Enterprise Resource Planning Purpose-Built for Canadian Municipalities
A single financial system of record connecting general ledger, accounts payable, accounts receivable, budgeting, procurement, fixed assets, and grant accounting — replacing fragmented Great Plains, SAP, Sage, and spreadsheet-based systems. Civic ERP gives treasurers PSAB-compliant fund accounting, department heads real-time budget visibility, and CAOs a dashboard showing the municipality's complete financial position. Deployable in under 16 weeks. Delivered as a full source code licence.
Faster Month-End Close
Modules Available
PSAB Compliant
Certified & Compliant
SOC 2 Type II Certified
Annual third-party audit of security controls covering availability, processing integrity, confidentiality, and privacy — verified against AICPA Trust Services Criteria.
ISO 27001 Aligned
Information security management system aligned to international standards for risk management, data protection, and continuous improvement of security posture.
WCAG 2.1 AA Compliant
Full keyboard navigation, screen reader compatibility, 4.5:1 color contrast ratios, and semantic HTML — ensuring every municipal staff member and citizen can access financial information regardless of ability.
PSAB Compliant
Chart of accounts and financial reporting structured for Canadian Public Sector Accounting Standards — PS 1201 financial statement presentation, PS 3150 tangible capital assets, PS 3260 liability for contaminated sites, and PS 2500 government reporting entity consolidation.
Canadian Data Residency
All financial data stored and processed exclusively in Canadian data centres. No cross-border data transfers. Full data sovereignty contractually guaranteed — not just a policy statement.
MFIPPA Compliant
Role-based access control, field-level PII masking for employee and vendor data, immutable audit trails, and records retention schedule enforcement aligned with Ontario's municipal privacy legislation.
The Journey
From Fragmentation to Clarity
Fragmented Financial Systems, Manual Processes
Your finance team toggles between 4–6 disconnected systems — Great Plains for GL, Excel for budgets, Sage for AP, standalone payroll, Access databases for grants, and paper-based approvals. Data lives in silos. Month-end close takes 15+ business days. FIR preparation consumes 8 weeks. Segregation of duties depends on trust rather than system enforcement.
Hidden Operational Overhead
Manual journal entries, inter-fund reconciliations across spreadsheets, paper-based AP approvals (3+ days per invoice cycle), and manual bank reconciliation across 5+ accounts. Finance staff spend 40% of their time on data compilation rather than analysis. Recurring audit findings for weak segregation of duties cost $30K–$80K annually in remediation.
One Platform. Complete Financial Picture. Full Source Code.
Civic ERP replaces departmental financial silos with a single, PSAB-compliant platform connecting GL, AP, AR, budgeting, procurement, fixed assets, and grant accounting. Every financial transaction flows through one auditable system with enforced segregation of duties, automated approval workflows, and AI-powered anomaly detection. Delivered as a full source code licence — not SaaS.
Engineered for Measurable Impact
Civic ERP is designed to reduce month-end close from 15 days to ≤5 days, FIR preparation from 8 weeks to ≤2 weeks, manual journal entries by 70%, and achieve 100% segregation of duties enforcement — all within Year 1. AI anomaly detection catches irregularities in real-time rather than during year-end audit.
Measurable Impact
Engineered for Impact
Month-End Close
Reduce month-end close from 15+ business days to ≤5 through automated journal entries, system-enforced inter-fund reconciliation, and sub-ledger auto-balancing — freeing finance staff for analysis.
FIR Preparation
Reduce Ontario Financial Information Return preparation from 8 weeks to ≤2 weeks with automated GL-to-FIR schedule mapping, validation rules, and year-over-year variance analysis.
SOD Enforcement
Eliminate segregation of duties violations with system-enforced incompatible function pairs — users who create vendors cannot approve their payments. Every control exception logged and reported.
Fewer Manual JEs
Reduce manual journal entries by 70% through AI-suggested account coding, automated recurring entries, and RPA for routine financial processes (bank reconciliation, depreciation, payroll distribution).
Platform Health
Always On. Always Secure.
