Sage Intacct Budgeting and Planning is a cloud budgeting and planning software with pre-built Sage Intacct integration for small to midsize businesses. It is a combination of cloud planning and budgeting that’s designed to be easy to deploy and use.
Senior Accounting Manager in Finance and Accounting at Creative West (Non-profit Organization Management, 11-50 employees)
Chose Sage Intacct Planning
Intacct Planning means we can focus on Intacct alone-- we don't have to work with outside spreadsheets in Google Docs, we don't have to re-format things from Excel, and we don't have to learn how to sync other planning software to Intacct. It streamlines our ability to create …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Key User Insights
Would buy again
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Delivers good value for the price
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Happy with the feature set
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Lived up to sales and marketing promises
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Implementation went as expected
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Features
Sage Intacct Planning
Budgeting, Planning, and Forecasting
Comparison of Budgeting, Planning, and Forecasting features of Sage Intacct Planning
Feature
Sage Intacct Planning
7.7
2 Ratings
18% below category average
Long-term financial planning
7.52 Ratings
Financial budgeting
8.52 Ratings
Forecasting
7.52 Ratings
Scenario modeling
7.02 Ratings
Management reporting
8.02 Ratings
Analytics and Reporting
Comparison of Analytics and Reporting features of Sage Intacct Planning
Feature
Sage Intacct Planning
7.3
2 Ratings
21% below category average
Personalized dashboards
8.52 Ratings
Color-coded scorecards
7.52 Ratings
KPIs
6.02 Ratings
Cost and profitability analysis
8.02 Ratings
Key Performance Indicator setting
7.02 Ratings
Benchmarking with external data
6.02 Ratings
Revenue Forecasting
8.02 Ratings
Budgeting Tools
Comparison of Budgeting Tools features of Sage Intacct Planning
Great for large and medium-scale organizations who want detailed budgets! It also works well for our small-medium org with several grants, funding streams, and business revenue. Because it syncs with Intacct's dimensions, it's much more customizable than some other platforms, and it will link with your existing financial software so you don't have to compare things independently.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Sage Intacct Planning helps with enabling me to import a variety of information to combine and compare data within my responsibilities.
The services helps give us a snapshot using previous years data compared against current year to assist in predicting the upcoming financial issues and accomplishments.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I have had great results and find it maneuverable and productive. Aside from a few things I would add (as noted before) for what I and my company use the services for it just fits.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Intacct Planning means we can focus on Intacct alone-- we don't have to work with outside spreadsheets in Google Docs, we don't have to re-format things from Excel, and we don't have to learn how to sync other planning software to Intacct. It streamlines our ability to create and manage our planning process, which is invaluable to a team our size.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
