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Sage Intacct Budgeting and Planning

Better budgeting and planning options

Is “Better Budgeting and Planning” on your list of new year’s resolutions for 2021?  With Sage Intacct Budgeting and Planning, you can free your team from massive spreadsheets and Excel-based drudgery in order to and be more efficient and strategic!

Let me help you imagine what life with Sage Intacct Budgeting and Planning (SIBP) is like in three easy steps:

  1. Connect Sage Intacct to Sage Intact Budgeting and Planning – automatically bring your accounts, dimensions, and actuals from Sage Intacct to SIBP .
  2. In SIBP, create budgets, perform what-if analyses, build complex models, develop rolling forecasts, and more.
  3. With a button click, send your completed budget from SIBP to Sage Intacct for powerful budget vs. actuals reporting. It’s that simple.

A happy client who uses SIBP shared with Intacct, “I used to model our direct wage and overhead in elaborate Excel spreadsheets. I get the same result with Sage Intacct Budgeting and Planning, but it’s so much easier. I don’t have to update multiple spreadsheets and copy and paste data between them. I just change a couple of settings, and I’m done! And now personnel changes that took a few minutes each before can be done in seconds.” Natalie B., Controller.


» Sage is currently running a 50% off on any new SIBP purchases.

» This offer is in perpetuity and must be purchased by December 31, 2020. 

Contact us or your account manager with any product / pricing questions.


Join Sage Intacct Budgeting & Planning Virtual Series

This series will explore how you can further drive efficiency and success within your business. Sage Intacct product experts will share best practices, tips and tricks, and other ways Sage Intacct’s innovation can help you get the most out of your Sage Intacct investment.

December 9th at 10:00 AM Pacific / 1:00 PM Eastern

How to Make Your Business More Agile with Sage Intacct Budgeting & Planning

December 16th at 10:00 AM Pacific / 1:00 PM Eastern

How to Build Action-Oriented Plans with Speed, Efficiency, and Accuracy

 January 6th at 10:00 AM Pacific / 1:00 PM Eastern            

Effortless Business Modelling with Sage Intacct Budgeting and Planning

Danica Weappa

Written by Danica Weappa

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