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Sage Active Planner

  • Take control of the budget process and bring strategic insight to business planning

Sage Active Planner is an enterprise-wide, purpose-built budgeting and planning application. With Sage Active Planner, you’ll make quicker, more informed business decisions by shortening budgeting and planning cycles. And with a planning process that is easier and more efficient, you’ll be able to encourage collaboration across all lines of business and tie budgeting activities to organizational performance.

  • Organize and manage the budgeting and planning process.

Free yourself from time-consuming spreadsheet mechanics and focus on strategic budgeting and planning. With Sage Active Planner, you’ll 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’ll be able to 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 Active Planner 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.

  • Seamless integration with all enterprise data
  • Seamless integration with GL
  • E-mail notification
  • Spreadsheet-like control

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