Essentials | Plus | Premium | |
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Budgeting & Forecasting | |||
Unlimited Collaborative Budget Worksheets & Budget Lines Enable team collaboration in real-time with Martus' budget worksheets. Having unlimited budget worksheets and lines means you can dial in your budget your way. |
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Simplified Budget Creation Create a budget in minutes from a previous budget, actuals, budget and actuals, or from scratch. |
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Import Historical Budgets from Excel Currently budgeting in Excel? We can load any historical budget into Martus. So, you can use that data. |
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Automated Calculations Use our easy-to-use budget widget to calculate costs easily or our special-purpose worksheet to break out a line item. |
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Budget Approvals |
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Reforecast Anytime Reforecast as often as your organization needs. Using our quick budget creation a reforecast can be done in minutes. |
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Multi-Year Forecasting & What-If Scenarios | |||
Cash Flow Forecasting Martus' Cash Flow Forecasting tools empower organizations to predict and manage their financial future accurately. By integrating real-time data and customizable forecasting models, you can easily project cash inflows and outflows, helping to identify potential shortfalls or surpluses |
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Projected Balance Sheet Martus' Projected Balance Sheet forecasts the future financial impact of your budget decisions, providing a clear view of your organization’s anticipated financial position and helping you make informed, strategic adjustments. |
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Personnel Budgeting | |||
Salary and Benefits Tracking Detailed tracking of all employee-related expenses. |
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Scenario Analysis Plan for various personnel scenarios, including raises and new hires. |
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Advanced Allocations for Employees Track and allocate personnel costs across multiple grants or projects. |
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Reporting | |||
Real-Time Budget vs. Actuals* *Accounting System Integration required. Bring in actuals automatically for easy comparison to the budget. |
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Customizable Out-of-the-Box Reports Set the report criteria for any report in Martus to give you a customized look at what is most important to your organization. |
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Custom Report Builder Build completely custom reports from a template or scratch. Analyze your data any way you want. |
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Custom Charts & KPIs Build custom charts and KPI's inside the custom report builder. |
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Interactive Dashboards Pre-built interactive dashboards to visualize your data. |
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Saved Reports Save reports that you customize and add them to users Welcome Screen. |
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Reporting Groups Reporting Groups are used to define combinations of accounts and dimensions in reporting and special-purpose worksheets. |
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Martus Connector Use the API to send data to other 3rd party apps like Power Bi |
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Admin | |||
Team & User Management Simplified user management to give users approptiate access. Users will never see what they shouldn't. |
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Budget Management Easily review what budgets have been locked, set as default, and the budget year. |
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Single Sign On | |||
Multifactor Authentication | |||
Audit Log | |||
Sync Your Dimensions Dimensions are synced to Martus from your accounting system. |
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Statistical Accounts* If your accounting system currently has stat accounts. |
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Advanced User Permissions This is a great place to add a bit of extra information about the feature. |
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Customer Support & Updates | |||
Ongoing Support | |||
Robust Self Service Knowledge Base | |||
Regular Updates & Feature Releases | |||
Annual Budget Refresher Our team will meet with you at the start of your budget season to help you get your budget started or talk through anything you may need assistance with. |
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Dedicated Customer Success Manager |
Martus Packages
Solutions for every budget and need. Find what works best for your organization!
Find the solution that works for you
Pricing starts at $6,000
Ask about our discount for nonprofits!
The Martus Essentials Package is the core of what makes Martus Solutions a game-changer for organizations of all sizes. Designed to streamline and simplify your financial management processes, Martus Essentials equips you with everything you need to create, manage, and report on your budgets with confidence and ease.
What’s Inside Martus Essentials?
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Collaborative Budgeting Tools: Create and maintain budgets seamlessly with tools designed for teamwork. Multiple users can contribute to and review budgets in real-time, ensuring that your financial planning is both comprehensive and collaborative.
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Flexible Financial Reporting: Gain clarity with a suite of pre-built financial reports that allow you to compare your budgeted figures to actual results. With Martus Essentials, you can quickly identify trends, spot variances, and make informed decisions.
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Seamless Integrations: Martus Essentials integrates effortlessly with leading accounting systems like Sage Intacct, QuickBooks (Online and Desktop), Blackbaud's Financial Edge NXT, Microsoft Dynamics 365 Business Central, Sage 100, and Acumatica. Even if your accounting system doesn’t have an API, Martus has you covered with file-based integration options.
Key Features of Martus Essentials
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Quarterly and Yearly Summaries: Get an at-a-glance view of your organization’s financial health with summaries available directly on your dashboard and income statement.
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Multi-Year Budget to Actuals Reports: Track and compare your budget vs. actual performance across multiple years, helping you make strategic decisions based on historical data.
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Custom Dimensional Reporting: Create detailed reports by dimension or account category, with options for secondary sorting and summaries, providing deeper insights into your financial data.
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Side-by-Side Comparisons: Compare up to five different budgets or actuals from any year in one easy-to-read report, making it simple to see how your financial plans stack up against reality.
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Transaction-Level Insights: Drill down into your financial data to view transaction details and attachments, provided by your accounting system integration, for a more granular understanding of your finances.
