Best-in-class planning technology

Say hello to smarter planning and budgeting

Get your plans, budgets, and forecasts in one place, and reduce FP&A by 50%. Wave goodbye to multiple spreadsheets, errors, and untracked emails, and let Sage Intacct Planning do the heavy lifting.

A cloud planning application that automates it all.

Deliver financial insights faster and easier, in multiple currencies.

Get a secure and collaborative solution with numbers you can trust.

Reduce processing costs

Software that cuts budget creation time

Overcome the challenges of planning and budgeting processes with Sage Intacct Planning. Free up time to focus on your strategy and analysis with spreadsheet-like formulas and intuitive functionality at your fingertips.

Increase the scope and depth of your budget.

Put 'what if' scenario modelling, reporting, and data visualisation to work.

Automatically scan and import invoices into Accounts Payable.

Flexibly plan, budget, and forecast to make decisions in real-time.

Sage Intacct Planning is built on AWS and uses 95% renewable energy!

Powerful planning tools

Intelligent planning wizard

Syncs your GL data and dimensions, and guides you through planning setup in minutes.

Connected Actuals

Sync actual data into your current models.

Guided tours & walkthroughs

Easily learn, navigate, and use — ensuring a fast learning-curve.

Rolling forecasts

Modify plans and pivot strategies as business conditions change.

Collaborate

Engage your team for trusted planning and accountability.

Advanced capabilities

Built-in financial intelligence and calculation logic
Ensure formulas are always calculated correctly and consistently.

Advanced modelling
Customise planning for any use case and any department.

What-if scenario modelling
Evaluate multiple options and variables simultaneously.

Financial reports and dashboards
Understand what’s driving business performance.

Multi-currency planning and reporting
Collaborate with budget owners from any location.