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 reporting with precision.

But when budget season arrives, most teams find themselves exporting data into spreadsheets, emailing files back and forth, and manually reconciling inputs from department heads who are working in different versions of the same document.

That gap between what your ERP does and what your planning process needs is where Martus comes in.

Martus integrates with Sage 300 to replace disconnected workflows with a centralized planning environment that works directly with your financial data.

A structured budgeting process

Martus replaces spreadsheets with a single solution where teams can input, review, and adjust budgets in real time. Finance stays in control of the process while department leaders contribute where they should – without compromising data integrity or accessing confidential or sensitive information.

The result is cleaner data, faster planning cycles, data-driven decisions, and fewer surprises at consolidation.

Martus transforms Sage 300 data into actionable insights

Martus pulls your Sage 300 financial data into meaningful, easy-to-navigate dashboards and reports. Finance teams can compare actuals to plan, analyze performance trends, and surface variances without spending hours manually preparing data or reformatting exported files.

Leaders get clearer visibility into financial performance and potential outcomes and can respond quickly when conditions change.

Forecasting and scenario planning built on reliable data

When your forecast is built on data you can trust, planning ahead gets easier. Martus connects to your Sage 300 actuals so your scenario models and rolling forecasts reflect what is happening in your business today – not three exports ago.

A planning system that scales with your organization

As your organization grows, spreadsheet-based planning becomes harder to manage and easier to break. Martus scales with you by supporting users, departments budgets, and organization-level personnel budgeting without requiring a change to your core ERP.

How the Integration Works

Martus integrates directly with Sage 300 to create a connected planning environment. Your Sage 300 chart of accounts, financial data, and GL activity flow into Martus, where your team can build budgets, run reports, and model scenarios — all without leaving the platform or manually exporting data between systems.

Implementation is straightforward, and Martus's onboarding team handles configuration and setup so your team can get up and running quickly.

Ready to Extend What Sage 300 Can Do?

Sage 300 is the right tool for managing your finances. Martus is the right tool for planning around them. Together, they give your finance team a complete picture, a faster budgeting process, and clarity for the decisions that matter most.

Learn more about the Martus and Sage 300 integration