--- title: Martus Reviews meta_title: 'Martus Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 91 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: 91 scale: '5' date_modified: '2026-07-23' 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:** 91 ## 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 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. ## 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. It is fairly easy to use and great for other employees to budget and view their actual results **Rating:** 4.5/5.0 stars **Reviewed by:** Sherry M. **Reviewed Date:** February 06, 2026 **What do you like best about Martus?** Being able to pull reports that summarize the data well **What do you dislike about Martus?** Can be a little tricky to understand how to pull different data **What problems is Martus solving and how is that benefiting you?** Provides a way for other departments to view their actual vs budget results without having to rely on the Finance dept **Official Response from Joseph Plagge:** > Thank you for the review! Please don't hesitate to reach out to our support team for questions related to pulling different data. I would like to understand this comment better so we can make this better for you. ### 2. Great Budgeting Software! **Rating:** 5.0/5.0 stars **Reviewed by:** Barbara H. | Director of Finance, Mid-Market (51-1000 emp.) **Reviewed Date:** February 04, 2026 **What do you like best about Martus?** It allows me to give everyone the ability to do their budgets paperless **What do you dislike about Martus?** That it does not have a 360 integration with Shelbynext **What problems is Martus solving and how is that benefiting you?** Provides paperless budgeting with access to all previous years budgets. Give financial information access to all managers. **Official Response from Joseph Plagge:** > Hi Barbara - Thank you so much for the great review! Regarding the mention of not having an API integration with ShelbyNext, unfortunately, ShelbyNext does not have an open API for extracting General Ledger transactions. In situations like this, we implement a flat file integration such that the GL report is exported from ShelbyNext, and then imported into Martus as often as you would like. No data manipulation to the export file since the mapping we set up in Martus at the time of implementation will read the file automatically that is exported from ShelbyNext. ### 3. Martus serves our needs well. We do'nt use it to its full capacity, we could do a lot more with it. **Rating:** 4.0/5.0 stars **Reviewed by:** Anthony B. **Reviewed Date:** February 11, 2026 **What do you like best about Martus?** Integration with FE next is seamless so data is always up to date **What do you dislike about Martus?** For a small school like ours it is fairly complex to use. **What problems is Martus solving and how is that benefiting you?** Instantaneous budget tracking - even including entries not yet posted **Official Response from Joseph Plagge:** > Hi Anthony, thank you for your review! Yes - we have a great integration with Blackbaud FE NXT. We want to make sure you are getting the most out of Martus, and our team is here to help with that. I also noted your comment about complexity. The system is designed to support a wide range of organizational needs. We’d welcome the opportunity to review your current use case and identify ways to simplify based on your needs. Thank you again for your feedback! ### 4. Faster, Better, More Accurate **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness **Reviewed Date:** February 06, 2026 **What do you like best about Martus?** The ease of collaborating with the rest of our team. **What do you dislike about Martus?** The Payroll budgeting module doesn't work for us. **What problems is Martus solving and how is that benefiting you?** budgeting, forecasting, and reporting for 30+ locations and 25+ departments **Official Response from Joseph Plagge:** > Thank you for providing this feedback! I'm glad to hear that collaborative budgeting is easy for your team! Regarding the payroll budgeting module, please submit a support ticket with our team so we can understand why this module doesn't work for you and see how we can help. ### 5. Chief Financial Officer **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management **Reviewed Date:** February 03, 2026 **What do you like best about Martus?** It is an easy yet robust system that makes my work easier. **What do you dislike about Martus?** There is nothing I dislike about Martus currently **What problems is Martus solving and how is that benefiting you?** It is making the budget process so much simpler. **Official Response from Joseph Plagge:** > Thank you so much for your review! ### 6. Martus has worked well for us for a few years **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Religious Institutions **Reviewed Date:** February 03, 2026 **What do you like best about Martus?** Straightforward platform which serves us well **What do you dislike about Martus?** I really don't have any dislikes about Martus **What problems is Martus solving and how is that benefiting you?** Multi-department fiscal budget...we would like there to be more reporting that is included with Martus **Official Response from Joseph Plagge:** > Thank you for your 5-star review! Regarding your comment on "more reporting", we have a custom ReportBuilder available with our Plus tier and above to create more reports. This even has an AI ReportBuilder Assistant that allows you to type in a text description of the report you want to see, and the system will get it started for you. I'm putting a link in the URL field below that has more information on this feature. Please reach out to our Support team with any questions. ### 7. Senior Accountant **Rating:** 3.5/5.0 stars **Reviewed by:** Roger N. | Senior Accoutant, Mid-Market (51-1000 emp.) **Reviewed Date:** February 03, 2026 **What do you like best about Martus?