Sage Budgeting & Planning


  • Intuitive Cloud Planning Solution
  • Eliminates reliance on unsecure spreadsheets
  • Real-time single source of financial truth


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Ready to unlock agile and confident decision-making?


Sage Intacct's Planning allows you to step away from unreliable, unsecure and inflexible spreadsheets and replace instead with a single source of financial truth. Make better, faster and more informed decisions that you can trust to enable your business to grow and allows you to focus on more strategic initiatives.
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If you're spending 80% of your time building, updating and maintaining spreadsheets, you're doing it wrong.

Signs you've outgrown Spreadsheets for Budgeting & Planning

You're having to spend your nights and weekends managing plans and budgets, bogged down in manual processes.
Only one person in your team knows how the complex forecasting and what-if models work.
You're frightened to make any last-minute changes in case of formula errors.
You're constantly facing version control issues, often operating from wrong or outdated information.

You often end up trawling through your inbox or sent box trying to find the most up-to-date budgets.

You spend so much time building, maintaining and running your complex spreadsheets you never have time for analysis or getting value from your data.
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FREE DATASHEET DOWNLOAD

Learn more about Sage Intacct Planning



Sage Planning & Budgeting is loved by it's users

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    "The first time I pulled up Sage Intacct Planning in our executive team meeting, they were absolutely blown away by how quickly I was able to create a scenario, plug in what they were asking for, and show the results in real-time.”
    ~ Natalie Bonczek, Controller, Red Door Interactive

    Download Case Study

    Sage Planning & Budgeting gives you:

    Intelligent planning wizard

    Syncs your GL data and dimensions, and guides you through the plan setup in minutes.
    Advanced modeling
    Customise planning for any use case and any department.
    Built-in financial intelligence and calculation logic
    Ensure formulas are always calculated correctly and consistently.
    Rolling forecasts
    Modify plans and pivot strategies as business conditions change.
    What-if scenario modeling
    Evaluate multiple options and variables simultaneously.
    Financial reports and dashboards
    Understand what’s driving business performance.
    Multi-currency planning and reporting
    Collaborate with budget owners from any location.
    Intuitive point-and-click setup, no code required
    Get up and running in hours, not months.

    Switch to spending 80% of your time on analysis & helping define company strategy

    Save time and money, and move fast.

    Increase efficiency and productivity

    Improve collaboration between finance and business users.
    Free your team to drive strategic analysis & decision-making.

    How does Sage Planning fit with your existing finance system?

    Sage 50
    Integrates via CSV imports

    Sage 200

    Integrates via CSV imports
    Sage Intacct
    Direct integration via API
    Other software
    Get in touch with us to discuss using the form below
    Ready to learn more?

    Speak to a specialist about Sage Planning & Budgeting

    If you'd like to learn more about Sage Planning & Budgeting or have any questions, please use the form below and a consultant will reach out to you shortly!

    Why choose itas as your Sage Partner?


    At itas, we believe in working in partnership with you to deliver the perfect solution that you want and need for your business. As a multi-award-winning Sage Partner, and the Sage Intacct Partner of the Year (as awarded by Sage!) our approach is to help you maximise technology to transform the way you work.

    • We really know our stuff
    • We take the hassle away with effective project management
    • We help you get up and running quickly with training that delivers results
    • We are good people to work with that genuinely care about your business
    • We are just a phone call away with no automated queues
    • We are big enough to deliver, but small enough to care
    • We will ensure a smooth transition from your old platform to your new

    The change to any new platform is a journey, and we will be on that journey with you, every step of the way.