Budgeting and Forecasting

Historically, companies have relied on spreadsheets for their budgeting and planning processes. But in today’s uncertain times, your organisation needs more than a bloated spreadsheet to plan your financial future.

For the labour they demand, spreadsheets rarely yield board-worthy forecasts. Spreadsheet budgets complicate finance workflows and store sensitive financial data in insecure formats.

Xledger provides flexible and accurate budgeting

Xledger equips you to move past spreadsheets. Chart your organisation’s course in our robust cloud-based budgeting and forecasting software.

From interactive reports to role-based dashboards, our business intelligence tools give you real-time visibility into your budgets and forecasts. Managers ranging from project leads to board directors can compare actuals against budget, forecast to year-end, drill-down to source transactions, and more.

With Xledger, you can budget by user-definable dimensions including account, project, cost centre, and supplier/customer. Multi-entity customers can budget at the local level and then consolidate the results for a group picture that includes conversion into group reporting currencies. Xledger’s distributed budgeting module allows you to devolve budgets to department or project managers while retaining central approval.

We also provide you with peace of mind. Budget and forecast with confidence, knowing that your financial data is secure in our ISO 27001-certified cloud solution.

Features include

• Unlimited budget revisions
• Multi-currency and multi-entity budgeting
• Market-leading business intelligence tools including multidimensional analysis
• Import from external sources
• Direct link with resource planning for project budgeting
• Comparisons of actuals against budget
• Capability for devolved budgeting