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G2 recognized Martus
Martus

By Martus Solutions

4.8 out of 5 stars
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Martus Reviews & Product Details

Value at a Glance

Averages based on real user reviews.

Time to Implement

2 months

Martus Media

Martus Demo - Smarter Budgeting, Forecasting, and Reporting
Martus is an all-in-one financial planning and analysis (FP&A) platform designed to streamline your entire budgeting process—from high-level forecasts to detailed personnel planning. With intuitive tools for collaborative budgeting, headcount and compensation planning, real-time reporting, an...
Martus Demo - Create and manage budgets quickly—even without a finance background.
Martus offers intuitive, spreadsheet-style budgeting worksheets that make it easy for anyone in your organization to contribute to the budget. With real-time collaboration, custom account structures, and built-in formulas, teams can plan faster while reducing errors. Role-based permissions and st...
Martus Demo - Make data-driven decisions with powerful forecasting tools.
With Martus, you can build and compare forecasts based on actuals, budgets, and reforecast scenarios—side-by-side. Gain clear insights into variances, trends, and projections, enabling you to adapt strategies and optimize financial planning. Forecasting views are customizable, and updates flow se...
Martus Demo - Plan for people, positions, and pay types with precision.
Martus makes personnel budgeting easy by helping you map salaries, benefits, bonuses, and position-based costs in just a few clicks. Built-in tools handle multiple employee types and scenarios, ensuring you budget accurately and confidently for your most important investment—your team.
Manage people and positions easily with personnel budgeting in Martus.
Play Martus Video
Manage people and positions easily with personnel budgeting in Martus.
Martus makes reporting easy with our out of the box reports and custom ReportBuilder.
Play Martus Video
Martus makes reporting easy with our out of the box reports and custom ReportBuilder.
Create custom reports and forecast with ease using Martus.
Play Martus Video
Create custom reports and forecast with ease using Martus.
Manage cash flow so you can prepare for any scenario.
Play Martus Video
Manage cash flow so you can prepare for any scenario.
Interactive Demo
Try an interactive demo created by the software seller (right here on G2).
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Martus Reviews (39)

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Reviews

Martus Reviews (39)

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4.8
39 reviews

Pros & Cons

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CB
Budget Accountant
Mid-Market (51-1000 emp.)
"Martus has been a game changer for our organization"
What do you like best about Martus?

The ease of use, and all the different tools that are imbedded into Martus to help with budget planning in all of it's facets. Review collected by and hosted on G2.com.

What do you dislike about Martus?

I don't like that when I wanted to open a worksheet in the Planner section, it doesn't automatically open it in a new tab. Because then I have to go back to the planner page to get to the worksheets and have to re-do my filters to get back to where I was at. Review collected by and hosted on G2.com.

Response from Joseph Plagge of Martus

Hi Caleb - Thank you for your 5-Star review! A quick tip here concerning your comment in the Planner section when opening budget worksheets. You can do a Ctrl click to open the worksheet, and it will open in a new tab. This way, you can easily switch back to the other tab where you have other filters and worksheets. As always, feel free to submit a support ticket with any other questions. We're happy to assist!

LU
CFO
Small-Business (50 or fewer emp.)
"Martus Makes Budgeting Easy and Reviewing Income and Expenses Easy"
What do you like best about Martus?

Martus has been an essential tool for us to be able to view our expenses clearly and create our budget each year. It is easy to use, customer support is fast and great. We use the tool everyday. Review collected by and hosted on G2.com.

What do you dislike about Martus?

There are a few enhancements I would still like to see, but they are constantly improving the tool. Review collected by and hosted on G2.com.

Response from Joseph Plagge of Martus

Hi Laura! Thank you so much for the great review! Regarding the enhancements you would like to see, you can submit a support ticket to let us know the ideas you have for future enhancements. That helps us and other customers as we continue to innovate.

Jeremy H.
JH
Business Administration Pastor
Religious Institutions
Mid-Market (51-1000 emp.)
"A Game Changer for our organization"
What do you like best about Martus?

It has been great for our staff to track their budgets easily. The system is powerful yet easy to use, and the integrations with Sage Intacct help take us to the next level. Review collected by and hosted on G2.com.

What do you dislike about Martus?

The learning curve for the personnel budgeting can be overwhelming, but it is fantastic once you understand it. Review collected by and hosted on G2.com.

