--- title: Martus Reviews meta_title: 'Martus Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 101 reviews by the users' company size, role or industry to find out how Martus works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 101 scale: '5' date_modified: '2026-08-11' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Martus Reviews **Vendor:** Martus Solutions **Category:** [Budgeting and Forecasting Software](https://www.g2.com/categories/budgeting-and-forecasting) **Average Rating:** 4.7/5.0 **Total Reviews:** 101 ## About Martus 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 leading ERP and accounting systems, including Sage Intacct, QuickBooks, Blackbaud Financial Edge, Microsoft Dynamics 365 Business Central, Acumatica, Xero, NetSuite, MIP, and more, plus legacy systems including Sage 100, 200, 300, Great Plains, and Aplos. 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. ## Martus Pros & Cons **What users like:** - Users appreciate the **ease of use** of Martus, enjoying its clear presentation and seamless integration with accounting systems. (36 reviews) - Users value the **excellent customer support** from Martus, enhancing their overall experience and organizational efficiency. (19 reviews) - Users value the **seamless integration** of Martus with accounting systems, enhancing financial transparency and budgeting efficiency. (19 reviews) - Users praise the **streamlined budgeting management** of Martus, significantly reducing time and enhancing accessibility for managers. (18 reviews) - Users value the **budgeting efficiency** of Martus, significantly reducing preparation time and enhancing access to financial reports. (16 reviews) - Efficiency (15 reviews) - Easy Integrations (14 reviews) - Easy Setup (10 reviews) - Implementation Ease (8 reviews) - Excel Integration (7 reviews) **What users dislike:** - Users find the **learning curve challenging** , requiring time to adapt and understand data reporting effectively. (9 reviews) - Users find the **steep learning curve** of Martus challenging, requiring time and effort to fully understand the system. (6 reviews) - Users find Martus to have a **fairly complex interface** that can confuse and complicate usage for small schools. (5 reviews) - Users find the **user interface confusing** as navigating between worksheets and filters can be cumbersome and unintuitive. (5 reviews) - Users find Martus has a **learning difficulty** , requiring time to understand data pulling and reporting features. (5 reviews) - Missing Features (5 reviews) - Users feel the **accounting limitations** hinder budget sharing and lead to confusion for non-accountants in Martus. (4 reviews) - Budgeting Issues (4 reviews) - Users find the **overwhelming and confusing financial information** in Martus hampers the experience for non-accountants. (4 reviews) - Reporting Issues (4 reviews) ## Martus Reviews ### 1. Martus has been a game changer for our organization **Rating:** 5.0/5.0 stars **Reviewed by:** Caleb B. | Budget Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** October 09, 2025 **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. **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. **What problems is Martus solving and how is that benefiting you?** Martus is helping solve how much time it typically takes to do budgets. We have cut down on our time to complete budgets and even been able to bring in more of our budget leaders into the process to allow them more hands on decision making with their budgets. **Official Response from Joseph Plagge:** > 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! ### 2. Makes budgets easy to organize **Rating:** 4.0/5.0 stars **Reviewed by:** Ian M. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2024 **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. **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. **What problems is Martus solving and how is that benefiting you?** Hosting a budget that spans many departments and areas and allowing the entire organization to collaborate on that budget without passing files back and forth via email and without accounting having to standardize everyone else's budgetary inputs. **Official Response from Joseph Plagge:** > 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! ### 3. Martus is awesome! **Rating:** 5.0/5.0 stars **Reviewed by:** A.Z. S. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 27, 2023 **What do you like best about Martus?** I like the flexibility we have. In our organization, we have over 10 locations, with a series of departments. We were able to grant access to all the department leads with the necessary functionality to be able to easily use it and see their budget performance, our team was able to implement the software into their regular schedule to stay on top of their budget. The Integration was really easy and we received exceptional customer support. We have enjoyed all the features it provides us. We use it for payroll budgeting for 300+ employees across multiple locations. We also use the planning and budgeting module for income and expenses. Our team uses the software very frequently. **What do you dislike about Martus?