Budget & Planning

Plan, approve, and monitor budgets without losing control.

Build operational, cost center, project, and sales budgets with workflows, versions, and audit trails. Connect actuals from Finance to keep teams accountable.

Top-down targets or bottom-up submissions, rolling forecasts, and variance analysis live in one place.

View core workflows Talk to a budgeting expert

What you get

Structured budgeting with approvals, versions, and live variances tied to the ledger.

Multi-dimensional budgets

Plan by company, branch, cost center, project, grant, product, or department with flexible templates.

Workflow & versions

Submission, review, and approval paths with versioning, comments, and locked baselines.

Forecasting & scenarios

Rolling forecasts, scenario modeling, and driver-based assumptions tied to actuals.

Variance visibility

Budget vs actual with drill-down to transactions, alerts on thresholds, and AI explanations.

Core workflows

Keep planning collaborative, auditable, and connected to Finance.

Template & driver setup

- Define templates for opex, capex, headcount, projects, and sales.
- Add drivers (headcount, volume, price) and allocation rules.

Submissions & approvals

- Collect inputs by branch, cost center, or project.
- Route for review with comments, rework, and locking.

Version control

- Maintain baseline, working, and approved versions.
- Compare scenarios side by side with deltas.

Forecast & re-plan

- Roll forward forecasts using actuals.
- Refresh driver assumptions and push updates to owners.

Variance & alerts

- Budget vs actual drill-down to vouchers and documents.
- Alerts for threshold breaches by cost center or project.

Integrations

- Push approved budgets to Finance for control.
- Expose data to BI and Report Builder for analysis.

Need budgets that actually stay aligned to reality?

Plan, approve, and monitor in one workspace that feeds Finance and surfaces variances early.

Book a budgeting demo See how budgets link to modules