8 signs you’ve outgrown Excel for budgeting and planning
If you’re still using Excel for your business budgeting and planning, you’re definitely not alone. Many growing UK businesses with 50–200 employees...
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1 min read
CPiO Limited : Jan 14, 2025 9:47:40 AM
Keeping control of your budget has never been greater. Equally, the ability to adjust plans with minimal confusion is essential.
If you’re struggling with Excel but don't feel ready for a high-end budgeting solution, Sage Intacct Budgeting and Planning might be the perfect fit for your organisation.
Discover the 10 ways you might benefit from this Sage Intacct add on module:
1. Control the process
As everyone works in real-time on the latest version, everyone knows who updated the budget and when. Create and save multiple scenarios within a single budget and get a better handle on your processes.
2. Company-wide collaboration
Easily invite department heads to build or edit budgets, present plans or budget options to management, create multiple what-if scenarios and drill down into the details.
3. Secure your data
Move sensitive data out of spreadsheets and emails and save it in a single, secure location. Set user-level security to limit access and visibility of budgets and payroll data.
4. Tackle budgeting and planning challenges
Model revenue and expenses quickly and easily and use pre-defined templates to create cash plans - all without spreadsheet errors.
5. Streamline everyday tasks
Excel-like formulas, pre-built functionality and best practices enable budget owners to take advantage of a user-friendly interface and intuitive navigation.
6. What-if, what-if, and what-if again
Change drivers to create multiple scenarios and assess the potential impact to your business.
7. Accomplish the jobs that matter
Forget building a cumbersome spreadsheet infrastructure. It's time to focus on strategic plans that make the most of business opportunities and sidestep risks.
8. Implement with ease
Leverage your Sage Intacct financial data, account structures and dimensions, together with best-practice templates to be fully functional in just a few days - sometimes even hours.
9. Compare and model based on actuals
Use actuals from your financials in your plans and budgets with just a few clicks for a fast comparison and what-if scenarios.
10. Manage for success
Automatically update your Sage Intacct dashboard reports that reference your budgets and forecast data. Compare current performance vs. plans with ease and drill down into budgeting and planning reports.
Sage Intacct Budgeting and Planning is a simple-to-use, yet highly powerful, cloud solution for small to medium-sized businesses. Deploy it in just a few days and say “goodbye” to the headache of spreadsheets.
To find out more about Sage Intacct Budgeting and Planning contact an experienced CPiO consultant today.
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