Frequently Asked Questions

Martus is a cloud-based budgeting platform designed to streamline budget creation, execution, and analysis. In simpler terms, it’s a budgeting tool made to do away with frustrating spreadsheets! 

But Martus doesn’t just do budgets.

Our platform also performs forecasting and real-time reporting, allowing you to make data-driven decisions with ease. With Martus, you can track your financial performance, identify trends, and adjust your plans on the fly. It offers a user-friendly interface and powerful features to help organizations of all sizes manage their finances more effectively and efficiently.

Martus streamlines the budgeting process by bringing everything into one easy-to-use, cloud-based platform.

With Martus, organizations and businesses can effortlessly create, execute, and analyze budgets. The platform offers intuitive tools for setting up budgets, allocating funds, and reviewing your financial health in real-time. 

Plus, with features like automated calculations, variance analysis, and multiple budget scenarios, you can make informed financial decisions quickly and easily.

Unlike Excel, Martus is designed specifically for budgeting, forecasting, and financial reporting in small businesses and non-profit organizations, providing specialized tools and features that Excel lacks. 

Excel can become less efficient as more data is added to a spreadsheet. It’s also difficult to scale an organization with Excel, because the more departments and budgets you add, the more complex managing them in a spreadsheet becomes. 

Martus stores your organization’s financial data in one secure, cloud-based platform, ensuring everyone has access to up-to-date financial data without the hassle and confusion of a manual spreadsheet.

Another great feature is real-time collaborative budgeting. Multiple users can work in Martus simultaneously, making it easy for teams to collaborate in real-time without worrying about conflicting versions of the same document.

Last, Martus offers advanced budgeting and forecasting tools that are either too complex or impossible to create in Excel without extensive customization.

Martus offers robust forecasting features that help your organization by using today’s data to strategically plan for the future.

Multi-year forecasting can help plan long-term financial strategies, identify donor trends, and help develop proactive approaches for potential income or funding changes. 

Martus also supports what-if analysis, enabling nonprofits to evaluate the financial impact of potential business decisions by simulating different scenarios. By inputting variables relevant to the proposed decision, organizations can see the projected financial outcomes, helping nonprofits understand how each potential path forward would impact their bottom line.

Yes, the Personnel Budgeting module is an optional module of Martus. Personnel Budgeting allows you to develop payroll budgets in detail, then post payroll-related totals to your budgets.  Personnel budget numbers can also be uploaded into Martus via Excel without purchasing the Personnel Budgeting module.

 Martus automatically syncs with your accounting system nightly!*  You can also do on-demand updates at any time.*

For API-based integrations, we’ll provide complete instructions and walk you through the process of connecting Martus to your accounting system. If your accounting system doesn’t offer an API, we’ll work with you to map your data and upload it into Martus.

*This applies to integrations with Intacct, Sage 100, QuickBooks, Microsoft Business Dynamics 365, and Financial Edge NXT. Other accounting systems, such as Shelby and ACS, don’t offer an API for nightly updates, so those updates are performed manually as often as you wish.

Martus automatically syncs with your accounting system nightly!  You can also do on-demand updates at any time.

(This applies to integrations with Intacct, QuickBooks, and Financial Edge NXT. Other accounting systems, such as Shelby and ACS, don’t offer an API for nightly updates, so those updates are performed manually as often as you wish.)

Yes. Access is controlled at the Martus function and the accounting system dimension level. You can also further restrict access to certain accounts and/or limit drill-downs on certain accounts.