MartusTools Reviews

The structured approach to budgeting and that in integrates with Sage Intacct

Global Special Purpose Worksheets can be complex

creates a structured approach to budgeting

Before Martus, our organization was sending out locked spreadsheets to try to make the budgeting process for our employees easier. With that being said, they had to pull their previous year's spending from somewhere else, and the process of combining every department's spreadsheet was complicated and extensive. After we started using Martus, our employees immediately noticed the difference and appreciated the simplicity and quickness of the process. Collaboration between teams and approvals are all in the system and we no longer have to worry about taking care of 50+ spreadsheets and email approvals. Our employees have quick access to look at their budgets through our process, as well as access to multiple reports throughout the year to look at their expenses. The two-way integration with Sage Intacct has definitely been a huge win for our team and our organization.

There's not much that we have not liked about Martus, but maybe just a little more flexibility to build custom reports.

Our employees have been able to find many answers to their financial questions by looking at the Martus reports, but sometimes they overlook some important ones because of there's too much information available.

The main problem that Martus has solved for us is budgeting. We have been able to push our budgeting process to first-level employees. They are able to feel like they have ownership and collaboration through the budgeting process and the approvals and corrections are all being made online. We no longer have to use spreadsheets and long approval emails that get lost in our inboxes. The simplicity and easiness to use have gotten our employees excited to budget and not dread the process like they did before. Financial and budgeting information is available to them all year long.

Martus has greatly improved the efficient and accuracy of our budgeting and forecasting. The onboarding was very easy and thorough, and the training provided by the team at Martus is too-of-class. I look forward to using this software moving forward and highly recommend it to other organizations.

I would love to see a mobile app available for Martus!

Budgeting and forecasting

The software has made month-end reporting a breeze. I have implemented Martus twice, once with Sage Intacct and another time with QBO. The implementation of Martus was easy and the entire Martus team was fantastic to work with. They offer trainings to keep you current on best practices and meaningful updates. The integration with software to import actuals is seamless, making month-end reporting a breeze.

This is a thoughtful solution. It may not be as robust as Workday Adaptive Planning, but not everyone has the capacity or need for such a program.

Martus helps me to efficiently manage my budget, forecast future expenses, and adjust to any changes in the business. With Martus, it's easy to create different budget scenarios based on changes in headcount, budget based on actuals, percentage changes, and more. Additionally, I use Martus for month-end internal and external department reporting. Overall, the two primary reasons to go with Martus are the significant time savings and the accuracy of data. Compared to Excel, Martus is a major improvement.

I love that staff has access to their own expense data rather than waiting for month end stagnant reports.

It takes some time to mold the system to how you view your data. I still need to learn reporting and build my own. I also think for some people who hate numbers - a report that is just VERY basic would be helpful.

Staff having access to thier budget and spending at any time.

Our team loves the clear and easy presentation of their spending. The integration between Martus and our accounting system creates transparency with finance and accounting.

I would like to see an easier implementation and reduction of steps in importing payroll data.

Martus has helped us to budget faster and more efficiently. The speed of budgeting within departments as we look back quickly to actuals is truly a game changer. Our managers and supervisors are able to monitor in real time their budgets and impacts of spending.

Martus is a great budgeting tool. We were previously creating and manually uploading hundreds of excel spreadsheets. Now we can upload a budget from Martus to our accounting software in minutes.

I would like to see other options on being able to export/distribute reports other than Excel.

Martus saves us time by removing manual processes that are prone to human error. Allowing us to start analyzing our budget sooner that we were before.

I like the flexibility we have. In our organization, we have over 10 locations, with a series of departments. We were able to grant access to all the department leads with the necessary functionality to be able to easily use it and see their budget performance, our team was able to implement the software into their regular schedule to stay on top of their budget. The Integration was really easy and we received exceptional customer support.

We have enjoyed all the features it provides us. We use it for payroll budgeting for 300+ employees across multiple locations. We also use the planning and budgeting module for income and expenses. Our team uses the software very frequently.

Some of the payroll budgeting modules can be tricky to operate and require multiple steps, especially when you have an employee with multiple allocations. So need to make sure that you have good notes.

The variance report under the Detail Analysis report is one that our teams and department managers use to identify budget variances, and where adjustments need to be made monthly.

The other would be the budget Forecasting report, in order to see the full year, mixed with actuals and budget, it helps our team stay on track. The fact that our managers are able to click on any actual numbers to see the GL detail is extremely helpful and used frequently.

Support is incredible, quick, and responsive to our needs/requests. Our staff can quickly and easily see their departments spending against plan.

The only thing I can think of is that it does not allow me to email reports to team members.

No more excel spreadsheets for budgeting. Ease of use to see how my budget is doing against actuals.

Martus allows us to have our budget all in one place! We are able to view and review budgets at anytime and we love to review and approval process.

We would love for there to be more useful resources to learn more about how Martus can be used, as it is not the most user friendly for some.

Martus solves our budgeting issues where our budget process would take months to perform. We are now a to get budgeting done in a timely fashion.