• Budgeting and Planning

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

    Watch demo

Sage Intacct Budgeting and Planning

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

Data Sheet

The Smart Way for Smaller Organizations to Plan and Budget

Product Tour

Sage Intacct Budgeting and Planning


8 Signs You Have Outgrown Excel for Budgeting and Planning

A complete budgeting and planning 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, 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, 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.

Have you outgrown Excel for budgeting and planning?

Find out

End budgeting and planning 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 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.

Don’t let your risky spreadsheet-based budget leave egg on your face.

Learn more

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.

#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 Crowd.

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

Read report