Daniel Havey
Excel Budgeting on Cloud for Banks

This article will focus on Excel Budgeting on Cloud for Banks.

 

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Nothing is easier than Excel – When it comes to budgeting for a bank, it all starts with the balance sheet.  The main component of a bank’s revenue comes from the interest earned from loans and paid on deposits.  To budget interest, you will need to figure out what the existing loan and deposit balances will look like over the next several months.

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Hanna Kim
Excel- and Web-based Budgeting for Microsoft Dynamics GP

This article will focus on platform options when investing in a new budgeting tool.

budgetingfordynamicsgp

Look, it seems like I’ve talked about anything and everything about budgeting so I went directly to the source – a team of consultants. I asked them what the common problem they face with their clients when it comes to budgeting, and surprisingly, they all had the same answer. The majority of their clientele has never had a professional budgeting system, nor did they have a satisfactory budget model that reflected how their business operates. As mentioned in the budget tools for Microsoft GP users replacing Forecaster article, there are around 48,000 GP customers out of 200,000 Dynamics ERP users, and if your company is either one of the 2,000 companies using Forecaster as a budgeting tool or one of the 90% or more organizations who create their budget in homegrown Excel models, this article is for you. In this article, I will discuss Excel- and Web-based Budgeting for Dynamics GP. Continue reading

Hanna Kim
Excel-based Budgeting Tools versus Web-based Budgeting Tools (Budgeting Series)

This article focuses on the difference between Excel-based and Web-based budgeting tools.

Choosing the right budgeting tool is extremely important for a growing company. Many financial companies use homegrown Microsoft Excel models extensively in their budgeting, but there are some limitations that are inherent in the application. I admit Excel is a great tool for modeling and analysis, but it is not the best tool to use for budgeting. Software companies are developing commercial budgeting tools that are Excel-based and Web-based to stay familiar with the features and functionalities that most professionals are accustomed to. In this article, we will explore the advantages and the drawbacks of both Excel-based and Web-based budgeting tools that organizations experience. This article is the third installment of our series on budgeting: Excel-based Budgeting Tools Versus Web-based Budgeting Tools.

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Hanna Kim
Best Budgeting Tools for Microsoft Dynamics GP Users Replacing Forecaster

This article will focus on Forecaster and the options for investing in a new budgeting tool.

Photo taken from Shutterstock.

Photo taken from Shutterstock.

Have you been using Forecaster to budget your finances? Microsoft recently made the announcement that Forecaster will not be available or supported for new Microsoft Dynamics GP 2016 customers. There are around 48,000 GP customers of out of 200,000 Dynamics ERP users, and around 2,000 organizations are using Forecaster in their budgeting procedures. Therefore, companies who have used Forecaster as a budgeting tool are looking for an alternative.

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Matthew Felzke
Budgeting for Sage 500

This article will discuss the features and functionalities of the most dynamic, easy-to-use third party budgeting and forecasting tools for Sage 500.

Budgeting is such a crucial process that is usually a logistical challenge because most teams have traditionally been linking spreadsheets together manually, but there are modern solutions that change that.  Independent software vendors (ISVs) are producing more efficient, more modern tools to meet today’s budgeting demands.  Like most organizations, you have probably outgrown a homegrown Excel budgeting process, so it might be a great time to look at ISV planning solutions to upgrade and expand your planning tasks.  The best of today’s planning solutions enable you to facilitate secure collaboration, with the ability to eliminate tedium as a budget manager and distribute ownership to your budget team.

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Matthew Felzke
Sage Active Planner Replacement Alternatives

In this article, replacement alternatives for Sage Active Planner will take center stage, specifically focusing on modern budgeting and forecasting solutions that expand your Sage experience.

Whether you’re budgeting, forecasting, or modeling for your organization, you need historical actuals and projected figures, so you can build a plan to navigate challenges and seize opportunities in the coming months, quarters, and years.  A lot of Sage customers default to Sage Active Planner when choosing a planning tool despite that it is aging and despite the limitations or issues you might read about if you do a quick search on the internet.  However, there are several budgeting tools available for Sage customers that can upgrade your planning functionality, whether that be homegrown, native Sage ERP abilities, or an independent software vendor (ISV) offering.  This article will discuss your best options for replacing Sage Active Planner.

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Matthew Felzke
Budgeting and Forecasting Solutions for Sage 300

This article will discuss your software choices for budgeting and forecasting tools that streamline and turbo charge your planning processes and Sage 300 experience.

Regardless of whether it is budgeting, forecasting, or modeling for your company, you will need actual historical numbers and projections, so you can craft a strategy to overcome obstacles and maximize opportunities in upcoming months, quarters, and years.  There are a number of software solutions for Sage 300 customers that dramatically expand your budgeting abilities, whether you design something yourself, rely on native Sage 300 capabilities or a third party budgeting tool.  I will lay out some of your best options in this article for today’s budgeting, forecasting, and modeling with Sage 300 data.

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Matthew Felzke
Best Budgeting Solutions for Sage 300

Independent budgeting software vendors (ISVs) are bringing more business user friendly, secure, and powerful tools to market for Sage 300 users.  This article will discuss the features and functionalities of the best planning tools for Sage 300.

Budgeting is such an important task that also tends to be logistically challenging because we’re used to manually linking spreadsheets together, but there’s good news.  Third party software vendors are producing smarter, streamlined tools for today’s budgeting and forecasting needs.  If you’re like most companies, you are outgrowing the homegrown, manual Excel budgeting processes, so it might be time to look at your ISV planning solution options for upgrading your budgets and forecasts.  The premier modern planning tools empower you to organize secure teamwork, distributing ownership to contributors and less mess as a budget manager.

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Matthew Felzke
Best Budgeting Solutions for Sage X3

Third party budgeting software vendors are competing to make their Sage X3 add-ons more powerful, more secure, and easier to use.  This article will explore what to look for in today’s best budgeting solutions for Sage X3.


I’m just going to cut to the chase: for most people, budgeting is a dreaded task because it can be logistically messy, tedious due to the traditional process of manually linking together spreadsheets, but your outlook will drastically improve with modern budgeting and forecasting tools, by independent software vendors (ISVs).  If you’re a company of a healthy size, you’re likely outgrowing manual Excel budgets, so take note of third party planning tools to accelerate and improve your process.  Today’s best budgeting solutions invite you to facilitate secure collaboration, offering ownership to contributors and less tedium as a budget manager.

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