparency, and long-term impact.

For PFM, this reflects an ongoing and expanded focus on helping clients address their most pressing financial challenges and more intentionally leveraging technology to support those efforts. For DebtBook, it reinforces its commitment to building the leading treasury management system purpose-built for the public sector.

“For 50 years, PFM has been trusted to help our clients identify and meet their most important challenges. As we look ahead, dynamic technologies will continue to play a defining role,” said JoAnne Carter, Chief Executive Officer of PFM. “By partnering with DebtBook, PFM recognizes the value of software built specifically for clients to face growing operational complexities and ultimately advance their missions.”

“We are proud to partner with PFM, a preeminent, innovative and trusted brand,” said Tyler Traudt, Chief Executive Officer of DebtBook. “By combining PFM’s deep expertise with our technology, we can help PFM’s clients automate away operational headaches and focus on strategic treasury decisions that strengthen their organizations.”

Through this relationship, PFM and its financial modeling business, Synario, will leverage its national expertise to help its clients continue to adopt and integrate technology in ways that accelerate time to value and reduce operational complexity.

“Throughout our history, PFM has become an industry leader by helping clients navigate the challenges they faced with relevant & practical solutions,” said Carter. “We believe innovation exists to solve real problems our clients seek to tackle. We see that same mindset reflected in DebtBook’s mission and products, making our strategic partnership a natural fit.”

About PFM

At PFM, financial advisors and consultants partner with clients to transform their world. Our clients have individual needs, and our tailored advice reflects this. We have the flexibility to support the largest endeavors any client could contemplate with teams that maintain the camaraderie, collaboration, and creativity that define working with PFM. We combine superior financial advice, disciplined management, and ingenuity to build, power, move and educate.

PFM is the marketing name for a group of affiliated companies providing a range of services. All services are provided through separate agreements with each company. This material is for general information purposes only and is not intended to provide specific advice or a specific recommendation. Any data contained herein are according to PFM internal records. PFM’s financial modeling platform for strategic forecasting is provided through PFM Solutions LLC, d/b/a Synario. For more information regarding PFM’s services or entities, please visit www.pfm.com. For important disclosure information, please visit www.pfm.com/disclosures.

About Synario

Synario provides a financial modeling platform for strategic forecasting that enables users new levels of clarity, credibility, and consensus. The Synario team offers a unique combination of experience, expertise, and technology, and is uniquely qualified to design, customize, deliver, and support a strategic financial planning solution for our clients.

The result is not just better financial models, but stronger decisions. Synario equips organizations with the clarity to understand risks, the credibility to earn stakeholder confidence, and the ability to build consensus for action. Supported by the expertise of PFM, Synario delivers a modern, strategic planning environment that helps organizations face uncertain times with confidence.

About DebtBook

DebtBook offers modern treasury and accounting software designed to help state and local government, higher education, healthcare, and break through operational barriers to unlock strategic insights.

Our Debt, Cash, and Investment Management solutions empower strategic treasury and improve financial outcomes by automating operational work and allowing teams to more easily analyze their data and extract valuable insights. Our Lease & Subscription Management solutions give accounting teams hours back to their day by automating GASB 87, ASC 842, and GASB 96 compliance workflows, and our Contract Management solution centralizes all post-signature agreements. Visit DebtBook.com to see why more than 2,100 organizations nationwide work with DebtBook.

Media Contact

Maritza Kelley
PFM
communications@pfm.com

Marcus Emanuel
DebtBook
Marcus.Emanuel@debtbook.com