WisePlanner Budgeting Tool

 

An Excel™-based budgeting tool built to integrate with Sage and adapt to your company’s unique needs.

 
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Flexible, Excel-Based Budgeting Without Manual Data Transfers

 
 

WisePlanner is a powerful budgeting application designed for businesses that need flexibility, accuracy, and efficiency in their budgeting process. By eliminating manual data transfers from Sage, WisePlanner allows teams to work directly in Microsoft Excel™ while maintaining a structured, controlled budgeting environment. With built-in data warehousing and integration with Sage Intelligence, organizations can manage budget versions, analyze revisions, and produce reliable reports.

 
 

Key Features

 
 
 
 

Excel™-Based Interface

Build budgets in a familiar environment to apply custom formulas and business rules.

 

Unlimited Templates

Create and manage as many budgeting templates as needed to support different departments, scenarios, and planning cycles.

 

Multi-Currency Budgeting

Build and maintain budgets in any currency to support global operations and consolidated financial planning.

 

Flexible Account and Segment Selection

Select account and segment ranges with support for multiple budgeting cycles, enabling detailed and scalable planning.

 
WisePlanner Budgeting Tool - Key feature

Why Choose BAASS Wiseplanner Budget Tool

 
 
 
 

A brief look at WisePlanner

A budgeting tool by BAASS Business Solutions

 

 

Looking for Something More Customized?

 

We Build Tools Around Your Business

 

Not every business runs the same way. If you have specific fields, reporting formats, or validation needs, our team can build a custom version of this tool just for you.

 

 
Request a Custom Solution