DebtBook Introduces Investment Management, Creating Unified Treasury Management System for Public Finance Teams

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CHARLOTTE, N.C.--(BUSINESS WIRE)--Oct 23, 2025--

DebtBook, a leading provider of cloud-based software for public finance teams, today introduced its Investment Management solution. With this new solution, DebtBook delivers on its vision of a Treasury Management System (“TMS”) —the first unified, cloud-based platform built specifically for the public sector to manage debt, cash, and investments in a single system.

DebtBook’s Investment Management solution helps finance teams manage their portfolios with greater transparency, compliance, and control. Public sector organizations can now track maturities and yields, align investments with cash needs, and automate reporting for GASB 31, 40, and 72—all while reducing reliance on spreadsheets and siloed systems.

“Investment Management rounds out our vision for a modern treasury platform that reflects the real-world needs of public finance teams,” said Tyler Traudt, Co-Founder and CEO of DebtBook. “By bringing debt, cash, and investments together in one system, we’re helping our customers manage public funds more strategically and responsibly.”

The new solution arrives at a critical time. In DebtBook’s recent survey of public finance leaders, manual processes were cited as the top barrier to progress—underscoring the need for modern, integrated tools that reduce risk and improve decision-making.

“Finance teams are under pressure to do more with less, while safeguarding public trust,” said Greg Person, Chief Revenue Officer at DebtBook. “Investment Management gives teams the automation, structure, and visibility they need to navigate that complexity with confidence.”

With Investment Management, DebtBook’s Treasury Management System offers a unified solution that helps public finance teams reduce risk, improve financial performance, and operate with greater efficiency. By centralizing debt, cash, and investments in a single platform, DebtBook empowers leaders to optimize returns, cut fees, and execute budgets with confidence.

For more information, visit www.debtbook.com or request a demo.

About DebtBook

DebtBook offers modern treasury and accounting software designed to help state and local government, higher education, healthcare, and break through operational barriers to unlock strategic insights.

Our Debt, Cash, and Investment Management solutions empower strategic treasury and improve financial outcomes by automating operational work and allowing teams to more easily analyze their data and extract valuable insights. Our Lease & Subscription Management solutions give accounting teams hours back to their day by automating GASB 87, ASC 842, and GASB 96 compliance workflows, and our Contract Management solution centralizes all post-signature agreements. Visit DebtBook.com to see why more than 2,100 organizations nationwide work with DebtBook.

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KEYWORD: UNITED STATES NORTH AMERICA NORTH CAROLINA

INDUSTRY KEYWORD: APPS/APPLICATIONS TECHNOLOGY FINANCE BANKING ACCOUNTING PROFESSIONAL SERVICES SOFTWARE NETWORKS ASSET MANAGEMENT

SOURCE: DebtBook

Copyright Business Wire 2025.

PUB: 10/23/2025 09:00 AM/DISC: 10/23/2025 09:00 AM

http://www.businesswire.com/news/home/20251023179948/en