• Budgeting and Planning

    Powerful, yet easy-to-use cloud budgeting and planning software with pre-built Sage Intacct integration
    for small to midsize businesses.

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Sage Intacct Budgeting and Planning Software

The best of both worlds.
Cloud planning and budgeting that’s easy to deploy and use.


8 Signs You Have Outgrown Excel for Budgeting and Planning

Product Overview

Sage Intacct Budgeting and Planning Overview Video

Customer Case Study

Global Marketing Agency Boosts Profitability through Sage Intacct Budgeting and Planning

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 Halstatt saved $100,000 annually by streamlining processes.

Hear their story

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

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  • "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

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.

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

Watch product tour

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.”

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

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#1 accounting software solution

We’re focused on delivering an integrated accounting solution that puts your success first. As a result, we’ve earned the highest customer satisfaction in the industry from G2.

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

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Resources for Budgeting and Planning

Data Sheet

The Smart Way for Smaller Organizations to Plan and Budget

Blog Post

The Benefits of Integrated Budgeting and Planning