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Digital Financial ReportingDigital Financial Reporting

Financial reports that withstand audits and win approval.

Reduce your workload and maximize your impact with automated reports, including ACFRs.

Report Templates

Report Templates

Create reports faster using proven templates that provide a ready-made, online document format to get you started, eliminating the need to start from scratch each time.

  • Access page placeholders for common key sections.
  • Modify each template easily to meet your unique report needs.
  • Leverage an ACFR template that meets GFOA award criteria.
Report Templates

Customizable Pages

Customizable Pages

Streamline the creation of beautiful financial reports with digital pages that are flexible, easy-to-use, ADA-compliant, and fully customizable — no designer needed.

  • Easily add content blocks that are formatted automatically.
  • Customize each page with text, charts, images, and more.
  • Choose default fonts and colors to set a consistent look and feel.
Customizable Pages

Statement Builder

Statement Builder

Effortlessly create efficient statements that unify data, can be customized at any time, and are automated for future reuse so you can meet deadlines with ease.

  • Leverage pre-built templates for each financial statement.
  • Ensure data accuracy with intuitive data mapping.
  • Instantly add each statement to your financial report.
Statement Builder

Dynamic Figures & Charts

Dynamic Figures & Charts

In your report narrative, you can easily include dynamic figures and charts that update automatically as your data changes throughout your document.

  • Efficiently add key financial metrics to narrative text.
  • Ensure data accuracy and reduce the risk of manual errors.
  • Replace time-consuming content edits with automation.
Dynamic Figures & Charts

Team Collaboration

Team Collaboration

From preparing financial statements to adding finishing touches to your AFR or ACFR, invite unlimited team members to add content to their assigned sections to establish smooth collaboration.

  • Manage individual access with flexible user permissions.
  • Finish reports faster and eliminate back-and-forth emails. 
  • Ensure consistent formatting across sections automatically.
Team Collaboration

Web, Mobile & PDF Versions

Web, Mobile & PDF Versions

We provide the best of all worlds to present your AFRs, ACFRs, or other financial reports — website, mobile, and PDF formats — to exceed stakeholder expectations for optimal viewing.

  • Engage viewers with an online report that’s easy to navigate.
  • Enable viewing from smartphones and tablets effortlessly.
  • Generate a professional PDF of the report with just one click.
Web, Mobile & PDF Versions

GFOA Award Checklist

GFOA Award Checklist

If you decide to build an ACFR, a built-in checklist helps you create an award-winning ACFR in record time for the GFOA Certificate of Achievement for Excellence in Financial Reporting (COA) Program.

  • Access a best-practices template to complete the report.
  • View a detailed checklist of criteria and requirements.
  • Check off criteria as you complete the list to stay on track.
GFOA Checklist

Quick overview

See Digital Financial Reporting in action—with time-saving automation that works for you.

Digital Financial Reporting Micro Demo

How Digital Financial Reporting Works.

Import Budget
Unify Your
Data

It all starts with your financial data, and we’ll work with you to onboard your data into our system. If you’re using ClearGov Operational Budgeting, you can seamlessly leverage your operating budget data.

Build from Templates
Create Your
Report

Next, use purpose-built  templates to create your financial statements and reports. ClearGov templates instantly create page placeholders for key sections based on best practices to get you started.

Collaborate & Customize
Collaborate &
Customize

Then, invite team members to collaborate. Flexible permissions ensure the right people have access to the right data as you work together to customize pages with narrative text, charts, images, and more.

Present & Share
Present &
Share

You can preview your report at any time — in web, mobile, and print formats — to easily view the user experience, and share it with stakeholders when you’re ready to present. It’s that simple.

Make reporting easier.

Talk to our solutions advisors team.


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