Sage Intacct Financial Planning and Budgeting Software

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

Learn how how Halloran Consulting Group Increases Cash Flow by $1M Monthly by Cutting DSO in Half Hear their story

Empowering Your Business Decisions

A complete planning and budgeting solution…

  • Control
  • Collaboration
  • Security

As a small to midsize business, planning and budgeting are critical components of your success. However, using spreadsheet-based forecasting for your strategic planning comes with its risks and challenges. Sage Intacct Budgeting and Planning software offers an intuitive cloud planning solution that helps eliminate these risks and improve your decision-making capabilities.

See how easy cloud-based Sage Intacct Budgeting and Planning software is to use.

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Real-Time Single Source of Financial Truth

  • End planning and budgeting spreadsheet nightmares
  • Easy-to-use
  • What-if, what-if, and what-if again
  • Execute the job that matters

Replace your reliance on uncontrolled, inflexible, and insecure spreadsheets with Sage Intacct Budgeting and Planning software. 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.

This can provide you with agile and confident decision-making capabilities helping you turn your planning efforts into a strategic advantage for business growth.


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


Planning Software Makes Budgeting Easy

Sage Intacct Budgeting and Planning software provides an easy-to-use interface that allows everyone to work on the latest version of the budget. The software enables you to create and save multiple scenarios within a single budget, giving you better control over your process.

Easily collaborate with department heads to build or edit their budgets, present plans or budget options to management, and really dig into the details. By moving sensitive data out of spreadsheets and emails and into a single, secure solution, you can limit access to budgets and payroll data with user-level security.

The native bidirectional synchronization with Sage Intacct ensures your financial data, account structures, and dimensions are reflected in your plans and easily shared. So, it’s simple to leverage your Sage Intacct actuals and best-practice templates to get up and running in a few days or even just a few hours.

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

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Sage Intacct Accounting Software — #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.

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

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