Product Experience
Every role. One platform.
From front-counter staff handling resident requests to the CAO reviewing council-ready reports — every role has a purpose-built journey. Explore how Civic Budget Management works for your team.
Watch the 3-Minute Demo
See Civic Budget Management handle a complete resident service request — from intake through resolution and council reporting.
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Explore the Interface
Click through the actual Civic Budget Management interface. Navigate between the dashboard, resident profiles, service requests, and reports to see how everything connects.
$87.2M
Operating Budget
+3.2% vs last month$185M
Capital Plan (10yr)
47 projects vs last month+$340K
YTD Variance
Surplus vs last month2.5%
Levy Increase
$42/avg home vs last monthRecent Activity
Parks & Recreation budget submitted
Parks · 2 min ago
Fire Services variance explanation added
Fire · 5 min ago
Scenario 'Enhanced Services' created
Finance · 12 min ago
Capital project #CP-2027-014 approved
Public Works · 18 min ago
Budget alert: Utilities account at 82% consumed
Facilities · 25 min ago
Role-Based Journeys
One Platform, Every Perspective
Select a role to explore their complete journey through Civic CRM — from day-one onboarding to daily workflows and strategic outcomes.
Treasurer / Director of Finance
From Budget Setup to Council Approval
Follow the complete budget cycle through the Treasurer's lens — from initializing the new budget year and configuring departmental worksheets through scenario modeling, tax impact analysis, and council budget book generation. Full control over the municipal budget process.
Initialize
Budget year setup
Set up the new budget year: copy prior year actuals and current year budget as starting points, configure inflation assumptions, set assessment growth targets, and establish the budget preparation calendar with department submission deadlines.
The Budget Year Initializer (spec 1.2) copies prior year actuals and current year budget as starting points for the new fiscal year. The Treasurer configures budget parameters: inflation assumptions by category (CPI, insurance, hydro, fuel), assessment growth projections, tax levy increase targets, and cost-of-living adjustments. The budget calendar is published with milestones: department submission deadline, finance review period, committee dates, and council approval target date. Every configuration change is logged to the immutable audit trail.
Collect
Department submissions
Monitor departmental budget submissions through the workflow dashboard. Track which departments have submitted, which are in review, and which need follow-up — with automated reminders for missed deadlines and validation status for every submission.
The Budget Workflow Engine (spec 2.4) tracks every department's submission status in real-time: draft, submitted, under review, revision requested, approved. The Treasurer sees a consolidated dashboard showing all department submissions, validation status (zero errors enforced), variance explanations provided, and new initiative requests. Automated email reminders fire for upcoming deadlines. Finance analysts use the Variance Explanation Tracker (spec 2.1) to review and request clarification on specific line items without email chains.
Model
Scenario analysis
Create unlimited what-if scenarios adjusting revenue assumptions, expenditure levels, staffing, and new initiatives. Each scenario instantly calculates the tax levy requirement and dollar impact on an average residential property — with side-by-side comparison.
The Scenario Engine (spec 3.1) creates budget scenarios from any base budget — adjusting revenue assumptions, expenditure amounts, staffing levels, tax rates, and new initiatives. The Tax Rate Calculator (spec 3.2) instantly shows the impact: required levy, tax rate by property class (residential, multi-residential, commercial, industrial), and dollar increase per $100,000 assessment. The Scenario Comparison View places 2–6 scenarios side by side with variance highlighting. Assumption documentation (spec 3.5) records the rationale behind each scenario.
Present
Council documents
Auto-generate the council budget book: executive summary, revenue and expenditure analysis, departmental breakdowns, capital plan, tax impact tables, fee schedule changes, and charts — exported as PDF ready for the council agenda.
The Budget Book Composer (spec 6.1) auto-generates the comprehensive budget document with configurable sections. The Chart Generator produces revenue pie charts, expenditure by category, tax levy history, and reserve fund trends from live data. The Presentation Builder (spec 6.3) creates slide decks for committee and council meetings. During live council meetings, the Treasurer can model scenarios in real-time — adjusting assumptions and showing tax impact changes instantly on the presentation screen.
Monitor
Variance tracking
Once the budget is approved, monitor budget-to-actual performance in real-time. Live variance dashboards drill down from fund to GL account. Commitment tracking includes outstanding POs. Automated alerts flag accounts approaching budget limits.
The Variance Dashboard (spec 5.1) shows real-time budget vs. actual for revenue and expenditure, updated as GL transactions post. Commitment Tracker (spec 5.2) integrates outstanding POs into available budget calculations. The Budget Alert System (spec 5.6) fires automated notifications when accounts hit 80% consumption, exceed budget, or show unusual spending patterns. Year-End Projection Engine (spec 5.5) generates mid-year and quarterly corporate-level surplus/deficit projections for council action.
