Sage Intacct Planning

Many accounting teams use Excel or a third-party solution to create their budgets, then import the budgets into their accounting solution so they can compare estimates to actuals and run budget reports. With Sage Intacct’s Planning module, you can tackle all budgeting activities in one place—right in the software.

Sage Intacct’s Planning module, formerly Sage Intacct Budgeting and Planning, was specifically designed for small and midsize businesses that have outgrown Excel’s capabilities for budgeting and forecasting. It includes some of Sage Intacct’s most helpful forecasting features like:

• Full and partial budget sharing
• Financial models with formulas
• What-if scenarios
• Forecasts and versions

The module takes advantage of information you already have set up in Sage Intacct, allowing you to access your fiscal year, accounts, dimensions, headcount information, and actuals for comparison while you’re building your budget.

Instead of emailing a spreadsheet around for review and approval, you can easily collaborate with your team on one version of the budget. For example, department managers can enter their own budget lines at the same time.

Once you have a final version, you can report on it, compare it against your actuals, and enforce spending limits with the Spend Management module.

Top Benefits of Implementing Sage Intacct’s Planning Module

By moving your budgeting and forecasting out of Excel and into your accounting solution, you can:

• Save time by streamlining planning and reporting processes
• Reduce security risks by eliminating the need to share confidential numbers through email
• Prevent confusion and errors by putting an end to multiple versions of budget spreadsheets floating around the company
• Keep everyone on the same page by inviting department heads to build, edit, and share their budgets
• Increase flexibility and control through what-if scenarios and uniform structures for managing actuals, budgets, and plans

With the Sage Intacct Planning module, you get all the capabilities you need in an easy-to-use, cloud-based solution.