About Sage Intacct Planning

Budgeting and planning for midsize companies comes with a number of challenges, including:

  • Keeping multiple versions of a spreadsheet
  • Emailing the spreadsheet around for approval and feedback
  • Forecasting for the future, all year long

In response, Sage Intacct Planning offers a simple, affordable, yet powerful cloud-based solution. Use Sage Intacct Planning to streamline the entire cycle in one place, from creation to sharing and reviewing to forecasting.

Key features

To support a continuous budgeting and planning cycle, Sage Intacct Planning boasts a number of features to extend your functionality, including:

  • Full and partial budget sharing: Build your basic budget structure. Then share parts of the budget with different team members, such as department or location managers, to collaborate and let them enter their own budget lines. When finished, send the entire budget for review and get feedback right in the budget.
  • Sage Intacct integration: Easily pull in your Intacct data while creating your budget, including fiscal year, accounts, dimensions, and headcount information. Import actuals to use for comparison, and export your final budget back into Intacct.
  • Financial models with formulas: Create formulas for budget assumptions with financial models and save them to your models library. Share these financial models with budget reviewers to show them how you're calculating your numbers.
  • What-if scenarios: Build any number of scenarios to use as a basis for different budget proposals. Compare scenarios against each other or against your budget and use the insight to develop a budget that's right for your company.
  • Forecasts and versions: Plan for the future after you've created your budget. Build and save forecasts as different versions. Compare forecast versions against each other or your budget to see how your estimates compare.

Learn more

To learn more about Sage Intacct Planning, visit the Sage Intacct Planning web page or contact your account manager. Also, read Basic budgeting vs. Sage Intacct Planning (with budgets) to see if Sage Intacct Planning is the right solution for you.

You can also check out more about budgeting and planning at the Sage Intacct Planning Help Center.