Caselle

Connect municipal operations, streamline financial and administrative work, and give staff and residents accessible tools for local government services.

Help local government teams adopt Caselle through structured implementation, guided training, and continued support while minimizing disruption to daily operations.

Build staff capability across Caselle modules and get practical help when software questions arise.

Provide back-office and financial support that helps local governments address staffing gaps and keep routine operations moving.

Improve data quality and streamline data transitions and recurring processes for local government teams.

Caselle local government software platform

Caselle is an integrated, modular software platform for local governments and special service districts. Its connected applications support finance and accounting, utility billing, payroll and HR, project accounting, community development, property and business tax, licensing, and citizen services. Capabilities include reporting and Excel integration, workflow management, payment processing, and resident-facing applications and payments. Organizations can add modules as needs change and deploy the platform through Caselle Cloud hosting or on-premise. The hosted option includes automatic updates, backups, security controls, and simplified license management. Caselle also offers implementation, training, and ongoing support services.

Category: ERP Software

• Connect Government Functions
  Bring key municipal operations together in one platform and add modules as organizational needs change.
• Manage Public Finances
  Manage financial activity across payables, receivables, accounting, payments, and projects, with tools for reconciliation, reporting, and year-end work.
• Manage Utility Accounts And Billing
  Configure utility billing, maintain customer and service records, track balances and delinquencies, and generate bills and notices.
• Automate Payroll And Employee Tracking
  Process payroll, track employee pay and leave, configure deductions, issue payments, and provide employees with online access to time entry and pay information.
• Manage Employee Information And HR Workflows
  Keep employee records organized across recruitment and employment, track HR matters and evaluations, and support timekeeping, reporting, and benefits enrollment.
• Manage Municipal Applications
  Coordinate permitting, planning, zoning, inspections, code enforcement, taxation, and licensing through applications designed for local government processes.
• Manage Enforcement Cases
  Organize complaints, inspections, violations, notices, and follow-up actions from initial report through resolution.
• Expand Online Access To City Services
  Let residents and businesses access selected applications, payments, accounts, and service tasks online, by text, or by phone while connecting activity with Caselle records.
• Choose A Deployment Option
  Choose hosted cloud software or an on-premise setup, with the hosted option providing updates, backups, and simplified license management.
• Protect Data And Support Continuity
  Use documented security controls and data protection measures, with cloud backups and disaster recovery capabilities to support operations through disruptions.
• Create And Analyze Financial Reports
  Use configurable reports, web-based financial views, budget tools, and Excel connectivity to prepare and review financial information.
• Manage Invoices And Purchasing
  Track vendor invoices and payments, configure approvals and budget warnings, manage tax forms, and support purchasing workflows from requisition through receiving.
• Manage Billing And Receivables
  Create and track invoices, record payments, automate recurring billing and journal entries, and provide customers with online invoice access and payment.
• Process And Reconcile Payments
  Centralize payment recording, create and balance deposits, print receipts, and keep connected financial applications current through automatic posting.
• Track And Forecast Project Costs
  Monitor project expenses across financial areas, build budgets from actual costs, estimate expenses as work progresses, and report variances.
• Manage Property Tax Operations
  Administer assessments, tax billing, collections, distributions, and delinquencies with configurable tax structures and connected financial applications.
• Track Business Tax Returns
  Monitor filing activity, manage amended returns, calculate applicable fees, and let businesses submit returns and payments online.
• Coordinate Utility Service Work
  Connect meter data, billing, field service orders, water usage, backflow records, tax certification, and utility information in Excel.
• Support Payroll Reporting
  Prepare payroll and year-end reports and forms, support retirement reporting, and exchange payroll data with Excel.
• Move Permits Through Local Workflows
  Track permit information and progress, configure approval processes, share real-time updates, and support online applications, payments, and inspection requests.
• Track Planning Projects And Approvals
  Configure planning and zoning processes, monitor approvals and milestones, manage public hearings, and keep staff and stakeholders informed.
• Manage Business Licenses
  Track business licenses, configure fees, manage renewals and issuance, check compliance, and support online applications and payments.
• Reconcile Payments With Less Manual Work
  Review deposit details and connect resident payments with account records, helping staff reduce manual reconciliation and delays in payment visibility.
• Scale With Changing Needs
  Expand users, departments, and software functionality over time through a modular platform.
• Guide Teams Through Adoption
  Receive assistance with planning, configuration, migration, training, and ongoing questions as staff adopt and use the software.

