Unified budget planning
Build, review, approve, and monitor operating budgets in one collaborative environment.
Department budgetingWorkflowsBudget to actualReal-time calculationAudit trail
Financial planning and transparency platform
The whole budget,
in one system,
from request to public record.
Fiscora runs the complete public budgeting lifecycle: operating budgets, personnel cost modeling, capital plans, forecasts, the digital budget book, and the public transparency portal. Ten modules, one shared data model, no re-keying between them.
10 integrated modules Daily or intraday ERP sync Complete audit history
FY2027 · General Fund · Balancing session
recalculated 0.3s ago
Assumptions
3.0%
effective 07/01/2026, all bargaining groups
3.5%
applied to filled and pooled positions
6.5%
employer share, renewal quoted 01/2026
1,842 positions·1,776.4 FTE·14 departments
Balanced position
+$6.64M
Surplus against forecast revenues
Personnel$192.06M
Operations and maintenance$118.20M
Transfer to capital$14.50M
Total appropriations$324.76M
Forecast revenues$331.40M
revenue
Personnel Operations Capital transfer
10:42:07 · K. Mehta · COLA 2.5% to 3.0% · General Fund · comment attached
Move an assumption. Every dependent figure, dashboard, report, and published table recalculates with it.
10
Integrated modules on a shared data model
1×
Enter a number once, then review, approve, publish
Daily
ERP synchronization during budget season, or faster
Every
Change captured with user, time, value, and reason
The problem worth solving
Departments should not build the budget twice.
In most organizations the same numbers are built in a departmental spreadsheet, emailed to finance, re-keyed into a budget system, reformatted for the budget book, and rebuilt again for the transparency page. Four copies, four versions, and no reliable answer to who changed what.
Fiscora is built around a single rule: information is entered or imported once, then flows through the rest of the lifecycle on its own. Where a spreadsheet is genuinely useful, the platform ingests or synchronizes it instead of asking staff to retype it.
Today
- Department builds a workbook offline
- Workbook emailed to finance
- Finance re-enters the same figures
- Analyst rebuilds tables for the budget book
- Someone rebuilds them again for the website
- Change history lives in an inbox
Five copies of one number
With Fiscora
- 01Input once, in the department workspace or by import
- 02Review with comments in context
- 03Approve through a configured workflow
- 04Calculate across funds, positions, and years
- 05Report to departments and leadership
- 06Publish to the budget book and the public portal
One record, many views
The platform
Seven capability areas. One financial record.
Each area is usable on its own and stronger connected. An approved position request lands in the personnel budget, moves the fund total, updates the department dashboard, refreshes the budget book table, and appears on the public portal without anyone copying a figure across.
Personnel planning
Model the full cost of the workforce at position and employee level, layer by layer.
Salary rulesBenefit enginesMultiple effective datesVacanciesFTE reporting
Digital budget book
Turn the budgeting process itself into an interactive, printable publication.
Live tablesSmart chartsPage templatesNarrativesWeb and print
Capital planning
Collect, score, prioritize, fund, and communicate capital investments across years.
Request formsScoring and rankingMulti-year scenariosProject pages
Financial transparency
Publish figures the public can actually read, with the explanation sitting alongside them.
Interactive chartsRevenue and spendingDepartment pagesPlain-language notes
Financial intelligence
Forecasts, scenarios, dashboards, and drill-down that reaches the underlying transaction.
Multi-year forecastsScenario compareTrend analysisCustom reports
Connected financial data
Budgeting sits next to the ledger, not away from it. Import actuals, push approved appropriations back, and validate both directions.
ERP integrationScheduled syncAPISecure file transferSpreadsheet importCSVAccount mappingValidation and error reportingFull export
Module 01 · Operating budget
Give every department a workspace. Keep central control.
Departments prepare requests against their own history, write the justification next to the number, and submit. Finance reviews in the same place, requests revisions, and approves. Approved amounts roll into the departmental and organization-wide budget automatically.