** Drill downs and month to month comparison. **What do you dislike about Martus?** There is no balance sheet. Can't see assets and liabilities. **What problems is Martus solving and how is that benefiting you?** Drill downs. GL streamlines. **Official Response from Joseph Plagge:** > Hi Roger - thank you for your review! The balance sheet is supported for some of the ERP integrations we have. Other integrations will be addressed, and I can check with our product team to see what the roadmap looks like for your ERP. Collaborative budgeting, forecasting, and reporting on budget vs actuals (with drill-downs and comparisons, as you mention) are great features in Martus. Thank you again! ### 8. Game changer- goodbye Excel budgets **Rating:** 5.0/5.0 stars **Reviewed by:** Kelly M. | Executive Director, Finance & Administration, Non-Profit Organization Management, Mid-Market (51-1000 emp.) **Reviewed Date:** October 17, 2023 **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. **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) **What problems is Martus solving and how is that benefiting you?** 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. Previously, budgets were done in Excel spreadsheets and manually entered. Martus has saved us a lot of staff time, while increasing involvement of key team members. It has also automated manual processes, with better controls and less margin for human error. **Official Response from Joseph Plagge:** > 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! ### 9. 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! ### 10. We converted our budgeting process from Excel to Martus in 2022. Income Statement Reporting. **Rating:** 5.0/5.0 stars **Reviewed by:** Joe C. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 16, 2024 **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. **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. **What problems is Martus solving and how is that benefiting you?** Budgeting by department. Budget vs. Actual reporting by month for each department. Doing this is a way that makes these financial reports accessable, understandable and helpful for decision making for operating managers. **Official Response from Joseph Plagge:** > 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! ### 11. Great budget software overall that directly integrates with Sage Intacct! **Rating:** 4.5/5.0 stars **Reviewed by:** Angela F. | Finance Director, Religious Institutions, Mid-Market (51-1000 emp.) **Reviewed Date:** January 29, 2024 **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! **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. **What problems is Martus solving and how is that benefiting you?** The biggest problems Martus is solving are reduced manual effort, time and cost savings, higher accuracy, approval workflows, and enhanced internal controls. As a former auditor, this is wonderful to have at our fingertips. ### 12. Implemented 2x at 2 Companies **Rating:** 5.0/5.0 stars **Reviewed by:** Jill L. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2023 **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. **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. **What problems is Martus solving and how is that benefiting you?** Martus helps me to efficiently manage my budget, forecast future expenses, and adjust to any changes in the business. With Martus, it's easy to create different budget scenarios based on changes in headcount, budget based on actuals, percentage changes, and more. Additionally, I use Martus for month-end internal and external department reporting. Overall, the two primary reasons to go with Martus are the significant time savings and the accuracy of data. Compared to Excel, Martus is a major improvement. ### 13. Martus is as valuable as our Church Management System **Rating:** 5.0/5.0 stars **Reviewed by:** Lee R. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 20, 2023 **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. **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. **What problems is Martus solving and how is that benefiting you?** Martus made it possible for us to leave behind budgeting in Excel and gave us a cloud-based, integrated system for all of our budgeting, forecasting, and reporitng needs. ### 14. Great budgeting solution **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Religious Institutions | Mid-Market (51-1000 emp.) **Reviewed Date:** November 03, 2023 **What do you like best about Martus?** Before Martus, our organization was sending out locked spreadsheets to try to make the budgeting process for our employees easier. With that being said, they had to pull their previous year's spending from somewhere else, and the process of combining every department's spreadsheet was complicated and extensive. After we started using Martus, our employees immediately noticed the difference and appreciated the simplicity and quickness of the process. Collaboration between teams and approvals are all in the system and we no longer have to worry about taking care of 50+ spreadsheets and email approvals. Our employees have quick access to look at their budgets through our process, as well as access to multiple reports throughout the year to look at their expenses. The two-way integration with Sage Intacct has definitely been a huge win for our team and our organization. **What do you dislike about Martus?