DebtBook

DebtBook

DebtBook operates as a software provider to state and local governments, higher education institutions, healthcare organizations, and utility systems. The firm was founded by former public-finance professionals, an origin that anchors its product engineering in the actual workflows of comptrollers and debt managers, as evidenced by customer testimonials from the City of Charlotte and the City of Philadelphia. The platform spans debt management, cash management, GASB 87 lease accounting, GASB 96 subscription management, and contract management. Coverage extends across local governments, state agencies, airports, seaports, and utility systems nationwide. Named public-sector clients include the City of Durham, the City of Concord, the Town of Brighton, the City of Philadelphia, and McHenry County, Illinois — each citing significant reductions in manual reporting time. The firm's automation of continuing-disclosure filings and daily cash positioning addresses what municipal finance teams have historically handled through fragmented spreadsheets and legacy systems. DebtBook claims 2,100 public-sector customers across the United States, with a leadership team that includes Tyler Traudt, Michael Juby, Greg Person, Kasey Harris, and Brendan Mannion. The firm operates from an office in Charlotte, North Carolina, and delivers implementations in 90 days or less, a timeline validated by customer statements. As of its 2026 website, DebtBook highlights an 80% productivity gain reported by the City of Charlotte's debt manager, reflecting sustained adoption in a segment where procurement cycles run long and trust accrues slowly. Structurally, DebtBook sits at the intersection of enterprise SaaS and municipal utility: it is not a financial advisor but a software company selling directly to public-sector balance-sheet operators. This posture matters because it sidesteps the fiduciary entanglement that slows enterprise procurement in government — the firm explicitly disclaims municipal-advisor status — while embedding itself as system-of-record for core credit-and-compliance workflows that cities rarely rip out once adopted.