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Get the latest Martus news, plus tips, guides, and best practices from experts to help you
streamline budgeting, reporting, and forecasting. 

Unlock the Full Potential of Sage 50 with Martus

Sage 50 helps organizations manage their accounting. But when budget season arrives, many finance teams still rely on a collection of spreadsheets to...

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What Separates a Scalable Advisory Practice From a Spreadsheet-Heavy One

Why Is Scaling Advisory Services So Hard for Accounting Firms? Talk to accounting firms today, and you’ll hear a consistent theme: everyone wants to...

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The Spreadsheet Tax: Building a Business Case for Martus

When leadership sees a proposal for budgeting, the first question is often: How much will it cost? That is a fair question, but it is not a complete...

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How to Find Spreadsheet Bottlenecks in Nonprofit Budgets in 7 Steps

When your budget cycle drags on for weeks (or months, in some cases) and department heads dread opening shared files, the problem usually isn't your...

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7 Nonprofit Budgeting Software Pitfalls to Avoid

Nonprofit finance leaders face a constant balancing act: tracking restricted funds, coordinating across departments, and producing board-ready...

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How to Build a Board Report Leadership Will Actually Read

You’ve seen the looks. T h e glazed-over eyes. The polite nods. The “Can we circle back to that ?” deflection when you present the financial report...

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New Tax Rules, New FASB Guidance, New Board Questions: Is Your Nonprofit's Budget Ready?

I've come to believe that uncertainty, handled well, can be a gift. Not because it's easy, but because it forces you to plan for more than one...

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What Should a Church Board Report Include? Telling The Story Behind the Numbers

Church board reports should do more than show what happened financially. They should help leaders understand why it happened, what it means, and what...

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Martus Solutions Names Taylor Macdonald CEO as Founder Bill Cox Becomes Chair Emeritus

GREENVILLE, S.C., July 15, 2026 — Martus Solutions today announced that founder Bill Cox is transitioning from his role as chief executive officer...

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Martus Wins Gold Globee® Award for Helping Nonprofits Budget with Confidence

Martus Solutions has been named a Gold Globee® Award winner for Best Non-Profit, Charity or Social Impact Industry Product in the 21st Annual 2026...

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Excel vs. Martus: Why Finance Teams Are Switching

Finance teams are moving from Excel to Martus because manual spreadsheets can't keep up with real-time forecasting, collaborative budgeting, and...

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Why Do Manufacturing Budgets Miss the Mark?

For years, finance leaders have voiced a common concern: department managers and division heads often lack the financial background, training, or...

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From ERP to FP&A: Better Sage 300 Budgeting

Sage 300 gives finance teams a strong foundation. The software handles the complexity of multi-entity accounting, project tracking, and operational...

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How MIP and Martus Work Together to Transform Financial Planning

Most finance teams using MIP aren't limited by their accounting software. They're limited by everything that happens around it.

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How Do You Create a Church Budget with Purpose, Not Precedent?

To overcome the friction of reactive financial planning, churches must shift from precedent-based spending to purpose-driven budgeting by aligning...

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Martus Networked for Good: From Junk to Jungle Preservation at Sage Future

What if a quick conversation at a conference booth could help fund wildlife conservation? At Sage Future 2026, Martus Solutions turned that idea into...

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Martus Brings Conversational AI to Budgeting, Turning Financial Data into Real-Time Answers

Martus Intelligence lets customers ask questions and access secure, fast insights—no custom reports needed

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Predict, Prepare, Pivot: Why Forecasting Needs to Evolve

If you’ve ever finished a budget and felt good about it, only to realize a few months later that it’s already outdated, you’re not alone.

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Cash Flow: The New Strategic Advantage

You hit your budget. You show a surplus. You still run out of cash. On paper, everything looks fine. Revenue is tracked, expenses are monitored,...

