Martus vs. Sage Intacct Planning
Martus offers purpose-built planning with transparent packages, flexible controls, and AI powered insight.
Both Martus and Sage Intacct Planning move finance teams beyond spreadsheet-based budgeting. The difference is how each solution is packaged, licensed, reviewed, and designed for the people who participate in the process.
Martus combines collaborative budgeting, Sage integrations, dimensional reporting, transaction-level drill-down, reforecasting, and scalable forecasting tools in a platform built for nonprofits and mission-driven organizations.
Choose the planning platform that fits your organization, not simply the accounting brand already in your technology stack.
Planning that fits your organization’s needs. Faster team adoption. Transaction-level answers. Integrates with Sage 100, 300, and Sage Intacct.
A Purpose-Built Platform with Rapid Implementation
Start Budgeting Immediately After Kickoff. Martus lets your team begin working after kickoff while completing guided implementation training over an average of three weeks. Sage also estimates 2–3 weeks but outlines a phased deployment and recommends considering an implementation partner.
Control Designed Around Real Budgeting Responsibilities
Martus administrators can control access by role, function, department, account, and accounting dimension. Budget managers see and edit information relevant to their responsibilities.
Best-in-Class Reporting Capabilities
Martus offers pre-built, flexible reports designed for non-financial users. In addition to pre-built reporting, users can customize reports with Custom ReportBuilder. Drill down into transaction details and attachments with ease.
Martus vs. Sage Intacct Planning - At A Glance
| What You Need | Martus | Sage Intacct Planning |
|---|---|---|
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Product Scope
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Specialized budgeting, forecasting, and reporting platform with broad Sage product integrations
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Planning product sold separately from Sage Intacct Core Financials
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User Licensing
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Licenses can be expanded in five-user packs
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Separate user licenses are required; Sage says future shared access will require licensing
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Permissions
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Role and dimension based controls for distributed budget participation
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Each budget has one owner; full-budget editors have the same permissions
|
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ERP Integration
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Integrates with Sage Intacct, Sage 300, and Sage 100 plus many other leading ERPs
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Integrates with Sage Intacct Core Financials and can sync financial data from other ERPs
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Scenario Planning
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Reforecast anytime; advanced multi-year what-if modeling available by package
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Unlimited scenarios with the option to merge a scenario into the current budget
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Reporting
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Both ready-made and customizable reporting, dashboards, KPIs, dimensional analysis, and transaction drill-down with board ready visualizations
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Planning, reporting, and data visualization with spreadsheet-like formulas
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AI
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Planning-specific natural-language report creation, in-product help, and conversational financial insight
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Sage Copilot is positioned across Sage Intacct but is not currently supported in SIP
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Can the Whole Team Participate Without Licensing Surprises?
Martus was built for collaborative planning. Martus uses defined user packages and lets organizations add user packs as participation expands. Administrators can tailor access, so department leaders work with only the budgets and dimensions relevant to them. Learn more about the benefits of collaborative budgeting.
Martus
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Role and dimension-based access
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Each User Pack includes 5 users
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Clear controls for finance and nonfinance budget owners
Sage Intacct Planning
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Sold separately from Sage Intacct
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Separate Planning user licenses required
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Sage says shared access for unlicensed users will require licenses in the future
Can I Keep Planning Flexible if Our Accounting System Changes?
With Martus, yes. Martus connects to Sage Intacct, Sage 100 and Sage 300 and it also integrates with file-based integrations to solutions like Sage 50. Organizations can preserve their budgeting and reporting process while their underlying accounting environment evolves. Discover how Martus connects seamlessly to Sage Intacct.
Martus
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Broad accounting and ERP integration options
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API and file-based connection paths so Martus stays connected if things change
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Planning process remains independent of a single accounting vendor
Sage Intacct Planning
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Only integrates with Sage Intacct
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Other ERP data can be synchronized
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SIP remains a separate Sage product and license
Can I Reforecast Quickly When Plans Change?
With Martus you can effortlessly build new budgets based on actuals, prior years, or a hybrid of both. Martus lets organizations select advanced forecasting if needed. Learn how continuous planning and cash flow forecasting can help organizations stay ahead.
Martus
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Reforecast from budgets and current actuals
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Keep approved plan available for comparison
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Add advanced multi-year and cash-flow tools when needed; not a one-size fits all approach
Sage Intacct Planning
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Driver-based models and rolling forecasts
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Unlimited scenarios
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Scenario can be merged into the current budget
How Can AI Help Us Build Reports and Better Understand our Data?
Martus applies AI directly to planning and reporting. ReportBuilder Assistant creates and refines custom reports through natural language. Ask Marty provides in-product guidance, while Martus Intelligence is designed to answer questions about budgets, forecasts, and performance with summaries, visualizations, and actionable insights. Explore how Martus is continuously innovating and safely developing new AI capabilities.
Martus
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Natural-language report creation
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AI-enabled guidance in the planning platform
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Conversational insight grounded in budgets and forecasts
Sage Intacct Planning
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AI positioned across the broader Sage Intacct environment
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Availability may vary by product, region, and subscription
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Planning-specific Copilot capabilities should be confirmed during evaluation
What Happens After Implementation When I Need Support?
