Budgeting Software

Kinetic ERP
1

What budgeting software are you guys using with Kinetic. I’m talking about both GL budget as well as Sales Budgeting (forecasting) Budget vs Actuals

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2

We’re diving into FP&A and plan to do the budgeting. We like the Excel OR Web based nature and the multi-level/workflow capability. It’s a bit pricey though.

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3

We have FP&N (On Prem) but we haven’t liked it for some reason.

4

We just implemented FP&A (SAAS) . its very user friendly and has excel add-ons.

5

Does it allow external users to enter / manage their budget?

IE: We want our Sales Force to enter their expected revenue budgets by account by / month.

6

If i remember correctly it does via the excel upload. I think that was the selling point our finance team liked. I think the plan is for our finance team to send templates to departments and they send it back and finance can just upload directly from the excels. We just got the cloud site built 2 weeks ago and are doing the training this month.

7

The FP&A on-prem isn’t nearly as good as the new FP&A cloud version. Much more in the new stuff.

As for ‘external’ users - yes - everyone you want to edit data in any way is a licensed user. Depending on your Qty/level, it could be pricey - Id’ get a demo and a quote to be sure. Our issue is that we have to license (for a term) a number of folks who will only use the system for a month while doing budgets. Doesn’t seem right.

On the other hand, you can have one licensed user set up the Excel workbook where the rest of them fill out the budget and then the licensed user uploads the data.

8

Can it do budgets outside of “GL” Epicor only does NAtive GL budgets, we need to budget by Account (Customer) and stuff like that so we can compare Actuals vs Budget

9

Yes I think so. But it may be under the Sales package. It’s built with modules now, so there might be more than one way to do it.

Here’s the new page
Financial Planning and Analysis (FP&A) | Epicor U.S. and Canada

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10

Hey - this just came in via email

Virtual Finance Days: Session #1 - Reporting, Analytics, & Planning | Epicor U.S. and Canada