Martus Reviews & Product Details

Martus Solutions is a cloud-based financial management and budgeting software designed to help organizations streamline budgeting, forecasting, and reporting with greater speed, accuracy, and collaboration. Built to replace complex, disconnected and error-prone spreadsheets, Martus enables finance teams to collaboratively create, manage, and analyze budgets in up to 50% less time, while improving visibility into real-time financial performance. Purpose-built for scaling organizations like nonprofits, churches and faith-based organizations, and small to mid-sized businesses that need a more efficient and collaborative budgeting process. The platform supports multi-user budget creation with role-based permissions, structured approval workflows, and centralized data all designed to make it easier for finance leaders and department managers to work together with confidence. Martus offers seamless integration with more than 20 ERP and accounting systems, including Sage Intacct, QuickBooks, Blackbaud Financial Edge, Microsoft Dynamics 365 Business Central, Acumatica, Xero, NetSuite, and legacy systems like Sage 100. These integrations reduce manual data entry, improve data accuracy, and ensure budgets and forecasts are always aligned with actuals from your core financial systems. Organizations using Martus report faster budgeting cycles, improved forecasting accuracy, and real-time budget-to-actual reporting that supports informed decision-making. Built-in scenario planning and forecasting tools allow teams to model multiple financial outcomes, helping organizations plan proactively for growth, uncertainty, and changing funding conditions. Martus is known for its rapid implementation and fast time to value. Customers can begin using the platform in as little as one hour, with full implementation typically completed in approximately three weeks. Martus also provides best-in-class customer support, including hands-on onboarding, on-demand training resources, live webinars, and ongoing education to ensure long-term success. As a modern budget management solution, Martus empowers organizations to move beyond spreadsheets, improve collaboration across teams, and gain the financial clarity needed achieve their mission.

Product Website

Seller

Martus Solutions

Discussions

Martus Community

Languages Supported

English

Overview by

Megan Alba

Value at a Glance

Averages based on real user reviews.

Time to Implement

2 months

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Martus Integrations

(16)

Verified by Martus

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.

Martus makes reporting easy with our out of the box reports and custom ReportBuilder.

Create custom reports and forecast with ease using Martus.

Manage cash flow so you can prepare for any scenario.

Official Downloads

(3)

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The Nonprofit's Guide to Collaborative Budgeting

CFO's Guide to Tech Enhanced Revenue and Profit Strategies

Interactive Demo

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Mark K.

2/3/2026

"User-Friendly Budgeting Software"

5/5

What do you like best about Martus?

I love how simple it is to use Martus! During implementation, they worked with us to show us all the benefits of the system and how simple it is! From that training, I was able to train all our users and it was so easy! Additionally, I love the quick response to support tickets! They will have a resolution to you within an hour and the next thing you know, you're moving on to the next task! Lastly, I enjoy the API connection into Sage Intacct. When updates are made in Intacct, they are transferred into Martus that night and it is so easy to then upload back into Intacct. Review collected by and hosted on G2.com.

What do you dislike about Martus?

The only thing I dislike about Martus is some of the features within the Personnel Budgeting module. There are limitations on the number of coverages that can be used for employees, making it difficult for a diverse organization such as ourselves that offers multiple insurance benefits to our employees. Review collected by and hosted on G2.com.

What problems is Martus solving and how is that benefiting you?

We used to do our annual budget and quarterly forecast within Excel. As our organization grew, it was becoming too complex to do in Excel with potential human or formula errors. By utilizing Martus, we were able to speed up our process and feel more confident in our numbers without worrying about formula or human errors. Review collected by and hosted on G2.com.

Response from Joseph Plagge of Martus

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Thank you so much for your great review! I'm glad to hear your feedback on implementation and support! Regarding the Personnel Budgeting module, we would be happy to take a look at the options with you. We'll also have some new features rolling out this year in this area to make personnel budgeting even better.

Sean H.

Enterprise (> 1000 emp.)

2/3/2026

"A Cost-Effective Solution That Delivers"

5/5

What do you like best about Martus?

The software gives us the features we actually need, is easy for the team to use, and provides clear, reliable budgeting insights—all at a price point that makes sense. Compared to similar tools, it offers excellent value without sacrificing functionality. Review collected by and hosted on G2.com.

What do you dislike about Martus?

Like most tools, it isn’t perfect. Some advanced functionality requires extra setup or workarounds, but these are relatively minor compared to the overall value the software provides. Review collected by and hosted on G2.com.

What problems is Martus solving and how is that benefiting you?

The software solves many of the common budgeting challenges we had with spreadsheets, including limited visibility, manual errors, and slow collaboration. For me personally, it’s been a major time-saver and has increased confidence in our numbers. I’m able to focus more on analysis and decision-making instead of maintaining files, which has made budgeting cycles smoother and less stressful overall. Review collected by and hosted on G2.com.

