Cloud-Based Financial Reporting System

The agency is seeking a cloud-based financial reporting system to replace an internal data maintenance process that no longer aligns with modern automation and security standards. This initiative aims to streamline the creation of financial statements, improve data accuracy, and strengthen compliance with accounting and audit standards. The system must integrate directly with the existing PeopleSoft financials environment while maintaining the flexibility to connect with future ERP platforms or data sources. The project scope includes automating the compilation of financial schedules from verified data and maintaining a direct link between source information and generated reports for traceability. The software must support secure collaboration and version control across departments while providing read-only access for third-party applications like Snowflake, Power BI, and Microsoft SQL Server. Functional requirements include data validation rules, error flagging, automated reconciliation tools, and the ability to perform forward-looking analysis and forecasting. Bidders must be onshore USA organizations to be eligible for this contract. The agency requires the system to identify all adjustments within the reporting environment and retain a comprehensive audit trail of users, timestamps, and actions. Performance of the work will occur offsite, and the agency accepts digital submissions via email or online portals. The agency is currently looking for proposals to determine the budget for this procurement. All technical and clarifying questions regarding the requirements must be submitted no later than June 5, 2026. The final solution must align with the county’s specific accounting structure, chart fields, and internal controls to ensure operational efficiency.