Thinc Solutions

Sage Intacct Planning

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Sage Intacct Planning key features

Build budgets and forecasts on live financial structures

Stop planning in spreadsheets that don’t reflect reality

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Sage Intacct Planning connects directly to your chart of accounts and dimensional data, so budgets and forecasts are built on the same financial structure you use to run the business. This keeps plans aligned with how the organisation actually operates and removes the need to rebuild models every time your reporting structure changes.

Run driver-based and what-if scenarios

Test decisions before they become risks

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Instead of static, annual budgets, Sage Intacct Planning lets finance teams model scenarios based on real business drivers like headcount, pricing, or growth assumptions. You can quickly see the financial impact of changes and compare multiple versions, giving leaders clearer insight before committing to decisions. And in practice, Sage Intacct’s spend management capabilities keep budgets on track.

Collaborate across departments in one system

End version control chaos and email chains

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Department owners can contribute to budgets and forecasts directly within Sage Intacct Planning, with controlled access and approvals. Finance maintains oversight and consistency, while operational teams take ownership of their numbers – without spreadsheets being overwritten or misunderstood.

Compare budget vs actuals in real time

Spot issues earlier, not after month end

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Because planning data aligns with live actuals from Sage Intacct, finance teams can monitor performance against budget continuously. Variances are easier to explain, forecasts can be updated faster, and conversations shift from reporting the past to managing what happens next.

Support multi-entity and multi-currency planning

Plan at group level without manual consolidation

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For growing or international organisations, Sage Intacct Planning supports planning across multiple entities and currencies. Finance teams can maintain local ownership while still producing a consolidated view for leadership, without complex spreadsheet roll-ups or manual adjustments.

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Ready to explore Sage Intacct?

Ready to see how budgeting and financial planning and analysis works within Sage Intacct? Book a meeting with Thinc today.

What is Sage Intacct Planning?

Sage Intacct Planning is the planning, budgeting, and forecasting solution built to work alongside the Sage Intacct financial management system. It enables finance teams to create budgets, forecasts, and what-if scenarios using live financial structures and actuals from Sage Intacct, rather than disconnected spreadsheets.

Unlike spreadsheet-led or standalone FP&A tools, Sage Intacct Planning connects directly to your chart of accounts, dimensions, and actual results. This means plans stay aligned to how the business really operates, forecasts can be updated quickly as conditions change, and finance can support better decisions without wrestling with versions, broken formulas, or manual consolidation.

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Case study: Cydar Medical streamlines multi-entity financials with Sage Intacct

“Ruth’s decision to adopt Sage Intacct has transformed the daunting task of consolidating reports from the US and UK entities into a straightforward process. The reports generated aren’t just simpler to produce but also offer deeper insights. Ruth can now monitor budgets against expenditures and evaluate departmental performance with ease, and the dashboards give Cydar a consolidated view of all KPIs without manual extraction.”

Ruth Aspel, Financial Controller, Cydar

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See Sage Intacct Planning in action

Ready to see how Sage Intacct works? Click below to speak with our Sage Intacct experts.

Ready to explore Sage Intacct?

Ready to see how budgeting and financial planning and analysis works within Sage Intacct? Book a meeting with Thinc today.

Sage Intacct Planning