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Description
DebtBook provides finance departments in sectors like local government, higher education, and healthcare with a streamlined way to oversee their debt and lease portfolios through a cloud-based platform. Effective debt and lease management requires the collaboration of a diverse group of stakeholders, including managers, staff, advisors, lawyers, bankers, accountants, and consultants. Each participant depends on precise and current debt information to perform their roles effectively. With DebtBook, you can trust the data your team relies on. The need to forecast future payments arises for various purposes, such as budgeting, financial planning, disclosures, audits, and rating meetings. This task becomes increasingly complex when individual loans or leases are funded by multiple sources or linked to different projects. DebtBook simplifies this process, allowing you to generate accurate and tailored schedules quickly while minimizing the risk of human error. Additionally, this efficiency ensures that all stakeholders can access the information they need in a timely manner, fostering better decision-making across the board.
Description
We assist financial institutions in managing an almost limitless array of pertinent structured and unstructured data to streamline processes like customer onboarding, decision-making, risk pricing, and fulfillment. By extracting, categorizing, and analyzing data from numerous financial entities, we enable lenders to make automated, data-driven decisions regarding risk and pricing. Since 2018, Perfios has maintained a positive cash flow and EBITDA, bolstered by prominent investors including Bessemer Venture Partners and Warburg Pincus. Our data platform leverages a unique blend of proprietary machine learning methods to provide thorough data analysis tailored to individual customer needs, producing bespoke reports for each client. We have successfully scaled operations from handling thousands of transactions monthly to processing millions daily, all while maintaining optimal performance levels. Our team of engineers brings unique thinking styles and innovative problem-solving skills, ensuring a level of professionalism rarely found in other organizations. This distinctive approach sets us apart in the competitive landscape of financial technology services.
API Access
Has API
API Access
Has API
Integrations
Klub
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
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
DebtBook
Founded
2019
Country
United States
Website
www.debtbook.com
Vendor Details
Company Name
Perfios Software Solutions
Founded
2008
Country
India
Website
www.perfios.com
Product Features
Financial Management
Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management
Government
Budgeting & Forecasting
Code Enforcement
Compliance Management
Fixed Asset Management
Inventory Management
License Issuance
Permit Issuance
Purchasing & Receiving
Self Service Portal
Taxation & Assessment
Utility Billing
Work Order Management
Lease Accounting
Amortization Schedule
Asset Management
Billing & Invoicing
Budgeting & Forecasting
Capitalization Reporting
Critical Date Alerts
Expense Tracking
For Equipment Leases
For Real Estate
Payment Tracking
Portfolio Management
Tax Management
Lease Management
Billing & Invoicing
Commercial Leases
Contact Management
Landlord Database
Lease Classification
Portfolio Management
Property Management
Residential Leases
Retail Leases
Sublease Management
Tenant Database
Reporting
Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports
Product Features
Financial Management
Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management