Sherpa’s Budget Formulation and Management (BFM) software is built on functionality, not technicalities, so your finance/budgeting team doesn’t have to change their processes and daily routines to accommodate our software.

Why Sherpa?



Built for the public sector

Sherpa was built from the ground up to meet the unique requirements of public sector budgeting, designed by experts with over 20 years of experience. 100% of our clients are state, local, and educational institutions.



There for you every step

We provide true partnership with consultants who are knowledgeable and empowered to turn around any modifications you need in a day, or quickly address an issue or question.



Continuous improvement

Our Sherpa Budget solution is agile enough to help you accommodate changing missions needs, tackling the questions of today, and the questions of tomorrow. We are always looking to improve our product and will incorporate client suggestions into our solution quickly and in a way that can be leveraged by all clients.

Sherpa Budget Formulation and Management Capabilities


Operating budget development

Save any number of budget phases, expenses, revenues, FTEs, attachments, and supporting text.


Budget monitoring and execution capabilities

Systematize development of monthly, quarterly and annual allotments and spending plans.


Capital programming

Build project budgets over multiple years with numerous funding sources, subprojects, line items, and phases.


Personnel budgeting

Forecast personnel costs by position, employee, and occupation code by pay period.


Performance management

Track metrics (outputs, inputs, outcomes, etc.) All performance metrics can be connected to strategic missions, goals, strategies, and objectives. Performance management can be linked directly to organizations, programs, and chart of account elements.


Reporting and analytics

Budget analysts need the ability to investigate and answer new questions, examine operations and obtain the data to support the development of alternatives and recommendations. With Sherpa’s Budget Formulation and Management solution, any user can create ad-hoc reports with pixel-perfect formatting, and create a digital audit trail.

Reach out today to see how we can help!