** There's not much that we have not liked about Martus, but maybe just a little more flexibility to build custom reports. Our employees have been able to find many answers to their financial questions by looking at the Martus reports, but sometimes they overlook some important ones because of there's too much information available. **What problems is Martus solving and how is that benefiting you?** The main problem that Martus has solved for us is budgeting. We have been able to push our budgeting process to first-level employees. They are able to feel like they have ownership and collaboration through the budgeting process and the approvals and corrections are all being made online. We no longer have to use spreadsheets and long approval emails that get lost in our inboxes. The simplicity and easiness to use have gotten our employees excited to budget and not dread the process like they did before. Financial and budgeting information is available to them all year long. ### 15. 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. ### 16. Martus budgeting **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2024 **What do you like best about Martus?** Martus is super helpful in our budgeting process, especially beng able to add worksheets to backup our budget numbers. Their customer support is terrific. They are super responsive when I have questions and will hop on a zoom call to walk me through any issues I am having. **What do you dislike about Martus?** There is a learning curve in using some of their advanced reporting. Their reports could use some visual upgrades. **What problems is Martus solving and how is that benefiting you?** Martus has helped us solve some of our complex budgeting issues. It is also very helpful to easily share reports with our department managers. **Official Response from Joseph Plagge:** > Thank you for sharing your experience! Martus has out-of-the-box reports that are easy to use and very flexible when creating different view. There is also a ReportBuilder that allows you to create custom reports, KPI cards, and other charts and graphs. Our team can provide you with some additional training. Please reach out to Support if you would like to receive some more training in this area. ### 17. No more spreadsheets, everyone in sync **Rating:** 5.0/5.0 stars **Reviewed by:** Scott H. | Managing Partner, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** October 20, 2023 **What do you like best about Martus?** The tool itself is great but the people behind it make it even better. Support is always on it. Everyone is incredibly knowledgeable and always willing to help. **What do you dislike about Martus?** I honestly can't think of anything I don't like. **What problems is Martus solving and how is that benefiting you?** Our budgeting process has evolved over the years, we reached peak optimization when we brought in Martus. Initially I worked on the budget with an outside accountant. We progressed to involving others in the discussion, working in spreadsheets. Having it in Martus not only keeps us all on the same page in realtime but it allows us to leverage historical data and create multiple budget scenarios. ### 18. The Bridge between Accountants and Managers **Rating:** 5.0/5.0 stars **Reviewed by:** Joseph L. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 30, 2023 **What do you like best about Martus?** Our team loves the clear and easy presentation of their spending. The integration between Martus and our accounting system creates transparency with finance and accounting. **What do you dislike about Martus?** I would like to see an easier implementation and reduction of steps in importing payroll data. **What problems is Martus solving and how is that benefiting you?** Martus has helped us to budget faster and more efficiently. The speed of budgeting within departments as we look back quickly to actuals is truly a game changer. Our managers and supervisors are able to monitor in real time their budgets and impacts of spending. ### 19. Martus Helped Goodwill Achieve Needed Budget Software Implementation. **Rating:** 5.0/5.0 stars **Reviewed by:** sharon r. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 17, 2023 **What do you like best about Martus?** The Software tool is extremely easy to use and navigate through. Martus and in particular the team that jumped in to ensure a successful launch when our organization went through a staffing struggle was absolutely perfect. The team ensured that everything was set up and even did training sessions with the budget holders. We were able to have a budget process that was not only sucessful but also earlier than scheduled timelines. I would highly recommend Martus. **What do you dislike about Martus?** The only area I would say is the specialized reporting. I would love to use Martus as the primary reporting tool for all budget holders however, there is currently no way to create specialized reports. **What problems is Martus solving and how is that benefiting you?** Hopefully there will be an upgrade for specialized report creation. ### 20. Amazing Experience with Martus Solutions **Rating:** 4.5/5.0 stars **Reviewed by:** Caleb A. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 19, 2023 **What do you like best about Martus?** The visibility that Martus generates with our Intacct data makes it so much easier to both facilitate budget conversations with our different divisions and integrate into our management needs. Martus also has amazing customer support, a great team, and a very easy and simple implementation process that complements our other systems well. **What do you dislike about Martus?