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The #1 financial budgeting and planning software for your business

Our dynamic financial planning and budgeting software empowers your team to drive strategic decisions that align with your business plans. Increase visibility on performance and make sure you're always on the right track for growth.

Explore our budgeting and planning software features

Our budgeting and forecasting software gives a full view of your financials. Automate planning for faster, accurate forecasts. Make informed decisions based on real-time data and optimise your cash flow to achieve your financial goals with confidence.
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Unified data source

Access all your financial data in a single source solution and trust your numbers, with consolidated, real-time dashboards and flexible reporting.

Intuitive and easy-to-use interface

Navigate your financial planning with ease. Get started quickly with spreadsheet-like formulas and intuitive pre-built functionality.

Automated reporting and forecasting

Automate workflows and gain faster financial insights with our cloud-based budgeting and forecasting software.

Intelligent planning and budgeting

Our software syncs your GL data and dimensions seamlessly, guiding you through the budgeting and planning set-up in minutes.

Top-down and bottom-up budgeting

Tailor your budgeting to suit your business needs, whether your preference is top-down, bottom-up or a combination of approaches.

Driver-based modelling

Easily identify key drivers for your financial planning and make sure your budgets are aligned with your strategic goals.

Scenario planning

Predict how changes to your business drivers will affect revenue forecasting and financial projections with actionable scenario planning insights.

Seamless collaboration

Simplify collaboration by consolidating your financial data into a single source of truth, connecting all your teams and stakeholders.

Discover how financial planning and budgeting software boosts business growth

Financial planning is key for business growth but can be time-consuming. Many businesses struggle with effective financial planning strategies. Budgeting and forecasting software can help enhance team collaboration, streamline accurate forecasting and save time.

Enhanced planning, budgeting and forecasting flexibility

Smart planning, budgeting and forecasting software lets you modify plans and pivot strategies as business conditions change. Simplify your planning and budgeting and free up more time for strategy and analysis.

  • Build budgeting agility with rolling forecasts
  • Set up in just a few hours
  • Drive more frequent forecasts
  • Meet deadlines with ease

Scalable business financial planning for growing needs

As your business grows, you'll outgrow inflexible Excel sheets. Our intuitive and intelligent financial planning software is perfect for growing organisations.

  • Automate work spread across multiple spreadsheets
  • Cut budgeting and forecasting time by 50% or more
  • Deliver financial insights faster

Empowered forecasting with advanced financial planning

Financial forecasting software boosts your business efficiency with powerful features like driver-based modelling and unlimited scenario creation.

  • Customise planning for any use case and department
  • Built-in financial intelligence and calculation logic ensure formulas are always correct and consistent

Solid data security and financial transparency

With financial planning and budgeting software, you can move sensitive data out of unsecured, error-prone spreadsheets and emails into a single, secure solution.

  • Control access to data and manage user permissions based on roles
  • Ensure only authorised team members can access sensitive information

Cloud budgeting and planning for streamlined operations

With cloud-based budgeting and planning software, connect your chart of accounts and actuals data from the GL instantly, boosting efficiency and reporting.

  • Consolidate multi-currency data in real-time
  • Maintain a single source of truth for agile and confident decision-making
  • Collaborate seamlessly across all locations

Seamless integration with your business management system

Smart business financial planning software easily syncs your financial data and dimensions from any ERP system with an open API.

  • Pre-built connectors to CRM systems like Salesforce
  • Seamless data transfer and real-time synchronisation
  • Keep everyone up-to-date without switching systems

Explore our financial planning and budgeting software

Discover our planning, budgeting, and forecasting software, and learn how it can help your business achieve its strategic goals more effectively.
 Sage Intacct icon

Sage Intacct

The smart cloud accounting and ERP solution to unleash the potential of your business. Learn why industry leaders choose Sage Intacct.

Across all industries, Sage Intacct customers achieve an average of:

  • 250% ROI
  • 6 months payback
  • 79% close time reduction
  • 65% productivity improvement

Rated #1 in customer satisfaction by G2.

Von Maharaj

Controller, NTFN

"We needed to be able to have people do more analysis instead of data entry, and that's what we've been able to accomplish with Sage Intacct."

Financial planning and budgeting software FAQs

Financial planning and budgeting software is a powerful tool that allows businesses to create insightful, comprehensive budgets based on accurate historical data, while getting out of inefficient spreadsheets. It offers real-time data analysis, forecasting and reporting capabilities beyond simple budgeting. Software for budgeting and planning allows businesses to build financial models and explore 'what-if' scenarios. Make informed financial decisions, optimise cash flow and achieve your financial goals more confidently.

Yes, smart budgeting and forecasting software can typically accommodate various different budgeting methodologies.
 
Many modern, dynamic platforms like Sage are flexible enough to support a range of approaches, including top-down budgeting, where management sets targets for the organisation, or bottom-up budgeting, which allows your individual departments to create their own budgets. The driver-based budgeting approach, where budgets are linked to key business drivers, can be managed through our customisable features; or zero-based budgeting, which starts from scratch each cycle, can also be supported by a tool like Dynamic Budgets if you're migrating to Sage Intacct.
 
When choosing financial planning and budgeting software, consider a solution that offers scalability and adaptability to suit different organisational needs and budgeting processes.

Sage business financial planning software has different pricing plans, which are tailored to your organisation's needs based on the modules you choose. Implementation typically costs one- to one-and-a-half times the amount of your yearly subscription.
 
To find out more about our solutions and discuss affordable subscription pricing options that cover your business needs, please get in touch.

Our business budgeting software adapts to the needs of diverse company sizes and industries, scaling from small businesses to global enterprises with multi-entity and multi-currency practices.
 
In addition, our financial planning solution has been implemented across industries such as not-for-profit companies, software, financial services, healthcare and hospitality.

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Have any questions about our budgeting and forecasting software?

Want to find out more about our software for budgeting and planning, or discuss which solution would best benefit your business? Just let us know and we'll get in touch.