Response from Joseph Plagge of Martus

Hi Jeremy - Thank you so much for your kind words and positive review of Martus! We're thrilled to hear it's making a difference for you and your team.

Your feedback means a lot to us—if you have any questions we can help you with regarding the personnel budgeting area (or anything else), please don't hesitate to submit a support ticket and one of our consultants can assist accordingly.

Kelly M.
KM
Executive Director, Finance & Administration
Non-Profit Organization Management
Mid-Market (51-1000 emp.)
"Game changer- goodbye Excel budgets"
What do you like best about Martus?

Martus has revolutionized the way our multi-site organization collaborates and puts dollars behind our vision. With access to real-time data, our team can see trailing 12 month actuals and/or budgets as well as a hybrid approach. This tool empowered our teams to be more involved in planning, casting vision for their departments under the umbrella vision of the organization. Even our very teams that are not financially-oriented have raved about the ease of use, as well as increased transparency and involvement/buy-in to our budgets. The use of Special Purpose worksheets and the Personnel module have been great additions to our process as well. The integration with Sage Intacct is seamless. Implementation is a snap, and to top it off, they have the best customer service around. Review collected by and hosted on G2.com.

What do you dislike about Martus?

It's hard to say we "dislike" anything because our entire staff LOVES MARTUS. If I have to say something, it would bet hat it can be a little slow at times, but this is not a significant issue. It doesn't allow user permissions to be different by location (if a user has access to a department, the user has access to that department for every location they are given location permissions) Review collected by and hosted on G2.com.

Response from Joseph Plagge of Martus

Hi Kelly: Thank you for your Martus review!

Regarding the comment about user permissions being different by location - we can facilitate this through the use of user "Profiles." In one profile, the user can be restricted to one department/location combination, and in another profile, it could be different. They can then easily toggle between those profiles. If you have additional questions we can address them through a support ticket. Thank you, again!

See how Martus improved
IM
Small-Business (50 or fewer emp.)
"Makes budgets easy to organize"
What do you like best about Martus?

The ease of use for accounting staff to setup budgets and assign them to departments. Support is always helpful and friendly. And the integration with Sage is also very easy once it is setup. Review collected by and hosted on G2.com.

What do you dislike about Martus?

Could be a better user experience for non-accountants. Departments cannot share budgets amongst themselves (ie 2 people in the education department cannot both be assigned the same budget). And the financial/dashboard options are overwhelming and confusing. Overall non-finance staff has the same view that finance staff has, which probably isn't the best approach. Review collected by and hosted on G2.com.

Response from Joseph Plagge of Martus

Thank you for sharing your experience with Martus!

Regarding the ability to have users "share" departments, this can be done and it is controlled by a user's permissions and dimension restrictions. More than one user can share a budget worksheet.

For the financial/dashboard reports, non-finance staff can be assigned a default view globally or individually based upon a view that is best suitable for them.

Please reach out to Support if you would like to review this together.

Thank you!

See how Martus improved
JC
Mid-Market (51-1000 emp.)
"We converted our budgeting process from Excel to Martus in 2022. Income Statement Reporting."
What do you like best about Martus?

We converted from Excel to Martus in 2022. We budget for 45 departments and consolidate them. Martus has made our budgeting much more straightforward, easy to use and understand, easier to make changes and reforecast. This has increased access to and use of budget and income statement reports by department managers. It makes financial information more accessable and understandable for key managers. Review collected by and hosted on G2.com.

What do you dislike about Martus?

The interactions between the interactions between personnel budgeting and the rest of the Martus application has been difficult.

There are no downsides. Review collected by and hosted on G2.com.

Response from Joseph Plagge of Martus

Joe: Thank you for sharing your Martus experience! We're glad to hear Martus has made your budgeting more straightforward and is easy to use and understand.

Regarding personnel budgeting, our team would be happy to discuss that area with you more to help bring clarity to how this interacts with the overall budget and answer any specific questions you may have. Please submit a support ticket if you would like to meet together and review this. Thank you!

Angela F.
AF
Finance Director
Religious Institutions
Mid-Market (51-1000 emp.)
"Great budget software overall that directly integrates with Sage Intacct!"
What do you like best about Martus?

