Budget Dashboard
General Fund overview — KPI summary and department tiles. Click any tile to drill into GL-level salary, expense, and total detail with compliance status for Schools and Library.
Departments
All departments with budget, YTD, salary/expense breakdown, and FinCom recommendations. Click any tile for full GL detail.
Budget — Historical & Requests
Historical actuals (FY22–FY25), current budget, department requests, and FinCom recommendations with dollar and percent changes at every level — salary, expense, and total.
YTD Tracking
Year-to-date expenditure tracking against approved budget, with projections and variance by department. Separate from the budget planning season.
FinCom Recommendations
Public recommendation view with request vs. recommendation comparison by department.
Town Meeting
Set meeting dates, manage Annual and Special Town Meetings, and track warrant articles by meeting. Shared meeting and warrant data is exchanged with the FE platform under the same client.
Warrant Articles
Public warrant article status, funding source, FinCom recommendation, and free cash impact.
Agenda Builder
Schedule departments, warrant articles, and discussion items. Only agenda-linked items can move to official meeting action.
Live Voting
Real-time vote recording. Restricted to FinCom members, executive team, and admins.
Minutes Generator
Generate draft minutes from attendance, votes, agenda items, and optional Zoom transcript.
Scenario Modeling
What-if scenario analysis. Changes here do not affect the public approved view.
Revenue Worksheet
General Fund revenue by source — historical actuals, current budget, department requests, and FinCom estimates. Filter by revenue section.
Capital Requests
Ranked capital project requests by department with funding source and ask amounts.
Free Cash Allocation
Certified free cash balance, policy statement, and goal-based allocation plan.
Excess Levy Capacity Policy
Town of Holbrook Finance Committee policy governing the use of excess levy capacity under Proposition 2½.
Vehicle Inventory
Town fleet by department — condition, mileage, and estimated replacement cost. Links to department budget detail.
Org Chart Builder
Town positions, reporting structure, current assignments, and department leadership. Linked to budget department codes.
Comparable Towns
AI-powered comparison of Holbrook's budget metrics against similar Massachusetts communities. Add towns manually or search by demographic profile.
Reports
Export and print budget reports, department summaries, and recommendation packets.
Data Uploads
Upload budget book, YTD actuals, capital requests, and free cash policy workbooks. Each upload replaces the previous version for that data type.
Admin Panel
AI engine (Claude), SMTP email, user management, compliance setup, Open Meeting Law, and branding.