Control your budgets in real time

Analysis

Plan, track and anticipate your spending

Centralized spending
Control, track, and anticipate your spending in the same place where it is entered and approved: expense reports, accounts payable, travel requests and purchase requests.

Reliable, real-time budget control
A clear view of committed, spent and remaining budget, so you can act on an overrun before it hits cash flow or the closing.

Better collaboration between Finance and business teams
Each department or team follows its own budgets while Finance keeps the full picture. Alerts flag an overrun early, so decisions are made before the money is spent.

Creation

Budget setup and creation

Budget creation
Set the period, amount, owners and a monthly or quarterly allocation. Build budgets on the axes your company runs on: department, cost center, project, activity code, manager or expense category.

Automatic allocation of expenses
Each travel request, expense report, purchase request or accounts payable invoice is assigned to its budget automatically, as committed, spent or pending approval.

Alerts and budget management
Set up alerts for budget overruns, threshold breaches, or forecast limits. Move an expense to another budget, close budgets, and import or export budget lines to sync with Excel, ERP, or accounting tools.

Control

Reliable budget data, from approval to audit

Faster decisions
Budget information is available at the time of approval, which means less friction and faster decisions.

Data you can audit
Every expense is allocated to the right budget, so forecasts, management control and audits run on the same figures.

Budget consolidation and visibility
Split one expense across several budgets and consolidate budgets across different dimensions.

Invoices checked against purchase orders
In accounts payable, invoices are matched with approved purchase orders. You get an early alert if spending goes over, and the invoice picks up the analytics of the purchase request.