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Better Budgeting for DMOs: Say Goodbye to Spreadsheets and Hello to Growth

Destination Marketing Organizations (DMOs) have one core mission: Drive visitors, economic impact, and growth for their communities. But achieving...

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Why Labor Costs Catch Construction Companies Off Guard

For most construction companies, labor is often the single largest cost on a project.

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G2 Names Martus a Leader in Budgeting & Forecasting in Spring 2026 Reports

Our customers have long told us that Martus Solutions makes budgeting easier, collaboration smoother, and financial planning more strategic.

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The Financial Blind Spot Costing Senior Living Millions

Senior living operators track occupancy. They monitor labor. They review monthly financials. So why are so many still caught off guard? The biggest...

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Martus Solutions Welcomes Former Sage Intacct Executive Peyton Burch as Vice President of Channel Sales

Veteran channel executive to lead next phase of partner expansion and go-to-market enablement

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Martus Solutions Announces 2025 Partner of the Year Award Recipients

Martus Solutions is proud to announce the recipients of its 2025 Partner of the Year Awards, honoring partners who have demonstrated exceptional...

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The #1 Mistake Your Finance Team is Making That Slows Down Leadership

Budgeting is one of the most important financial planning activities an organization undertakes. It shapes business decisions, staffing plans,...

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Martus Solutions Accelerates Growth with Strong ARR Gains, Expanding Customer Base, and AI-Driven Product Innovation

GREENVILLE, S.C.,Jan. 22, 2026 --Martus Solutions, the leading budgeting and reporting platform for mission-focused organizations, today announced...

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Top 10 Budget Issues Facing Associations and Ways to Fix Them

Budgeting within associations presents unique challenges but it’s a crucial planning step that helps to ensure financial sustainability and mission...

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What Hidden Costs Are Driving The Personnel Budget?

Personnel expenses typically account for 60–70% of a nonprofit's total budget, but salary alone doesn't capture the full cost. Hidden drivers like...

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AI-Driven Financial Planning: Use Cases, Challenges, and Future Trends

Does your finance team spend countless hours each month updating budgets manually? Is it tedious, time-consuming, and prone to errors?

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Clarity in Motion: Why Nonprofits Are Investing in Efficiency Amid Uncertainty

Across the nonprofit sector, the math isn’t adding up. Inflation has driven up operating costs, funding hasn’t kept pace, and donor behavior remains...

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Why More Finance Teams Are Choosing Martus for Budgeting and Forecasting

Record 2025 Q3 underscores growing demand for tools that align teams, save time, and streamline decision-making.

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4 AI Tools for Finance and Accounting (Reviewed & Ranked)

There's no doubt that AI is reshaping the way organizations manage their finances. AI-based tools make financial processes faster, more accurate, and...

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Spreadsheet Horror Stories: 5 Common Pitfalls (and How to Fix Them)

Every finance team has one: a spreadsheet so tangled, so over-versioned, so haunted by errors and ghost totals that on a dark and stormy night, it...

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Is AI in Budgeting and Forecasting the Future of Finance?

There’s no doubt that AI is transforming traditional budgeting and forecasting by replacing slow, manual processes with faster, efficient, and more...

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Navigating Financial Planning, Forecasting, and Reporting: A Nonprofit Guide

Nonprofit organizations are contending with a complex financial environment shaped by economic uncertainty, evolving donor behaviors, and rising...

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Budget Projection Explained: Methods, Benefits, and Challenges

Most nonprofit organizations typically stop at simple budgeting and forecasting, which deprives them of valuable insights into their future financial...

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Budget vs. Forecast: Which One Matters More for Business Growth?

Whether you have a newly started business or an established one, smart budgeting and forecasting are essential parts of your overall financial...

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5 Best Cash Flow Forecasting Tools: Features, Benefits & Top Picks

Proper cash flow forecasting is critical for nonprofit organizations looking for financial transparency and strategic clarity, but you must have the...

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Behind the Growth: How Martus Builds Partnerships That Last

At Martus, growth is more than numbers. It’s about trust, collaboration, and ensuring partners feel empowered to bring Martus to the organizations...

