A Better ERP Experience Starts with a Better Partnership.
Implementing new software is a significant decision. That’s why we focus on more than technology. We take the time to understand your organization, your priorities, and the way your team works — so you can move forward with confidence.
We Believe Great Software Starts with Listening
Before we recommend a solution, we take the time to understand yours. Every local government is different. Your departments, workflows, priorities, and long-term goals deserve more than a one-size-fits-all demonstration.
Always Listening. Always Evolving.
- Your current software
- Your departments & responsibilities
- Your workflows
- Your reporting needs
- Your priorities
- Your current challenges
- Your goals for the future
What Working Together Looks Like
Not a rigid timeline — a guided journey. Select each step to see how we move forward together.
Discover
We start by listening.
We learn about your organization, current software, priorities, and the challenges your team faces every day.
Explore
See FUNDVIEW in the context of your organization.
Rather than showing generic software, we tailor demonstrations around your departments, workflows, and priorities so you can see how FUNDVIEW supports the work that matters most.
Plan
Build a path that works for your team.
Together, we discuss implementation, training, timelines, and the resources needed for a successful transition.
Implement
Guided by experienced people.
Our implementation team works alongside your organization to help configure the platform, migrate data, train users, and prepare your team for success.
Grow
The partnership continues.
From product updates and educational resources to responsive support and ongoing enhancements, we’re committed to helping your organization continue getting the most from FUNDVIEW.
Built Around Long-Term Partnership
Many ERP providers focus on implementation. We focus on relationships. Our partnership grows long after go-live because local government never stands still. Regulations change. Communities grow. Priorities shift. As your organization evolves, FUNDVIEW evolves with you.
We Listen
Customer conversations influence the future of the platform.
We Respond
Questions deserve real answers from real people.
We Educate
Training, webinars, documentation, and ongoing resources help your team continue building confidence.
We Improve
Customer feedback helps shape product enhancements and future innovation.
Making Sure FUNDVIEW Is the Right Fit for You
Not every city works the same way, so no two conversations should look the same. When you meet with our team, we tailor the discussion around your organization — because our goal is to help you decide whether FUNDVIEW truly fits your needs, not to convince you it does.
We’re not here just to show you software. We’re here to help you determine whether FUNDVIEW is the right solution for your team, your workflows, and your goals — so you can move forward with confidence.
- Your current ERP
- Your departments
- Your workflows
- Your priorities
- Your reporting requirements
- Your implementation goals
What You Can Expect
Transparency
Clear communication from the beginning.
Experience
People who understand local government.
Responsiveness
Questions answered by real people.
Collaboration
A partnership built around your goals.
Continuous Improvement
A platform that continues evolving with customer feedback.
A True Partnership
Implementation is the beginning — not the finish line. Our relationship continues as a connected ecosystem, with Customer Success at the center.
Q3 2026
Clarity, Simplicity & Efficiency, Made Easier
Every part of the platform works toward five outcomes your team feels every day.
Clarity
Know what’s happening across your organization with real-time information.
Simplicity
Simplify the work instead of creating more of it.
Efficiency
Spend less time on manual processes and more time serving your community.
Connectivity
Connect departments through one integrated platform.
Visibility
Access the information you need when you need it.
Let’s Start with a Conversation.
Whether you’re evaluating new software today or simply exploring your options for the future, we’d love to learn more about your organization and the work you do. We’ll take the time to understand your goals, answer your questions, and show you how FUNDVIEW can support your team.
Delivering Confidence Behind Every Public DollarAlways Listening. Always Evolving.
FUNDVIEW never stands still. Explore what’s new, what’s next, and how customer feedback shapes the platform.
Recent Releases
See what’s new in the latest FUNDVIEW updates.
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Educational series that aim to make our customer’s lives easier!
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