Municipal Spend Management, Expenses Automation, and Related Financial Services

This contract delivers cloud-based municipal spend management, expense automation, and financial workflow solutions that help agencies modernize budgeting, accounts payable (AP), procurement, and travel processes. It emphasizes compliance, scalable SaaS tools, and evaluation based on capabilities, experience, pricing, and product depth.

Document checklist

Includes Contract/MSA
Includes Pricing Documentation
Includes an RFP
Includes Advertisement Documents
Includes Board Approval Resolution
Includes Renewal Documentation
574
Expiration: Nov 30, 2030
2
suppliers
Entity
Alliance for Innovation
Coop
(AFI) Alliance for Innovation


Description

This contract provides modern, cloud-based financial tools that help public entities streamline budgeting, spending, approvals, and payment workflows across departments. It connects municipalities, counties, districts, and nonprofits with qualified suppliers offering integrated SaaS solutions that improve visibility, automate manual processes, and strengthen financial compliance.

Key Service Categories

  1. Municipal Card Programs: Real-time spend tracking, card controls, virtual cards, policy enforcement
  2. Expense Automation: Receipt OCR, categorization, approvals, reimbursement workflows
  3. Accounts Payable Automation: Invoice intake, GL coding, vendor management, ACH/check/virtual payments
  4. Procurement & Vendor Management: PO workflows, contract databases, three-way matching, renewal alerts
  5. Travel & Expense Integration: Booking tools, per diem tracking, pre-approval flows
  6. Budgeting & Forecasting: Real-time spending dashboards, alerts, projections
  7. Analytics & Compliance: Reports, audit logs, fraud detection, role-based access controls

Benefits Aligned with Desired Outcomes

  1. Stronger financial control: Real-time oversight reduces policy violations and spending errors
  2. Operational efficiency: Automation eliminates manual tasks and shortens approval cycles
  3. Improved compliance: SOC 2, audit trails, and built-in controls support federal and local requirements
  4. Scalable modernization: Modules adapt to small to large entities with integration-ready APIs

Strengthen financial operations, reduce administrative burden, and modernize spending workflows with a single contract built to streamline every step of your entity's financial lifecycle.

Documents

Compliance Checklist

Download Checklist
Download Checklist
Shortlist contract
Shortlisted in

Save to project
Request for information
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Create Project
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Access Restricted

These documents are available only to agencies that are authorized through the relevant Interlocal Agreement (ILA). If you believe your agency qualifies or would like to request access, please contact us for verification.

Quote Requests
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Quote Requests
Suppliers
Label
Quotes Deadline

{deadline}

Description
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Quote Requests
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.