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Description

Intelligent Portfolio is a cloud-based SaaS solution designed specifically for finance teams in local government. It simplifies the complex process of managing debt and leases, ensuring compliance with standards like GASB-87 and upcoming GASB-...

Use Cases

Key Features

  • Accounting
  • Expense Tracking
  • Data Import/Export
  • Income & Balance Sheet
  • Reporting/Analytics
  • Calendar Management

Made For

Industries

  • Government
  • Local Government
  • Municipal Finance
  • Public Sector

Customer Segments

  • Mid-size Businesses
  • Large Enterprises

Supported Platforms

  • Web

Pros

  • GASB-87 & 96 Compliance: Specifically designed to meet complex accounting standards.
  • Centralized Data Management: Provides a single source of truth for all debt and lease information.
  • Automated Reporting: Simplifies year-end reporting and reduces manual effort.

Cons

  • Potential Integration Challenges: Integrating with legacy systems may require custom development.
  • Limited Customization: While reporting is flexible, core platform functionality may have limited customization options.
Year Founded
2008
HQ Location
Boston, MA
LinkedIn
51-200 employees
@GovFinSolutions
2500 followers

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Frequently Asked Questions