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Why ERP Integration Is the Key to Modern Finance Teams’ Success

Finance leaders face an odd paradox: their organizations invest heavily in ERPs and accounting systems, yet when it comes time to budget, forecast,...

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Best Budget Forecasting Methods for Accurate Budget Forecasting

Proper budgeting and forecasting help businesses and organizations control costs, allocate resources effectively, and stay aligned with their...

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Dimensional Accounting Guide: Benefits, Software, and Setup

Nonprofit financial accounting and management can be complicated, especially when using traditional accounting structures. These typically present...

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How to Create a Budget for a Nonprofit (Tools + Template)

Every other nonprofit organization often struggles with unpredictable funding, multiple program needs, and the pressure from stakeholders to maintain...

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Budget vs. Forecast vs. Actual - Avoid These Costly Errors

For most nonprofit professionals, a lack of alignment between the budget, forecast, and actuals can be concerning when the board asks for mid-year...

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Nonprofit Accounting 101 - Principles, Tools, and Challenges

Contrary to popular belief, nonprofit accounting isn't just about numbers. It's about transparency, accountability, staying focused on your...

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Top 3 Integrated Financial Planning Software: Features, Benefits & Cost

Like most nonprofits, you are probably struggling with error-prone spreadsheets, siloed data, and disconnected budget processes.

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How to Conduct a Budget Impact Analysis (Step-by-Step)

Evaluating the financial impact of a change, such as launching a new program or using a large grant, can be challenging for your nonprofit without an...

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How to Perform Budget Variance Analysis (Step-by-Step Guide)

Most nonprofit organizations often lack clarity on why actual expenses exceed their budget during their fiscal year.

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The Rise of AI in Financial Reporting: What's New, What's Changed, and What CFOs Need to Know

The Role of AI in Modern Finance Artificial intelligence (AI) helps with several general areas in modern finance. It helps manage fraud and risk,...

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Automated Reporting in Finance: Benefits, Tools & Best Practices

Is your nonprofit finance team struggling with time-consuming manual reporting, accuracy issues, and limited visibility into financial data? It's...

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Milestones, Momentum, and Meaningful Growth: A Q2 Update from Martus

Q2 2025 was a defining moment in Martus Solutions’ journey. We closed the quarter with 49% year-over-year growth in new annual recurring revenue...

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How to Perform Budget Analysis Effectively (Tools & Tips)

A well-timed mid-year budget analysis can be a game-changer for your organization, helping you avoid the risk of overspending on one program while...

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Nonprofit Expense Categories: Guide + Examples

As a nonprofit leader, you've likely seen organizations struggling with delayed grants, flagged audits, or loss of funders because of unclear expense...

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For Nonprofits, Storytelling with Data is the First Step Toward Smarter Budgets

If your board meetings feel like a tug-of-war between budget lines and blank stares, you’re not alone. Every nonprofit wants a solid budget strategy....

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Nonprofit Financial Management Best Practices Uncovered

Proper financial management is a defining characteristic of a successful nonprofit in an increasingly stressful environment. Your organization must...

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A Practical Guide to Not-for-Profit Financial Management

Not-for-profit financial management is notoriously difficult, thanks to limited resources, unpredictable sources of funds, unclear forecasts, fund...

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Nonprofit Finance Made Simple: Practices and Tools That Work

You've seen this before or perhaps even experienced it at your charity: You are all passionate about change through service to humanity. However,...

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Building a Future-Ready Finance Team: Developing T-Shaped Professionals

The future of finance is demanding more than traditional number-crunchers. Today’s finance teams need to be agile, tech-savvy, and strategically...

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Meet MAP: The Martus Accounting Program Built for Modern Accounting Firms

In today’s fast-changing accounting landscape, client expectations are rising while staffing resources remain tight. Firms are under pressure to...

