Budgeting and Forecasting for Organizations That Have Outgrown Excel 


Replace Hundreds of Budget Worksheets with One Centralized Planning Platform

Finance teams often struggle with:
  • Multiple budgeting workbooks
  • Version control issues
  • Manual consolidations
  • Formula errors
  • Delayed forecasts
  • Limited manager participation

Dynamic Budgets transforms spreadsheet-driven budgeting processes into a collaborative budgeting, forecasting, and reporting solution.

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Dynamic Budgets helps organizations that have outgrown spreadsheet-based budgeting replace hundreds of disconnected Excel workbooks with a centralized budgeting, forecasting, and reporting platform. Designed for complex budgeting environments such as healthcare, hospitality, restaurant groups, manufacturing, nonprofit, and multi-entity organizations. Dynamic Budgets enables finance teams and operational managers to collaborate more effectively, improve forecast accuracy, and make better financial decisions without the complexity of traditional enterprise planning solutions.


Built for Complex Budgeting Environments.

Unlike basic budgeting tools, Dynamic Budgets supports:
  • Driver-based budgeting
  • Multi-location budgeting
  • Multi-department budgeting
  • Multi-entity planning
  • Rolling forecasts
  • Scenario modeling
  • Operational budgeting
  • Financial reporting

Simple for Managers. Powerful for Finance.

  • Department managers can contribute budget data through a guided process while Finance maintains control over assumptions, reporting structures, calculations, and forecasting models.
  • This allows organizations to improve accountability without increasing administrative workload.

Industries We Serve


Healthcare Budgeting Software


Manage budgeting across hospitals, clinics, departments, service lines, cost centers, and healthcare networks.

Hospitality and Hotel Budgeting Software


Create occupancy forecasts, labor budgets, departmental plans, and revenue projections across multiple hotel properties.

Restaurant Budgeting Software


Build labor plans, food cost budgets, sales forecasts, and profitability models across multiple restaurants.

Nonprofit Budgeting Software


Manage budgets across grants, programs, departments, funding sources, and locations.

Association Budgeting Software


​​​​​​​Budget for memberships, events, programs, chapters, committees, and operational departments.

Education Budgeting Software


​​​​​​​Support budgeting for schools, districts, colleges, universities, academic programs, and administration.

Franchise Budgeting Software


Consolidate planning across franchise locations, brands, and operating units.

Property Management Budgeting Software


​​​​​​​Budget and forecast across multiple properties, facilities, regions, and portfolios.


Budgeting Software That Works With Leading ERP Systems:

Dynamic Budgets integrates with leading ERP and accounting platforms to streamline budgeting, forecasting, and reporting while eliminating manual spreadsheet consolidation.


Supported ERP Platforms

  • Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics GP
  • Microsoft Dynamics NAV
  • Acumatica
  • Sage Intacct
  • Oracle NetSuite
Dynamic Budgets integrates with Microsoft Dynamics 365 Business Central, Dynamics GP, Dynamics NAV, Acumatica, Sage Intacct, and Oracle NetSuite, allowing organizations to build budgets and forecasts using trusted financial data from their ERP system.

FAQ 


What is budgeting software?
Busdgeting software helps organizations create, manage, and analyze financial budgets. It replaces manual spreadsheet processes with centralized planning, forecasting, reporting, and collaboration tools.

What are the signs an organization has outgrown Excel for budgeting?
Organizations typically outgrow Excel when they manage multiple budget workbooks, struggle with version control, spend significant time consolidating data, require multiple department contributors, or need forecasting across entities, locations, and departments.

What industries benefit most from budgeting and forecasting software?
Organizations with complex budgeting requirements often benefit most, including healthcare systems, restaurant groups, hospitality companies, nonprofit organizations, manufacturers, and multi-location businesses.

How does Dynamic Budgets differ from spreadsheet budgeting?
Dynamic Budgets centralizes budgeting, forecasting, and reporting within a single platform, eliminating manual spreadsheet consolidation, reducing formula errors, improving collaboration, and enabling real-time reporting.
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What is driver-based budgeting?
Driver-based budgeting uses operational metrics such as labor hours, patient volume, occupancy rates, sales volume, or production capacity to automatically generate financial forecasts and budget projections.

What ERP systems does Dynamic Budgets integrate with?
Dynamic Budgets integrates with Microsoft Dynamics 365 Business Central, Microsoft Dynamics GP, Microsoft Dynamics NAV, Sage Intacct, Oracle NetSuite, and Acumatica.

Does Dynamic Budgets work with Business Central?
Yes. Dynamic Budgets integrates with Microsoft Dynamics 365 Business Central, enabling organizations to create budgets, forecasts, and reports using data directly from Business Central.

Does Dynamic Budgets work with Sage Intacct?
Yes. Dynamic Budgets integrates with Sage Intacct to simplify budgeting, forecasting, reporting, and financial planning across departments, entities, and locations.

Does Dynamic Budgets work with NetSuite?
Yes. Dynamic Budgets integrates with Oracle NetSuite to support collaborative budgeting, forecasting, and financial reporting processes.

​​​​​​​Does Dynamic Budgets work with Acumatica?
Yes. Dynamic Budgets integrates with Acumatica to provide centralized budgeting and forecasting while reducing spreadsheet dependency.
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