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.
 Enterprise icon

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.
Church accounting 101: What you need to know 

Church accounting 101: What you need to know 

Learn church accounting basics, from donations and fund accounting to budgets, reporting, and compliance. Explore best practices for clearer church finances.

Read more
Read more
How many work hours in a year?

How many work hours in a year?

The number of work hours in a year will vary based on public holidays and how the calendar falls. Learn how to calculate annual, monthly, and weekly hours.

Read more
Read more
The essential SaaS business metrics every business should be tracking

The essential SaaS business metrics every business should be tracking

Discover essential SaaS business metrics that drive growth, from MRR and ARR to churn, CAC, and NRR, and learn which ones matter most for your business.

Read more
Read more
Nonprofit audits: Checklist, tips, and tools

Nonprofit audits: Checklist, tips, and tools

Learn key details of auditing nonprofit organizations with this comprehensive checklist. Explore nonprofit audit requirements, stages, and documentation needs.

Read more
Read more
A guide to understanding cash flow statements: Definition, methods and examples

A guide to understanding cash flow statements: Definition, methods and examples

Discover how a cash flow statement tracks cash moving through your business. Learn the key sections, reporting methods, examples, and how to interpret results.

Read more
Read more
ERP Implementation Failure: Why 70% Fall Short and What It Costs Your Finance Team

ERP Implementation Failure: Why 70% Fall Short and What It Costs Your Finance Team

ERP implementation failure costs CFOs more than budget. Learn why 70% fail, what drives hidden costs, and how to avoid a six-figure rebuild.

Read more
Read more
Supply chain efficiency: How to measure, improve, and sustain it 

Supply chain efficiency: How to measure, improve, and sustain it 

Supply chain efficiency means getting products to customers faster, at lower cost, with less waste. Learn the key metrics and how to improve it for your business.

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, from setting up a dedicated account and choosing the right tools to building consistent review habits.

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.

""