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Energy Program Management

Comprehensive platform for community energy providers, program budgeting, and regulatory compliance to support energy goals.

Operations & Program Management Ecosystem

Our platform supports all essential Community Choice Aggregator functions, from financial planning to energy program delivery, ensuring compliance and operational excellence.

Multi-Tier Budget Management

Comprehensive budgeting for operating expenses, capital investments, and project-specific programs.

Energy Program

Dedicated modules for tracking externally funded programs including EM&V initiatives with automated compliance reporting.

Real-Time Cash Flow Analytics

Daily and weekly cash flow monitoring with automated reporting for operating, investing, and financing activities to support Load Serving Entity requirements.

Regulatory Compliance & Audit Trails

Built-in public sector audit capabilities, reporting automation, and comprehensive change tracking to meet regulatory requirements.

Energy Portfolio Management

Advanced tracking and reporting for energy procurement targets, metrics, and progress.

Supplier & Procurement Management

Integrated supplier tracking and reporting to meet requirements for small, local, and diverse business enterprise procurement compliance.

Enterprise Data Platform Integration

Seamless integration with Energy Trading Risk Management (ETRM), and Enterprise Data Platform systems for unified operations management.

Executive & Departmental Dashboards

Role-based dashboards with integrations providing key performance indicators for finance, programs, and operations teams across all departments.

Why Choose Our Finance Management Platform?

Regulatory Compliance Excellence

Ensure seamless compliance with finance requirements, audit standards, and regulatory obligations.

Financial Transparency & Accountability

Enhance decision-making through integrated forecasting, variance analysis, and real-time budget visibility for all stakeholder communities.

Operational Excellence & Automation

Reduce manual processes through workflow automation, role-based access controls, and streamlined grant management for energy programs.