Expense Budgeting Made Easy

Planning Maestro automates many of the time-consuming, labor-intensive activities involved in the budgeting and forecasting process enabling you to dramatically reduce budget cycle time and spend more time on data analysis.   There are no formulas to create, no workbooks to link, no circular references to contend with.   No time needs to be spent on continually auditing the data for corrupted formulas.  Planning Maestro offers you a reprieve from all those headaches enabling you to budget by "people and things", not "cells and formulas". 

One version of the truth

Planning Maestro offers a single centralized database, to manage all the elements that make up a budget plan including revenue, expenses, personnel, capital assets, loans and lines of credit.  All components of the budget are integrated to drive accurate financial reporting and analysis at any level of the organization.  

Planning Maestro comes with pre-built import templates making it easy and quick to upload data from any of your systems i.e. Accounting system ERP, HR, FAS and CRM to jumpstart your budgeting process.  Wizards, menus and drop down boxes with pre-defined spreads and schedules guide you through the budget process for revenue, expenses, personnel, capital assets, loans and lines of credit.  

Generate Balance Sheet and Cash Flow Statements Effortlessly while building your P&L Budget

Unique to Planning Maestro, you can set Accounts Receivable and Payable schedules globally or per line item.  So as you build your P&L budget, the system is automatically building your Balance Sheet and Cash Flow Statement completely synchronized and without any additional work on your end.  No other business performance management software offers this capability as seamlessly or effortlessly.

A Powerful, sophisticated Allocation Engine 

Calculating and managing the allocation process in Planning Maestro is ten-fold easier than spreadsheets or other formula-based tools.  Any driver can be available to use for top-down allocations. These can be hours worked, billable hours, sqaure foot, production hours, headcount, total expenses, total revenue or any account group.

• Allocations based on Periods - Users can easily have a different set of allocations for each period, per version
• Allocations based on Drivers - Users can select any 'user-defined' driver as a basis to proportionally allocate results
• Multi-tiered G/L, Data Group - Within each data record, users can allocate their result by multiple entities, G/L accounts and data groups
• Multi-tiered 'Bottom-Up' Calculations - A 'bottom-up" calculation is based on a customizable tiered results table. The user can apply the tiered results to any "based-upon calculations" to arrive at their desired results. For example, different sales commission rates can be based on sales volume.
  
  

Easy to use tool for the Non-financial Manager

The planning, budgeting and forecasting process cannot be successful if it is conducted in a vacuum or without collaboration from your managers.   Planning Maestro's "simple screen" is specifically designed for the non-financial user making it extremely easy to enter their budget and run reports.

An Excel-like grid enables users to easily enter their budget data for the part of the business they are responsible for.  Users can budget by any view structure, i.e. department, company and account.  All drivers are available for the users to call up to aid in building their budget.  The "simple screen" enables users to:

• Benchmark off of actuals, or any version, to build their budget
• Budget at any level of detail
• Key their data directly into the "grid" or grab pre-built schedules to spread the values 
• Use "advanced copy" function to increase/decrease monthly or annual amounts