Sage Intacct Planning

• Save time, move fast
• Always trust the numbers
• See the whole financial picture
• Collaborate in real-time

Turn your planning efforts into a strategic advantage the entire business can use to make better, faster, more informed decisions for growth.

You can start using Sage Intacct Planning in just a few hours to overcome planning and budgeting frustrations, put best practices to work, and free up time to focus on strategy and analysis.

It has all the capabilities you need for modern planning, budgeting, forecasting, what-if scenario modeling, reporting, and data visualization. And with spreadsheet-like formulas and intuitive pre-built functionality, it’s fast, easy, and affordable to get started.

• Easy to use
• Quick to deploy
• Secure & collaborative

Your business runs on plans, budgets, and forecasts. But they are spread across multiple spreadsheets and tabs, exist in different versions attached to untracked emails, and despite all your hard work they still fail to provide the clarity and insights needed to guide the organization forward.

Our cloud planning application automates the manual, time-consuming, error-prone work and lets you and your team focus on strategic planning and analysis that help the business grow and thrive. Sage Intacct Planning reduces budgeting and forecasting time and effort by 50%+ while enabling you to deliver financial insights faster and easier.

Self-discoverable - Quickly deploy and use across the business with an intuitive design and intelligent tools that are simple and straightforward to learn.

Connected - Ensure every plan and forecast uses current and accurate data. Sage Intacct Planning seamlessly integrates with Sage Intacct Core Financials or easily syncs your financial data & dimensions from any ERP.

Powerful - Make faster course corrections no matter how complex your business is with driver-based models, what-if scenarios, and rolling forecasts. Build and compare endless combinations so you can choose the right path with confidence.

Collaborative - Bring the business into the planning process with a single, secure solution that builds trust and accountability to decision-making. User-friendly tools make it easy to learn for both finance and operational users.