Marysville, CA +
DebtBook Value
Slides
Why DebtBook:
● Accelerated Audit Readiness: Speeds up the audit process by providing organized, validated data, significantly reducing manual reconciliations and follow-up requests.
● Minimized Auditor Back-and-Forth: Eliminates the manual exchange of agreements by granting auditors direct, view-only access to the system. ● Centralized Digital Filing Cabinet: Replaces scattered physical files and Google Sheets with a single, searchable repository for all district-wide agreements.
● Automated Critical Date Tracking: Triggers proactive notifications for renewals and expirations to ensure the district never misses a negotiation window.
continued…
● Operational Continuity: Codifies internal processes to safeguard against staff turnover and reduce reliance on expensive external firms. ● Administrative Relief for Small Teams: Reduces the "time suck" of compliance by automating complex journal entries and financial disclosure notes.
● Cross-Departmental Collaboration: Empowers finance and curriculum staff to manage their respective obligations independently within a centralized hub.
● Systematized Workflows: Ensures GASB implementation and contract knowledge is retained internally rather than sitting with a single individual.
DebtBook was created by government & nonprofit finance
teams tired of using Excel and old, difficult to use software to do their jobs.
2,300+
TOTAL CLIENTS
50 STATES
300+
IN CA
Investing heavily in product and security
125+
Employees
$10M
Spend on Product in 2025
SOC 1 & 2
Data Integrity & Security
Compliance
Big 4 Audited
Financial Statements
COMPANY MATURITY
Delivering a best in class implementation and support
experience
8.8/10
Implementation Satisfaction score
5-7 Hours
Estimated staff time for
standard implementation
90 Days
Average L/S implementation
98.2%
Support Satisfaction score
CUSTOMER EXPERIENCE
Premium Implementation
LEASE & SUBSCRIPTION MANAGEMENT
HOW IT WORKS:
Your team has an initial kick-off with your
Implementation Specialist. 1
Estimated timeline: Approximately 90 days from the time all documents are uploaded
Includes:
● Dedicated Implementation Specialist
● Detailed data extraction by DebtBook
● One bulk upload of data by DebtBook
● 1:1 Training with your Implementation Specialist
● Extensive resource of training materials in DebtBook
University
● Profile review and wrap up
3 DebtBook performs a single document review
to extract data and classify documents
4 Your team reviews the data in your profile
and notifies your Implementation Specialist
if any updates are needed.
5 Invite external professionals to your
DebtBook profile for transparency and
collaboration.
2 Your team uploads all documents to a
designated location.
Led by Our Specialists