Take control of the budget process and gain strategic insight with Sage Intacct Budgeting and Planning – an enterprise-wide budgeting and planning application. With Budgeting and Planning, you can make quicker, more informed business decisions by shortening budgeting and planning cycles.

Read how Kubat Healthcare switched from its complex legacy finance system to a streamlined, cloud-based ERP.

Manage Your Budgeting and Planning Process

Free yourself from time-consuming grunt work and focus on strategic budgeting and planning. You can improve the flow of key information – such as business drivers and transaction data – through templates, automatic distribution and consolidation of the budget, central control over budget revisions, real-time seamless integration of data sources, and built-in security mechanisms. With more control over these processes, you can create more accurate budgets and forecasts and better analyze company performance.

Use Bottom-up or Top-down Processes— or Both

Whether you need to allocate a revenue target or cost projection from the top down, or consolidate several different budget plans from the bottom up, Budgeting and Planning accommodates your organizational structure and provides a purpose-built solution. You can seamlessly integrate budget submissions from multiple departments using the “Plan Sheets” feature.

Key Features and Benefits

Plan Sheets Feature

This provides seamless integration of budget submissions from multiple departments. It has a familiar Excel spreadsheet look and feel.

Plan Manager Feature

This is the “command center” of the application. You can easily distribute, revise and review, lock down, and consolidate your Plan Sheets.

Calculation and Analysis Benefits

You can make powerful calculations and apply global formulas to seasonal trends and other business drivers. You can also perform a “what-if analysis” to change plan assumptions and reorganize budget structures and explore potential impact of changes to your plan.

Security and Control Features

Comprehensive security features provide full control over access to plan sheets and authorized user permissions, such as who can view, edit, or modify information.

G/L Integration Benefits

You can integrate this application with your Sage General Ledger, which means you can transfer information back and forth without ever having to enter data more than once.

Implementation Wizard Feature

The latest release of this application includes the Implementation Wizard, which simplifies setup and provides a library of out-of-the-box sample templates that are ready to go.

Availability Benefits

This application is available to Sage 100cloud and 300cloud customers free of charge (on a limited use basis). Multiple users or use of certain features may require an upgrade.

You can make your ERP planning processes easier and more efficient with Sage Intacct Budgeting and Planning – and better planning processes means better performance across all lines of your business. Contact your Sage Intacct Account Manager today or get in touch with us to learn more.