Transformative Budgeting
June 29, 2023

Transformative Budgeting

BJ Thomson | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Planning Maestro

Our firm provides outsourced accounting and CFO staff. We work with many different industries and company sizes. We often get pulled into groups where cash management and budgeting concerns are at the top of the management's list. We see many groups try and do this with Excel and other tools, which has some level of success but often gets left or forgotten due to it being a cumbersome process. We will often recommend Centage's Planning Maestro and its budget tools to help these organizations deal with the fatigue that comes from using Excel-based techniques.
  • Planning Maestro can simplify and automates the budgeting process, by creating an environment where teams can collaborate and update data as needed.
  • The software uses historical data to generate financial forecasts. It enables users to create various scenarios, perform what-if analyses, and assess different business decisions on financial outcomes.
  • You can have real-time dashboards and reports, offering insights into key financial metrics, variances, and performance indicators.
  • Slightly heavier lift to get people trained on the new system compared to other tools on the market
  • Overall, I have only seen this product have a positive impact on a business. A business that chooses to use this product as part of its close and reporting process will not be disappointed in the results it can bring to the organization.

Do you think Centage delivers good value for the price?

Yes

Are you happy with Centage's feature set?

Yes

Did Centage live up to sales and marketing promises?

Yes

Did implementation of Centage go as expected?

Yes

Would you buy Centage again?

Yes

I've been a user for many years, moving from company to company, client to client, and this software has been my "go-to". The team at Centage has never let me down, whether in implementation, or general needs. I've been able to depend on them to continue to develop the product and listen when there have been items that need to be addressed. Companies that take a good hard look at this software will not be disappointed with its capabilities and what it can do for their organization.

Centage Feature Ratings

Long-term financial planning
10
Financial budgeting
10
Forecasting
10
Scenario modeling
10
Management reporting
10
Financial data consolidation
Not Rated
Local and consolidated reporting
Not Rated
Financial Statement Reporting
10
Management Reporting
10
Excel-based Reporting
10
Automated board and financial reporting
Not Rated
Personalized dashboards
Not Rated
Cost and profitability analysis
Not Rated
Key Performance Indicator setting
Not Rated
Flat file integration
Not Rated
Excel data integration
10
Direct links to 3rd-party data sources
Not Rated
Customizable dashboards
Not Rated
Drill-down analysis
Not Rated
Formatting capabilities
Not Rated
Report sharing and collaboration
Not Rated
Publish to Web
Not Rated
Publish to PDF
Not Rated
Report Versioning
Not Rated
Report Delivery Scheduling
Not Rated
Predictive Analytics
Not Rated
Multi-User Support (named login)
10
Role-Based Security Model
10
Multiple Access Permission Levels (Create, Read, Delete)
10
Report-Level Access Control
Not Rated
Single Sign-On (SSO)
Not Rated

Planning Maestro Support

The team at Centage is great to work with. If I have a concern or issue they have been ready and willing to help.

Using Planning Maestro

I've lived through the changes over the years, and I have found that most financially-minded professionals should have no problems using this system.