Response from Joseph Plagge of Martus

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Hi Sean - Thank you for the great review! As always, if there is something our team can assist with - especially as it relates to the advanced functionality you mentioned - please don't hesitate to reach out to us. We're happy to jump on a meeting and share screens.

Verified User in Non-Profit Organization Management

2/5/2026

"Best Integrated Budget Planning Application"

5/5

What do you like best about Martus?

The program is intuitive to use. It's integration with Sage Intacct is an invaluable tool for all of our budget managers throughout the organization. Additionally, the Martus support team is a cut above the rest. The response times are almost immediate, and the assistance provided always presents a solution to the issue. Review collected by and hosted on G2.com.

What do you dislike about Martus?

I really don't have a downside to Martus. We were able to connect all budget managers quickly and our support representative provides in-depth training to all users on an annual basis. Review collected by and hosted on G2.com.

Response from Joseph Plagge of Martus

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Thank you so much for this great feedback! Please don't hesitate to reach out to our team if we can assist in any way.

Caleb B.

Budget Accountant

Mid-Market (51-1000 emp.)

10/9/2025

"Martus has been a game changer for our organization"

5/5

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

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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!

Verified User in Non-Profit Organization Management

2/3/2026

"Great Software and Service! Great Price!"

5/5

What do you like best about Martus?

Martus is easy to use and similar to using a spreadsheet but turbo-boosted. I love that it integrates seamlessly with our accounting software. Review collected by and hosted on G2.com.

What do you dislike about Martus?

I haven't found a downside yet. There seems to be a fix for any issue that I have encountered. Review collected by and hosted on G2.com.

What problems is Martus solving and how is that benefiting you?

Martus solves the issue of self-service for departments regarding accounting information. Managers can view their budgets vs actual on a real time basis and help our accounting team be super accurate as well by offering any reclasses. It has also allowed us to move our grant FSR reporting to Martus as well, also self-service. Review collected by and hosted on G2.com.

Response from Joseph Plagge of Martus

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Thank you so much for your review!

Verified User in Civic & Social Organization

2/3/2026

"Incredibly flexibale for financial reporting"

5/5

What do you like best about Martus?

The ability to slice and dice the data by choosing which dimension goes in rows and which in columns make it much faster than using the reporting in Intacct. Review collected by and hosted on G2.com.

What do you dislike about Martus?

I'd like the ability to pick multiple dimension items instead of all or nothing; also would like to be ability to add or delete columns; needs a balance sheet Review collected by and hosted on G2.com.

Response from Joseph Plagge of Martus

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Hello, and thank you for the great review! With the Intacct integration, you should have a balance sheet along with other standard reports. Please reach out to our Support team so they can assist with this. You can create a support ticket by going to Support > Open Support Website > Submit a new ticket. There's also a feature called "Reporting Groups" that sounds like it would help with your "multiple dimension items" filtering on reports. Our team can also show you that. Thank you so much!

Matt D.

CFO

Mid-Market (51-1000 emp.)

2/13/2026

"Martus Review"

5/5

What do you like best about Martus?

I like that it updates instantly from our accounting system Sage 100 and I can immediately see results. In addition, Martus is constantly taking user suggestions and enhancing the product. Review collected by and hosted on G2.com.

What do you dislike about Martus?

No downsides to this software, Martus is easy to work with. Review collected by and hosted on G2.com.

Response from Joseph Plagge of Martus

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Thank you for the great feedback! Yes - Customer suggestions and enhancement requests help drive innovation and the road map here at Martus!

Laila A B.

2/3/2026

"No more excel budgets!"

5/5

What do you like best about Martus?

The ease of use. The system is so user friendly, our managers are glad to be out of the excel game! Review collected by and hosted on G2.com.

What do you dislike about Martus?

The collaborative notes is a newer feature but its not robust yet. I am excited to see where that will go! Review collected by and hosted on G2.com.

Response from Joseph Plagge of Martus

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Hi Laila - Thank you so much for your review! Please feel free to let us know what you would like to see with the collaborative notes - one of the newer features, as you mentioned. Customer feedback like yours helps drive new product features and updates. You can submit a support ticket to share your ideas. Thank you!

Laura U.

CFO

Small-Business (50 or fewer emp.)

10/15/2025

"Martus Makes Budgeting Easy and Reviewing Income and Expenses Easy"

5/5

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

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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.

Terri S.

2/3/2026

"Makes Life Easier"

4/5

What do you like best about Martus?

It integrates seamlessly with our accounting system (Intacct). it is easy to use, especially for non-financial managers. It is versatile. Review collected by and hosted on G2.com.

What do you dislike about Martus?

In our environment, retail with heavy turnover, it is not useful to use the detail personnel module - it would be a full time job just keeping up with turnover. Review collected by and hosted on G2.com.

Response from Joseph Plagge of Martus

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Hi Terri, thank you for your great review, and your comment about the detail in personnel when there is heavy turnover. One of the options I can recommend would be to create "pooled" positions for those that have high turnover, and not track it by individual employee. Our team can discuss this more with you if you would like to create a support ticket. Thank you again!