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-seat fee, ever.