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Best Accounting Practices for Nonprofits - Top Tips

Accounting isn't the most glamorous activity for nonprofits, but it's key to running your organization smoothly. Whether for routine financial...

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3 Ways to Make Your Nonprofit Budgeting More Dynamic, Collaborative, and Accurate

Budgeting should power your mission, not slow it down. For many nonprofits, budgeting feels like an uphill battle—outdated spreadsheets, unclear...

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Accounting for Charities - Essential Guide for Non-Profits

As a nonprofit professional, your strengths are likely fundraising, managing volunteers, and working with beneficiaries. While these capabilities are...

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Nonprofit Chart of Accounts - All You Need to Know

Nonprofit accounting is uniquely difficult given the need to maintain accountability and comply with complex public, governmental, and donor...

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Nonprofit Budget Categories - Master the Essentials

Managing your nonprofit budgets can feel like juggling—with competing priorities, limited resources, inputs from multiple teams, and constant...

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Don't Overlook This One Tool When Replacing Your Accounting Software

When your organization is evaluating new accounting or ERP software, there’s a lot to consider—data migration, implementation timelines, training...

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Nonprofit Budgeting Software: Features, Benefits, and Top Picks

Every dollar counts in not-for-profit organizations. Therefore, unlike for-profits, nonprofits must maintain grant records, track donations, and...

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Nonprofit Budgeting: Types, Strategies, and Tools Included

The National Council of Nonprofits reports that 92% of organizations manage budgets of less than $1 million annually, with 88% spending less than...

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5 Best Budget Forecasting Tools Ranked and Reviewed

If you are like most nonprofits, associations, or for-profit businesses, your current budgeting, forecasting, and reporting processes may look worn...

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List of Accounting Software for Nonprofits - Ranked

The fact that nonprofits rise and fall on their reputations makes accountability, transparency, and efficiency in financial management and reporting...

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How to Build Trust With Donors: 5 Tips for Nonprofits To Communicate Financial Confidence

If you’ve ever had a donor ask, “Where exactly is my money going?”—you know how critical trust is to nonprofit success. Today’s donors are more than...

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More Than a Milestone: Martus Launches ReportBuilder Assistant and Reaches 1,000 Customers

At our inaugural Martus Momentum event—held just ahead of the Sage Future conference—we took the stage with two exciting announcements that signal a...

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Teach Reporting First, Then Nonprofit Budget Strategy

For nonprofits, the numbers only work when the story makes sense. You’re gearing up for budget season. There are goals to hit, funds to allocate,...

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The 5 Imperatives of Budgeting, Forecasting, and Reporting

In today’s volatile economic climate, financial clarity isn’t just a competitive advantage—it’s a necessity. Whether you're steering a startup...

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Drowning in Spreadsheets? How This Little API Brings Your Financial Data to Life

Nonprofit finance teams are no strangers to the frustration of staring at overwhelming spreadsheets, struggling to translate rows of numbers into...

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Collaborative Budgeting: The Key to Empowering Nonprofits

Nonprofit budgeting is more than a financial process—it’s a mission strategy. And yet, for many organizations, budgeting still feels like an...

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Inside Our Record-Breaking Q1: Growth, Recognition, and What’s Next for Martus

Q1 2025 wasn’t just our best quarter yet - it was a milestone that marked the next chapter of growth for Martus Solutions, our partners, and the...

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Martus Solutions Breaks Q1 Growth Records, Expands Partnerships, and Launches Inaugural Customer and Partner Event

Greenville, SC, April 10, 2025 - Martus Solutions, the company redefining how finance teams budget, forecast, and report, has announced its most...

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Visit Martus at Microsoft Directions 2025, Booth 344 for Smart Financial Tools

Martus Solutions is excited to announce our participation in Directions North America 2025, the premier Microsoft Dynamics 365 Business Central...

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Nonprofit Collaborative Budgeting: Aligning Financial Strategy with Mission Goals

Nonprofits know all too well the importance of making every dollar count. With tight budgets and high expectations to deliver measurable impact,...