- Configurable stages from draft through finance review, executive review, and adoption
- Assignments, deadlines, notifications, and revision requests inside the record
- Budget to actual against original, revised, actuals, encumbrances, and variance
- Role-based visibility so departments see their own and finance sees everything
Public Works · FY2027 request
Fund 101 · Div 4200
Draft Dept approval Finance review Executive Adopted
| Account | FY25 actual | FY26 revised | FY27 request | Var % |
|---|---|---|---|---|
| 5110 · Regular salaries | 18,412,600 | 19,240,000 | 20,106,800 | +4.5 |
| 5210 · Retirement | 4,566,300 | 4,771,500 | 4,986,500 | +4.5 |
| 6320 · Street materials | 7,104,900 | 7,890,000 | 8,970,000 | +13.7 |
| 6410 · Fleet fuel | 2,238,100 | 2,410,000 | 2,266,000 | -6.0 |
| Department total | 32,321,900 | 34,311,500 | 36,329,300 | +5.9 |
DR
D. Rivera, Budget Manager Feb 14, 09:18
Street materials is up 13.7%. Attach the vendor quote and the tonnage assumption before this moves to executive review.
Revision requestedDue Feb 21
Position 4200-118 · Equipment Operator II
Filled · 1.00 FTE
| Cost layer | Basis | Effective | FY27 |
|---|---|---|---|
| Base salary | Grade 14, Step 5 | 07/01/2026 | 72,480 |
| Step increase | Step 5 to 6, anniversary | 03/14/2027 | 1,088 |
| Overtime | Snow and storm response | annual | 6,200 |
| Retirement | 24.8% of pensionable pay | 07/01/2026 | 18,238 |
| Payroll taxes | 7.65% to wage cap | 01/01/2027 | 6,101 |
| Health and dental | Family tier, employer share | 01/01/2027 | 21,940 |
| Workers compensation | Class 5506, 2.1% | 07/01/2026 | 1,674 |
| Fully loaded cost | 127,721 |
Override applied: hire delayed to 09/15/2026 pending academy schedule. Salary and benefits prorated for 9.5 months. Entered by A. Osei, Jan 09, with reason and audit history retained.
Filled
1,684
Vacant
129
Frozen
29
Total FTE
1,776.4
Module 03 · Personnel budgeting
Every position, every layer of cost, every effective date.
Personnel is where public budgets are won or lost, and where spreadsheets break first. Fiscora calculates salary and each benefit layer from rules administrators maintain themselves, and supports several effective dates inside the same fiscal year.
Rules you control
Retirement rates, taxable wage caps, benefit tiers, workers compensation classes, and step tables are configuration, not a change request.
Overrides with a reason attached
Retirements, frozen positions, delayed hires, and midyear reclassifications get an explicit override with reason, effective date, user, and timestamp.
Position requests that land in the budget
New, replacement, reclassified, and temporary requests carry justification and full cost. On approval they flow straight into the personnel budget.
Headcount and FTE on demand
Report by department, division, employee type, funding source, or vacancy status, as often as every pay period.
Modules 07 to 10 · Capital
From a request form to a funded, tracked, published project.
Administrators build the request form without a developer. Requests are scored against weighted criteria the organization defines, ranked, moved between years in scenario planning, and, once approved, published as project pages the council and the public can follow.
FY2027 capital requests · scored
38 requests
| Rank | Project | Request | Score | Status |
|---|---|---|---|---|
| 01 | Water main replacement, Sector 7 | 12,400,000 | 92.4 | Funded |
| 02 | Fire Station 6 replacement | 9,850,000 | 88.1 | Funded |
| 03 | Signal modernization, Phase 2 | 4,120,000 | 81.6 | Scoring |
| 04 | Parks accessibility retrofit | 2,600,000 | 76.9 | Review |
| 05 | Fleet electrification, Tranche 1 | 6,300,000 | 71.2 | Deferred |
Health and safety ×30Asset condition ×25Strategic fit ×20Operating impact ×15Funding readiness ×10
Five-year plan · scenario B
vs baseline
Move a project a year forward and the requirement, the gap, the operating impact, and every project page update together. Scenarios stay isolated until one is adopted.
Module 05 · Digital budget book
The publication builds itself from the budget you already approved.
Fund summaries, department pages, financial tables, and charts are generated from live data. Contributors write the narrative in a page template; the numbers next to it stay tied to the source. When a figure changes upstream, the page changes with it.
- Templates for department overviews, fund summaries, performance measures, and capital pages
- Structured to support widely recognized public-sector budget presentation award criteria
- Publish as an interactive site, a shareable link, and a print-ready document from one source
- Colors, logo, typography, and chart styling set centrally and applied throughout
Adopted Budget FY2027
Section 4 · Public Works · p. 118
Department of Public Works
Public Works maintains 612 lane miles of roadway, 340 miles of water main, and the municipal fleet. The FY2027 budget increases by 5.9%, driven by the negotiated wage settlement and a 13.7% increase in street materials pricing. Two vacant inspector positions are held frozen through the second quarter.