** Lack of balance sheet flexibility makes our use of Martus a little limited at the top level. We would love to see more of these features in the future. **What problems is Martus solving and how is that benefiting you?** Martus is giving us broad visibility across multiple levels of management on our numbers. Our managers and directors live in the income statement view, and we are already seeing improved communication and richer conversation as a result. ### 21. The staff are very attentive and helpful. Help tickets are resolved quickly. **Rating:** 5.0/5.0 stars **Reviewed by:** Jenni D. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 31, 2023 **What do you like best about Martus?** I love that staff has access to their own expense data rather than waiting for month end stagnant reports. **What do you dislike about Martus?** It takes some time to mold the system to how you view your data. I still need to learn reporting and build my own. I also think for some people who hate numbers - a report that is just VERY basic would be helpful. **What problems is Martus solving and how is that benefiting you?** Staff having access to thier budget and spending at any time. ### 22. A great decision for our organization for reporting and budgeting purposes!! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Religious Institutions | Mid-Market (51-1000 emp.) **Reviewed Date:** October 20, 2023 **What do you like best about Martus?** Absolutely love the real time availability of financial data for all our department heads and of course the streamlining process of budgeting! Plus this all syncs with our accounting software which makes it invaluable to us! **What do you dislike about Martus?** I honestly can't see a real downside to the Martus Software for our purposes! I don't know about the sophistication of some businesses and whether it can accommodate their needs, but I'm guessing they have a way or are working on a way to meet those needs too! **What problems is Martus solving and how is that benefiting you?** Allows users to get information immediately without having to ask our accounting department. Helps to eliminate error and streamlines the budgeting process so it is much more efficient in time especially. ### 23. Martus has been amazing at producing reports. **Rating:** 5.0/5.0 stars **Reviewed by:** David L. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 25, 2023 **What do you like best about Martus?** Reporting is clean, simple and easy to use for non-finance folks. Staff is extremely easy to work with. **What do you dislike about Martus?** It would be helpful if Martus had date ranges instead of reporting on full months only. Also need to report on grant years that are not our fiscal year. **What problems is Martus solving and how is that benefiting you?** Reporting can be difficult with the current accounting system; Martus also provides reportiong to the non-finance folks while keeping them out of the accounting system. ### 24. 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. ### 25. One of the best tech products we use! **Rating:** 5.0/5.0 stars **Reviewed by:** John G. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2023 **What do you like best about Martus?** Martus has greatly improved the efficient and accuracy of our budgeting and forecasting. The onboarding was very easy and thorough, and the training provided by the team at Martus is too-of-class. I look forward to using this software moving forward and highly recommend it to other organizations. **What do you dislike about Martus?** I would love to see a mobile app available for Martus! **What problems is Martus solving and how is that benefiting you?** Budgeting and forecasting ### 26. Best budgeting tool- simple and easy **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2023 **What do you like best about Martus?** Martus has expedited my budgeting process and I particularly like the personnel budget module. No more footing errors and users actually enjoy using this tool! Great customer support- the best I have worked with in my career. **What do you dislike about Martus?** It definitely has some kinks that you need to learn to either deal with or work around. It's not the best for grant budgeting and tracking and I would love to see these tools added to the platform. **What problems is Martus solving and how is that benefiting you?** Easier budgeting and reporting. I use the reports more frequently in Martus rather than our GL system, Intacct. No more budgeting errors, easy to train and relatively easy to implement. ### 27. Great Product! Great Support! **Rating:** 5.0/5.0 stars **Reviewed by:** Chris O. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 25, 2023 **What do you like best about Martus?** Support is incredible, quick, and responsive to our needs/requests. Our staff can quickly and easily see their departments spending against plan. **What do you dislike about Martus?** The only thing I can think of is that it does not allow me to email reports to team members. **What problems is Martus solving and how is that benefiting you?** No more excel spreadsheets for budgeting. Ease of use to see how my budget is doing against actuals. **Official Response from Joseph Plagge:** > Thank you for the great feedback! Regarding the ability to email out reports, this is on our roadmap for Q3 this year (2025). ### 28. Martus is a efficient and powerful tool for all our budgeting needs! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** October 25, 2023 **What do you like best about Martus?** Martus allows us to have our budget all in one place! We are able to view and review budgets at anytime and we love to review and approval process. **What do you dislike about Martus?