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Why Partnering with Martus Solutions is the Right Choice for You and Your Customers

Partnering with Martus Solutions offers organizations the opportunity to enhance their clients' financial technology stack with advanced budgeting,...

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Discover a Smarter Way to Budget, Forecast, and Report

If you’re frustrated with the limitations of spreadsheets - data silos, manual entry errors, time-consuming reconciliations, and a lack of...

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Eliminate Spreadsheet Headaches: Smarter Budgeting and Reporting for Sage 100 Users

Overcoming Budgeting Challenges in Sage 100 For businesses using Sage 100, budgeting can feel like a cumbersome, spreadsheet-heavy process filled...

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Data Visualization in Nonprofit Finance: Tools for Clarity and Impact

In nonprofit finance, communicating numbers is only part of the equation. What truly makes an impact is presenting financial data in a way that’s...

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5 Signs Your Sage 100 Budgeting Needs an Upgrade

Is Your Budgeting Process Holding You Back? For many businesses, Sage 100 remains a reliable and trusted ERP system, offering robust accounting and...

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Martus Solutions Celebrates Record Growth and Unveils Latest Integration at Acumatica Summit 2025

FY24 success drives strategic partnerships, innovative features, and a new Acumatica integration to empower financial teams with smarter, faster...

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Enhance Church Financial Management with Martus

Churches are called to steward their resources wisely, ensuring every dollar supports their mission. But outdated tools like spreadsheets can make...

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Make 2025 the Year Your Nonprofit Thrives: Get The Guide Now!

As a nonprofit leader, you know the stakes: every dollar must go further, every decision must align with your mission, and every team member must...

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2025 Trends in Nonprofit Budgeting: What’s Changing and How CFOs Can Lead

The days of static annual budgets are over. Nonprofits are entering 2025 with a new reality: agility, collaboration, and real-time insights are no...

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5 Ways Spreadsheets Help Your Organization—and 1 Way They Can’t

Spreadsheets have been a staple in organizational management for decades. Their flexibility and accessibility make them indispensable for many tasks....

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Celebrating 15 Years of Martus: A Journey of Vision, Dedication, and Growth

Bill Cox, the founder of Martus, didn’t set out to create a software company. Growing up in a rural town, his aspirations were grounded in the idea...

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Record-Breaking Q3 for Martus! SOC 2 Compliance, New Features, and Unmatched Growth Fuel Our Momentum

Martus Solutions is proud to announce a record-breaking third quarter in 2024, marked by growth in new customer acquisitions, an 88% QoQ increase in...

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Unlock the Full Potential of Sage 100 with Martus

For Sage 100 users, financial management is central to everyday operations. With Martus’s new integration for Sage 100, organizations can take...

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Mastering Financial Reports: Essential Elements for Effective Analysis

When it comes to board-level reporting, delivering timely, relevant information is essential for facilitating informed decision-making. Reports...

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Martus Solutions Transforms Financial Planning for Microsoft Dynamics Users with Seamless Integration and Advanced Automation

Martus Solutions, a leader in budgeting and reporting software, is expanding into the Microsoft ecosystem by offering a fully integrated solution...

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Martus Names Wipfli and Giuntabell as 2023 Partners of the Year

Martus Solutions is proud to announce Wipfli and Giuntabell as the recipients of the 2023 Partners of the Year award. This annual recognition...

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How Collaborative Budgeting Software Transforms CFO Leadership

Let’s face it—today’s CFOs are no longer just gatekeepers of company purse strings. Financial strategy is directly tied to business growth, and CFOs...

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Personnel Budgeting in Martus: A Step-by-Step Guide

Imagine a budgeting system where you can confidently plan for every staffing scenario—new hires, pay adjustments, and even vacancies—without the...

