• Dynamic Budgets

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

  • Streamline budgeting, forecasting, and reporting by reducing or eliminating reliance on Excel worksheets. Time-saving features enable the finance team to save weeks of effort

    Key Benefits:



    Why companies choose Dynamic Budgets

    No more emailing Excel spreadsheets
    A fast, user-friendly, and powerful budgeting platform
    Powerful tools for finance professionals
    Simple enough for non-finance users
    Real-time collaboration
    Enables zero-based budgeting for companies that want to provide their department heads with an easy-to-use app to enter their
      budgets and take ownership of their numbers


    Do any of these challenges sound familiar?

    • Need an easy way to manage hundreds or thousands of departments / projects / programs
    • Non-financial operating managers just don't get Excel
    • Excel budgeting chaos with too many tabs, broken formulas, and manual consolidation
    • Finance teams waste time compiling, checking, and re-formatting data instead of analyzing it
    • Non-technical staff feel overwhelmed by complex budgeting tools
    • Your organization has no patience or money for a long, complicated implementation

    What makes Dynamic Budgets different
    Fast Implementation in 10-30 hours, not 100+
    Low learning curve
    Affordable
    .

    ▶️ Click here to watch our end-user experience video
    ▶️ Click here to watch our administrative experience video

    Features
    - 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 
    - Real-time reporting & drill-downs
    - 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!

     

    We offer a free 30-day trial of our product (because setup is that easy!)

    Click Here to Request a Free Trial
     


    "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

     

    "I have used Dynamic Budgets 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  




    Click Here Now to Request a Free, 30-day Trial

    Requirements:

    Integrating with this application requires you to use the partner’s SenderID. By using the partner’s SenderID, you do not need to buy a web services developer license from Sage and your API usage will not count towards your API performance tier. Sage may prevent customers from integrating with this application under their own SenderID. 

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

    Integration Approved Countries:
    United States

    About:

    Budgeting, Forecasting & Reporting for Sage Intacct
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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 15 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. Our customers range in size from 10 departments to 28,000 departments and from $10M in revenue to over $1B in revenue.

    Please see additional information on the "Description" tab above (in blue lettering).


    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.

    Please see additional information on the "Description" tab above (in blue lettering).


    Phone: (650) 332-6650
    Website: https://www.dynamicbudgets.com/
    Year Founded: 2010
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