Sage Intacct Budgeting and Planning: 4 Key Takeaways

Officially released on November 16th 2018, Sage Intacct Budgeting and Planning (or SIBP) provides a cloud-based budgeting and planning software that is native to your Sage Intacct accounting platform. After getting an overview of the system here are our 4 key takeaways and why we think that this new functionality will take the accounting world by storm.

1 – Rapid Deployment

We have all seen projects drag on much longer than anticipated. It seems like you get a demo, get excited about the possibilities that this new product can bring to your business, and then you wait…and wait…and wait. Sage Intacct Budgeting and Planning kills this notion with a
4-DAY implementation schedule. That’s right, in just 4 days you can be up and running inputting your data and tracking your budgets.

2 – Beautiful Dashboards

The business world is steadily becoming more visual. Sure, data is nice but when you can see that data as more than just numbers you may notice things that you didn’t see on a plain spreadsheet. With SIBP your budgets (and plans) are brought to life. Analyze trends and make adjustments on the fly to stay on top of your financials.

3 – Focus on Collaboration

Planning is a team effort. That’s why when you have a plan in place your team should always have access to. They need to see what has been done, what is happening now, and where you’re going next. Sage put a huge focus on collaboration with Budgeting and Planning so that your team can always be connected to your project. Worried about someone making unwanted changes? We have you covered. Sage Intacct Budgeting and Planning has custom usage rights for your projects to allow for full viewing, dashboard only viewing or full edit rights. Share your dashboards without losing control or sacrificing security.

4 – Everything Under One Hood

A key factor when working with two softwares that are crucial to your business is that they work together. With Sage Intacct cloud ERP and Sage Intacct Budgeting & Planning, there is no integration needed. Everything runs under one hood, pushing data from one to the other keeping you always up to date. Your dimensions are pushed from Intacct to Budgeting and Planning, your budgets are pushed to Intacct, and your actuals are then reported back to SIBP from Intacct. This all happens automatically without intervention.

These are just a few of the key points that you should start getting excited about. We will be doing more deep dives on this monster release from Sage Intacct but you may have questions now. We are ready for them! Drop us a line at 855-913-3228, fill out our contact page, or send us an email at for more information or to schedule a discovery today. See how your business can elevate its accounting to the cloud with Sage Intacct and Alta Vista Technology.

Published by: Alta Vista Technology - Originally posted on the Alta Vista Blog!

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