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ease
features
design
support

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Description

Curate, a subsidiary of FiscalNote, specializes in civic intelligence, enabling organizations to effectively track risks and seize opportunities within local government discussions on a large scale. Professionals in government relations rely on Curate’s extensive database and tailored weekly reports to keep tabs on various projects, policies, and trending issues across numerous municipalities throughout the United States. With the ability to sift through millions of municipal documents, Curate provides the essential insights you need. The platform meticulously scans a wide array of local government materials such as meeting minutes, agendas, and planning documents from thousands of entities, ensuring you remain well-informed through customized reports tailored to the topics that matter most to you. Companies and teams of all sizes achieve success using Curate, as it helps prevent unexpected changes that could negatively impact stakeholders. By identifying evolving trends and regulations, businesses can capitalize on significant opportunities that arise. Staying ahead of developments in local governments nationwide gives your organization a competitive edge.

Description

Fiscal Flow is an all-in-one growth and marketing system designed exclusively for accountants and CPA firms. It helps firms replace manual, inconsistent marketing with automated systems that deliver predictable lead flow. By focusing on organic search visibility, Fiscal Flow eliminates the need for expensive Google Ads while building long-term rankings. The platform uses AI to instantly respond to missed calls, engage prospects, and book appointments directly into your calendar. A built-in CRM provides full visibility into your pipeline, showing exactly which leads are progressing and which are stuck. Fiscal Flow also re-engages old prospect lists, frequently converting previously inactive leads into new clients. Automated review requests help firms build a strong online reputation without extra effort. Social media scheduling tools allow firms to manage their brand presence from a single dashboard. Calendar automation removes back-and-forth emails and saves hundreds of hours each year. With minimal technical involvement required, Fiscal Flow delivers measurable growth through proven systems.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

QuickBooks Online

Integrations

QuickBooks Online

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$197/month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

FiscalNote

Founded

2013

Country

United States

Website

www.curatesolutions.com

Vendor Details

Company Name

Fiscal Flow

Founded

2024

Country

United Kingdom

Website

fiscalflow.uk

Product Features

Advocacy

Advocate Management
Campaign Management
Customer Advocacy
Event Triggered Actions
Forms Management
Legislation Tracking
Petition Management
Political Advocacy
Rewards Program
Social Engagement

Municipal

Animal Licensing
Code Enforcement
Fund Accounting
Inventory Management
License Issuance
Parking Management
Permit Issuance
Planning & Zoning
Property Database
Taxation & Assessment
Utility Billing
Work Order Management

Product Features

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

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