Cloud-Based Financial Reporting and Process Automation Software
Overview
Fit Score
Settle Intelligence
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SUMMARY
KEY REQUIREMENTS
BUDGET
EstimateTIMELINE
RFI opens on March 19th, 2026 at 4:00 PM EDT.
Offer submission deadline is March 30th, 2026 at 10:00 AM EDT.
Issuing Agency
Coastal Carolina University
Organization overview and procurement intelligence available on paid plans.
DESCRIPTION
The organization seeks vendors to provide a cloud-based software solution for financial reporting and process automation. The desired platform should enable collaborative development of complex financial reports, such as the Annual Comprehensive Financial Report, and support controlled, auditable, multi-user workflows. Key capabilities include integration of enterprise financial data and narrative content, simultaneous collaboration among multiple users, and role-based permissions and approval processes.
The solution must offer configurable workflows, value validation between narrative and financial data, and customizable formatting options including the use of logos, signatures, and graphics. The platform should also allow for task status visibility and completion tracking, facilitating transparency and accountability in the reporting process.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.