Uptime SLA
SLA commitment
Municipality Scale
Staff range
API Response Target
P95 latency target
Deployment Timeline
For 50–500 staff
The Challenge
Why the Status Quo Fails
Canadian municipalities manage millions of dollars in public funds across operating budgets, capital projects, reserves, trust funds, and grant programs — subject to PSAB standards, Municipal Act requirements, CRA obligations, and public accountability expectations. Without a unified financial system, compliance risk grows, operational costs increase, and treasurers lack the real-time data they need for evidence-based financial management.
Financial data scattered across GL systems, Excel spreadsheets, Access databases, and paper records. No single source of truth for the municipality's financial position. Treasurers cannot see a consolidated view of funds, commitments, and cash position without days of manual compilation.
Month-end close takes 15+ business days due to manual journal entries, inter-fund reconciliations, and sub-ledger balancing across disconnected systems. Year-end close extends to weeks. Finance staff spend 40% of their time reconciling data instead of performing financial analysis.
Legacy systems lack native PSAB fund accounting. TCA schedules (PS 3150) maintained in separate spreadsheets. FIR preparation requires 8+ weeks of manual data compilation. Chart of accounts not structured for public sector segment coding.
Segregation of duties relies on manual processes rather than system enforcement. Paper-based approval chains lack audit trails. Vendor creation and payment approval by the same user is possible. Annual audit findings repeat because legacy systems cannot enforce policies.
Real-time budget-to-actual data unavailable for department heads. Council receives financial snapshots 30+ days stale. Cash position requires manual reconciliation across multiple bank accounts. No predictive forecasting for treasury management.
Estimated Annual Cost of Status Quo
$170K – $340K
Every resident deserves a government that remembers who they are. Civic ERP was designed to make that standard — one record, one platform, one consistent experience across every department and channel.
Product Vision
Civic ERP
The Solution
Civic ERP
Civic ERP provides a single, PSAB-compliant financial platform purpose-built for Canadian municipalities. It connects general ledger, accounts payable, accounts receivable, budgeting, procurement, and fixed asset management into one auditable system — with enforced segregation of duties, automated approval workflows, AI anomaly detection, and real-time financial dashboards. Delivered as a full source code licence for complete municipal ownership and control.
Unified Data Platform
Single database connecting finance, HR, procurement, and operations — eliminating silos and duplicate data entry.
Single database connecting finance, HR, procurement, and operations — eliminating silos and duplicate data entry.
PSAB-Compliant Ledger
Chart of accounts and reporting structures designed for Canadian public sector accounting standards from day one.
Chart of accounts and reporting structures designed for Canadian public sector accounting standards from day one.
Module Marketplace
Add capabilities incrementally — start with core finance and expand to HR, procurement, and asset management as needed.
Add capabilities incrementally — start with core finance and expand to HR, procurement, and asset management as needed.
Role-Based Dashboards
Configurable dashboards for treasurers, CAOs, department heads, and council with relevant KPIs and drill-down capability.
Configurable dashboards for treasurers, CAOs, department heads, and council with relevant KPIs and drill-down capability.
Workflow Engine
Visual workflow designer for approval chains, budget transfers, purchase requisitions, and interdepartmental processes.
Visual workflow designer for approval chains, budget transfers, purchase requisitions, and interdepartmental processes.
Audit & Compliance
Built-in audit trails, segregation of duties enforcement, and compliance reporting for provincial requirements.
Built-in audit trails, segregation of duties enforcement, and compliance reporting for provincial requirements.
