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Sage Budgeting & Planning

Organize and Manage Your Budgeting and Planning Process

Sage Budgeting and Planning is being retired as of 9/30/2021 and will no longer be supported by Sage. Paragon is currently exploring other budgeting and planning software. Check back here in the coming months or Contact Us for alternate solutions. 

Take control of the budget process and bring strategic insight to business planning with Sage Budgeting and Planning (formerly known as Active Planner), an enterprise wide, purpose-built budgeting and planning application. With Sage Budgeting and Planning, you can make quicker, more informed business decisions by shortening budgeting and planning cycles. And with a planning process that is easier and more efficient, you can encourage collaboration across all lines of business and tie budgeting activities to organizational performance.

  • Integrates with your other financial and operations systems
  • Users can log in from any web browser and view and update their budgets
  • Forecasts based on What-If Scenarios and key parameter assumptions
  • Uploads new budgets directly back to your general ledger for reporting

Free yourself from time-consuming spreadsheet mechanics and focus on strategic budgeting and planning. With Sage Budgeting and Planning, you improve the flow of key information, such as business drivers and transaction data, through templates, automatic distribution and consolidation of the budget, central control over budget revisions, real-time seamless integration of data sources, and built-in security mechanisms. With more control over your budgeting and planning process, you can create effective, more accurate budgets and forecasts, and render a true analysis of company performance.

Utilize bottom-up or top-down budgeting processes— or a combination of both

Whether you need to allocate a revenue target or cost projection from the top down, or consolidate several different budget plans from the bottom up, Sage Budgeting and Planning accommodates your organizational structure and provides a purpose-built solution. Strong management capabilities allow for seamless integration of budget submissions from multiple departments, using “Plan Sheets” that have a familiar spreadsheet look and feel.

  • Integration with all enterprise data
  • Integration with General Ledger (GL)
  • Email notification
  • Spreadsheet-like control

Take “command” of your budget

The Plan Manager, the “command center” of Sage Budgeting and Planning, coordinates the consolidation and distribution of your Plan Sheets into an efficient, seamless, and flexible budgetary system. Within Plan Manager, Plan Sheets are established, reviewed for status and revision, locked for control, and managed for consolidation and distribution

  • Control access to sensitive data
  • Integrate your budget with enterprise data and transfer information directly from the source
  • Automatically update users on activity in the planning process
  • Shorten planning cycles and improve decision making within the enterprise
  • Analysis features provide more powerful insight
  • Advanced Reporting Capabilities using OLAP Cubes
  • Support “what-if” analysis
  • Comprehensive and powerful calculation techniques
  • Create a virtually unlimited number of formulas and formula lines
  • Define global formulas and flexible spreading techniques for trending data
  • Track general ledger balances

Sage Fixed Assets ROI Calculator

Not only can Sage Fixed Assets make your fixed asset management process more efficient, but it may help you save money, as well. Don’t just take our word for it: We invite you to see first-hand how Sage Fixed Assets solutions pay for themselves.