For borough councils and township boards

Keep the work around each meeting in view.

CharterSteward brings agendas and board packets, grant deadlines, budgets, cash flow, and financial follow-up into one shared workspace for small-town boards.

Explore the workflows

The work your board carries

A shared view of recurring work.

Meeting agendas and board packets
Grant deadlines and reporting
Budgets and cash flow
Financial follow-up

The everyday workflows

From meeting preparation to financial follow-up.

Keep the details connected to the decisions and responsibilities your board needs to manage.

01

Meeting agendas and board packets

Prepare agendas, gather meeting materials, and publish board packets from the meeting record.

02

Grant deadlines and reporting

Keep grant deadlines, reporting dates, statuses, and next steps visible alongside related work.

03

Budgets and cash flow

Bring budgets, actuals, cash flow, and plain-language forecasts into financial conversations.

04

Financial follow-up

Keep outstanding bills and uncleared checks in view as the board follows up on its finances.

CharterSteward for local boards

Explore a shared workspace for your board.

See the available plans and the current enrollment option.

Choose a 30-day trial plan