Planning, budgeting and forecasting software

No. Sage Intacct Planning is sold separately and requires a separate user licence.

Yes, currently you can share budgets with users in your organization that do not have a licence. Please know that we will continue to enhance functionality and security within the application. As a result, in the near future, if you shared a budget with users that do not have a licence, they will be required to have one to access the application.

No, currently we do not do user audits and send invoices for additional users. This will also be changing but we will work with you to assess your user needs. If you receive any messages regarding end-of-year user audits or billings, please contact your Account Executive.

Yes, a budget can have multiple editors. With Sage Intacct Planning, you can share your budget in its entirety, or share parts of your budget with others in your company. Share as View Only, or amend permissions to allow your teammates to modify selected areas of your budget details.

Yes, alongside a range of offensive security techniques. All products are subject to a penetration testing cycle and any vulnerabilities are rectified in line with industry best practice. Find more information about penetration testing and offensive security at Sage.

Allocations are available. There is no need to do them in Excel.

Yes, our services use the latest versions of a technology called Transport Layer Security, also known as TLS. You can click on the padlock symbol on your chosen web browser to confirm this. This protects your data while it is travelling over the Internet and is called "encryption in transit".
Your data is also encrypted while stored in Sage databases in the cloud. This means if someone were to take disk drives from a data centre they would be unable to read the data. This is call "encryptionat rest".

Yes, scenarios are available with our budgeting and forecasting solution. You have the ability to create unlimited scenarios and the option to merge a scenario with your current budget if desired.

2-factor authentication adds extra security to your Sage account. With 2-factor authentication, you'll need to enter a one-time code after entering your email address and password to log in.
You can set up 2-factor authentication in Account Management. Select 2-factor authentication to start setup. You'll need a mobile device or phone to complete 2-factor authentication.
For more information about 2-factor authentication, go to our support article.

No, users do not need an Accounting licence to use Sage Intacct Planning. Planning was designed to be easy to use for both finance and operations teams — no accounting expertise required.

Native budgeting in Sage Intacct Accounting can be done by manually entering data for each month and GL line, or uploading via a static spreadsheet. Sage Intacct Planning is a dedicated FP&A solution that streamlines the entire planning process from data collection to modelling to reporting. Powerful, yet easy-to-use features allow you to fully replace Excel for budgeting.

Yes, Sage Intacct Planning can be used together with Sage Intacct Accounting. Exporting your budget from Sage Intacct Planning to Sage Intacct Accounting is helpful for creating reports to compare your budget versus your actuals.