• Dynamic Budgets

    Budgeting|Forecasting|Reporting - Easy for non-technical, non-financial staff who break Excel

  • Ideal for organizations that do zero-based budgeting and want to provide their department heads with an easy-to-use app to enter their budgets and take ownership of their numbers. Powerful time-saving features that enable the finance team to cut weeks of effort.

    Key Benefits:

    Finally, a budgeting tool for your staff to approve!
    Happy Staff Members


    Why customers choose Dynamic Budgets
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      1. Have non-technical, non-financial, operating managers, who just don't get Excel
      2. Need powerful time-saving tools for the budget admins
      3. Want an easy way to manage hundreds or thousands of departments / projects / programs
      4. Don't have the patience, or money for a long complicated implementation
      5. Appreciate unlimited users at no additional cost!
       
                                                                                                                          

      "I have used Dynamic Budget for close to 10 years, implementing it at my
      last two organizations. I get instant credibility across the org after
      revolutionizing the budgeting and internal reporting processes.
      Dynamic Budgets is the most cost-effective way to elevate your
      budgeting process. I especially appreciate their willingness to build out
      additional features and reporting options. It gets better every day!"

      Stephanie Valencia                                       
      Chief Financial Officer                                        
      CRLA

       

      We offer a free 30-day trial of our product (because setup is that easy!)
      Click Here to Request a Free Trial


      Industries We Serve
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      • Non-profits and associations
      • Healthcare organizations / long term care
      • Public sector / government organizations
      • Professional sports teams
      • Higher education
      • Hotels & hospitality
      • Financial services / Insurance 
      • Franchisees

       

      Continuous Improvement Cycle
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        "As a partner of Dynamic Budgets for over 13 years, we've seen tremendous value in moving customers from a manual budgeting process to Dynamic Budgets. Its ease of implementation and powerful features have made it a consistent win for clients. Furthermore, Dynamic Budgets adeptly supports transitions from on-premise systems to Sage Intacct, reinforcing its position as a budgeting solution through every phase of our customers' growth."

        David Johnson
        Senior Consultant
        Exponential Consulting

                 		Continuous Improvement

         

        Videos
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        End-user experience

        Administrative experience
         

        Partial Feature List
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          • Budgeting
          • Forecasting
          • Reporting
            • Automatic rollups
            • Intacct actual transaction drill-downs
            • Report designer (custom column & row layouts)
            • Pivot reports
            • Budget line items
            • Employee payroll
            • Microsoft Power BI integration 
          • What if Analysis
          • Driver-based worksheets
          • Allocations
            • Fixed
            • Variable
            • Direct
          • Payroll
            • Hourly (hours or FTE % per week, pay period, or month)
            • Salaried staff (annual salary pro-rated by pay periods per month or working days per month)
            • Shift scheduling (position scheduling with shift differentials for healthcare or hospitality)
          • Forecast builder
          • Duplicate budget tool
          • Import from Excel tool
          • Spread annual amounts to monthly
          • Copy and Paste to & from Excel
          • Locking (rows, accounts, budgets)
          • Design your own help wizards / workflows
          • Unlimited budgets
          • Unlimited line items
          • Unlimited users at no additional cost!

          System Requirements:
          To enable the integration, Sage Intacct users are NOT required to purchase: Sage Intacct Web Services - Developer License

          Price:
          Annual subscription - tiered for the count of budgeted business units - no per-user fees

          Integration Approved Countries:
          United States;

          About:

          We are new to Intacct, but not to Budgeting
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          Dynamic Budgets offers hybrid-cloud corporate budgeting, forecasting, and reporting software for midmarket organizations. The product has been in the Microsoft Dynamics channel for 13 years and now many of our partners and customers are migrating from Microsoft Dynamics GP to Sage Intacct. 

          Our solution is unique because it can be installed and configured in just 90 minutes, and we can go live within 10 hours. Our competitors, on the other hand, quote 100 to 200 hours for implementation. Dynamic Budgets is sold as a site license with unlimited users, with no per-user fees and a fast implementation. We are far less costly than alternative solutions in the marketplace.

          Dynamic Budgets serves organizations across diverse industries from Professional Sports, Industry Associations, Logistics, Healthcare, Insurance, Faith Organizations, Franchise Operators, and others. Our customers range in size from 10 depts to 28,000 departments and from $10M in revenue to over $1B in revenue.


          Simplified Migration Process
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          If your VAR partner is not able to import your legacy ERP financial transactions into Intacct, Dynamic Budgets can!
          Many customers and partners have found it easier to import decades of historical transactions into Dynamic Budgets,
          remap the transactions using the Intacct accounts and dimensions, and provide seamless historical reporting from within the budgeting interface.


          Phone: (650) 332-6650
          Website: https://www.dynamicbudgets.com/
          Year Founded: 2010
        • Listings from this provider:
        • 150x100
          Dynamic Budgets