Onboarding & Implementation Services

Caselle’s onboarding and implementation services guide local government teams from planning through post-launch support. The process includes a customized plan with goals, success criteria, tasks, owners, and milestones; a dedicated implementation team; data conversion and system configuration; practice in a mock environment; training using customer data and real workflows; and support after go-live. Caselle reports that most implementations are completed within four to twelve months.

• Align Goals And Track Milestones
  Clarify goals, success criteria, responsibilities, and milestones as teams move through implementation.
• Work With A Dedicated Team
  Partner with an implementation team throughout the project, with regular updates and shared accountability.
• Convert Data And Configure Systems
  Use guided data conversion and system configuration to prepare Caselle for the organization’s transition.
• Train Staff With Real Data
  Train with the organization’s own data and workflows to prepare staff for day-to-day use.
• Transition With Less Disruption
  Transition to the system while maintaining daily operations and reducing disruption.
• Get Support After Go-Live
  Receive guidance after launch as the organization begins using Caselle.
• Practice Before Go-Live
  Use a mock environment to practice with the system and address questions before launch.
• Plan For A Four-To-Twelve-Month Timeline
  Use Caselle’s stated typical implementation timeframe of four to twelve months for planning.

Ongoing Training & Customer Support

Caselle provides ongoing training and customer support to help teams build confidence and capability across its software modules. Staff can learn through online or in-house sessions, onsite training, and webinars, including recorded sessions available through the Knowledge Base. Training can use the customer’s own data, and Caselle’s support team helps answer questions about the software.

• Get Responsive Technical Help
  Reach Caselle through the support portal, email, or phone, with remote support sessions available when needed.
• Choose A Suitable Training Format
  Select online, in-house, or onsite training based on team needs and trainer availability.
• Practice With Your Own Data
  Train using organizational data so staff can learn in the context of their own information.
• Build Skills Across Caselle Modules
  Tailor training to the Caselle modules staff use and help them develop familiarity with their features and workflows.
• Learn Through Webinars
  Join upcoming webinars or revisit recorded sessions through the Knowledge Base.
• Access Practical Learning Resources
  Use customer-only articles, how-to guidance, technical information, and recorded webinars.

Professional Services

Caselle Professional Services provides municipal consulting and back-office support to help local governments fill staffing gaps, prepare for audits, or hand off ongoing responsibilities. Services cover routine utility billing, accounts payable, and general ledger work, as well as one-time specialty tasks. Caselle describes the service as a way to provide timely financials and free municipal teams to focus on other work.

Category: Business Process Outsourcing Services

• Maintain Timely Financial Records
  Use ongoing support for bank reconciliation, financial reporting, balancing payables and receivables, and managing clearing accounts.
• Fill Staffing And Workload Gaps
  Use services to supplement staff capacity or hand off ongoing responsibilities when additional support is needed.
• Manage Utility Billing Workloads
  Hand off billing calculations, bill production and mailing, customer service tasks, and delinquent or shutoff notices.
• Streamline Accounts Payable Tasks
  Get support with invoice entry, payment preparation, reporting, and document digitization, with a defined review and approval process.
• Handle Payroll And Year-End Work
  Get assistance with payroll processes and year-end filing, reporting, and balancing for W-2 and 1099 forms.
• Prepare Accounts And Records
  Request chart of accounts or pre-audit cleanup support.
• Catch Up On Reconciliations
  Get one-time help catching up on bank and general ledger reconciliations.
• Complete Budget Entry Tasks
  Request assistance with budget entry and related work.
• Build Reports And Forms
  Get help building reports and forms for organizational needs.

Data Cleanup & Migration Services

Caselle’s Data Cleanup & Migration services help local governments improve data quality, convert and organize information, and automate data processes. The team works with large data sets through data mining, formatting, population, merges, and conversions, and can create electronic processes to update records. Services also include automating custom report exports and routine information imports. Caselle states that this work can reduce manual effort and, in many cases, avoid downtime.

• Improve Data Quality
  Use electronic processes to clean and update records, supporting more reliable information and reducing manual data work.
• Streamline Data Transitions
  Get support for data mining, formatting, population, merges, and conversions to make data transitions more manageable.
• Reduce Repetitive Data Work
  Automate recurring report exports and information imports to reduce manual work.
• Update Customer Records
  Use custom SQL scripts to update customer information such as street coordinates and refuse routes.