PFM Partners with DebtBook to Enhance Public Sector AI Solutions

Financial advisory firm PFM leverages its Synario modeling system to help clients automate treasury operations.

Published on Feb. 22, 2026

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PFM, a financial advisory firm, has announced a partnership with DebtBook, a treasury management software platform. The new alliance will leverage PFM's Synario financial modeling system to help public sector clients, including housing authorities, public power and transportation sectors, as well as state and local governments, automate treasury operations and focus on strategic decisions.

Why it matters

As state and local governments adapt to changes in the tax code and anticipated budget constraints, AI-powered solutions are proving valuable in generating priority-based budgeting techniques. This partnership between PFM and DebtBook aims to provide public sector clients with access to advanced technologies that can streamline treasury operations and enable more strategic decision-making.

The details

The partnership will combine PFM's expertise with DebtBook's technology to help clients "automate away operational headaches and focus on strategic treasury decisions that strengthen their organizations," according to DebtBook CEO Tyler Traudt. PFM's Synario platform is designed to assist with capital project planning, long-term forecasting, multi-year budgeting, and stakeholder presentations.

  • PFM and DebtBook announced their partnership on February 18, 2026.

The players

PFM

A financial advisory firm that works with housing authorities, public power and transportation sectors, as well as state and local governments.

DebtBook

A treasury management software platform that provides solutions for debt management, cash flow, leasing, and tracking investments.

JoAnne Carter

The CEO of PFM.

Tyler Traudt

The CEO of DebtBook.

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What they’re saying

“By partnering with DebtBook, PFM recognizes the value of software built specifically for clients to face growing operational complexities and ultimately advance their missions.”

— JoAnne Carter, CEO of PFM (bondbuyer.com)

“By combining PFM's deep expertise with our technology, we can help PFM's clients automate away operational headaches and focus on strategic treasury decisions that strengthen their organizations.”

— Tyler Traudt, CEO of DebtBook (bondbuyer.com)

What’s next

The partnership between PFM and DebtBook is expected to enhance treasury operations for clients across a wide spectrum of applications, including debt management, cash flow, leasing, and tracking investments.

The takeaway

This partnership highlights the growing importance of AI-powered solutions in the public sector, as state and local governments seek to streamline operations, optimize budgets, and make more strategic decisions. By leveraging PFM's expertise and DebtBook's technology, public sector clients can automate routine treasury tasks and focus on higher-level strategic priorities.