search icon

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 optimize your cash flow to achieve your financial goals with confidence.

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 setup 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 modeling

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 organizations.

  • 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 modeling and unlimited scenario creation.

  • Customize 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 authorized 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 synchronization
  • 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

Sage Intacct Planning

Cloud planning software that helps businesses and finance teams make better, faster, and strategic decisions for growth.

Reduce budgeting and forecasting time and effort by 50%+.

  • Flexibly plan, budget, and forecast
  • Seamlessly integrated with Sage Intacct
  • Collaborate in real-time
  • Multi-currency planning and reporting
  • Get started fast with guided setup

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, optimize 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 organization, or bottom-up budgeting, which allows your individual departments to create their own budgets. Driver-based budgeting approach, where budgets are linked to key business drivers, can be managed through our customizable 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 organizational needs and budgeting processes.

Sage business financial planning software has different pricing plans, which are tailored to your organization'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 nonprofit companies, software, financial services, healthcare, and hospitality.

Get accounting advice and resources for companies of all sizes

Read our blog and get articles, insights, and tips for your company.
The general ledger report: What it is and how to read it  

The general ledger report: What it is and how to read it  

Can you quickly scan your company’s financial status to guide upcoming decisions? A general ledger report helps you do that with clarity and confidence.

Read more
Read more
The controller's guide to AI finance solutions

The controller's guide to AI finance solutions

AI finance solutions can help controllers lead strategic organizational change and future-proof financial processes. Here's how.

Read more
Read more
How to keep track of business expenses

How to keep track of business expenses

Learn how to keep track of business expenses with simple tips to stay organized, improve cash flow, and make smarter financial decisions.

Read more
Read more
Bridging the gap: How specialty contractors are connecting the field and office

Bridging the gap: How specialty contractors are connecting the field and office

Discover how specialty contractors bridge the gap between field and office to boost profitability. Learn actionable strategies to streamline workflows, reduce revenue leakage, and improve communication.

Read more
Read more
What are deposits in transit and why are they included in a bank reconciliation?

What are deposits in transit and why are they included in a bank reconciliation?

What are deposits in transit in a bank reconciliation? Learn how they work and how they can help improve your cash flow management.

Read more
Read more
Expense management automation: Strategic insights for finance leaders

Expense management automation: Strategic insights for finance leaders

Explore advanced strategies for implementing expense management automation and how it can enhance compliance, efficiency, and financial insight.

Read more
Read more
How to create a company expense policy 

How to create a company expense policy 

Discover how to create a company expense policy and explore best practices. Includes examples to guide effective expense management.

Read more
Read more
FIFO method explained: How first-in, first-out impacts inventory, margins, and profitability

FIFO method explained: How first-in, first-out impacts inventory, margins, and profitability

Learn what FIFO stands for and why it’s central to inventory costing. In this guide we define FIFO and give real-world examples.

Read more
Read more

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.

""