Budget it, then watch it fill itself
Set what a location, an item or a team should do over a period. What happened is read from the records themselves.
Across the whole business
Sales, purchases, expenses, production, payroll, cash flow, or the profit and loss as a whole.
Actuals you did not enter
What happened is read from the records the work already created. Nobody keeps the progress up to date.
Built by a committee
Bring people on as viewer, commenter or editor, and they reach only the part they were added to.
The workings attached
Comment on a line and attach the numbers behind it, so next year somebody can see how this year’s figure was reached.
Budget across the whole business
Set what should happen for sales, purchases, expenses, production, payroll or cash, and roll them into one plan. Per location, per item, per period.
See how accounting worksThe plan watches the actuals arrive.
Compare against what actually happened
Progress is computed from the records the accounts read, so the budget and the books cannot tell two different stories. Bring people onto a plan as viewer, commenter or editor, and export it when agreed.
See how reporting worksA budget nobody has to maintain
Actuals are read from the records the accounts read. Progress moves as the work happens, so the budget and the books cannot disagree.
Controlled the way everything here is controlled
Questions people ask first
Do I have to keep the budget updated?
No. Actuals come from the same records the accounts read, so progress moves as the work happens and the budget cannot disagree with the books.
What can I budget?
Sales, purchases, expenses, production, payroll and cash, rolled into one plan or read on their own.
Can I budget per location?
Yes, and per item and per period, so a plan for one location is a real plan rather than a share of a total.
Can more than one person work on it?
Bring people on as viewer, commenter or editor. Budgets are argued over, so commenting on a line and attaching the workings matters more than locking it.
Can I share it with somebody outside?
Yes, read-only, without giving them an account, and you can withdraw it again.
Can I see how a period is tracking part way through?
Target against actual, over any period, at any point in it, so a location going under is visible while there is still something to do.
Does it keep old versions?
Changes and comments stay with the plan, so how a number arrived at its final figure is still answerable months later.
Can I budget in quantities rather than money?
Yes. Revenue, quantity and count are all measurable, so a target of units made or customers served works the same way.
What do I need alongside it?
The books, because actuals come from them. Beyond that, budget whatever you have switched on.
Can I export it?
Yes, and bring one in, so a plan built in a spreadsheet does not have to be retyped.
Set a target and watch it move
Set a budget for a location, then raise something against that location and watch the progress change.