How VisAbility Gained Real-Time Financial Clarity with Martus

The Challenge

Before implementing Martus, VisAbility relied heavily on Excel for budgeting and reporting. Multiple versions of spreadsheets were shared across teams, creating confusion around which version was final and increasing the risk of errors.

This made it difficult for both finance and non-finance users to confidently understand financial data. The lack of clarity and accessibility limited collaboration and slowed decision-making across the organization.

The Solution

VisAbility centralized its budgeting and reporting in Martus, choosing the platform for its ease of use, seamless Sage integration, and ability to support collaborative budgeting without requiring advanced Excel skills.

• Real-time data from Sage 100 flows directly into Martus
• Users can drill down into the detail behind every number
• Non-financial staff can understand and engage with financial data without needing deep Excel expertise
• Budgeting and reporting processes are now centralized in a single platform

The Results

The shift from spreadsheets to Martus delivered immediate impact. 

Financial clarity has significantly improved, eliminating “data scavenger hunts” and giving teams confidence in the numbers they’re using. With real-time insights and intuitive reporting, both financial and non-financial users are able to make faster, more informed decisions that support VisAbility's mission with greater precision and agility.  

• Saves up to 10 hours per month on budgeting and reporting tasks
• Eliminated "data scavenger hunts" across scattered spreadsheet versions
• Non-financial users can now understand and engage with financial data directly in Martus
• Faster, more confident decision-making across the organization