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Budget Office
Budget Office 2007
Budget Office is a complete line of business application written for New Zealand Budgeting Services. A Case management software application which would also fit a variety of other vertical sectors where you need to manage people and require statistics for fund raising.

Key Benefits

  • Get a complete picture of your client
  • Helps you manage your human resources
  • Answers the questions your sponsors require at the click of a button

Features

  • Full client information including full demographic profiling
  • Adviser (Client Manager) contact and education information
  • Simple cash flow and worksheet creation for a client to help them manage their cash
  • MS Office integration
  • More than 20 reports
  • Data auditing
Screen Shots Client screenshot

Client Income Stats screenshot

Advisor screenshot