Expenditure by category
| Personnel | 25,093,300 |
| Materials | 8,970,000 |
| Fleet | 2,266,000 |
| Total | 36,329,300 |
Live from Fund 101, Div 4200
Four-year expenditure trend
Interactive web Print ready Shareable link Downloadable
Module 06 · Financial transparency
A public page a resident can read without a finance degree.
The transparency portal draws from the same adopted budget, so what the public sees matches what the council approved. Charts are interactive, department pages are generated, and every figure can carry a plain-language explanation written by staff.
Public portal preview · Where the money goes
FY2027 adoptedAll fundsSearch
For every $100 the organization spends in FY2027:
Public safety$31.40
Public works and utilities$24.10
Health and human services$14.80
Parks, culture, and libraries$11.20
Debt service$9.90
General government$8.60
Select a category to open the department, then the account, then the transaction.
Explained by staff
Why public safety is the largest share
Police, fire, and emergency communications operate around the clock, so roughly 88% of that spending is people: wages, overtime, retirement, and health coverage. The FY2027 increase reflects the negotiated wage settlement and the addition of six emergency dispatchers.
Sworn and civilian positions742
Change from FY2026+6 positions
Share that is personnel88.2%
Department pageOpen data exportCapital projects map
| General Fund balance, projected | FY27 | FY28 | FY29 | FY30 | FY31 |
|---|---|---|---|---|---|
| Baseline | 6.6 | 4.1 | 1.2 | -2.4 | -6.9 |
| Conservative revenue | 3.8 | -0.4 | -5.1 | -10.6 | -17.2 |
| Wage settlement at 4.5% | 2.1 | -2.9 | -8.4 | -14.7 | -22.0 |
| Hiring freeze on 40 vacancies | 11.9 | 10.2 | 8.0 | 5.1 | 1.4 |
Figures in $ millions · scenarios isolated until adopted · assumptions versioned per scenario
Modules 02 and 04 · Forecasting and analysis
Answer the hard question in the meeting, not the week after.
Baseline forecasts are generated from history, trends, and assumptions you can override line by line. Build a scenario for a wage settlement, a revenue downgrade, or a hiring freeze, then compare them side by side across five years without disturbing the working budget.
Drill-down
Fund to department to account to transaction
Personnel path
Cost to department to position to employee to layer
Capital path
Plan to department to project to funding source to year
Ad hoc
Saved views, filters, groupings, and export
The lifecycle
One continuous workflow, and it closes back on itself.
These eleven stages are the product. Information enters at the left and never has to be rebuilt again, including the handoff into next year: departments, funds, accounts, positions, benefit rules, templates, and workflows all roll forward.
01
Connect data
ERP, spreadsheets, position files
02
Build budget
Department requests and narratives
03
Model personnel
Positions, benefits, effective dates
04
Forecast
Baselines, overrides, scenarios
05
Review
Comments, revisions, deadlines
06
Approve
Configured stages and history
07
Analyze
Dashboards and drill-down
08
Publish
Budget book, web and print
09
Communicate
Transparency and project pages
10
Monitor
Budget to actual and variance
11
Roll forward
Next cycle opens with structures, positions, assumptions, and templates already in place. Update only what changed.
Connected financial data
Integration that survives budget season.
Fiscora imports financial data from the ERP or accounting system and exports approved appropriations back. Synchronization runs daily through active budget development, and more often where the source system allows. No architecture that depends on someone remembering to export a file every morning.
Methods
API, secure file transfer, scheduled import and export, manual upload when needed
Formats
Spreadsheets, CSV, structured financial extracts, existing worksheets and classification plans
Mapping
Source accounts mapped to funds, departments, and budget structures, maintained by administrators
Ownership
Your data exports in full: budgets, personnel, capital, classifications, and reports
Synchronization log
Feb 14, 2026
| Time | Job | Direction | Records | Result |
|---|---|---|---|---|
| 02:00:04 | GL actuals, all funds | import | 184,206 | complete |
| 02:14:39 | Encumbrances | import | 9,441 | complete |
| 02:21:11 | Position and payroll extract | import | 1,842 | 18 held for review |
| 11:30:00 | Adopted appropriations | export | 6,318 | complete |
| 14:00:02 | Intraday actuals refresh | import | 2,077 | complete |
18 position records held for review
Unmapped bargaining group code "TEMP-S" on 18 seasonal records. Map the code once and the rows post automatically on the next run. Nothing partially imported, nothing silently dropped.
