how to conduct smart financial budgeting and planning for your business

Budgeting & Planning the Smarter Way

Still wasting valuable time doing financial budgeting on spreadsheets? It’s 2021, to achieve your business goals, you need a financial budgeting and planning system that is effective, collaborative, and strategic. In this guide, we discuss budgeting and planning the smarter way.


It’s hard to maintain accuracy and control of multiple spreadsheets. Tracking changes and who they were made by is a tedious process. With a powerful budgeting and planning solution, everyone works on the same version and it is simple to track the changelog when you create a budget. Create and save multiple scenarios within a single budget, and get a better handle on your process.


Spreadsheets hinder collaboration. Choose a solution that allows you to easily invite department heads to build or edit their budgets, present plan or budget options to management, create multiple what-if scenarios, and dig into the details.

Data Security

What guarantee do you have that the folder filled with spreadsheets won’t get deleted by mistake? Secure your data against any loss through a single secure system. Limit access to budgets and payroll data with user-level security.

budgeting and planning the smarter way

The days of relying on spreadsheets are over. With an easy-to-deploy solution, like Sage Intacct, you can tackle common budgeting challenges. Easily model revenue and expenses and create cash plans using pre-defined templates—without spreadsheet errors.

Old habits die hard. But, don’t worry. Streamline everyday tasks with Excel-like formulas, best practices, and pre-built functionality. Budget owners can take advantage of an easy-to-use interface and intuitive navigation.

Forget about building a cumbersome spreadsheet infrastructure. Instead, focus on strategic plans that exploit business opportunities and sidestep risks.

Easy to implement

Leverage your financial data, account structures, and dimensions along with best-practice templates to get up and running in a few days or even a few hours.

With Sage Intacct, you can start Budgeting and Planning the Smarter way. Curious to learn more? Drop us a line on 011 792 9521 and we’d be glad to guide you in choosing a budgeting and planning solution that suits your unique business requirements. Choose a solution the caters to the different types of budgets you require throughout the fiscal year and budget period. From operating budgets to the master budget. Ensure that you invest in a system that gives you full visibility and insight into creating realistic budgets based on your data. Easily evaluate performance by tracking key performance indicators, and give role-based access for users and top management. Enjoy an accurate budget process and easy access to the required financial statements for financial planning. Segment your budget by month or years and gain visibility of your short and long-term goals and targets.

Do you have a business management solution that enhances your planning process, and budget preparing to advance your business plan. Enjoy accurate planning and forecasting and streamline your budgeting & financial management. A future-proof system is the best asset to add to your balance sheets.