** We would love for there to be more useful resources to learn more about how Martus can be used, as it is not the most user friendly for some. **What problems is Martus solving and how is that benefiting you?** Martus solves our budgeting issues where our budget process would take months to perform. We are now a to get budgeting done in a timely fashion. ### 29. Friendly spreadsheet **Rating:** 4.0/5.0 stars **Reviewed by:** Suhey T. | Director Of Accounting, Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2023 **What do you like best about Martus?** Easy to learn. Integreates perfectly with out accounting software. Great controls for users. Helpful support. **What do you dislike about Martus?** It takes a few minutes to show data once I set filters of what I specifictly want to see. **What problems is Martus solving and how is that benefiting you?** Ministry leaders are able to independently see their financial information ### 30. Great Budgeting Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Religious Institutions | Mid-Market (51-1000 emp.) **Reviewed Date:** October 27, 2023 **What do you like best about Martus?** Martus is a great budgeting tool. We were previously creating and manually uploading hundreds of excel spreadsheets. Now we can upload a budget from Martus to our accounting software in minutes. **What do you dislike about Martus?** I would like to see other options on being able to export/distribute reports other than Excel. **What problems is Martus solving and how is that benefiting you?** Martus saves us time by removing manual processes that are prone to human error. Allowing us to start analyzing our budget sooner that we were before. ### 31. Decision to go with Martus **Rating:** 4.5/5.0 stars **Reviewed by:** Russell S. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2023 **What do you like best about Martus?** Easy access to support. The willingness to do what we need quickly. **What do you dislike about Martus?** A lack of a clean simple way to see what I need. **What problems is Martus solving and how is that benefiting you?** Allowing everyone to have access to budget and spending. ### 32. 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 ### 33. Excellent budgeting software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Religious Institutions | Mid-Market (51-1000 emp.) **Reviewed Date:** October 20, 2023 **What do you like best about Martus?** User friendly, responsive customer service, detailed worksheets, useful reporting **What do you dislike about Martus?** Not aware of anything to list - trying to fill minimum characters! **What problems is Martus solving and how is that benefiting you?** Before Martus the church was using excel spreadsheets. Martus has provided great detail in forecasting income and budgeting the expenses for all ministries, allowing easy reporting review and comparisons year to year and month to month. ### 34. Martus is great for improving budgeting **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** December 15, 2023 **What do you like best about Martus?** The structured approach to budgeting and that in integrates with Sage Intacct **What do you dislike about Martus?** Global Special Purpose Worksheets can be complex **What problems is Martus solving and how is that benefiting you?** creates a structured approach to budgeting ### 35. Impactful and straight forward tool for budgeting and forecasting **Rating:** 4.5/5.0 stars **Reviewed by:** Dayja S. | Mid-Market (51-1000 emp.) **Reviewed Date:** December 04, 2023 **What do you like best about Martus?** Easy of use; thorough instruction; ability to customize **What do you dislike about Martus?** I have noticed small delays when changing reports **What problems is Martus solving and how is that benefiting you?** Ability to provide department heads with real time budget and forecast numbers ### 36. Great Product! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 19, 2023 **What do you like best about Martus?** Ease of use. Customization cabilities. Easiest implementation process I've ever expereinced. Platform syncing made easy (we use Sage Intacct). Has really streamlined our budget process! GREAT people to work with. Support is fantastic, quick to respond, and always helpful. **What do you dislike about Martus?** The worksheets can make it time consuming when reforecasting. **What problems is Martus solving and how is that benefiting you?** Streamlining budget and forecasting process. Visability by non-financial management ### 37. Our staff find Martus very easy to use and the service team has been excellent **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** October 24, 2023 **What do you like best about Martus?** That all the data is in one place and can be easily seen and compared. **What do you dislike about Martus?** I wish I could format my report writer reports I have made **What problems is Martus solving and how is that benefiting you?** Budgeting was much easier using Martus than our old spreadsheet process ### 38. One of the best Budgeting software with powerful dashboards. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** November 10, 2022 **What do you like best about Martus?** I like couple of stuffs but would highlight the below point : 1. It comes with a good out of the box dashboard that is very much user friendly and hence makes the budgeting much easier. 2. You can restrict users to access data depending on their role and responsibilities. **What do you dislike about Martus?