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Implementation

Seamless implementation, zero headaches

"By far one of the easiest implementations in my 25-year-career!"

Aileen Staples, CFO, Wake Forest, NC
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We’ve been in your shoes

Our platform is designed by former government and nonprofit finance professionals who have spent decades in your world. That experience shapes everything we do—from how we build our software to how we support our customers.

We are the only financial software solution built with this depth of industry expertise, ensuring our platform works the way finance teams need it to.

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The last thing you need is a difficult implementation process

When choosing software, we know one of the biggest concerns public finance leaders have is: How painful will this actually be to implement?

It’s a valid concern. All too often, technology implementation can be a labor-intensive and lengthy process. But at DebtBook, we know the last thing you need is a difficult, time-consuming onboarding process. That's why we've invested the time and resources to build a great one.

With DebtBook, you can be fully operational in 90 days or less.

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Don’t just take our word for it:

"We basically gave several of our spreadsheets to our DebtBook team and they ran it."

“I can basically send a new senior financial analyst to the tool and say, ‘Create five different scenarios with these assumptions,’ and I feel confident that they could get me something within an afternoon.”

Joshua Benson, Capital Finance Manager
City of Milwaukee


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We basically gave several of our spreadsheets to our DebtBook team and they ran it.

“I can basically send a new senior financial analyst to the tool and say, ‘Create five different scenarios with these assumptions,’ and I feel confident that they could get me something within an afternoon.”

Joshua Benson, Capital Finance Manager
City of Milwaukee


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How we helped UNC Greensboro uncover a sizable bank overcharge during implementation

During implementation, our team discovered discrepancies in some amortization schedules that didn’t align with University of North Carolina Greensboro’s Excel versions.

We helped uncover errors caused by manual data entry in previous years, enabling the team to correct the schedules, and discovered a sizable bank overcharge.

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Berlin, CT’s seamless implementation process

“When our team first started evaluating DebtBook, I read some quotes about how easy the implementation would be. Now, having experienced both the debt and lease implementations, it’s proven to be exactly that!”

Kevin Delaney, Director of Finance
Town of Berlin, CT


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Want to see how it works?

Download our implementation guides to see how we get you up and running in 90 days or less:


Debt Management Implementation Guide

Lease & Subscription Management
Implementation Guide

We basically gave several of our spreadsheets to our DebtBook team and they ran it.

“I can basically send a new senior financial analyst to the tool and say, ‘Create five different scenarios with these assumptions,’ and I feel confident that they could get me something within an afternoon.”

Joshua Benson, Capital Finance Manager
City of Milwaukee


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Partner-led implementation

To ensure we can offer a wide variety of implementation options, we also offer partner-led implementation. We’ve partnered closely with industry-leading CPA firms, financial advisors, treasury advisors, and others so that you can experience streamlined software implementation from trusted partners.

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