Beyond Spreadsheet-Based Budgeting

Why Organizations Choose Dynamic Budgets

User-Friendly for Finance and Budget Owners

Dynamic Budgets makes budgeting easier for Finance, department managers, operational leaders, and budget owners while maintaining centralized control and visibility.

Eliminate Spreadsheet Chaos

Reduce the risks associated with disconnected workbooks, broken formulas, version control issues, and manual consolidations through a centralized planning environment.

Faster Time-to-Value and Quick ROI

Improve budgeting and forecasting processes quickly without lengthy implementations, extensive consulting projects, or painful system redesigns.

Purpose-Built for Organizations That Have Outgrown Spreadsheet Budgeting

Dynamic Budgets was designed specifically for organizations that need more structure, visibility, and collaboration than spreadsheets can provide.

Unlimited Budget Contributors

Enable broad participation across departments, locations, entities, and business units without increasing administrative complexity.

Driver-Based Budgeting and Forecasting

Budget using the operational metrics that drive your business, including payroll, headcount, occupancy, enrollment, production, revenue, membership growth, and project activity.

Multi-Entity and Multi-Location Planning

Manage budgets across companies, departments, facilities, offices, properties, programs, and business units from a centralized platform.

Integrates with Leading ERP Systems

Leverage trusted financial information from Microsoft Dynamics 365 Business Central, Dynamics GP, Dynamics NAV, Sage Intacct, Oracle NetSuite, and Acumatica.

Keep the Budget Models You've Already Built

Many organizations have spent years refining sophisticated budgeting models in Excel.
These workbooks often contain:

• Driver-based calculations
• Payroll models
• Revenue forecasting assumptions
• Allocation methodologies
• Industry-specific planning logic
• Department budgeting processes

Most budgeting solutions require organizations to abandon these models and rebuild everything from scratch.
Dynamic Budgets takes a different approach.
You can continue leveraging the budgeting intelligence already built into your Excel workbooks while moving the budgeting process into a more secure, collaborative, and controlled environment.

Keep the Budget Model You Already Built

Many organizations have invested years refining complex budgeting models in Excel. They have built sophisticated formulas, driver-based calculations, allocation methods, payroll models, operational assumptions, and planning processes that are deeply embedded into their business.
Most budgeting solutions require organizations to abandon those models and rebuild everything within a new application.
Dynamic Budgets takes a different approach.
Our Excel Integration capability allows organizations to transform existing Excel budget workbooks into connected, controlled planning applications while preserving the calculations and business logic they already trust.
Instead of rebuilding your budgeting process from scratch, Dynamic Budgets helps you modernize it.

How It Works

• Import existing Excel budgeting workbooks
• Connect lookup cells directly to ERP data
• Preserve existing formulas and calculations
• Map outputs to financial reporting and budgeting processes
• Control edits, overrides, and approvals through role-based security
• Eliminate broken links, disconnected versions, and spreadsheet chaos

The Best of Both Worlds

Organizations can continue leveraging complex Excel-based budgeting models while gaining the benefits of a centralized budgeting and forecasting platform.
This approach is particularly valuable for organizations with sophisticated driver-based budgeting requirements, payroll planning models, operational forecasting assumptions, allocation methodologies, and industry-specific planning processes that would be difficult or costly to rebuild within a traditional budgeting application.
Dynamic Budgets provides the structure, control, and collaboration needed for enterprise planning while preserving the flexibility and familiarity finance teams value.

Organizations can continue leveraging complex Excel-based budgeting models while gaining the benefits of a centralized budgeting and forecasting platform.
This approach is particularly valuable for organizations with sophisticated driver-based budgeting requirements, payroll planning models, operational forecasting assumptions, allocation methodologies, and industry-specific planning processes that would be difficult or costly to rebuild within a traditional budgeting application.
Dynamic Budgets provides the structure, control, and collaboration needed for enterprise planning while preserving the flexibility and familiarity finance teams value.

Budgeting and forecasting software helps organizations create plans, update forecasts, compare actual performance against budgets, and improve financial decision-making.Financial Planning and Analysis (FP&A) software helps finance teams budget, forecast, analyze performance, and support strategic decision-making.A budget is a financial plan created for a specific period. A forecast is updated throughout the year to reflect changing business conditions and expected outcomes.A rolling forecast continuously extends future projections, allowing organizations to maintain visibility beyond the current fiscal period.Organizations often replace Excel due to version control issues, formula errors, limited collaboration, manual consolidation processes, and lack of audit trails.Yes. Department leaders can submit and manage budgets while finance maintains oversight and control.Yes. Dynamic Budgets supports budgeting, forecasting, reporting, and consolidation across multiple companies and entities.Yes. Dynamic Budgets integrates with leading ERP and accounting platforms, including Dynamics 365 Business Central, Dynamics GP, Sage Intacct, NetSuite, and Acumatica.Yes. Dynamic Budgets offers both an on-premise and a cloud-based budgeting and forecasting platform.Implementation timelines vary based on organizational requirements, but many customers experience a much faster deployment than traditional enterprise planning solutions.Yes. Dynamic Budgets is designed to support organizations as budgeting and planning requirements become more complex.

If your finance team spends too much time managing spreadsheets, consolidating data, or rebuilding forecasts, it may be time for a better approach.

Dynamic Budgets helps organizations streamline budgeting, improve forecasting accuracy, increase collaboration, and gain real-time visibility into financial performance, all within a solution purpose-built for budgeting, forecasting, and FP&A.

​​​​​​​Request a Demo today and discover how Dynamic Budgets can transform your budgeting, forecasting and reporting process.