search icon

Financial planning and budgeting software for businesses

Our powerful budgeting and planning solution empowers your team to drive strategic decisions that adapt to your business plans. Increase visibility on performance and ensure you're always on the right track.
New Channel Scenario Add widget $1.5M $2M $2.5M $1M $500K $0 Operating expenses By Department Bookings growth $5M $2.5M $7.5M $10M 0 By Location Jun 22 $679.06K $715.1K $842.67K $2.24M Engineering General & Admin Sales & Marketing Total Budget

Discover how financial planning and budgeting helps your business grow

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

PrintDuplicateDoneMore actionsWorking BudgetBy Budget Line$1,426,506$1,426,506$104,079$104,079$44,754$44,754$59,324$59,324$431,405$431,405$500,818$69,253$69,253$69,253$23,517$23,517$23,517$21,267$21,267$21,267$21,267$24,470$24,470$24,470$446,426$446,426$924,450--$169,069$169,069$228,908$228,908$228,908$924,450$924,450$924,45065%72%72%$502,056$502,056$1,407,988$1,407,988$112,925$112,925$49,000$49,000$63,925$63,925$63,925$500,818$500,818$500,818$141,727$141,727$141,727$35,992$35,992$35,992$23,311$23,311$28,617$28,617$28,617$457,633$177,020$177,020$457,633$53,808$53,808$53,808$104,747$104,747$177,020$177,020$177,020$1,013,296$1,013,29672%72%72%$394,692$394,692$23,517$21,267$169,069$924,450$112,925$49,000$63,925$177,020$1,013,296$394,692$21,267$35,992$28,617$53,808$18,518$18,518($8,846)($8,846)($4,246)($4,246)($4,601)($4,601)($69,412)($69,412)($72,474)($72,474)($12,475)($12,475)($2,045)($2,045)($4,147)($4,147)($11,207)($4,246)($53,808)($53,808)$64,322$64,322$51,888$51,888($88,846)($88,846)-7%-7%$107,364$107,364ActualsActualsWorkingWorkingWorkingWorkingWorkingDifferenceDifferenceRevenuesCost of RevSPC-CentralSPC-EastSPC-WestGross profitGross profit %Operating exp...SPC-CentralNet profit/lossGnrl & AdminMarketingOperationsSalesStandard Prdcts (5010)Premium Prdcts (5010)JAN 2022TOTAL BUDGET PERIODFEB 2022MAR 2022APR 2022MAY 2022$431,405$69,253$23,517$21,267$21,267$24,470$228,908$924,45065%$63,925$500,818$141,727$35,992$28,617$53,808$757,330Actuals$2,877,703$1,015,967$211,328$36,283$90,583$340,183$464,456$1,861,736$120,745$123,259$41,785$45,190$1,056,233angle-downBy Budget Lineangle-down$1,426,506$104,079$44,754$59,324$431,405$69,253$23,517$21,267$24,470$446,426-$169,069$228,908$924,45065%$502,056$1,407,988$112,925$49,000$63,925$500,818$141,727$35,992$23,311$28,617$457,633$53,808$104,747$177,020$1,013,29672%$394,692$18,518($8,846)($4,246)($4,601)($69,412)($72,474)($12,475)($2,045)($4,147)($11,207)($53,808)$64,322$51,888($88,846)-7%$107,364ActualsWorkingDifferenceJAN 2022Cash BalanceCash Balance (Actual)Cash Balance (Budget)$1.5M$1M$500K$0JAN MAR MAY JUL

Increased precision and effectiveness in the budgeting process

Are you struggling with inefficient budgeting processes? Boost your financial efficiency with our business budgeting software. Unlock real-time collaboration across your team with our modern planning and budgeting tools. Leveraging accurate reporting and data visualization, explore forecasting and what-if scenario modeling to confidently predict future trends.