** Some of the payroll budgeting modules can be tricky to operate and require multiple steps, especially when you have an employee with multiple allocations. So need to make sure that you have good notes. **What problems is Martus solving and how is that benefiting you?** The variance report under the Detail Analysis report is one that our teams and department managers use to identify budget variances, and where adjustments need to be made monthly. The other would be the budget Forecasting report, in order to see the full year, mixed with actuals and budget, it helps our team stay on track. The fact that our managers are able to click on any actual numbers to see the GL detail is extremely helpful and used frequently. ### 4. Great budgeting tool **Rating:** 4.0/5.0 stars **Reviewed by:** Roger B. | Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** October 23, 2023 **What do you like best about Martus?** I like that Martus integrates well with Sage Intacct. Also, I like that I can have multiple users in Martus without having to add users in the Accounting system. Budget managers can review their expenses compared to their budget each month. The system is easy to learn, and I appreciate that Martus continually updates. Their customer support is quick to respond and all their employees are very friendly. **What do you dislike about Martus?** I think the UI could use a more modern interface and there are many filters to choose from that sometimes confused my users. **What problems is Martus solving and how is that benefiting you?** We transitioned all of our excel budgets into Martus and integrated those with Sage Intacct. ### 5. Consulting CFO **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2023 **What do you like best about Martus?** Reasonable cost for smaller organizations; Excellent customer service and support; Allows managers to analyze financials and budget departments on their own **What do you dislike about Martus?** Some features are not intuitive; Viewing and finding task buttons are difficult due to headers and footers not being locked and needing to scroll up/down and across to find **What problems is Martus solving and how is that benefiting you?** Allows for department managers to better understand their financials and manage their grants ## Martus Discussions - [Can I limit users access to certain data?](https://www.g2.com/discussions/can-i-limit-users-access-to-certain-data) - 1 comment, 2 upvotes - [How does Martus connect with your accounting system?](https://www.g2.com/discussions/how-does-martus-connect-with-your-accounting-system) - 1 comment, 2 upvotes - [View Martus pricing details and edition comparison](https://www.g2.com/products/martus/reviews?filters%5Bsentiment_snippet%5D=1077641&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+19%3A58%3A32+-0500&secure%5Bsession_id%5D=f8bb98b2-a13f-4add-8ba2-187d6c3aea47&secure%5Btoken%5D=9b69e177d4be40481aa23094a555cf697dd08da5ef4f3ccff78ae1321b149fda&format=llm_user) ## Martus Integrations - [Acumatica](https://www.g2.com/products/acumatica/reviews) - [Blackbaud Financial Edge NXT](https://www.g2.com/products/blackbaud-financial-edge-nxt/reviews) - [FastFund Online Fund Raising](https://www.g2.com/products/fastfund-online-fund-raising/reviews) - [Microsoft Dynamics 365 Business Central](https://www.g2.com/products/microsoft-microsoft-dynamics-365-business-central/reviews) - [MIP Fund Accounting](https://www.g2.com/products/mip-fund-accounting/reviews) - [MYOB](https://www.g2.com/products/myob/reviews) - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) - [QuickBooks Desktop Enterprise](https://www.g2.com/products/quickbooks-desktop-enterprise/reviews) - [QuickBooks Desktop Pro](https://www.g2.com/products/quickbooks-desktop-pro/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [QuickBooks Online Advanced](https://www.g2.com/products/quickbooks-online-advanced/reviews) - [Sage 100](https://www.g2.com/products/sage-100/reviews) - [Sage 200cloud](https://www.g2.com/products/sage-200cloud/reviews) - [Sage 300](https://www.g2.com/products/sage-300/reviews) - [Sage Intacct](https://www.g2.com/products/sage-intacct/reviews) - [ShelbyNext Financials](https://www.g2.com/products/ministry-brands-holding-llc-shelbynext-financials/reviews) - [Syspro](https://www.g2.com/products/syspro/reviews) - [Xero](https://www.g2.com/products/xero/reviews) ## Martus Features **Additional Functionality** - Activity Tracking - Social Marketing - Generative AI - Accounting - Customizable Reports - CRM - Customizable Forms - Fund Accounting - Forms Management - Real-Time Analytics - Member Database - Alerts/Notifications - Communication Management - Customizable Templates - Budgeting/Forecasting - Mobile Access - Event Scheduling - Donor Management - Attendance Management - Activity Dashboard - Reporting & Statistics - Volunteer Management - Real-Time Reporting - For Nonprofits - Recurring/Subscription Billing - Access Controls/Permissions - Calendar Management - Third-Party Integrations - Customizable Branding - Registration Management - Campaign Management - Event Management - Document Storage - API - Contact Management - Website Management - Credit Card Processing - Membership Management - Data Import/Export - Electronic Payments - Accounting Integration - Grant Management - Dues Management - Committee Management - AI Copilot - Fundraising