Implementation
Configured around your budget calendar, not ours.
Implementation is a configuration exercise: your funds, your account structure, your workflows, your benefit rules, your capital criteria. Migration is validated against source records before anything is trusted, and go-live is scheduled around the cycle you are already running.
Phase 01
Discovery
- Current process review
- Requirements validation
- Integration assessment
- Data inventory
Phase 02
Configuration
- Funds, departments, accounts
- Roles and workflows
- Salary and benefit rules
- Forms, reports, templates
Phase 03
Migration and testing
- History and current budgets
- Positions and classifications
- Reconciliation to source
- User acceptance testing
Phase 04
Adoption
- Role-based training
- First cycle support
- Budget book and portal launch
- Ongoing maintenance
Training tracks
Finance administrators
Configuration, personnel modeling, forecasting, integrations, reporting, administration
Department contributors
Budget entry, requests, comments, workflow, dashboards, reports
Approvers and executives
Review, analysis, comments, approval and rejection paths
Content and capital contributors
Budget book editing, narratives, templates, capital requests, project updates
Materials are yours to keep and reuse for onboarding new staff in later cycles.
Support
Coverage for technical issues, user assistance, integrations, calculations, imports, configuration, updates, and fixes, with heightened availability during adoption windows and budget season.
Named contactBudget season coverageRelease updates
What success looks like
The checklist your evaluation committee is working from.
- Build the annual budget collaboratively online
- Recalculate automatically as figures change
- Manage detailed personnel budgeting
- Forecast multi-year financial conditions
- Create and compare alternative scenarios
- Develop and prioritize the capital plan
- Track capital projects through delivery
- Generate budget-to-actual reporting
- Produce the digital budget book automatically
- Publish an interactive budget website
- Provide public financial transparency
- Integrate frequently with the financial system
- Reduce spreadsheet dependency
- Eliminate duplicate data entry
- Maintain a complete audit history
- Roll budget information forward annually
- Serve departments and central finance alike
- Standardize reports and publications
Questions we are asked first
Before the demo.
If your question is not here, ask it directly and we will answer it in writing.
Send a questionWhich financial systems does Fiscora integrate with?
Integration is configured per organization rather than limited to a fixed list. Fiscora supports API-based exchange, secure file transfer, and scheduled import and export against the ERP or accounting system you already run, with account mapping, validation, error reporting, and reconciliation defined during implementation. Where a source system only supports a nightly extract, that is the floor: daily during active budget development, more frequent where the technology allows.
Do departments have to abandon their spreadsheets?
No. Where a worksheet is genuinely useful, Fiscora ingests it: personnel worksheets, classification plans, capital cost models, and reference workbooks all import, and information exports back out in the same formats. The rule the platform enforces is not "no spreadsheets," it is "no retyping." Nobody should build a budget in a workbook and then rebuild it inside the system.
How fast is "real time" during a balancing session?
Fast enough to change an assumption in a meeting and see the fund position before the conversation moves on. Changes to revenues, expenditures, personnel, benefits, positions, capital, and forecast variables propagate through dependent dashboards, reports, and summaries immediately or near immediately. Nothing important waits for an overnight batch.
Can our administrators change benefit rates and workflows themselves?
Yes, and that is the design intent. Taxable wage caps, retirement and health contribution rates, workers compensation classes, step tables, approval stages, capital scoring criteria, request forms, reports, dashboards, and visual identity are configuration. A rate change in January should not require a development ticket.
Does the budget book meet award presentation standards?
The publishing module is structured around widely recognized public-sector budget presentation criteria: required financial sections, recommended content structure, consistent layouts, and quality checks before publishing. Award outcomes are decided by the awarding body, so we support the submission rather than promise the result.
What does it cost, and can we start with part of it?
Pricing is custom and scoped to your organization: modules in play, number of funds and departments, integration complexity, migration volume, and training scope. Phased adoption is supported. Many organizations begin with operating and personnel budgeting, then add capital, the budget book, and the public portal in the following cycle.
Next step
Bring us your budget calendar and one difficult fund.
We will walk your own numbers through a balancing session, a personnel model with real effective dates, a capital scoring pass, and the published page a resident would land on. Roughly 45 minutes, no slideware.
- Contact
- sales@sdlccorp.com
- Engagement
- Custom, scoped to modules and organization size
- Delivery
- Built and supported by SDLC Corp