Improved visibility and insight into financial data

Gain data visibility to empower your business to make accurate financial decisions. Financial planning software provides real-time insights into your income, and expenses. Our comprehensive solutions streamline financial processes, helping you navigate and adapt to economic fluctuations and industry changes.
New Channel Scenario 4M 2M 0M -2M New Channel Working Budget Cash balance Revenues 1.5M 1M 2M 2.5M 500K 0 Add widget Jan 22 Feb 22 Mar 22 Apr 22 May 22 Jun 22 Jan 22 Feb 22 Mar 22 Apr 22 May 22 Jun 22
Map Map Name Conversion Map: Map Map Name Map Royalty Fields to Royalty Summation Fields 4 - Sales Invoices Details End Date Royalty Royalty Summation Start Date Workflow Process Workflow Status Royalty Fields Royalty Summation Fields Contant or Expression Platform Services Objects Map Not mapped Current Date Source Object Not mapped Current Date Constant or Expression Default Constant or Expression Created

Consolidated information within a single platform

Struggling to manage your business across multiple platforms? Our cloud budgeting software consolidates your financial data, providing comprehensive insights through transparent reporting. Foster cross-functional collaboration and improve communication with a centralized platform for sharing real-time data. Streamline your operations and enhance better decision-making for your business.

Build stronger stakeholder relationships

Financial planning software is essential for building trust with stakeholders. Our solution provides 24/7 access to data and reporting insights. This transparency fosters deeper engagement and empowers you to make informed decisions, ultimately contributing to your business growth.
Share this budget with your team members. Invite people by email: Sharing: My Budget Can View Send [email protected] Advanced

Explore our budgeting and planning software features

Our budgeting and forecasting software provides a comprehensive view of your financial plan. Empower your businesses to make informed decisions, optimize cash flow, and achieve your financial goals more confidently.

Intuitive and easy-to-use interface

Simplify your workflow and navigate financial planning with ease using our user-friendly tools.
""

Data-driven financial planning

Leverage reliable financial data across various dimensions for revenue planning, budgeting, and forecasting.

Seamless integration with other systems

Integrate your existing financial data systems seamlessly to consolidate a unified dashboard.

Automated reporting and forecasting

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

Financial transparency and accuracy

Leverage data analysis to create accurate forecasts and ensure transparency in your financial decisions.

Explore our financial and budgeting software for business

 Sage Intacct icon

Sage Intacct Planning

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

 

Discover Sage Intacct Planning

 

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

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. These solutions allow businesses to build financial models and explore "what-if" scenarios. Make informed financial decisions, optimize cash flow, and achieve your financial goals more confidently.
Sage financial planning and budgeting software has different pricing plans. These plans are based on the modules and are tailored to your organization's needs. The price of our annual subscription for financial planning solutions ranges from $8,000 to $15,000. Implementation typically costs one to one and a half times the amount of your yearly subscription.

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.

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."

Get accounting advice and resources for companies of all sizes

Read our blog and get articles, insights, and tips for your company.
Efficient Grantmaking Process Workflows: A Path to Impactful Giving

Efficient Grantmaking Process Workflows: A Path to Impactful Giving

Discover the key steps to an effective grantmaking process.

Read more
Read more
How will AI impact the future of SaaS finance?

How will AI impact the future of SaaS finance?

AI has been making huge strides. If you want to know where AI in SaaS finance is heading and how it’s changing the game for CFOs, this post is for you.

Read more
Read more
The break even point: analysis and formula

The break even point: analysis and formula

Knowing your break even point will help you understand when your business will be profitable. You'll know whether you need to cut costs or increase prices.

Read more
Read more
Why should you innovate?

Why should you innovate?

Delve into the ‘why’ behind innovation in this insightful part of the masterclass, and discover the secrets of innovation’s impact on business success.

Read more
Read more
Changing the way you operate in finance

Changing the way you operate in finance

Transform your finance operations and optimize your financial processes with expert and practical insights from a financial innovation specialist.

Read more
Read more
The changing role of the CFO: your next steps

The changing role of the CFO: your next steps

Explore the evolving role of the CFO and chart your course forwards. Discover actionable steps to navigate the changing landscape of finance leadership

Read more
Read more
Boost your restaurant profits with smart off-premises dining strategies

Boost your restaurant profits with smart off-premises dining strategies

Discover how off-premises dining is the secret ingredient that keeps your restaurant thriving

Read more
Read more
Dashboards for Nonprofits – 5 Examples to Inspire You

Dashboards for Nonprofits – 5 Examples to Inspire You

Imagine a dashboard as the control center of your nonprofit organization—a place where all of your key metrics, data, and insights come together in one visually appealing interface. It is like having all the dials and gauges you need to monitor your organization’s performance in real-time at your fingertips. In this article, we will explain […]

Read more
Read more

Want to find out more about our budgeting software?

Explore our financial planning software further. Don't hesitate to reach out; we're ready to connect.

""