Martus Features

As reported in 10 Martus reviews. Increases user efficiency by auto-populating based on previously entered information. Schedules future entries. Allows Journal Entries to be uploaded from an external source.

As reported in 16 Martus reviews. Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. These dimensions should be available on any transaction in any module in the system and available to be reported upon.

Based on 14 Martus reviews. Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record

The layout of the invoice template is fully customizable and you can add or remove fields.

Automation helps the user be more efficient by populating default customer data, setting up systematic payments from clients and automatically matching customer receipts to outstanding transactions.

The system automates the dunning process to help drive collections

Steamlines data entry by auto populating recurring or predefined vendor values

Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.

Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process

Uses collected data to assist organizations in understanding what they can afford now, and in years to come.

Creates a continuous and recurrent planning process that can be calculated according to a specified and customizable timeline.

Leverages data from budgeting and forecasting processes to help corporations understand their reality and make decisions accordingly.

Offers methods of visualizing data via customizable dashboards, statistical graphs, and charts.

Scours data for actionable insights.

Allows users to customize their own reports according to business needs.

Provides pre-built reporting templates to organize data for payroll, manufacturing, and other company factions.

Allows for searchable communication within the tool via notes, checklists, and discussions to ensure clarity between users.

Reflects updates immediately, ensuring users have the most recent data while maintaining records of past performance.

Updates varying factors in real-time, assuring forecasts and inferences are continually made according to the most recent information.

Displays and shares company performance data to increase transparency across the board.

Import trial balance, monthly P&L, balance sheets, and other types of financial data 29 reviewers of Martus have provided feedback on this feature.

Define budget structure elements and how they are linked hierarchically 30 reviewers of Martus have provided feedback on this feature.

Keeps track of all versions of a budget and allows users to compare versions This feature was mentioned in 26 Martus reviews.

As reported in 27 Martus reviews. Include budgeting formulas to estimate direct and indirect costs, operating and non-operating revenues

Test the potential financial impact of business decisions on revenues and expenses This feature was mentioned in 28 Martus reviews.

Users can customize standard budget periods (3, 9, or 12 months) 28 reviewers of Martus have provided feedback on this feature.

Consolidate multiple budgets from different departments or business entities This feature was mentioned in 27 Martus reviews.

Based on 26 Martus reviews. Users with administrative access rights can modify budgets

Workflows are used to define the steps required to alter budgets and who needs to approve changes 24 reviewers of Martus have provided feedback on this feature.

Forecasting is based on past transactions and historical financial or operational data 30 reviewers of Martus have provided feedback on this feature.

Based on 27 Martus reviews. Ability to recreate forecasts to include new information that may impact budgets

Support multiple types of forecasts such as balance sheet and cash flow forecasts 24 reviewers of Martus have provided feedback on this feature.

Used to review and update budgeting assumptions for a predefined period (usually one year) 26 reviewers of Martus have provided feedback on this feature.

Uses AI algorithms and models to predict future trends and outcomes, based on historical data and patterns This feature was mentioned in 10 Martus reviews.

As reported in 26 Martus reviews. Project out as the year progresses to accommodate trends that affect key business drivers.

compare Income Statement, Balance Sheet, and Cash Flow for multiple periods This feature was mentioned in 26 Martus reviews.

Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data 25 reviewers of Martus have provided feedback on this feature.

Project out as the year progresses to accommodate trends that affect key business drivers.

Generate cash flow reports in order to see where money is coming in and where it's going

Compare Income Statement, Balance Sheet, and Cash Flow for multiple periods

Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data

Financial information can be imported from multiple sources such as spreadsheets, text files, or databases This feature was mentioned in 17 Martus reviews.

Data from multiple systems can be centralized into a single repository 11 reviewers of Martus have provided feedback on this feature.

Financial data can be validated to avoid duplicates and errors This feature was mentioned in 10 Martus reviews.

Administrators can define and manage the reporting structure and access rights to each report This feature was mentioned in 17 Martus reviews.

Templates that can be used to create new reports without starting from scratch 17 reviewers of Martus have provided feedback on this feature.

Provide multiple types of reports such as point-in-time or snapshot reports, year over year, or time to date 18 reviewers of Martus have provided feedback on this feature.

Include most common financial KPIs such as gross and net profit margin, or working capital 13 reviewers of Martus have provided feedback on this feature.

Based on 16 Martus reviews. Standard financial reports are provided out of the box

Ability to analyze financial statements such as income statement and balance sheet 15 reviewers of Martus have provided feedback on this feature.

Users can drill down to the detail level of each transaction or financial entry This feature was mentioned in 17 Martus reviews.

Based on 18 Martus reviews. Dashboards can be customized to display different types of data from various sources

Users can modify standard financial KPIs and metrics 14 reviewers of Martus have provided feedback on this feature.

Based on 15 Martus reviews. Allow users to edit reports and to combine multiple reports

A dedicated portal for external users with limited access to the system This feature was mentioned in 15 Martus reviews.

Monitors the financial performance of multiple entities

Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis.

Add one-time or recurring items to your cash flow and add line items for each payment or deposit.

Check your cash on hand at the beginning of each month and view each day incoming and outgoing funds.

Cash flow forecasting is based on past transactions and historical financial or operational data

Ability to recreate forecasts to include new information that may impact budgets

Support multiple types of forecasts such as balance sheet and cash flow forecasts

Used to review and update budgeting assumptions for a predefined period (usually one year)

Uses AI algorithms and models to predict future cash flow trends and outcomes, based on historical data and patterns

Automates the transfer of data between an organization's ERP system and its bank

Streamlines the exchange of information between internal systems

Automatically extracts data required for cash forecasting and liquity reporting

Restricts access to certain users within an organization, or provides access for third parties

Integrates with other financial software, such as Treasury Management, Budgeting & Foreasting, or Invoice Management software

Analysis that creates business plans outside of finance, including sales, marketing, or HR.

Reports on departmental KPI metrics measured against targets.

Consolidates planning processes across an organization into a single solution.

Capability to perform complex tasks without constant human input

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Works across multiple software systems or databases

Makes informed choices based on available data and objectives