Healthcare & Senior Living Budgeting for Sage Intacct Organizations

Healthcare providers, senior living communities, and multi-location care organizations face unique budgeting challenges — fluctuating census, staffing ratios, reimbursement changes, regulatory requirements, and multi-entity reporting.

While Sage Intacct provides powerful financial accounting and dimensional reporting, budgeting often still happens in spreadsheets — creating consolidation delays and limited visibility across locations.

Dynamic Budgets extends Sage Intacct into a collaborative, driver-based planning platform built for healthcare complexity.

Healthcare Budget Drivers • Census & occupancy rates • Staffing ratios & payroll • Reimbursement assumptions • Multi-entity rollups • Regulatory reporting

Purpose-Built for Healthcare & Senior Living Finance Teams

Census-Driven Revenue Modeling

Build revenue projections based on occupancy, payer mix, and reimbursement assumptions — not static spreadsheets.

Automated Payroll & Staffing Planning

Model staffing levels, wage adjustments, overtime, and benefits with driver-based headcount planning.

Multi-Entity & Location Consolidation

Consolidate communities, departments, or care facilities with dimensional alignment to Sage Intacct.

Unlimited Department Participation

Allow community administrators and department heads to participate in budgeting — without added licensing cost.

Seamless Integration with Sage Intacct

  • Import GL accounts, dimensions, and actuals
  • Plan by entity, department, location, or service line
  • Run rolling forecasts updated with real-time data
  • Export approved budgets back to Intacct

The accounting layer stays in Intacct. The planning layer becomes structured, collaborative, and dynamic.

Sage Intacct Actuals Dimensions Dynamic Budgets Census Forecasting Payroll Planning Scenario Modeling Approval Workflows

Results Healthcare Organizations Report

  • 50–80% reduction in budgeting cycle time
  • Improved visibility across communities and service lines
  • More accurate census-driven forecasting
  • Greater engagement from department leaders
  • More time for strategic analysis instead of consolidation

Dynamic Budgets is healthcare and senior living budgeting software for Sage Intacct organizations that need collaborative planning, census-driven forecasting, staffing and payroll modeling, and multi-entity consolidation — without relying on disconnected spreadsheets or complex enterprise CPM systems.