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About Martus
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What is Martus?
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.
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How does Martus help with budgeting?
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.
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How is using Martus better than using a spreadsheet-based approach like Excel?
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. -
How can Martus’s forecasting features help my organization?
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.
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Does Martus offer personnel budgeting?
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.
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How does Martus connect to my accounting system?
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.
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How current is my data in Martus?
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.)
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Can I limit which users have access to certain data?
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.
Onboarding + Implementation
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I’ve signed my contract and I’m ready to kick off. What’s next?
After the kickoff, you’ll be able to start using Martus immediately – even before any training sessions! Our system is intuitive and easy to use.
Our onboarding process is fast and simple – most customers complete training within three calendar weeks, with some the entire implementation process is completed within as little as one week.
Martus helps you every step of the way. During your kickoff we’ll:- Complete your configuration
- Load your data
- Add your team as users for immediate access
- Review the training outline and schedule your training sessions
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How long does the implementation process last before we can start using Martus?
After the kickoff, you’ll be able to start using Martus immediately – even before any training sessions! Our system is intuitive and easy to use.
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My team and I need some training. What do we do?
Martus takes a train-the-trainer approach. We offer four or five 1:1 sessions (depending on subscription level) of one to two hours each. Martus also provides suggested reading for each session.
We can also offer customized end-user training at an additional cost, which can be added on anytime. Reach out to your customer service representative to discuss the best approach for your company’s needs.
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What happens if I need more user licenses?
Just let Customer Support know, and we’ll promptly increase your user limit. User licenses are sold in 5-user packs, and the annual cost is prorated so that all your licenses renew at the same time each year.
Support
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What kind of support does Martus include?
Your annual subscription includes email and telephone support, plus frequent software updates.
Our Support Team is available Monday through Friday, 8 AM until 8 PM Eastern Time, excluding holidays. Our response time commitment (SLA) is the next working day, although we expect to respond in a much shorter timeframe.
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Does Martus offer online help?
Yes! Martus has online help links throughout the software plus an extensive Knowledge Base with documentation, tutorials, recorded webinars, and brief videos for bite-sized learning.
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Can I limit which users have access to certain data?
Access is controlled at the function and dimension level. You can also further restrict access to certain accounts and/or limit drill-downs on certain accounts.
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What happens if I need more user licenses?
Just let Customer Support know, and we’ll promptly increase your user limit. User licenses are sold in 5-user packs, and the annual cost is prorated so that all your licenses renew at the same time each year.
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What if I forget my password?
The user can request their own password reset from the login screen or an admin user can send a login email to the user to allow them to reset their password?
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Does Martus support Single Sign-On?
Yes, Martus supports most SAML-based SSO applications.
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Which browsers are compatible with Martus?
Chrome, Firefox and Edge are all compatible with Martus.