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Martus Launches New Partner Program Focused on Strengthening Partner Capabilities and Fueling Joint Growth

The budgeting and planning software market is poised for robust growth estimated at 10-15% over the next five years driven by technological...

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8 Signs Your Organization has Outgrown Spreadsheets for Budgeting

Financial transparency and efficiency are paramount. As your organization grows, the tools you once relied on, like spreadsheets, may no longer...

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Unlock Financial Success with Collaborative Budgeting: A Nonprofit Guide

Navigating the complex financial landscape of nonprofit management can be daunting. The "Nonprofit Guide to Collaborative Budgeting: Harnessing...

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Martus Celebrates Record Q2 Growth Amid New Integrations

Martus Solutions, a leading provider of mid-market collaborative budgeting and reporting software, proudly announces a record-breaking second quarter...

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G2 Names Martus a Top Software for Budgeting and Reporting in Summer 2024 Reports

Greenville, SC, July 11, 2024 – Martus Solutions, a leader in budgeting and reporting software for nonprofits and businesses, proudly announces its...

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Martus Expands Leadership Team To Meet Growing Demand For NonProfit Budgeting And Reporting Solutions

Leading software company rounds out its leadership and completes SOC 2 Type 2 audit to support exponential growth

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SOC 2 Compliance & Why It Matters For Budgeting Software

In an era where data breaches and cybersecurity threats are unfortunately so common, robust data protection is crucial for budgeting software and...

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Martus Solutions Honored As Sage Australia Marketplace Partner of the Year for Third Consecutive Year

GREENVILLE, SC [Jan. 25, 2024] — Martus Solutions, a leading provider of budgeting and reporting software, is thrilled to announce they were given...

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Unlocking Financial Stability With Cash Flow Forecasting

In today’s fast-paced economy, organizations of all sizes aim for one goal: financial stability. However, achieving that goal can be challenging. On...

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Personnel Budgeting 101: Tools & Best Practices

For many organizations, personnel costs are the most significant part of an organization’s budget. As businesses, nonprofits, schools, churches, and...

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Martus Solutions Helps Streamline Budgeting, Reporting and Forecasting to Support Finance Teams Amid Accountant Shortage

Key Capabilities include Martus Connector, custom reporting, and cash flow forecasting to shorten the budgeting process, create real-time reports,...

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Choosing The Right Collaborative Budgeting Tool For Your Accounting Tech Stack

The “one and done” approach to budgeting is a diminishing reality. Gone are the days of creating a budget, getting it approved, and then managing...

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Harnessing The Power Of Special Purpose Worksheets For Collaborative Budgeting

Collaborative budgeting is a powerful strategy for businesses, nonprofits, churches, and many other organizations. By empowering your team to take...

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Unlocking Nonprofit Success: How Prioritizing Reporting Drives Better Budgeting Outcomes

Why do some nonprofits start with reporting before budgeting—and see better results? For David Levenson, a longtime nonprofit consultant and finance...

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6 Tips To Help Organizations Transition To Collaborative Budgeting

Thanks to the power of cloud-based software, organizations are increasingly choosing collaborative budgeting for its accuracy, transparency, and...

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10 Reasons To Switch To Cloud-Based Budgeting

We all hear the phrase “in the Cloud” all of the time now, right? It says a lot about where we are in this digital age and the convenience it brings....

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8 Steps For Budgeting In A New Fiscal Year

Starting a new fiscal year soon? No matter if you’re operating a business, non-profit, religious institution, or organization, a clear budget is...

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5 Budget Forecasting Tips in the New Economy

For years, budgeting usually followed a standard pattern: review last year’s budget, compare that to performance, look at projections, and adjust...

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6 Ways To Streamline The Budgeting Process

An effective budgeting plan or process is needed for any organization to maintain its financial health. The ability to produce accurate budgets,...

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The Case for Collaborative Budgeting: Solutions & Tips

In today’s fast-paced and ever-changing landscape, effective budgeting is as important as ever. A well-crafted budget serves as the roadmap for an...

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