Sage Intacct has released the new Sage Intacct Budgeting and Planning Tool for SMBs

By - February 8, 2019

There is nothing more important to the health of a growing business than the ability to look into the future and get a grasp on your cash projections. But when you’re relying on Excel alone, budgeting and planning can feel like a time-consuming and cruel joke. What should be an exciting what if exercise can quickly turn into a tedious chore if you have to manually copy and paste data into your Excel budget workbook.

Sound familiar?

Business is moving faster than ever and it’s up to you, the crunched-for-time business owner, to keep up. If you have big business goals, you need a way to plan and budget as efficiently and effectively as possible. That’s why Sage Intacct has launched a cloud budgeting and planning tool for small to midsize businesses.

Today, I’m excited to share a bit more information about the product and what this launch means for your business.

What is Sage Intacct Budgeting and Planning?

A powerful tool by Sage Intacct that will help business owners say goodbye to spreadsheets and outdated processes and hello to simple and affordable cloud-based financial budgeting and planning solution. It can be deployed in just a few days and I feel these are the three most important reasons to implement this great tool today:

  • Control: cloud technology allows everyone to work from the latest version in real time.
  • Collaboration: easily invite users to build and edit budgets.
  • Security: limit access to certain information with user-level security.

I think this launch is especially exciting for Sage Intacct users who can now get everything they need–including forecasting and budgeting–in one solution. Rather than building out forecasting and modeling of their own in Excel or relying on other marketplace partners, Sage Intacct users can get everything they need in one easy-to-use tool.

Say Goodbye to Excel for Planning

While you and I both know that Excel is a powerful tool, many business owners don’t have the time or expertise to leverage its more complex mechanisms. As a result, relying on Excel alone for planning and budgeting leads to reporting problems, late nights for finance, and inefficient collaboration.

Sage Intacct Budgeting and Planning is an out-of-the-box solution that will eliminate the need for end users to manage formulas and spend time on manual processes. Rather than cranking away in Excel, businesses will have the freedom to pursue higher-value tasks and get time back in their day to focus on their business.

Budgeting and Planning Designed for SMBs

Sage Intacct Budgeting and Planning is designed for small and midsize businesses (organizations with 50 to 200 employees) that have outgrown spreadsheets for planning but don’t have the time and resources to implement and manage an enterprise-scale solution.

I’m excited that the tool can help businesses across industries: technology, nonprofits, financial services, and more. It’s an ideal solution for anyone with a small to moderate budgeting forecasting modeling need. I also see it delivering a lot of value to organizations that are more widely distributed. For example, franchisees could really benefit from this cloud based solution that allows people anywhere to collaborate in real-time.

What’s the Industry Buzz Around This New Tool?

I had the opportunity to attend this year’s Sage Intacct Advantage conference, and the topic of budgeting and planning was a huge focus. The company had announced the pending release of this new tool prior to the conference, so there was a lot hype going into it and excitement to learn more. Let’s just say that I saw quite a few people perk up in their chairs when it was finally time to see the tool in action.

Is it time to say goodbye to spreadsheets and outdated processes and consider a smarter way to plan and budget? Curious to learn more about Sage Intacct Budgeting and Planning?  Schedule some time with RSM to see a demo and learn how we can help you quickly deploy this powerful tool.

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