WisePlanner is a very simple application that takes away the manual steps of transferring data from Sage. The application allows you to work in MS Excel™, permitting you to build any formulas tailored to your budgeting needs. WisePlanner requires no training and is user-friendly throughout the entire budgeting process. The application provides a data warehouse that authorizes the creation of reports on budget revisions with your Sage Intelligence.

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We have been using WisePlanner Budgeting tool for three years now. It was simple to implement and BAASS helped our staff learn the tool for a seamless integration.

- Stephen Fenall, Rannd & Co.

Software Requirements
  • Sage 300 GL
  • Excel


  • The ability to create unlimited templates
  • Budget easily in any currency
  • Select account and segment ranges with support to multiple cycles
  • Control excel sheets based on business rules


  • No need to fiddle around with Sage import / Export

Request More Information

If you are interested in WisePlanner but are not ready to download the program yet, or if you have any general questions or comments, please click the button below to request further information or to share your comments with us.

More Information Pricing & Implementation Request  


Bharti Meisuria

Development Team & Management Consulting Practice Leader - Bharti brings a diversified experience in HR applications, CRM, and ERP with a strong focus on custom software design and development. In addition to her broad technical background, Bharti also has experience working internationally and has the ability to provide clients with immense planning, and project management support.
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