Sage Intacct Budgeting and Planning Software

Powerful, yet easy-to-use cloud budgeting and planning software with pre-built Sage Intacct integration for small to midsize businesses. The best of both worlds, cloud planning and budgeting that’s easy to deploy and use.

Watch overview
Product Tour Demo

Sage Intacct Planning is an intuitive cloud planning solution that

  • Eliminates your reliance on uncontrolled, inflexible, unsecure spreadsheets
  • Replaces products with a real-time single source of financial truth for agile and confident decision-making
  • Turn your planning efforts into a strategic advantage decisions for growth

Read Data Sheet

A complete planning and budgeting solution

  • Control
  • Collaboration
  • Security

Spreadsheet-based forecasting is never “”board-worthy””, and it doesn’t provide finance teams enough time to do what-if analysis and forecasting. With Sage Intacct business budget software, everyone works on the latest version and knows who updated the budget and when. You can create and save multiple scenarios within a single budget, so you have a better handle on your process.

Beware of the risks and challenges of using spreadsheets and email communication for strategic planning. There are trade-offs in developing budgets with spreadsheets and using email to collaborate with others. With Sage Intacct Budgeting and Planning software, you can easily collaborate and invite department heads to build or edit their budgets, present plan or budget options to management, create multiple what-if scenarios, and dig into the details.

Move sensitive data out of spreadsheets and emails and into a single, secure solution, and limit access to budgets and payroll data with user-level security.

Learn how to plan in a time of unprecedented change with Sage Intacct Budgeting and Planning software.

Learn how Sage Intacct manages time and expenses to maximize revenue and let you focus on client satisfaction.

Read Data Sheet

End planning and budgeting spreadsheet nightmares once and for all

  • Tackle budgeting and planning challenges
  • Easy-to-use
  • What-if, what-if, and what-if again
  • Execute the job that matters

Easily model calculations – such as projected cash flow, sales, revenue recognition options, or headcount expenses – without spreadsheet errors. No more hidden formulas, broken links, or version-control issues.

With spreadsheet-based formulas, best practices, and pre-built functionality, budget owners can take advantage of an easy-to-use interface and intuitive navigation.

Sage Intacct Budgeting and Planning software lets you create multiple scenarios by changing drivers and assessing the potential impact to your business.

Forget about building a cumbersome spreadsheet infrastructure. Instead, focus on strategic plans that exploit business opportunity and sidestep risks.

Learn how Auvik gains efficiencies and insights with Sage Intacct Budgeting and Planning software:

  • Adopted new rolling forecasts that cut 1 week of manual work each month
  • Eliminated 1 day of getting budget data to the general ledger
  • Gave department heads on-demand budget vs. actuals reporting

 

Budgeting and planning software that's Sage Intacct-ready

  • The power of two—all in one
  • Integration
  • Implementation with ease

Use actual information in budgeting and planning, and quickly compare what-if scenarios. By automatically adding plan information to Sage Intacct, your dashboards and reports let you compare current performance vs. plans to manage for success.

Native bidirectional synchronization with Sage Intacct ensures your financial data, account structures, and dimensions are reflected in your plans and easily shared.

Leverage your Sage Intacct actuals and best-practice templates to get up and running in a few days or even just a few hours.

Chaoran Wang, FP&A Manager at Auvik, a network management software company, says, “As a fast-growing company, things change very quickly, so having a rolling forecast with Sage Intacct Budgeting and Planning helps us be more agile. We can get a much better picture of where we’re going compared to a static annual budget.”

See why Sage Intacct is the #1 accounting software solution in customer satisfaction.

Read report

Sage Intacct accounting software products— #1 in customer satisfaction

We’ve earned the highest customer satisfaction in the industry from G2 since we focus on delivering an integrated accounting solution that puts your success first.

Resources for budgeting and planning

E-book

5 Best Practices for Moving Finance to Monthly Forecasts

Download

E-book

8 Signs You Have Outgrown Excel for Budgeting and Planning

Download

Product Tour

Sage Intacct Budgeting and Planning Overview

Watch

Datasheet

Sage Intacct Planning Data Sheet

Download

The first time I pulled up Sage Intacct Budgeting and Planning in our executive team meeting, they were absolutely blown away by how quickly I was able to create a scenario, plug in what they were asking for, and show the results in real-time. Our leadership was impressed with how well the solution worked, saw its value off the bat, and now they want me to bring it every time they review budgets.

Natalie Bonczek
Controller, Red Door Interactive

Talk to an expert

Please fill out the form below and one of our knowledgeable finance and accounting representatives will get back to you.

Thank you for your interest.

A representitive will contact you shortly.