ThirdLine Use Cases

See public-sector ERP assurance in action.

Explore how governments and schools use ThirdLine to audit more, strengthen internal controls, improve reporting, govern access, and optimize the ERP they already have.

Explore every use case.

From continuous audit and access management to financial reporting and AI readiness, find the challenge your team needs to solve next.

Use-Case Video Gallery

See the work, not just the promise.

Watch practical demonstrations showing how ThirdLine handles real public-sector audit, reporting, internal-control, and ERP-optimization challenges.

GSA Rates and Employee Expense Reimbursement video

Expense reimbursement

GSA Rates & Employee Expense Reimbursement

29-minute webinar

Deconstruct and Rebuild a P-card Audit video

Purchasing card audit

Deconstruct and Rebuild a P-card Audit

33-minute webinar

More demonstrations will be added to this gallery as they are released.

FOIA

Freedom of Information Act (FOIA) and public records requests often stall because the right financial or operational data is buried deep inside the ERP. ThirdLine accelerates the process—identifying the exact datasets, applying the right filters, and recommending the correct reports—so you can fulfill requests faster, with less back-and-forth.

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DOGE

Your DOGE (Department of Government Efficiency) team needs a scalable, data-driven tool to monitor local government finances consistently—and identify waste or anomalies. ThirdLine’s DOGE Oversight & Continuous Monitoring solution delivers that capability with precision and speed.

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Crystal Report Conversion

Crystal Reports is being retired and your organization may have hundreds of mission‑critical reports to convert. Rebuilding them manually in SSRS or Power BI is costly, time-consuming, and fraught with error. ThirdLine offers free Crystal Report conversions, powered by advanced automation, to migrate your legacy reports quickly and accurately—and help you reclaim control of your reporting ecosystem.

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Access Management

Managing access in government ERP systems requires precision. ThirdLine’s Access Management solution enforces NIST, ISO, ISACA, and other standards to guarantee least privilege, segregation of duties (SoD), and auditability across your ERP users and AI agents.

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AI Ready

What you need to do before hooking up ChatGPT to your ERP System

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Auditing AI Agents

Example: An AI agent misreads an invoice and enters a $93,000 charge instead of $9,300. Without audit visibility, this error might not be caught until after payment.

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Data Governance

In government ERP systems poor data governance leads to compliance gaps, audit exposures, and inefficiencies

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Accurate ACFR

Producing your Annual Comprehensive Financial Report (ACFR) is a high-stakes process. Inaccuracies in your MD&A, notes, footnotes, and fund balances can lead to audit findings, GFOA scorecard failures, or even legal noncompliance. ThirdLine’s Reporting solution proactively identifies inconsistencies and errors throughout the year—making your final report accurate, compliant, and stress‑free.

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Grants & Compliance Reporting

Grants provide essential funding for government programs and educational initiatives, but strict compliance requirements can make managing these funds a challenge. Inaccurate data—whether from AP, payroll, or your chart of accounts—can lead to reporting errors, penalties, and even the loss of grant funding. A reliable solution helps you stay compliant, optimize grant utilization, and maintain trust with funding agencies.

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Budget to Actual

Budgeting is the cornerstone of sound fiscal management, but tracking actual performance against budget projections can be challenging without the right tools. With our "Budget to Actual and Variance Analysis" solution, your organization gains the ability to easily monitor, analyze, and report on financial performance—all in one streamlined platform.

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Continuous Audit

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Segregation of Duties

Effective Segregation of Duties (SoD) is critical to safeguarding your organization against fraud, errors, and compliance breaches. By clearly defining roles and responsibilities, SoD ensures that no single individual has control over critical tasks within an ERP system. With ThirdLine’s SoD solution, your organization can maintain accountability, reduce financial risks, and comply with government regulations.

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Workflow & Business Rules

In many local governments, invoices and requisitions can get stuck in approval limbo, causing delays in payments, procurement, and hiring processes. Without real-time visibility, it’s difficult to identify where bottlenecks occur, who is responsible, and how to resolve these delays quickly. Our Pending Invoices & Requisitions Solution gives you the tools to track, manage, and expedite approvals, so your financial & human resource processes can flow smoothly.

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Monthly Close

Closing the books on time is a challenge for many organizations, often delayed by pending invoices, manual journal entries, and scattered departmental reporting. Our Close Books Quicker Solution helps you identify and resolve bottlenecks in your ERP system, automating processes that slow down your close. Whether it’s closing out pending invoices stuck in the approval workflow or automating journal entry checks, ThirdLine ensures your financial close process is faster, smoother, and more accurate.

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Vendor Risk Management

Managing your vendor master data is critical for maintaining efficient and compliant procurement and payment processes. Outdated, duplicate, or inaccurate vendor records can lead to payment delays, compliance risks, and even fraud. Our Vendor Master Upkeep Solution ensures that your vendor data stays clean, accurate, and fully optimized, reducing errors and financial risks across your accounts payable and procurement workflows.

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Duplicate Invoices & Payments

Duplicate invoices and payments are a common problem in accounts payable that can lead to financial loss, strained vendor relationships, and inefficiencies in your payment process. Manual processes, human error, and a lack of visibility can allow duplicates to slip through, costing your organization time and money. Our Duplicate Invoices & Payments Prevention Solution helps detect, prevent, and resolve these issues before they affect your bottom line.

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External Audit Prep

External auditors rigorously trace financial data from high-level GL balances down to detailed subledger entries, as required by audit standards and GAAP. Reconciliation gaps, missing documentation, or unreconciled entries lead to audit delays, findings, and increased fees.

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Strong Internal Controls

Internal control assessment is a systematic review of an organization’s financial management practices to ensure they are robust, compliant, and effective in mitigating risks. This process helps identify weaknesses that could lead to errors or fraud, safeguarding assets and enhancing trust in financial operations. It provides management and stakeholders with assurance that financial activities are under control and aligned with generally accepted government accounting standards and best practices.

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Fraud

Gain the upper hand against vendor takeover fraud with automated monitoring, fraud detection alerts, and powerful analytics to safeguard your accounts payable operations.

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