Sage Budgeting and Planning

Make critical decisions faster


Take control of the budgeting process and bring strategic insight to business planning with budget software, an enterprise-wide, purpose-built budgeting, and planning application. With Sage Budgeting and Planning, you can make quicker, more informed business decisions by shortening budgeting and planning cycles. And with a planning process that is easier and more efficient, you can encourage collaboration across all lines of business and tie budgeting activities to organizational performance.

Enable Users To Quickly React

Employees can view last minute changes in financial scenarios while delivering analytical reports. With access to multiple users enterprise-wide, this planning software turns budgeting into a collaborating process while attaining a true picture with analytical insight into the financial performance of your company’s operations.

Organize and manage the budgeting and planning process

Free yourself from time-consuming spreadsheet mechanics and focus on strategic budgeting and planning.

With a budget software, you improve the flow of key information, such as business drivers and transaction data, through templates, automatic distribution, and consolidation of the budget, central control over budget revisions, real-time seamless integration of data sources, and built-in security mechanisms. With more control over your budgeting and planning process, you can create effective, more accurate budgets and forecasts, and render a true analysis of company performance.

Utilize bottom-up or top-down budgeting processes—

The wide array of management features delivers a more effective and efficient budgeting process.

For businesses looking to gain functionality in revenue target allocation, comprehensive cost projection, or consolidate several budgets, this software solution integrates into the existing organizational structure and provides a purpose-built solution. By utilizing a combination of bottom-up or top-bottom budgeting processes, you’ll be able to encourage budget collaboration across your company, while controlling access to sensitive data.

Calculations at your fingertips

Quickly retrieve and work with values for budgeting, planning, and analysis.

This solution allows businesses to gain greater command by connecting key business drivers to budget, model seasonal trends, spread costs or review targets over defined periods of time. Sage Active Planner’s calculation capabilities include creating an unlimited number of formulas and formula lines with defined global and local formulas. You’ll also have access to flexible spreading techniques, where you are able to track up to six-period balances.

Integrates with Sage 100 and Sage 300