Intelligent Portfolio

Intelligent Portfolio is a user-friendly software tailored for the public sector, focusing on comprehensive management of debt, leases, subscriptions, and cash. The platform ensures compliance with accounting standards (GASB-87 and GASB-96), providing various tools for:
- Debt Management: Monitor debt service payments, project future payments, and track historical data without the errors associated with spreadsheets. Features include automated reminders for critical dates, centralized document storage, and efficient reporting.
- Lease Management: Organize lease agreements and monitor obligations seamlessly, helping ensure compliance and financial accuracy. The system provides tools for tracking payments and terms, all accessible through a secure cloud environment.
- Cash Monitoring: Manage multiple banking accounts from a single platform with real-time updates on balances and transactions. Key features include user-defined notifications and the ability to connect to over 11,000 supported banks.
The application aims to automate manual tasks, generate insightful reports, and set up alerts for critical financial activities, facilitating effective planning and collaboration among teams. As a cloud-based solution, it allows easy sharing of information while improving accuracy in financial reporting and projections.