Intelligent Portfolio is cloud-based software that helps public sector teams manage debt, leases, and cash easily. While navigating Governmental Accounting Standards Board (GASB) compliance can be complex, the platform simplifies tracking, automates reporting, and keeps everything organized in one place.
Intelligent Portfolio Specifications
Lease Management
Document Management
Expense Tracking
Reporting And Analytics
What Is Intelligent Portfolio?
Intelligent Portfolio is an easy-to-use software that helps schools, local governments, and public organizations manage their debt, leases, and cash. It keeps all financial data in one place, sends reminders for important dates, and creates reports automatically. The software follows accounting rules like GASB-87 and GASB-96, making it easier to stay compliant. It also connects with banks to track real-time balances, helping users make better financial decisions.
Intelligent Portfolio Pricing
Intelligent Portfolio Integrations
Who Is Intelligent Portfolio For?
Intelligent Portfolio is ideal for a wide range of industries and sectors, including:
- K-12 schools and educational institutions
- Local governments and municipalities
- Utilities and public sector organizations
Is Intelligent Portfolio Right For You?
Intelligent Portfolio could be a great fit for anyone working in the public sector who needs an easy way to manage debt, leases, and cash while staying GASB-compliant. Intelligent Portfolio features include the ability to combine financial data and automate complex reporting, saving time. It’s especially helpful for schools, local governments, and utilities looking for reliable financial management.
Still unsure if Intelligent Portfolio is the right fit? Connect with our customer support staff at (661) 384-7070 for further guidance.
Intelligent Portfolio Features
The Debt Portfolio feature helps you keep track of all your debts in one place. It shows summaries of what you owe, how much you can borrow, and your current account balances. This makes it easier to understand your financial position and plan for future borrowing without confusion.
See How It WorksWith the Lease Portfolio, you can organize all your leases clearly from the start. It helps you create lease schedules and ensures you follow rules and regulations as leases continue. This way, you don’t miss important dates or compliance requirements, making lease management simple and stress-free.
See How It WorksCash Monitoring connects your bank and investment accounts directly to the software. It works with over 11,500 financial institutions, so you get real-time updates on your balances and transactions. This helps you see exactly how much cash you have and manage it better without manually checking multiple accounts.
See How It WorksThe Allocations feature lets you divide your money based on different categories such as debt type, department, or fund. This helps in organizing your finances clearly, so you know where every dollar is going. It also makes budgeting and financial reporting easier and more accurate.
See How It WorksFuture Planning tools help you look ahead and forecast your spending. You can see how much money you’ll need for upcoming expenses and plan your budget accordingly. This feature helps avoid surprises and ensures you spend efficiently, saving money and avoiding financial stress.
See How It WorksThe Payments feature tracks all your upcoming debt payments, so you never miss a due date. It also sends real-time alerts when transactions happen. This keeps you updated and helps you manage cash flow better, preventing late fees or penalties by making payments on time.
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