Budgeting and planning lets you build annual budgets by department, cost centre, or project, and then watches actuals flow in from the live ledger and flags variances the moment they emerge. No spreadsheet hand-off, no month-end export. The same chart of accounts that drives your P&L drives your budget, so there is never a mapping exercise between the two.
No add-on tiers, no feature gates. This is what the module ships with, included in every plan.
Define budgets per department, location, or project that map directly to your chart of accounts; actuals post against the correct budget line as transactions are recorded.
Enter an annual total and let the system spread it monthly, or build from monthly detail upward, whichever matches your planning process.
Budget vs actual variance is visible at any point in the period, not just at month-end, so you can act on a cost overrun while there is still time to respond.
Maintain an original budget, a revised forecast, and a stretch target side by side; compare any two versions against actuals without duplicating data.
Headcount plans in the HR module feed salary and benefits budgets directly so a new hire's loaded cost appears in the budget the moment the role is approved.
Budget vs actual reports export to PDF or spreadsheet in standard board-pack format, ready for the deck without reformatting.
Planful and Anaplan are enterprise financial planning platforms with per-seat pricing, implementation timelines, and dedicated admins. For teams of five to fifty, this is overkill wrapped in a substantial bill.
Start free with VCard & Link-in-Bio. Turn on Budgeting & planning and the rest of the catalog from one flat plan. No per-module fee, ever.
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