Sage Intacct Is Powerful for Accounting.
Budgeting Requires More.

Sage Intacct excels at transactional accounting, financial reporting, and dimensional visibility. But budgeting and forecasting demand a collaborative planning layer — one built for structured input, approvals, modeling, and cross-department alignment.

Many nonprofit organizations using Sage Intacct still rely on spreadsheets to collect budgets, consolidate data, and manage approvals — creating version chaos and unnecessary cycle time.

Spreadsheet-Based Budgeting • Multiple versions • Manual consolidations • Limited approvals • Static annual plans Time-consuming & fragile

Dynamic Budgets: The Planning Layer for Sage Intacct

Dynamic Budgets integrates directly with Sage Intacct via secure APIs — importing dimensions, GL accounts, and actuals while exporting approved budgets back. Your accounting and planning systems stay aligned.

Unlimited Users

Enable true department collaboration without licensing bottlenecks.

50–80% Faster Budget Cycles

Clients report major reductions in budgeting time and consolidation effort.

Driver-Based & Scenario Planning

Move beyond static annual budgets with rolling forecasts and what-if modeling.

Approval Workflows & Audit Trail

Govern submissions with structured approvals and full change history.

How Sage Intacct & Dynamic Budgets Work Together

  • Sync dimensions and actuals from Intacct
  • Plan by fund, program, department, or entity
  • Run rolling forecasts with real-time updates
  • Export approved budgets back into Intacct

The result: accounting accuracy + collaborative planning + strategic clarity.

Sage Intacct Actuals Dimensions Dynamic Budgets Collaborative Planning Rolling Forecasts Approvals

Dynamic Budgets is nonprofit budgeting software for Sage Intacct organizations that need collaborative planning, fund and grant budgeting, scenario modeling, and structured approval workflows — without relying on disconnected spreadsheets or complex CPM platforms.