DebtBook

aid: debtbook
name: DebtBook
description: DebtBook (a trademark of Fifth Asset, Inc., Charlotte, NC) is a cloud-based treasury and accounting software
  platform built for public finance teams — state and local government, K-12 and higher education, healthcare, and nonprofits.
  The platform covers debt management, cash management, investment management, contract management, and lease/subscription
  accounting under GASB 87, GASB 96 and ASC 842, plus an AI layer (Insights and the Marty analyst) that produces daily briefings
  and plain-English answers over an organization's treasury data. DebtBook's Cash Management product pulls real-time bank
  account data into the platform through a secure API integration powered by Koxa's Treasury Gateway, connecting customers
  to accounts at PNC, Regions Bank, Bank of America, JPMorgan, Wells Fargo and a growing list of US banks. As of this profile
  DebtBook publishes no public developer portal, no API reference, and no machine-readable API contract — its API surface
  is an inbound, contracted integration governed by published API integration terms rather than a self-service developer program.
deliveryModel:
  model: saas
  open_source: false
  commercial: true
  callable_host: false
  label: Hosted service · you call their endpoint
  confidence: medium
  source:
  - pricing
  generated: '2026-08-28'
  method: derived
accessModel:
  pricing: unknown
  onboarding: self-serve
  trial: false
  try_now: false
  public: false
  label: Self-serve signup
  confidence: low
  source:
  - authentication
  - security
  generated: '2026-09-02'
  method: derived
image: https://www.debtbook.com/hs-fs/hubfs/DB-Logo_Blue-MD.png
url: https://raw.githubusercontent.com/api-evangelist/debtbook/refs/heads/main/apis.yml
x-type: company
x-source: harvest:secondary-market
specificationVersion: '0.23'
created: '2026-08-04'
modified: '2026-08-04'
tags:
- Company
- Treasury Management
- Government
- Public Finance
- Debt Management
- Cash Management
- Accounting
- Lease Accounting
- Investment Management
- Non-Profit
- Higher Education
- Healthcare
- Software-as-a-Service
tags_raw:
- Company
- Treasury Management
- Government
- Public Finance
- Debt Management
- Cash Management
- Accounting
- Lease Accounting
- Investment Management
- Nonprofit
- Higher Education
- Healthcare
- SaaS
apis: []
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
- FN: APIs.json
  email: info@apis.io
common:
- type: DomainSecurity
  url: security/debtbook-domain-security.yml
- type: Website
  url: https://www.debtbook.com/
- type: SecondaryMarket
  url: https://forgeglobal.com/debtbook_stock/
- type: Support
  url: https://support.debtbook.com/en/
- type: HelpCenter
  url: https://support.debtbook.com/en/
- type: Blog
  url: https://www.debtbook.com/blog
- type: Pricing
  url: https://www.debtbook.com/pricing
- type: SignUp
  url: https://www.debtbook.com/demo
- type: Login
  url: https://app.debtbook.com/
- type: TermsOfService
  url: https://www.debtbook.com/terms-of-use
- type: PrivacyPolicy
  url: https://www.debtbook.com/privacy-policy
- type: Legal
  url: https://www.debtbook.com/legal
- type: ChangeLog
  url: https://www.debtbook.com/release-notes
- type: ChangeLog
  name: DebtBook release notes (harvested)
  url: changelog/debtbook-changelog.yml
- type: StatusPage
  url: https://status.debtbook.com/
- type: Security
  url: https://www.debtbook.com/vdp
- type: SecurityPolicy
  url: https://www.debtbook.com/security
- type: TrustCenter
  url: https://trust.debtbook.com/
- type: Compliance
  url: https://trust.debtbook.com/
- type: TrustCenter
  name: DebtBook trust center (harvested)
  url: security/debtbook-trust-center.yml
- type: VulnerabilityDisclosure
  url: security/debtbook-vulnerability-disclosure.yml
- type: Lifecycle
  url: lifecycle/debtbook-lifecycle.yml
- type: Conformance
  url: conformance/debtbook-conformance.yml
- type: WellKnown
  url: well-known/debtbook-well-known.yml
- type: OpenIDConnect
  url: well-known/debtbook-openid-configuration.json
- type: Authentication
  url: authentication/debtbook-authentication.yml
- type: LLMsTxt
  url: llms/debtbook-llms.txt
- type: Packages
  url: packages/debtbook-packages.yml
x-enrichment:
  date: '2026-08-04'
  status: enriched
  artifacts_added: 12
  pass: local-v1