Thank you, Martus! We had previously used Google Sheets for budget entry by all 7 campuses and their departments. While this worked fine in years past, the workload on my end was very time consuming to update each campus's department sheets every year for managers/supervisors. This would include manualing adding new and updated sheets, adding annualized actuals for each account in each campus department, double checking, adding into my preliminary budget Excel file and then after any revisions, I would finally add each campus department account into the final budget template for upload into Sage Intacct, our accounting system.

With the implementation of Martus in Fall 2023, I was given a roadmap of information and support articles on what to expect for each training. The training was very thorough, easy and helpful. For the beginning of Martus budgeting, I added all of the information myself into the Budget Planner for my final budget task. Once I was done entering and double checking everything, with the click of a button, I directly exported my final budget into Sage Intacct. With just this specific final budget export task, I saved over 57% of my time by using Martus (22 hours instead of 52 hours from year before, from start to finish). This cost effective tool will roll out to our respective managers and supervisors this spring. As an admin, you can add user permissions to each manager and supervisor to they can only see a particular campus or department that they oversee.

Martus will not only allow managers to monitor and dive deeper with their monthly reporting but also plan their budgets, that are approved by supervisors. This will allow for a smoother, more efficient and reliable budget process that also enhances internal controls as our organization scales and grows. The system is very user-friendly and has easy to understand Help articles and videos in the Help center. Customer support has been helpful. With any new system comes a certain amount of learning, but with Martus, the ease of integration overall has been quite simple. I use Martus every day and once the the final rollout to managers and supervisors has been executed, I am confidant that they will find it easy to use, as well. I have been very pleased with Martus! Review collected by and hosted on G2.com.

What do you dislike about Martus?

There isn't anything I dislike at this time. Since I have just started out, I would recommend a bit more study on the Personnel Budgeting so that you budget exactly how you want to see everything in your budget since this area is a bit more detailed. Review collected by and hosted on G2.com.

JL
Small-Business (50 or fewer emp.)
"Implemented 2x at 2 Companies"
What do you like best about Martus?

The software has made month-end reporting a breeze. I have implemented Martus twice, once with Sage Intacct and another time with QBO. The implementation of Martus was easy and the entire Martus team was fantastic to work with. They offer trainings to keep you current on best practices and meaningful updates. The integration with software to import actuals is seamless, making month-end reporting a breeze. Review collected by and hosted on G2.com.

What do you dislike about Martus?

This is a thoughtful solution. It may not be as robust as Workday Adaptive Planning, but not everyone has the capacity or need for such a program. Review collected by and hosted on G2.com.

KR
Mid-Market (51-1000 emp.)
"Martus is powerful budgeting/reporting software!"
What do you like best about Martus?

Their customer support team is top notch! They are experts, friendly, and timely in their response to support tickets. Review collected by and hosted on G2.com.

What do you dislike about Martus?

I can't think of anything. It has a lot of features, so maybe time to learn it all. But you get training with implementation. Review collected by and hosted on G2.com.

Response from Joseph Plagge of Martus

Hi Kim! Thank you for the great reviews. Martus does have a lot features (which can also be dialed back for certain users). We are always here as part of your ongoing support to review any of those features and make sure you are using Martus optimally. You can submit a support ticket anytime. Thank you!

LR
Mid-Market (51-1000 emp.)
"Martus is as valuable as our Church Management System"
What do you like best about Martus?

Martus gives us actionable information we use weekly to ensure we are aliging our finances with mission and vision. We have 30+ users many who are creative and people oriented (not accountants) and the reports are so easy to use and understand.

Because the implementation was only two weeks our time-to-value was very fast. The integration with our accounting system means we have access to real-time Income Statements and Budget vs Actual reporting.

I love that Customer Support is domestic and so responsive and helpful. Review collected by and hosted on G2.com.

What do you dislike about Martus?

We love so much about Martus. Because we know Martus releases new funtionality so often we know we don't have to wait long for more great things to come. Review collected by and hosted on G2.com.

Pricing Insights

Averages based on real user reviews.

Time to Implement

2 months

Return on Investment

10 months

Average Discount

6%

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Martus Features
Data Import
Budget Hierarchies
Versioning
Consolidation
Adjustments
Workflows
Historical Data
Reforecast
Rolling Forecasts
Variance Analysis
Forecasts Comparison
Forward Looking
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