Management - Customizable Fields **Budget Creation** - Data Import - Budget Hierarchies - Versioning - Formulas - What-If - Budget Periods - Real-Time Data **Data Management** - Data Import - Data Consolidation - Data Validation **Cash Flow Management** - File Exports - Income and Expenses - Track Cash Flow **Financial Planning** - Extended Planning - Reporting - Integration - Self-Service Reporting **Agentic AI - FP&A (Financial Planning & Analysis) ** - Proactive Assistance - Decision Making **Financial Insight** - Budgeting - Forecasting - Planning - Budgeting/Forecasting **Budget Management** - Consolidation - Adjustments - Workflows **Reporting Structure** - Reporting Hierarchy - Report Templates - Report Types **Cash Flow Forecasting** - Historical Data - Reforecast - Forecast Types - Rolling Forecasts - AI **Accounts Payable** - Invoice Processing - Purchase Order Management - ACH Payment Processing - Electronic Payments - Electronic Payments - Credit Card Processing **Data** - Data Visualization - Custom Reporting - Reporting Templates - Real-Time Data **Forecasting** - Historical Data - Reforecast - Forecast Types - Rolling Forecasts - AI - Generative AI **Standard Analytics** - Standard KPIs - Standard Reports - Financial Statements - Drill Down **Analytics** - Variance Analysis - Forecast Comparison - Forward Looking **Status Communication** - Collaboration - Version Control - Real-Time Data Updates - Scorecards - Approval Process Control **Analytics** - Variance Analysis - Forecasts Comparison - Forward Looking - Financial Analysis **Custom Analytics** - Dashboards - Custom KPIs - Custom Reports - Self Service - Multiple Entities **Financial Data Transfer** - Data Transfer - Reporting - Access - Integration **Additional Functionality** - Predictive Analytics - Multi-Language - Generative AI - Currency Management - AI Copilot - User Management - Project Management - Risk Management - Real-Time Analytics - Audit Trail - Tax Management - Investment Management - Transaction History - Data Import/Export - Fixed Asset Management - Mobile Access - Transaction Monitoring - API - Project Time Tracking - Projections - Consolidation/Roll-Up - General Ledger - Purchasing & Receiving - Real-Time Monitoring - Configurable Workflow - Dashboard Creation - Accounting - Electronic Payments - Revenue Recognition - Invoice Management - Compliance Management - "What If" Scenarios - Workflow Management - Multi-Currency - Planning Tools - Visual Analytics - Cash Management - Customizable Reports - Bank Reconciliation - Invoice Processing - Multi-Company - For Investors & Traders - Expense Tracking - Purchase Order Management - Access Controls/Permissions - Activity Dashboard - Reporting/Analytics - Alerts/Notifications - Billing & Invoicing - Receipt Management - Profit/Loss Statement - Income & Balance Sheet - Cash Flow Management **Agentic AI - Budgeting and Forecasting** - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Financial Analysis** - Cross-system Integration - Decision Making **Additional Functionality** - Data Visualization - Purchase Order Management - Expense Management - Ad hoc Reporting - Multi-Company - Profit/Loss Statement - Workflow Management - Access Controls/Permissions - Customizable Reports - Forecasting - Dashboard Creation - Self-Service Reporting - Multi-Currency - Financial Management - "What If" Scenarios - Asset Lifecycle Management - Strategic Planning - Visual Analytics - Billing & Invoicing - Real-Time Reporting - Reporting/Analytics - Receipt Management - Scenario Planning - Alerts/Notifications - Collaboration Tools - Version Control - Activity Dashboard - General Ledger - Third-Party Integrations - Consolidation/Roll-Up - Drag & Drop - Income & Balance Sheet - Multi-Department/Project - Accounting - API - Chart of Accounts - AI Copilot - Cash Management **Additional Functionality** - Real-Time Data - Purchasing & Receiving - Budgeting/Forecasting - Generative AI - Receipt Management - Financial Reporting - Partnership Accounting - General Ledger - Invoice Management - Compliance Management - Collaboration Tools - Third-Party Integrations - Recurring Giving - CRM - Customizable Reports - Donation Tracking - Customizable Templates - Expense Tracking - Accounts Receivable - Check Printing - Inventory Tracking - Cash Management - Chart of Accounts - Payroll Management - Financial Analysis - Revenue Recognition - API - Real-Time Reporting - Bank Reconciliation - Fund Management - Multi-Currency - Grant Management - Activity Dashboard - Financial Management - Accounts Payable - AI Copilot - Billing & Invoicing - Fixed Asset Management - Reporting & Statistics - Donor Management - Income & Balance Sheet - Mobile Access - Tax Management - Activity Tracking - Workflow Management - Fund Accounting - Profit/Loss Statement - Time & Expense Tracking - Recurring/Subscription Billing - Project Accounting - Sales Tax Management - Contact Management - Accounting - For Nonprofits - Accounting Integration ## Top Martus Alternatives - [Vena](https://www.g2.com/products/vena/reviews) - 4.5/5.0 (473 reviews) - [Planful](https://www.g2.com/products/planful/reviews) - 4.3/5.0 (499 reviews) - [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) - 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