--- title: Martus Reviews meta_title: 'Martus Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 108 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: 108 scale: '5' date_modified: '2026-11-07' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance ---

Martus Reviews & Product Details

Value at a Glance

Averages based on real user reviews.

Time to Implement

2 months

Martus Reviews (108)

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Reviews

Martus Reviews (108)

View 1 Video Reviews
4.7
108 reviews

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Pros & Cons

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BH
Barbara H.
Director of Finance
Mid-Market (51-1000 emp.)
"Great Budgeting Software!"
5/5
What do you like best about Martus?

It allows me to give everyone the ability to do their budgets paperless Review collected by and hosted on G2.com.

What do you dislike about Martus?

That it does not have a 360 integration with Shelbynext Review collected by and hosted on G2.com.

Response from Joseph Plagge of Martus

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.

Anthony B.
AB
Anthony B.
"Martus serves our needs well. We do'nt use it to its full capacity, we could do a lot more with it."
4/5
What do you like best about Martus?

Integration with FE next is seamless so data is always up to date Review collected by and hosted on G2.com.

What do you dislike about Martus?

For a small school like ours it is fairly complex to use. Review collected by and hosted on G2.com.

Response from Joseph Plagge of Martus

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!

AN
Verified User in Health, Wellness and Fitness
"Faster, Better, More Accurate"
3.5/5
What do you like best about Martus?

The ease of collaborating with the rest of our team. Review collected by and hosted on G2.com.

What do you dislike about Martus?

The Payroll budgeting module doesn't work for us. Review collected by and hosted on G2.com.

Response from Joseph Plagge of Martus

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.

AN
Verified User in Non-Profit Organization Management
"Chief Financial Officer"
5/5
What do you like best about Martus?

It is an easy yet robust system that makes my work easier. Review collected by and hosted on G2.com.

What do you dislike about Martus?

There is nothing I dislike about Martus currently Review collected by and hosted on G2.com.

Response from Joseph Plagge of Martus

Thank you so much for your review!

AN
Verified User in Religious Institutions
"Martus has worked well for us for a few years"
5/5
What do you like best about Martus?

Straightforward platform which serves us well Review collected by and hosted on G2.com.

What do you dislike about Martus?

I really don't have any dislikes about Martus Review collected by and hosted on G2.com.

Response from Joseph Plagge of Martus

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.

See how Martus improved
RN
Roger N.
Senior Accoutant
Mid-Market (51-1000 emp.)
"Senior Accountant"
3.5/5
What do you like best about Martus?

Drill downs and month to month comparison. Review collected by and hosted on G2.com.

What do you dislike about Martus?

There is no balance sheet. Can't see assets and liabilities. Review collected by and hosted on G2.com.

Response from Joseph Plagge of Martus

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!

Kelly M.
KM
Kelly M.
Executive Director, Finance & Administration
Non-Profit Organization Management
Mid-Market (51-1000 emp.)
Originally submitted 10/17/2023
"Game changer- goodbye Excel budgets"
5/5
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
Ian M.
Small-Business (50 or fewer emp.)
"Makes budgets easy to organize"
4/5
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
Joe C.
Mid-Market (51-1000 emp.)
"We converted our budgeting process from Excel to Martus in 2022. Income Statement Reporting."
5/5
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 accessible 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
Angela F.
Finance Director
Religious Institutions
Mid-Market (51-1000 emp.)
"Great budget software overall that directly integrates with Sage Intacct!"
4.5/5
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 manually 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 so 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 final rollout to managers and supervisors has been executed, I am confident 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.

Questions about Martus? Ask real users or explore answers from the community

Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights.

Sarah W.
SW
Sarah Wood
•
Last activity 10 days ago

How are you handling nonprofit grant tracking in Martus today?

Verified User
G2
Verified User
•
Last activity almost 4 years ago

Can I limit users access to certain data?

2 Upvotes
1
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Pricing Insights

Averages based on real user reviews.

Time to Implement

2 months

Return on Investment

11 months

Average Discount

10%

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