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.

The GL is clean. The funds are tracked. The audit trail is solid. But when it's time to build next year's budget, get department heads aligned, or show leadership a real forecast, the process involves spreadsheets, email threads, and manual consolidation that no amount of accounting rigor can fix.

Martus strengthens MIP's capabilities by streamlining budgeting, forecasting, and reporting, so the whole organization can plan together.

MIP + Martus: Better Together

The Martus + MIP Cloud API integration connects your accounting data directly to a purpose-built financial planning environment. Your chart of accounts, dimensions, and GL activity flow into Martus automatically, so your team can focus on planning and reporting instead of data management.

Integration Features

Together, Martus and MIP help finance teams plan collaboratively, improve visibility, and create a more strategic financial process. Features include:

• Sync chart of accounts, dimensions, and GL activity
• Drill down into transaction-level detail
• View vendor and transaction name information
• Support for multiple entities
• Support for up to 8 MIP dimensions/segments
• Cash flow forecasting and projected balance sheet capabilities available with Premium subscriptions

Flexible Planning & Reporting

Martus supports the dimensions and segments configured in MIP, helping finance teams build reports and budgets that align with their operational structure and goals.

Examples may include:

• Departments
• Programs
• Projects
• Grants
• Funds
• Locations
• Cost centers
• Custom dimensions

This flexibility allows organizations to create reporting structures that reflect how they actually organize and manage the business.

Best-in-Class Financial Planning Without the Complexity

Martus helps organizations move beyond static budgeting processes and create a more collaborative, forward-looking approach to financial planning.

With Martus and MIP, your team can:

• Reduce manual spreadsheet consolidation
• Improve budget accuracy and accountability
• Gain clearer visibility into financial performance
• Simplify cross-functional planning
• Save time during budget cycles and reporting periods

Using On-Premise MIP?

Not on MIP Cloud yet? Martus also supports on-premise MIP users through a file-based integration. You can still take advantage of better budgeting, reporting, and planning tools regardless of where your data lives — and when you're ready to move to the cloud, Martus moves with you.

Planning That Goes Beyond the Budget

For organizations ready to move from reactive to strategic, Martus Premium unlocks advanced forecasting tools — including cash flow forecasting, projected balance sheets, scenario planning, and what-if modeling.  Finance leaders who connect Martus and MIP are well prepared to support organizational growth, shifting priorities, and whatever comes next for their team.