With Martus, you have a US-based team that knows the solution inside and out and stays with you beyond go-live. In addition to a dedicated success manager, Martus includes ongoing education, training and development at no additional cost.
Martus
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Direct access to a team focused specifically on Martus
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Guided onboarding, training, and ongoing learning resources
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A clear support path for product, configuration and planning questions
Sage Intacct Planning
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Support may involve Sage, Professional Services or an implementation partner
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Community resources, Sage University and technical support available
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Configuration and consulting assistance may require separate professional services
Can I Plan Personnel Expenses in Detail?
With Martus, personnel planning is purpose-built, not simply modeled through general formulas. Plan salaries, benefits, taxes, raises and vacancies, then allocate costs across grants, programs and departments. Learn how effective personnel planning creates the visibility and control needed to manage these costs strategically.
Martus
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Plan salaries, benefits, taxes, raises, vacancies, and new hires
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Allocate personnel expenses across grants, programs, departments and dimensions
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Permissions help protect sensitive compensation information
Sage Intacct Planning
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Employee expenses can be modeled using general planning tools
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Availability may vary by product, region, and subscription
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Configuration requirements may vary based on personnel-planning complexity
Trusted by Thousands of Nonprofit Customers
"Martus Solutions has been a real asset in evolving our budgeting process. By moving us away from manual Excel spreadsheets, the focus has shifted from just creating to actual management of our budgetary cycle."
Laila Bueckers
Controller
"Martus allows my entire team to keep tabs on our budget seamlessly and plan out our finances with ease. The added efficiency and speed with which we got things up and running are massive pluses."
Bill Schankel
COO
"Ditching the endless Excel sheets and cutting costs on software licenses we didn't need anymore was a breath of fresh air. Martus is secure, easy to use, and the accuracy is spot-on. Plus, with a quick implementation, we were up and running in no time."
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Chris Ockerman
Director of Administration
"Martus has helped our business streamline the entire budgeting process tremendously. We used to do everything on individual spreadsheets, and now it's all in one place, which helps all our managers monitor everything more efficiently as well."
Allison Hickman
VP of Administration
"The Martus software is a key tool in my day to day financial analysis, including comparing actuals versus budgeted costs. It's very user friendly and provides an easy bridge from our data in Sage Intacct."
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Matthew Bredes
CFO
Frequently Asked Questions
Both products support collaborative budgeting, forecasting, scenarios, and reporting. Martus is a strong fit for organizations that value mission-driven expertise, flexible packages, granular access, dedicated personnel planning, user permissions, rapid implementation, and planning-specific AI. Sage Intacct Planning may appeal to organizations prioritizing a Sage-branded planning product alongside Sage Intacct Core Financials.
No. Sage states that Planning is sold separately and requires separate user licenses.
Yes, Martus was created to be a collaborative planning tool. Sage currently allows budgets to be shared with some users who do not have a Planning license, but its public FAQ says that this will change, and those users will be required to have licenses.
Martus supports finance-controlled access permissions by role, function, department, account, and dimension. Sage states that each Planning budget has one owner, and that users with edit access to the full budget have the same permissions.
Yes, Martus also supports reforecasting and scenario analysis, with deeper multi-year and cash-flow capabilities available in advanced packages. Sage says users can create unlimited scenarios and merge a scenario with the current budget but limitations may apply based on owner and user permissions.
Martus earns 4.7 out of 5 stars across hundreds of verified G2 reviews. Customers consistently highlight its ease of use, responsive customer support, accounting integrations and ability to simplify budgeting for finance and non-finance users alike. Reviewers also credit Martus with reducing spreadsheet dependence, improving real-time financial visibility, and making collaboration across departments easier. See Martus reviews on G2. No separate G2 profile is available for Sage Intacct Planning.
Martus reports that most organizations complete onboarding and training within three weeks, with some implementations completed in as little as a few hours depending on complexity. Sage describes Planning as quick to deploy but does not publish a comparable average implementation time on its main product page.
Martus Essentials starts at $6,650 annually, with discounted pricing available for nonprofits and churches. Sage Intacct Planning is separately sold, requires separate user licenses, and directs buyers to request pricing.
Martus customers can add users and move into advanced forecasting, personnel planning, custom report building, cash-flow forecasting, projected balance sheets, and API access. The same platform can remain connected even if the underlying accounting environment changes.
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Ready to see the Martus difference?
When you choose Martus, you get:
• Effortlessly build new budgets based on actuals, prior years, or a hybrid of both
• A dedicated module to budget by position, including salary, benefits, and taxes
• Role and dimension-based participation across finance and operational teams
• Budgeting beyond the P&L by generating projected balance sheets and cash flow statements directly from your budget data
• Planning-specific AI assistance for report creation, support, and financial insight
• Martus' support team plus a full Knowledge Base, video tutorials, and a dedicated, US-based, in-house Customer Success Manager
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See what budgeting looks like when your people and plans are connected.
