Public Transparency Portal

A Public Transparency Portal For Financials And Projects

CiviPortal provides a clear way for residents to view financial information and understand project progress, alongside your existing city website.

Designed With Accessibility Best Practices In Mind
Role Based Administrative Access
Tenant Isolated Data
Export Upload Publish Workflow

Clear, Accessible, Easy To Maintain

A resident friendly portal for budgets, spending, and projects, with an admin experience your team can manage in minutes.

Finance Director And Budget Team

  • • Publish without building one off reports
  • • Replace and append uploads to keep data clean
  • • Reduce repetitive records requests
  • • CSV mapping for easy repeat file uploads

City Manager And Executive Leadership

  • • A single public place for financials and project progress
  • • Affordable for all cities and counties
  • • Better informed citizens
  • • Modern portal that builds public credibility

IT And Security Review

  • • No custom development or hosting
  • • Role based administrative access
  • • Security focused data handling approach

Portal Capabilities

Publish financial and project transparency in a format residents can navigate.

Budget And Actuals Views

Present budgets and actuals by department, fund, and category in a consistent public format.

Spending Detail

Publish vendor and transaction detail when and if you choose, with filters for common questions.

Revenue Summaries

Show revenue sources and trends over time in a resident friendly format.

Project Transparency

Share project status, narrative updates, and photos, or link out to existing project pages.

Publishing Controls

Enable only the modules you want public today and expand over time.

Administrative Uploads

Export, upload, publish. Designed for repeatable updates without custom development.

Start With Core Financials. Expand Over Time.

Not every organization is ready to publish everything on day one. CiviPortal lets you enable only the site modules you want. Expand on your own as your transparency program matures.

Core Portal

Budget And Actuals, Department Views

Portal Modules

Budgets, Actuals, Revenues, Spending Detail, Projects

How It Works

A workflow designed for government finance teams. Export. Upload. Publish.

1

Link From Your Existing Website

Add a link from your Finance or Transparency page to CiviPortal. Your primary website stays the same.

2

Export From Your Finance System

Start with the same files you already produce: budgets, actuals, revenues, and transactions. CSV templates can be mapped to your exports.

3

Upload, Replace, or Delete A Fiscal Year

Admins can upload new data, replace a specific year cleanly, or delete fiscal years esily, keeping the portal accurate without technical work.

4

Publish The Modules You Choose

Enable only what you want public today and expand over time.

5

Update On Your Schedule

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 are ready. The goal is clarity for residents and lower maintenance for staff.

  • Budget summaries and drill downs
  • Actuals and comparisons
  • Searchable data with data filtering
  • Revenues by source and trends
  • Department views for context
  • Project status and updates
  • Self-service data exports for citizens

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 Clear Information

Present budgets, spending, and project progress in a consistent public format that citizens can navigate.

Keep Residents In The Know

Provide a single destination for financial and project updates, linked from your city website.

Reduce Repetitive Requests

Help residents find answers without staff time spent responding to common questions.

Support Better Budget Conversations

Make budget information easier to understand for the public.

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 development

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.

Citizen portal home page showing navigation and overview content
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Portal Home

The resident landing page with clear navigation into budgets, spending, departments, revenue, and projects.

Frequently Asked Questions

Common questions from cities evaluating CiviPortal.

See What This Would Look Like For Your Community

We can walk through the resident experience, administrative workflow, and a practical rollout plan based on your publishing cadence.