Questica Budget Book powered by CaseWare is a user-friendly and comprehensive document management and financial reporting tool that allows your government agency to create, collaborate, edit, approve and publish your annual budget book faster and easier than ever before.
Our budget book integration brings together two leaders of public finance technology – Questica and CaseWare. Questica Budget is the leading budgeting preparation management software for government agencies, while CaseWare’s government financial reporting database-driven solutions are trusted by over 400,000 users in 130 countries and are available in 16 languages.
Unlike other budget book automation tools that use a spreadsheet application with a user interface, the integration between Questica Budget and CaseWare is not a spreadsheet upload – it’s a database-driven solution with a direct transfer of data and information from your agency’s budget in Questica Budget to Questica Budget Book in CaseWare.
Collaboration, Workflow and Security
Since multiple individuals and departments need to contribute to annual budget and budget book, Questica Budget Book powered by CaseWare provides seamless collaboration through its workflow and security management feature, ensuring the right individuals have access to their sections, while giving reviewers and approvers version control and a clear history of any changes through the process.
With Questica Budget Book, you get the power of CaseWare which along with the strength of its single database, is a solution that supports a controlled, auditable, double-entry adjusting entry system. The solution supports the classification of entries, multiple concurrent grouping mechanisms, built-in diagnostics and rounding features, and automatic notifications when data or information doesn’t balance. Users can drill-down into the Budget Book report to review supporting documents to show which accounts comprise the value. Centralized tracking to questions, issues, or comments at all document or row/value levels ensures no problems go unresolved.
Questica Budget Book powered by CaseWare allows users to automate and easily update their standard data, documents, charts, and graphics. Page numbers, indexing along with sections and exhibits are constantly updated to ensure the Budget Book is always accurate. With the ability to apply your agency’s branding (logo, colors, fonts, page formatting) and other visuals means you can produce a professional publish-ready PDF from the system (complete with bookmarks). The Questica Budget Book also allows users to export in XBRL format.
Training and Resources
The Questica Budget Book Team is ready to partner with your city, town or agency to develop and publish a Budget Book that not only saves time and resources but helps communicate all the great work you do for your citizens and stakeholders.
Our instructor-led online training sessions are delivered by experts who have 20+ years of experience and a deep understanding of CaseWare products and best practice implementation of Budget Books, CAFR and other financial reporting requirements for the public sector.
Plus, with Questica Budget Book, you’ll have access to all CaseWare’s international financial reporting content and resource library materials.
We take incredible pride in delivering an exceptional customer experience for every customer. Our goal is to get you and your organization up and running with little to no disruptions. Throughout the process, we listen, adapt and always uncover ways our tools and technologies can improve our customers outcomes and enhance our future offerings.
We’re proud to be recognized by Government Technology News on their annual GovTech 100 index which showcases the 100 leading companies serving state and local governments in unique, innovative and effective ways.
Our Customer Success team serves as your advocate within Questica. Working from the onset, through implementation and ongoing usage, they are focused on maximizing your value from adopting Questica Budget, Performance, OpenBook and Budget Book.
Through regular business reviews and touch points, Customer Success will understand and address your changing organizational needs, objectives, goals and challenges ensuring you and your organization have a bright customer experience. Plus, there are opportunities to connect with other users via user groups and events.