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features
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support

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Description

DebtBook provides finance departments in sectors like local government, higher education, and healthcare with a streamlined way to oversee their debt and lease portfolios through a cloud-based platform. Effective debt and lease management requires the collaboration of a diverse group of stakeholders, including managers, staff, advisors, lawyers, bankers, accountants, and consultants. Each participant depends on precise and current debt information to perform their roles effectively. With DebtBook, you can trust the data your team relies on. The need to forecast future payments arises for various purposes, such as budgeting, financial planning, disclosures, audits, and rating meetings. This task becomes increasingly complex when individual loans or leases are funded by multiple sources or linked to different projects. DebtBook simplifies this process, allowing you to generate accurate and tailored schedules quickly while minimizing the risk of human error. Additionally, this efficiency ensures that all stakeholders can access the information they need in a timely manner, fostering better decision-making across the board.

Description

Every employee's account is designed to monitor their personal financial wellness while providing insights to foster healthier spending habits. Users can track their financial progress and receive tailored suggestions as they navigate through various phases of their financial journey. While eliminating debt is an essential aspect of maintaining a sound financial status, finding the right approach can be challenging. We offer a detailed chart for tracking debts and a debt calculator that arranges debts from the smallest to the largest amount owed, facilitating a smoother repayment process. Budgeting can often feel uncertain, which is why we supply a comprehensive budgeting tool that clarifies monthly expenditures across all spending categories. Our platform assists users in visualizing how their spending aligns with Ideal Budget percentages, enabling them to create and manage an effective budget. Additionally, we introduce the Power Percentage®, a unique metric that assesses healthy financial habits, aiding users in evaluating their reliance on income as they prepare for retirement. This metric not only illuminates current financial standing but serves as a valuable indicator of overall financial well-being. Ultimately, we aim to empower individuals to take control of their finances confidently.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

DebtBook

Founded

2019

Country

United States

Website

www.debtbook.com

Vendor Details

Company Name

Your Money Line

Founded

2017

Country

United States

Website

www.yourmoneyline.com

Product Features

Financial Management

Budgeting & Forecasting Yes 
Cash Management No 
Consolidation / Roll-Up Yes 
Currency Management No 
Financial Reporting Yes 
Investment Management Yes 
Project Management No 
Revenue Recognition Yes 
Risk Management Yes 
Tax Management No 

Government

Budgeting & Forecasting Yes 
Code Enforcement No 
Compliance Management Yes 
Fixed Asset Management Yes 
Inventory Management No 
License Issuance No 
Permit Issuance No 
Purchasing & Receiving No 
Self Service Portal Yes 
Taxation & Assessment No 
Utility Billing No 
Work Order Management No 

Lease Accounting

Amortization Schedule Yes 
Asset Management Yes 
Billing & Invoicing No 
Budgeting & Forecasting Yes 
Capitalization Reporting Yes 
Critical Date Alerts Yes 
Expense Tracking Yes 
For Equipment Leases Yes 
For Real Estate Yes 
Payment Tracking Yes 
Portfolio Management Yes 
Tax Management No 

Lease Management

Billing & Invoicing No 
Commercial Leases No 
Contact Management Yes 
Landlord Database No 
Lease Classification No 
Portfolio Management Yes 
Property Management No 
Residential Leases No 
Retail Leases No 
Sublease Management No 
Tenant Database No 

Reporting

Customizable Dashboard No 
Data Source Connectors No 
Drag & Drop No 
Drill Down No 
Email Reports No 
Financial Reports No 
Forecasting Yes 
Marketing Reports No 
OLAP No 
Report Export No 
Sales Reports No 
Scheduled / Automated Reports No 

Product Features

Corporate Wellness

Activity Tracking No 
Employee Portal No 
Financial Wellness No 
Gamification No 
Goal Setting / Tracking No 
Health Coaching No 
Health Monitoring No 
Health Risk Assessment No 
Incentive Management No 
Program Management No 

Financial Management

Budgeting & Forecasting No 
Cash Management No 
Consolidation / Roll-Up No 
Currency Management No 
Financial Reporting No 
Investment Management No 
Project Management No 
Revenue Recognition No 
Risk Management No 
Tax Management No 

Alternatives

Alternatives

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