Report
Statutory compliance
Generate FIR Schedule 10/11 data exports, PSAB-compliant budget-to-actual reports, MMAH submissions, and annual financial statement support — automated from budget data with no manual reformatting required.
The FIR Export Engine (spec 6.4) generates Schedule 10 (Operating) and Schedule 11 (Capital) data in the required provincial format. Compliance Reporting (spec 6.4) produces O.Reg. 588/17 long-term financial plan reports, PSAB PS 1201 budget-to-actual presentations, DC Act reserve fund reports, and Municipal Act s.417–418 reserve fund compliance reports. All statutory reports are generated from live budget data — no manual extraction, reformatting, or reconciliation required.
Budget Cycle
0 / 6
Step 01
Initialize
Budget year setup
Set up the new budget year: copy prior year actuals and current year budget as starting points, configure inflation assumptions, set assessment growth targets, and establish the budget preparation calendar with department submission deadlines.
The Budget Year Initializer (spec 1.2) copies prior year actuals and current year budget as starting points for the new fiscal year. The Treasurer configures budget parameters: inflation assumptions by category (CPI, insurance, hydro, fuel), assessment growth projections, tax levy increase targets, and cost-of-living adjustments. The budget calendar is published with milestones: department submission deadline, finance review period, committee dates, and council approval target date. Every configuration change is logged to the immutable audit trail.
Step 02
Collect
Department submissions
Monitor departmental budget submissions through the workflow dashboard. Track which departments have submitted, which are in review, and which need follow-up — with automated reminders for missed deadlines and validation status for every submission.
The Budget Workflow Engine (spec 2.4) tracks every department's submission status in real-time: draft, submitted, under review, revision requested, approved. The Treasurer sees a consolidated dashboard showing all department submissions, validation status (zero errors enforced), variance explanations provided, and new initiative requests. Automated email reminders fire for upcoming deadlines. Finance analysts use the Variance Explanation Tracker (spec 2.1) to review and request clarification on specific line items without email chains.
Step 03
Model
Scenario analysis
Create unlimited what-if scenarios adjusting revenue assumptions, expenditure levels, staffing, and new initiatives. Each scenario instantly calculates the tax levy requirement and dollar impact on an average residential property — with side-by-side comparison.
The Scenario Engine (spec 3.1) creates budget scenarios from any base budget — adjusting revenue assumptions, expenditure amounts, staffing levels, tax rates, and new initiatives. The Tax Rate Calculator (spec 3.2) instantly shows the impact: required levy, tax rate by property class (residential, multi-residential, commercial, industrial), and dollar increase per $100,000 assessment. The Scenario Comparison View places 2–6 scenarios side by side with variance highlighting. Assumption documentation (spec 3.5) records the rationale behind each scenario.
Step 04
Present
Council documents
Auto-generate the council budget book: executive summary, revenue and expenditure analysis, departmental breakdowns, capital plan, tax impact tables, fee schedule changes, and charts — exported as PDF ready for the council agenda.
The Budget Book Composer (spec 6.1) auto-generates the comprehensive budget document with configurable sections. The Chart Generator produces revenue pie charts, expenditure by category, tax levy history, and reserve fund trends from live data. The Presentation Builder (spec 6.3) creates slide decks for committee and council meetings. During live council meetings, the Treasurer can model scenarios in real-time — adjusting assumptions and showing tax impact changes instantly on the presentation screen.
Step 05
Monitor
Variance tracking
Once the budget is approved, monitor budget-to-actual performance in real-time. Live variance dashboards drill down from fund to GL account. Commitment tracking includes outstanding POs. Automated alerts flag accounts approaching budget limits.
The Variance Dashboard (spec 5.1) shows real-time budget vs. actual for revenue and expenditure, updated as GL transactions post. Commitment Tracker (spec 5.2) integrates outstanding POs into available budget calculations. The Budget Alert System (spec 5.6) fires automated notifications when accounts hit 80% consumption, exceed budget, or show unusual spending patterns. Year-End Projection Engine (spec 5.5) generates mid-year and quarterly corporate-level surplus/deficit projections for council action.
Step 06
Report
Statutory compliance
Generate FIR Schedule 10/11 data exports, PSAB-compliant budget-to-actual reports, MMAH submissions, and annual financial statement support — automated from budget data with no manual reformatting required.
The FIR Export Engine (spec 6.4) generates Schedule 10 (Operating) and Schedule 11 (Capital) data in the required provincial format. Compliance Reporting (spec 6.4) produces O.Reg. 588/17 long-term financial plan reports, PSAB PS 1201 budget-to-actual presentations, DC Act reserve fund reports, and Municipal Act s.417–418 reserve fund compliance reports. All statutory reports are generated from live budget data — no manual extraction, reformatting, or reconciliation required.
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