THE FOUNDATION
Creating a standard chart of accounts framework for Canadian municipalities.
A proven, rules-based COA framework aligned to PSAB and provincial reporting requirements. Implemented by our team, supported long term, and built to work across various systems.
21%
Average reduction in GL account numbers after COA adoption​
10+
Years of development with municipal finance teams, consultants, and vendors
3
Tiers of standardization from PSAB down to your organization
UNLOCKING YOUR COA VALUE
Clean, Consistent, and Structured Data
The M360 COA framework is designed to solve the problems that slow municipal finance teams down. When your account structure is clean, consistent, and aligned to your reporting obligations, the downstream impacts are immediately seen.​
1
Automated Reporting
Financial statements and budget reports generate directly from your governed COA data. No manual assembly, no spreadsheet workarounds.
2
Naming Consistency and Better Clarity on Accounts
Consistent naming conventions across all departments mean staff code correctly the first time and everyone is working from the same language.
3
No Cross System Reconciliation
A common framework across your ERP, budgeting tools, and reporting software means data moves cleanly between systems without manual mapping or reconciliation.
4
Reduced Coding Errors
Built in rules and clear account structures reduce the errors that create downstream reporting problems and the cleanup work that follows.
5
Smoother Year-End and Audit Process
Clean, well-structured data means less time preparing for year-end and fewer questions from auditors. Arrive at audit ready, not scrambling.
The chart of accounts redesign reduced our number of accounts and made it significantly easier to complete the LGDE, financial statements, and financial analysis.
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Troy Ziegler
Director of Financial Services
District of Central Saanich
Full implementation handled by our team
Carry forward and preserve existing data
Capture reporting categories into logical drilldown groups
Designed to work across various systems
Fast turnaround with out of the box framework and templates
THE M360 PLATFORM
Use the M360 Platform for long term management of your COA and reporting alignment after it has been deployed.
A well-designed COA only stays that way when coding rules and naming conventions are followed. The M360 Platform ensures your framework holds up through staff changes, system upgrades, and evolving reporting requirements.
COA Management
Your master chart of accounts lives in one place. Add, edit, and maintain accounts within a structured framework that keeps your data clean and your team aligned.
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Code With Confidence
Clear naming conventions and built in rules mean staff know exactly how to code. Fewer questions, fewer errors, and no guesswork when adding new accounts.
Quick Drill Down and Navigation
A clean, intuitive interface lets you move through your account structure by segment, so finding the right account takes seconds, not minutes.
Adopting a Standard Chart of Accounts
Many CFO's have redesigned their Chart of Accounts. But with organizational changes, new reporting measures, limited scalability, and lack of support, designs can quickly degrade.
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Without necessary support or design controls, a custom in-house Chart of Accounts creates more work for staff to use and maintain.
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Adopting our proven and supported standard reduces costs and provides significantly more value including:
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Richer financial data
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Long-term sustainability
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Staying current
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Reduced strain on your resources
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Consistency between departments
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A proven design (built by CFO's and industry professionals)
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Improved benchmarking and analytics
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Allows for collaboration and knowledge sharing among peers
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Greater alignment between municipalities
