PROJECT
MANAGEMENT

Structured implementation processes to bring your implementation in on-time and on-budget.

CONVERSION /
TRAINING

Scheduled backups and standard redundancies included in subscription pricing

DATA
BACKUP

Our subscription agreement includes comprehensive software updates, data backups,.

Customer
SUPPORT

Customer support has on level of service – outstanding!  Included with subscription pricing

FundView provides the professional services that translate great software into a successful implementation. We work with your team to determine the level of services required to ensure your goals and objectives are achieved.

Project Management FundView was developed to help streamline processes in your organization and maximize productivity. Our highly-trained staff leverages best practices to configure the software to meet your needs and optimize workflow. By developing a plan of clearly-defined objectives, the implementation team will manage the process and ensure a successful deployment with minimal disruption.

Training Our state-of-the-art applications are designed to be intuitive and easy-to-use. That said, all software requires training to effectively make use of the tools provided. To help our customers acquire that knowledge, FundView offers cost-effective remote training. Our Distance Learning option provides online, live interactive sessions with instructors who are well-versed in how to use FundView most effectively. These classes are offered with structured curriculums and flexible scheduling to fit your hectic schedule.

Conversion Data migration is a critical element for any software conversion project. The FundView conversion team will work closely with you to develop plans for data extraction, mapping, conversion, and validation. Our proven methodology minimizes stress by clearly defining roles, setting proper expectations, adhering to timelines and delivering results.

Support Customer support at FundView has one level of service – outstanding! Our subscription cost structure provides for unlimited access to our knowledgeable staff to get the answers you need when you need them. We treat every customer with respect and appreciation. Our success is a direct result of yours.

Data Backup Our subscription agreement includes comprehensive software updates, data backups, and freedom from the hardware maintenance required with on-premise offerings. We manage your solutions and data in our secure, cloud-hosted environment so you can focus on better serving your citizens.

What Our Customers Are Saying

Rains County Seal

I just wanted to say how much I appreciate Support’s help these past few days with the W-2’s and 1099’s. They were so fast to respond and helped me with all my issues. Thank y’all so much!!

~ Stacy Parker, Deputy Treasurer, Rains County, Texas

FundView has been a great asset in many ways to the City of Mason. Fund View has made preparing for the annual audit so much easier by allowing the auditors direct access to the information needed. This saves time and paper as well as the time the auditors have to spend in our office since most of the work is done in advance.

Most of all, Customer Support is amazing. I have always had prompt and helpful response which is very appreciated. Speaking from experience, not all customer support with other companies is that way.

~ Donna Langehennig – Finance Officer – City of Mason

 
 
 
 
 
 

NEWS AND EVENTS

Join us at TML’s 2023 Annual Conference & Exhibition in Dallas, TX!

Check us out at booth #419 – can’t wait to see you!

Go Mobile with FundView!

FundView has been a fully browser-based software since it’s inception. We’ve taken that a step further…Read More…

Disaster Planning for Local Governments

End of summer brings a number of things to mind – back to school, Labor Day holidays, and preparing for cooler weather. It also brings on hurricane season, with tornadoes and flooding. Read more…

Using Fund-Based Accounting Software

City Hall Building

Why do local governments need fund-based software vs. inexpensive accounting software packages? Read more…

Managing Payroll Liabilites

Let your software do the work for you! Read more…