Who Benefits
Purpose-Built for Every Stakeholder
Treasurer / Director of Finance
PSAB compliance, real-time position, and automated reporting
- PSAB-compliant fund accounting (PS 1201, PS 3150, PS 3260) with pre-built municipal chart of accounts — no custom configuration needed
- Automated FIR generation with GL-to-schedule mapping and validation — reducing preparation from 8 weeks to ≤2 weeks
- Real-time financial dashboard showing fund balances, cash position, budget-to-actual, and key financial health indicators — updated continuously
- AI anomaly detection monitoring every transaction for unusual amounts, duplicate invoices, and segregation of duties violations
- Month-end close workflow reducing close time from 15 days to ≤5 through automated reconciliation and AI-suggested journal entries
PSAB compliance, real-time position, and automated reporting
- PSAB-compliant fund accounting (PS 1201, PS 3150, PS 3260) with pre-built municipal chart of accounts — no custom configuration needed
- Automated FIR generation with GL-to-schedule mapping and validation — reducing preparation from 8 weeks to ≤2 weeks
- Real-time financial dashboard showing fund balances, cash position, budget-to-actual, and key financial health indicators — updated continuously
- AI anomaly detection monitoring every transaction for unusual amounts, duplicate invoices, and segregation of duties violations
- Month-end close workflow reducing close time from 15 days to ≤5 through automated reconciliation and AI-suggested journal entries
Full source code ownership and reduced integration burden
- Full source code licence — not SaaS. Your municipality owns the code, controls the deployment, and modifies without vendor dependency
- REST/gRPC API and pre-built connectors to Civic CRM, Property Tax, Utility Billing, HR & Payroll, and provincial systems
- Canadian-hosted infrastructure with two data centres (Toronto, Montréal) — no cross-border data transfer concerns
- RBAC with Active Directory / SAML 2.0 SSO, MFA (TOTP, push, WebAuthn/FIDO2), and field-level security for sensitive financial data
- Microservices architecture with independent scaling per module — GL, AP, AR, budget, procurement, and TCA operate independently
Complete financial visibility and public accountability
- Executive dashboard showing revenue vs. budget, expenditure by department, cash position, debt service ratio, and reserve adequacy — real-time
- Council-ready financial reports auto-generated monthly — no manual compilation by finance staff
- Public budget visualization portal for citizen transparency — interactive spending breakdowns embeddable on municipal website
- Performance-based budgeting linking every dollar to strategic plan objectives and measurable outcomes
- AI-driven financial insights surfacing trends, anomalies, and cash flow forecasts before they reach council
Real-time budget visibility and self-service purchasing
- Department budget dashboard showing YTD spending, committed amounts (open POs), and uncommitted balance — updated in real-time
- Online purchase requisitions with instant budget validation — rejected if insufficient funds, no finance back-and-forth
- Budget-to-actual variance alerts at configurable thresholds (e.g., notify when 75% consumed before Q3)
- Capital project dashboards showing funding sources, committed vs spent, and projected final cost for every active project
Full procurement lifecycle with compliance enforcement
- Automated procurement method determination based on amount thresholds — direct purchase, quotation, tender, or RFP per municipal bylaw
- Electronic bid submission portal with time-stamped receipt and automatic late-bid rejection
- Contract management with insurance, WSIB, and performance bond tracking with automated expiry notifications
- Vendor registry with self-service registration, prequalification, debarment tracking, and performance ratings
- Full audit trail from requisition through tender, award, PO, receiving, to final payment — no gaps
Quick Reference
At a Glance
What Municipalities Say
Trusted by Municipal Leaders
Hear from the CAOs, IT managers, and front-line staff who transformed their municipalities with Civic ERP.
“Civic ERP is designed so that month-end close drops from 15 business days to under 5 — giving the finance team confidence in real-time numbers instead of waiting weeks for reconciled data.”
Director of Finance / Treasurer
Projected outcome
City-tier municipality · 80,000 residents
≤5d
Month-End Close
Proven Results
Customer Success Stories
Real deployments. Real outcomes. Explore how Ontario municipalities transformed their operations.
Success Story
City-Tier Municipality
80,000 residents residents · Projected deployment in under 16 weeks · ROI modelled within 14–18 months
Challenge
Fragmented financial systems — Great Plains for GL, separate payroll system, Excel-based budgeting, and paper AP approvals — resulting in 15-day month-end close, 8-week FIR preparation, and recurring audit findings for weak internal controls. Finance team spending 60% of time on data compilation instead of analysis.
Outcome
Projected deployment consolidating GL, AP, AR, budgeting, procurement, and fixed assets into a single PSAB-compliant platform in under 16 weeks. Designed to reduce month-end close to ≤5 days, FIR preparation to ≤2 weeks, and automate 70% of routine journal entries.
Key Results
≤5d
Month-End Close
≤2wk
FIR Preparation
< 16 wk
Deployment
Get Started
Ready to Transform Constituent Service Delivery?
Schedule a consultation with our municipal solutions team to discuss your requirements, see a live demonstration, and receive a tailored implementation proposal.