Publish financial data that the public understands
CiviPortal turns budgets, actuals, revenues, and transactions into a clear, searchable public portal. Built with accessibility, privacy, and ease of administration in mind.
Clear, Accessible, Easy to Manage
A citizen-friendly portal for budgets and spending, with an admin experience your team can manage in minutes.
Finance Director / Budget Team
- • Publish without building one-off reports
- • Replace and append uploads to keep data clean
- • Reduce repetitive “can you pull…” requests
- • Clear module toggles and guardrails
Executive Leadership
- • A single public place for financial context
- • Better-informed budget conversations
- • Fewer misinformation cycles
- • A modern portal that builds credibility
IT Director / Security Review
- • No custom dev to keep the portal current
- • Role-based admin access
- • Security-focused data handling approach
- • Clear documentation for procurement
Product
Financial transparency in a format the public can navigate.
Budget Visualization
Turn budget line items into visualizations residents can explore by department, category, and year.
Public Downloads
Publish searchable data with filters (i.e. vendor, department, amount, date) so answers are self-serve instead of manual staff requests.
Department Breakdowns
Give clear department-level context with drill-down views, comparisons, and consistent totals across the portal.
Revenue Analysis
Show where funds come from with revenue source breakdowns and trends over time.
Multi-Year Comparison
Track fiscal trends year-over-year with side-by-side views designed for clarity, not spreadsheets.
Admin Upload
Upload new files or replace a fiscal year cleanly. Keeping the portal current without custom development.
Start small. Expand when ready.
Not every organization is ready to publish everything on day one. CiviPortal lets you enable only the modules you want. Expand over time as your transparency program matures.
Starter Portal
Budget + Departments (add Transactions later)
Full Transparency Portal
Budget + Actuals + Transactions + Revenues
How it works
A workflow designed for government finance teams: export → upload → publish.
Export from your finance system
Start with the same files you already produce: budgets, actuals, revenues, and/or transactions. (CSV templates can be mapped to common exports.)
Upload or replace a fiscal year
Admins can upload new data or replace a specific year cleanly, keeping the portal accurate without technical work.
Publish the modules you choose
Enable only what you want public today (Budget, Transactions, Departments, Revenues) and expand over time.
Keep it current
Update the portal when your data updates. No custom development, no one-off reports, no fragile spreadsheets on the public website.
Publishing Capabilities
Start with one module and add more when you're ready. The goal is clarity for residents and lower maintenance for staff.
- • Budget summaries and drill-downs
- • Actuals (where available) and comparisons
- • Searchable transactions with filters
- • Revenues by source and trends
- • Department views for context
Note: Exact module availability depends on the data you choose to publish.
What this helps you do
Practical outcomes for finance teams, leadership, and the public.
Build trust with clarity
Provide a single place for residents to understand budgets and spending. Organized, searchable, and consistent year to year.
Reduce repetitive requests
Designed to reduce back-and-forth emails and repetitive records requests by making common answers self-serve.
Meet transparency expectations
Built for public disclosure workflows: export → upload → publish, with accessibility and usability as first-class requirements.
Support better conversations
Help residents show up to budget conversations informed, without forcing them to interpret raw financial documents.
Accessible by design
Targeting WCAG 2.1 AA with keyboard navigation and screen reader-friendly structure.
Read accessibility statement →Admin controls that fit finance workflows
Replace-year uploads, module toggles, and guardrails designed for non-technical staff.
See how it works →Security-minded architecture
Designed for role-based access, auditability, and responsible handling of public financial data.
Security & data overview →Implementation without custom dev
Export → upload → publish. Keep your portal current without standing up a bespoke website.
Book a Demo →See CiviPortal in Action
A quick tour of the citizen experience and the admin workflow.
Portal Home
The citizen landing page—clear navigation into budgets, spending, departments, and revenue.
Want to see your data in a modern transparency portal?
We'll walk through the citizen experience, the admin upload flow, and how your current exports map into the portal.