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Financial planning and budgeting software

Sage Intacct Planning is an easy, powerful cloud-based business planning solution that eliminates spreadsheet headaches.

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

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Print Duplicate Done More actions Working Budget By 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 $924,450 65% 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 $1,013,296 72% 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 $107,364 Actuals Actuals Working Working Working Working Working Difference Difference Revenues Cost of Rev SPC-Central SPC-East SPC-West Gross profit Gross profit % Operating exp... SPC-Central Net profit/loss Gnrl & Admin Marketing Operations Sales Standard Prdcts (5010) Premium Prdcts (5010) JAN 2022 TOTAL BUDGET PERIOD FEB 2022 MAR 2022 APR 2022 MAY 2022 $431,405 $69,253 $23,517 $21,267 $21,267 $24,470 $228,908 $924,450 65% $63,925 $500,818 $141,727 $35,992 $28,617 $53,808 $757,330 Actuals $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 $1,056,233 angle-down By Budget Line angle-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 $924,450 65% $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 $1,013,296 72% $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% $107,364 Actuals Working Difference JAN 2022 Cash Balance Cash Actual (Budget) Cash Balance (Budget) $1.5M $1M $500K $0 JAN MAR MAY JUL

Planning software that makes budgeting easy and impactful

Make better, faster, more informed decisions for growth with modern planning, budgeting, forecasting, what-if scenario modeling, reporting, and data visualization. 

  • Collaborate in real-time across the entire organization with financial planning software.

  • See the whole financial picture and always trust the numbers.

  • Get started quickly with spreadsheet-like formulas and intuitive pre-built functionality.

Learn how Aegis Project Controls reduced budget creation time by 25 %. Read the customer story.

End planning and budgeting spreadsheet nightmares

Automate work spread across multiple spreadsheets, and reduce budgeting and forecasting time to deliver financial insights faster.

  • Planning software that's secure, collaborative, and quick to deploy.

  • Get the clarity and insights you need to guide the organization forward.

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

Learn how Oxford Collection eliminated 20 hours per week of manual budget work. Read the customer story.

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
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A complete solution for modern planning and budgeting

Sage Intacct Planning seamlessly integrates with Sage Intacct Core Financials or easily syncs your financial data & dimensions from any ERP.

  • Use business budgeting software to make faster course corrections with driver-based models, what-if scenarios, and rolling forecasts.

  • User-friendly planning and budgeting software tools make it easy to learn for both finance and operational users.

  • Ensure every plan and forecast uses current and accurate data.

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Financial planning and budgeting software FAQs

No. Sage Intacct Planning is sold separately and requires separate user license.
Yes, currently you can share budgets with users in your organization that do not have a license. Please know that we will continue to enhance functionality and security within the application, so in the near future if you shared a budget with users that do not have a license, 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. Technically every budget has a single owner, but users that have edit access to the full budget will have the same permissions.
Yes, scenarios are available in this budgeting and planning solution. You have the ability to create unlimited scenarios and the option to merge a scenario with your current budget if desired.

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Expert advice

Ready to learn more about what Sage Intacct can do for your business ? We are, too. Our product experts are here to guide you every step of the way.

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