The Caselle Dashboard is an intuitive, web-based application that provides administrators, department managers, board members, and other staff access to the information they need to make informed decisions.

This software allows department heads to access general information including expenses, budget, and personnel information. Easily view your financial status at a glance, and modify your strategies based on current information. You can also view charts and graphs of your financial information and export reports to Excel or PDF documents for easy information sharing. Set up role-based permissions to limit user access and ensure that sensitive information is kept safe and secure.


  • Select a balance and view transaction details that make up that balance
  • Use comprehensive security with role-based privileges
  • Monitor account balances, budgets, employee leave time, overtime, cost per employee, invoices, etc.
  • Download reports to Excel or PDF


  • Intuitive and easy to learn
  • Real-time access to live data, see your data with a simple click


  • Allow unlimited users
  • Restrict access to account numbers, invoices, and employees
  • Save a rich collection of data visuals (charts, graphs, etc.)


  • Use Intranet and virtual private network support
  • Track cash and investment activity
  • Track net income (loss) by fund
  • Analyze overtime
  • Generate watch lists
  • Monitor leave balances
  • Create budget-to-actual graphs and reports
  • Compare projected balances to budget
  • Forecast account balances at year-end
  • Monitor key financial events