Stop fixing spreadsheets. Dynamic Budgets gives CFOs accurate budgets, faster cycles, and fewer headaches. Dynamic Budgets fills the budgeting/forecasting gap while letting Intacct remain the system of record. Budget using the same dimensions (departments, locations, funds, classes, projects, etc.) already configured in Sage Intacct. Role-based access shows managers only their data. Zero spreadsheet skills required. This improves participation and accuracy. No rebuilding your chart of accounts and no messy mapping. Implementation is measured in hours, not months. You can be building budgets the same day you connect.

Key Benefits:

• Mirror Sage Intacct dimensions—departments, locations, funds, classes, and projects. 

• Deploy in hours, not months—connect and start budgeting the same day. 

• Eliminate Excel chaos—no broken formulas or version control issues. 

• Simple for non-finance users—role-based access ensures clean, accurate input. 

• Instant consolidation across entities, departments, or locations. 

• What-if scenarios in minutes for hiring plans, revenue changes, or programs. 

• Real-time budget vs. actuals pulled directly from Sage Intacct. 

• Built-in approvals, comments, and audit trails for compliance and accountability. 

• Cost-effective FP&A power without enterprise pricing. 

  
   

Features

Budgeting Line item details Allocations (fixed & variable) Driver-based worksheets Multi-company / multi-currency Workforce planning with detailed wages, taxes, benefits Hourly Staff hours or fte % week, pay-period, or month Salaried staff pro-rate by: 12  months 24 periods 26 pay periods or working days per month Shift scheduling (healthcare / hospitality) By day or by week Shift differentials

Forecasting Clone original details or Generate annualized projection or Blend YTD Actuals & remaining  _____ original budget annualized average run rate prior year T3, T6, T9, T12, T18 Reporting Direct Intacct reporting Drill-down to actuals transactions Drill-through to Intacct transaction screens Drill-through to Ramp purchasing & expenses Monthly Variance Reporting Custom Report designer (column & row layouts) Pivot reports Microsoft Power BI integration

Other Tools Export budgets to Intacct Nightly data syncs from Intacct Sync Intacct on-demand Duplicate budgets Import from Excel Linked Excel Worksheets to Dynamic Budgets Spread annual amounts to monthly Phase budget by T3,T6,T9,T12,T18 Copy and paste to & from Excel Locking (rows, accounts, budgets) What if analysis

Budgeting Experience

• Enter itemized details per account
• Department managers can see what they spent in prior years
  • drill-down to Intacct transaction details
  • drill-through to Intacct for more information,
  • drill through to purchasing systems such as Ramp 

Reporting:

• Various rollup row formats
• Custom reports with row and column layouts
• Integrated PowerBI reports

Variance Reporting:

• Review monthly budget to actuals
• Note over / under explanations
• The variance notes show in the bottom of the data entry screens to help guide your next forecast

 

Video Playlists:

▶️ End-user experience
▶️ Finance Staff Tools

 

Free 30-day trial for Sage Future 2026 Attendees

 

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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

 

"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  

 

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