Sage Intacct Budgeting and Planning makes planning easy.

It’s time to say goodbye to spreadsheets for budgeting and planning.

Better Planning and Budgeting for Small Business

Too many companies lack the tools they need for effective planning and budgeting. Using spreadsheets is not very accurate or efficient and most enterprise budgeting software is designed for larger organizations, making them either too expensive or overly complicated.

That’s where Sage Intacct Budgeting and Planning comes in – it’s packed with the key features you need, yet simple to use because it’s designed for small and mid-sized organizations.

New Channel Scenario - Graphs of Cash Balance and Revenues

If you’re still using Excel to manage budgeting and planning, you may have wondered if there’s a better way. Check out our book, 8 Signs You’ve Outgrown Excel for Budgeting and Planning.

Here’s a look at some key features in this new cloud-based financial management tool designed to streamline the process while replacing slow and cumbersome spreadsheets and emails from budgeting and planning.

Key features in Sage Intacct Budgeting and Planning include:

Control the process

Everyone works on the latest version, knows who updated the budget and when, creates and saves multiple scenarios within a single budget, and gets a better handle on your process.

Collaboration across the organization

Easily invite department heads to build or edit their budgets, present plan or budget options to management, create multiple what-if scenarios, and dig into the details.

Secure your data

Move sensitive data out of spreadsheets and emails and into a single, secure solution. Limit access to budgets and payroll data with user-level security.

Overcome budgeting and planning challenges

Easily model revenue and expenses and create cash plans using pre-defined templates (without spreadsheet errors!)

Streamline everyday tasks

With Excel-like formulas, best practices, and pre-built functionality, budget owners can take advantage of an easy-to-use interface and intuitive navigation.

What-if Analysis

Create multiple scenarios by changing drivers and assessing the potential impact of your organization.

Compare and model based on actuals

Get actuals from your financials into your budgets and plans with just a few clicks for quick comparison and what-if scenarios.

Manage for success

Automatically update your Sage Intacct dashboard reports that reference your budget and forecast data. Easily compare current performance vs. plans and drill down from reports to budgeting and planning details.

Implement with ease

Spreadsheet-style formulas, a drag and drop interface, and a library of best practices and sample reports that are ready to use immediately will have you up and running in just a few days.

Works with Sage Intacct Financial Data

Perhaps best of all, Sage Intacct Budgeting and Planning features a native bi-directional integration with your core accounting modules so your financial data, account structures, and dimensions are reflected in your plans – and never require manual data copy and paste or clunky import and export routines to move data back and forth for analysis.

Watch this 5-minute video to see how easy it is to begin the budgeting process with Sage Intacct Budgeting and Planning’s Budget Wizard tool.

Video: Sage Intacct Budgeting and Planning Product Tour: The Budget Wizard

Contact us with your Sage Intacct Budgeting and planning questions or if you’d like to schedule a demo. 

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