Operational Budgeting
Forget wrangling spreadsheets and emails. Lead your budget with confidence.
Streamline the budget process from baseline to adoption through amendments.
Metrics Dashboard
Metrics Dashboard
Dive into your budget data with our interactive dashboard that keeps you updated in real-time.
- Build reports on requests by type, cost over years, and more.
- Leverage dynamic graphs displaying actual, budgeted, over-budgeted, and forecasted data to visualize the impact of budget edits.
- Experience an interactive dashboard that updates in real-time, reflecting all your budget changes instantaneously.
Budget Worksheet
Budget Worksheet
Gain a complete view of all your funds and effectively track your budget versions with our budget worksheet.
- Edit line item and sub-line item details collaboratively.
- Save versions of your budget as it progresses through different stages of the process.
- Add request justifications with notes, conversations, and attachments.
- Share data seamlessly with Personnel Budgeting and Capital Budgeting.
Multi-year Budgeting
Multi-year Budgeting
With our multi-year budgeting feature, you don’t have to confine your financial planning to annual or biennial periods. Gain a long-term perspective and boost your budget management capabilities with accurate end-of-year projections and efficient future forecasts.
- Budget better with annual or biennial budgeting modes.
- Collect future year forecasts, ensuring more strategic and informed financial decisions.
- Gather year-end projects to better understand end-of-year cash positions.
Team Collaboration
Team Collaboration
Invite team members to make adjustments and new funding requests, while maintaining full control over access levels.
- Invite team members to collaborate and edit portions of the budget in real-time.
- Maintain control with adjustable access levels to different sections of the budget.
- Assign permissions for each collaborator – controlling which can submit the budget requests, for instance.
Seamless Integration
Seamless Integration
Seamlessly integrate your Capital Budgeting and Personnel Budgeting data into Operational Budgeting, creating a unified budgeting experience.
- Populate all personnel and capital-related line items, including budget and forecast details.
- Dive deep into personnel line items with sub-line item insights. Update personnel and/or capital line items for new scenarios as required.
- Import once and benefit from automatic updates; the system intuitively detects and eliminates any duplicates.
Audit Trail
Audit Trail
Know who changed what and when. Our audit trail diligently captures and stores every budget adjustment, providing you with a comprehensive historical record.
- Enjoy peace of mind with automatically tracked and stored edits in the audit trail.
- Capture every action taken by users, including account numbers, descriptions, amounts, and date changes.
- Find budget changes and communications quickly and easily.
Report Builder
Report Builder
Save time with our library of pre-formatted, best-practice budgeting reports while enjoying the freedom to create, customize, and export tailored reports for a comprehensive view of your budget.
- Centralize your fund reports and versions in one easily accessible location.
- Generate customized reports to capture granular details, from line items to budgeted amounts.
- Build, save, and export summary reports for departments, objects, revenue sources, and more.
Quick overview
Turn budgeting headaches into an efficient, collaborative process with Operational Budgeting.
ClearGov’s customer service and response has been exceptional. We’ve really appreciated their open-minded approach in hearing what the Town of Shrewsbury needed in an Operational Budgeting tool. And [Client Service Manager] Anna Balcora’s willingness and flexibility to work with the Town around training has been paramount to my perception of ClearGov as a highly functional financial aid for our Town.
David SnowdonPublic Works Business ManagerTown of Shrewsbury, MA
Built to fit public agencies just like yours.
Import Budget
Effortlessly import your existing financial data into ClearGov’s Operational Budgeting platform. This tool is designed to simplify the transition from your current systems, ensuring that your baseline budget is established swiftly and accurately.
Create a Baseline
Initiate your baseline budget with a single click and dive into a comprehensive financial dashboard populated with all-fund summaries, budget-to-actual visuals, progress bars, fund balances, and more.
Invite Collaborators
Simplify the process for department heads with our cloud-based request system. It provides visual breakdowns of historical budgets vs actuals and lets them communicate, justify, and attach supporting documents.
Review & Finalize
Create and track multiple versions of your budget as it progresses through the budgeting process, gain complete visibility into changes with a full audit trail, and take advantage of enhanced reporting capabilities.
Let’s streamline your budget process.
Talk to our solutions advisors team.
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Resource Center
View All Resources-
Lessons From the Field: How Finance Leaders Save Time and Build Trust – March 2026 Webinar
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Livermore-Amador Valley Transit Authority, CA – Video Testimonial
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Livermore-Amador Valley Transit Authority, California
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Rogers County, OK – Video Testimonial
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Rogers County, OK – Case Study
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Case Study – Tri-Town School Union, Massachusetts