** I don't dislike anything at this point of time as it is purely a cloud based solution that offers real time data and bundled dashboard for visualisatios. The customer support is also pretty good. **What problems is Martus solving and how is that benefiting you?** As far as Fincance Team is considered, it is making their life much easier by providing the real time stats on budgeting with desired output. The processing time is also pretty less saving time and adding to the productivity of the firm. ### 39. Super Easy tool to help bring visibility to your finances! **Rating:** 4.5/5.0 stars **Reviewed by:** Judah K. | Business Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** April 14, 2020 **What do you like best about Martus?** It's out of the box easy. It's so user friendly even for pastors, and you can save the way you're viewing things so you never have to keep filtering over and over again. **What do you dislike about Martus?** the Statistical add on could use work. You can save views like you can in the finance section. **Recommendations to others considering Martus:** I would definitely recommend Martus. It's affordable, and with Intacct it's a seamless process to bring visibility to your employees. It is also a good way to build a budget. **What problems is Martus solving and how is that benefiting you?** This is where our employees can see their finances as well as track data for non-statistical data. ### 40. Very satisfied. No more need of Excel **Rating:** 5.0/5.0 stars **Reviewed by:** Ann C. | Senior Financial Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** November 11, 2019 **What do you like best about Martus?** Martus is a Marketplace Vendors that integrates directly with Intacct. With Martus, we eliminated the need to budget in Excel again! This tool uses the same Dimension structure as Intacct. Departmental staff complete their budget worksheets on the web. Once the budget is approved, with a single click, the budget is approved and posted to SageIntacct. Martus is fairly easy to Navigate. It has a simple interface, and has a pictoral representation of analytical data for lay leaders to understand easily. The budget process can be completed with the need to use Excel. Martus conducts real-time sync with Sage Intacct Accounting software. The user can get direct access to financial transactions coded within Intacct without logging into the accounting tool. **What do you dislike about Martus?** The user interface does not have some simple functionality like headers are not available with the freeze view, it is not easy to add an account line to worksheets, auto save is not an option. The budget sheets do not have a calculator feature. **Recommendations to others considering Martus:** Martus Tools is a great tool to consider. The tool is simple enough for a non-accountant to navigate through, budget in and run reports. The direct integration with Sage Intacct helps see real-time data. **What problems is Martus solving and how is that benefiting you?** We no longer budget in excel and saved over 100 hours of work. There has been significant reduction in clerical errors. Users have direct visibility into the financial transactions without the need to run separate reports out of the accounting tool. ### 41. Very easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Ann C. | Senior Financial Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** October 29, 2019 **What do you like best about Martus?** Easy navigation, cloud based, do not need to use spread sheets to budgets, easy to understand layout **What do you dislike about Martus?** Cannot freeze view, cannot edit an account on the line item, have to frequently save when making changes, does not auto save. **What problems is Martus solving and how is that benefiting you?** We are no longer budgeting is excel, huge time savings, ability for lay leaders to budget easily ## 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?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-23+13%3A20%3A42+-0500&secure%5Bsession_id%5D=58a63b70-8889-4b48-be0f-d8cf26f71f3e&secure%5Btoken%5D=3294698de0df4943a28aad628e5594fe0d98937ea5d20dcef41f6c8200c10728&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 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 **General Ledger** - Journal Entries - Tags / Dimensions - Audit Trail **Budget Creation** - Data Import - Budget Hierarchies - Versioning - Formulas - What-If - Budget Periods **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 **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Agentic AI - FP&A (Financial Planning & Analysis) ** - Proactive Assistance - Decision Making **Accounts Receivable** - Invoice Customization - AR Automation - Collections Automation **Financial Insight** - Budgeting - Forecasting - Planning **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** - AP Automation - Payment Processing - Purchase Orders **Data** - Data Visualization - Custom Reporting - Reporting Templates **Forecasting** - Historical Data - Reforecast - Forecast Types - Rolling Forecasts - 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 **Analytics** - Variance Analysis - Forecasts Comparison - Forward Looking **Custom Analytics** - Dashboards - Custom KPIs - Custom Reports - Self Service - Multiple Entities **Financial Data Transfer** - Data Transfer - Reporting - Access - Integration **Agentic AI - Budgeting and Forecasting** - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Financial Analysis** - Cross-system Integration - Decision Making ## Top Martus Alternatives - [Vena](https://www.g2.com/products/vena/reviews) - 4.5/5.0 (471 reviews) - [Planful](https://www.g2.com/products/planful/reviews) - 4.3/5.0 (492 reviews) - [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) - 4.3/5.0 (359 reviews)