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Budget Worksheet Tools: Fine-tune your budgets with advanced options like rounding, flat-to-budget adjustments, and move-line features, ensuring your financial plans are as precise and accurate as possible.
Why Martus Essentials?
Martus Essentials isn’t just software—it’s your financial management partner. With its powerful tools, flexible reporting, and seamless integrations, Martus Essentials empowers your organization to take control of its financial future. Whether you’re managing budgets for a nonprofit, a business, or any other organization, Martus Essentials gives you the confidence to plan, execute, and succeed.
Upgrade your financial management with Martus Essentials—where simplicity meets sophistication.
The Martus Plus Package takes everything you love about the Essentials package and supercharges it with advanced tools and features designed for organizations that need to push their financial management to the next level. Whether you're looking to forecast with precision, streamline approvals, or dive deep into personnel budgeting, Advanced Plus has you covered.
What Makes Plus Stand Out?
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Powerful Forecasting Tools: Go beyond basic budgeting with our advanced Forecasting module. Perform multi-year projections and run "what-if" analyses both by year and by month, helping you anticipate every possible outcome and make data-driven decisions.
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Advanced Reporting Capabilities: Leverage reporting groups for more precise calculations within both Special Purpose Worksheets (SPWs) and the Martus ReportBuilder, ensuring your reports are as accurate and insightful as possible.
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Hierarchical Approvals: Simplify your budgeting process with approval levels that allow for hierarchical budget worksheet approvals, making sure every financial plan is vetted at the right level before moving forward.
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Comprehensive Activity Logging: Keep track of every change and update with detailed activity logs available in the Admin Reports menu, providing a clear audit trail for transparency and accountability.
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Personnel Module
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Enhanced Planner Allocations: Allocate resources more effectively with advanced tools that allow you to distribute funds precisely where they're needed, based on detailed analysis.
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Streamlined Personnel Requests: Manage personnel budgets more efficiently with integrated personnel requests, ensuring all staffing needs are accounted for in your financial plans.
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Granular Permissions for Personnel Budgeting: Empower individual budget preparers with specific permissions, enabling more controlled and accurate personnel budgeting.
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Statistical Accounts Support: For organizations using Sage Intacct, Sage 100, and file-based integrations, Advanced Plus supports budgeting and reporting on statistical accounts, providing deeper insights into your financial data.
- Report Builder
Why Choose Martus Plus?
The Advanced Plus package is perfect for organizations that require robust forecasting, detailed personnel management, and enhanced reporting capabilities. It’s designed to give you the tools to not just manage your finances but to strategically plan for growth and success.
The Martus Premium Package is the most advanced solution in the Martus suite, designed for organizations that demand the highest level of financial control and insight. Building on the robust features of the Essentials and Plus packages, Martus Premium takes your financial management to new heights with powerful cash flow forecasting and balance sheet management tools.
What’s Included in Martus Premium?
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Comprehensive Cash Flow Forecasting: Go beyond traditional budgeting and reporting with Martus Premium’s Cash Flow Forecasting module. This feature allows you to anticipate and manage your organization’s financial future with precision, ensuring that you’re always prepared for what’s next.
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Advanced Balance Sheet Controls: Define default settings and overrides to precisely control the balance sheet impact of budget items. This level of customization ensures that your financial statements accurately reflect your organization’s true financial position.
Standout Features of Martus Premium
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Balance Sheet Impact Reporting: Gain a deeper understanding of how your budgeting decisions affect your balance sheet. Martus Premium provides detailed reports that show the direct impact of each budget item, giving you the insight needed to maintain financial stability.
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Projected Balance Sheet: Plan ahead with confidence using projected balance sheets that reflect the anticipated effects of your financial strategies. This feature helps you see where your organization is heading, allowing you to make proactive adjustments.
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Statement of Projected Cash Flows: Understand your organization’s future cash position with detailed statements of projected cash flows. This feature allows you to see how your budgeted income and expenses will impact your cash flow over time, helping you avoid shortfalls and capitalize on opportunities.
- Martus Connector: Unlock the full potential of your financial data with the Martus Connector. This feature provides access to Martus data via the Martus API, enabling you to use powerful visualization tools like Tableau and Power BI. With included Power Query instructions and syntax examples, you can easily integrate Martus data into your existing analysis workflows.
Why Choose Martus Premium?
Martus Premium is designed for organizations that require the highest level of financial insight and control. With its advanced cash flow forecasting and balance sheet management tools, Martus Premium ensures that your organization is not just managing its finances, but mastering them. Whether you’re planning for the short term or strategizing for the future, Martus Premium provides the tools you need to stay ahead of the curve.
Elevate your financial management with Martus Premium—because your organization deserves the best.
What Our Customers Say
Martus Solutions has completely transformed our business by streamlining our entire budgeting process. Secure, efficient, and collaborative – it checks all the boxes.
Allison Hickman
VP of Administration, Georgia Tech Alumni Association
Martus has been a game changer for us in budgeting, with its ability to integrate with Intacct, to allow for seamless collaboration, and to provide multiple reporting dimensions.
Audris Wong
CFO, Adler Planetarium
The real-time data and analytics are a boon, ensuring our financial decisions are sharp and well-informed. Without a doubt, Martus has dramatically improved our budgeting and reporting processes.