---
title: Martus Reviews
meta_title: 'Martus Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 78 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: 78
  scale: '5'
date_modified: '2026-07-15'
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:** 78
## 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 seamless integration and user-friendly features. (36 reviews)
- Users praise the **excellent customer support** of Martus, highlighting its responsive team and user-friendly assistance. (19 reviews)
- Users appreciate the **seamless integrations** of Martus, enhancing transparency and streamlining financial processes across departments. (19 reviews)
- Users value the **streamlined budgeting process** of Martus, significantly reducing time spent and enhancing understanding for managers. (18 reviews)
- Users value the **budgeting efficiency** of Martus, significantly reducing time spent on budget management and enhancing accessibility. (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 understand data manipulation and reporting effectively. (9 reviews)
- Users find the **steep learning curve** of Martus challenging, requiring time to master data management and reporting. (6 reviews)
- Users find Martus fairly **complex to use** , especially with its challenging UI and confusing filters. (5 reviews)
- Users struggle with **confusion over the interface** , making navigation and task management inefficient and frustrating. (5 reviews)
- Users find the **learning difficulty** of Martus challenging, requiring time and effort to master its functionalities. (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: Streamlined, Secure Budgeting — Accurate Budgets with Granular Access

**Rating:** 5.0/5.0 stars

**Reviewed by:** Stephanie S. | Office Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 30, 2026

**What do you like best about Martus?**

Martus gives our staff immediate access to their individual budgets, eliminating the need for me to send out 13 separate spreadsheets. The account settings make it simple to show each person only what they need to see while preventing access to restricted information. The budgeting tool was easy to learn and included useful features that helped produce more accurate budgets.

I was also blown away by our onboarding experience with Martus. They clearly laid out the whole process, gave us prep work and homework to help us best understand what we were learning, and gave us all the recordings of our trainings. Nika, our implementation specialist could answer every question we asked, and helped us learn how Martus could work best for us. Once you are done, they don't leave you out to dry. They are there with follow up trainings and an excellent service team.

**What do you dislike about Martus?**

The one thing we really wish Martus would offer is a full accounting module. We already have our complete chart of accounts set up; if Martus added the functionality to manage our finances directly, right there within Martus—so we wouldn't have to import from another program—that would be amazing.

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

Our finance team used to spend multiple hours every month sending out budget updates after the month closed. If we ran short on time, individual budget spreadsheets would often go several months without being updated. Now, with Martus, I can import a single spreadsheet and everyone receives their budget updates on time each month. Their support team is amazing to work with if we have questions and we are able to get responses quickly.

  ### 2. User-Friendly Budgeting that eliminates the manual worksheet!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Carmela C. | Chief Financial and Administrative Officer, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 02, 2026

**What do you like best about Martus?**

User friendly, personnel budgeting, the special purpose worksheets, it enables other outside the finance dept to easily view financial results, entering budgets and seeing immediate impact on the bottom line.

**What do you dislike about Martus?**

It's difficult to go back on previous screens with the fiscal year reverting back to the default. Also, using the back feature is not has user friendly as I would like, I have to go back and select the paramenters.

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

The elimination of manual spreadsheets and the manual rollup to a consolidated budget. The personnel budgeting module has saved me hours ouf work, especially when creating several scenarios for comparison. Also, I don't need to send out financial reports to budget managers any longer, I send a Martus notification that reports are ready to be viewed in Martua.

  ### 3. Smooth Transition, Enhanced Budget Efficiency

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ben K. | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 23, 2026

**What do you like best about Martus?**

The personnel budgeting feature in Martus has significantly streamlined our budgeting process by eliminating our reliance on Excel. Prior to adopting Martus, I was responsible for building and continuously updating a personnel budget model each time the organization onboarded new staff or adjusted our FTE count, a process that was both time-consuming and prone to error.  Martus has greatly improved both our efficiency and accuracy in this area.  The implementation experience was equally impressive.  The initial setup was seamless, and the training provided by Andrea M. and her team was thorough, patient, and well structured.  Their use of video recordings as reference materials was particularly helpful.  Thanks to their support, we were able to migrate our data smoothly and have the budget ready for BOD approval withing just two months.

**What do you dislike about Martus?**

One area with room for improvement is the Report Builder. While the availability of pre-built templates does make the process more approachable, eliminating the need to build reports entirely from scratch, additional training on this feature would be beneficial. More in-depth guidance would help enhance the overall user experience and allow users to take fuller advantage of its capabilities.

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

Martus has effectively addressed our over reliance on Excel for budgeting and reporting purposes. By centralizing and automating key processes, it has simplified personnel budgeting considerably, resulting in measurable improvements in both efficiency and accuracy.  Most notably, it has eliminated the need to manually revise budget models each time staffing changes occur, freeing up valuable time and reducing the risk of errors associated with manual updates.

  ### 4. Affordable, Feature-Rich Budgeting for Multi-Campus Ministries

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 17, 2026

**What do you like best about Martus?**

Martus is a great tool for budgeting.  We are a church and I like how it is affordable and still has all of the functionality that we need.  We are able to break out multiple ministry areas across 3 campuses and have a budget for each one.  The support team has also been amazing in getting it set up and is very responsive.

**What do you dislike about Martus?**

The only complaint I have is when trying to run another area's budget, and if you go back to the main screen it clears out all prior filters.  So if you were looking at the next fiscal year it kicks you back to the current one.  If you don't catch it you could be looking at wrong data.

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

We needed our process to be more automated and more easily accessible to all of our areas.  Before Martus, everyone would have to come to me to run them reports to see where they stood financially.  Now, they can quickly look it up themselves and see all of the detail behind their numbers.

  ### 5. Easy-to-Access Web App with a Straightforward Budgeting Workflow

**Rating:** 4.5/5.0 stars

**Reviewed by:** Clarence G. | Finance and Budget Committee Chairman, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 22, 2026

**What do you like best about Martus?**

This is a web-based application that’s easy for all users to access. For our needs, the budget preparation process feels straightforward, with a clean layout that makes it simple to follow from start to finish.

**What do you dislike about Martus?**

Financial data can only be uploaded into Martus. Sometimes we have new activities but no corresponding account, and those still need to be added to the budget. Martus doesn’t provide a way to add these items, which makes it difficult to keep the budget up to date.

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

Martus provides real-time processing, with results available to all users at the same time.

  ### 6. Centralizes Budget Management with a Learning Curve

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 15, 2026

**What do you like best about Martus?**

I like the ability to add notes in Martus, which is really important, and I'm able to tag information easily. It's very helpful to keep an organized budget without having Excel spreadsheets flying everywhere. Having a good centralized place to access budget information is really beneficial. As a budget manager, I can go in and look at where expenses are being coded, which is helpful.

**What do you dislike about Martus?**

I found it a bit hard to find the exact videos I needed to help solve problems at first, especially as a beginner. While Martus is powerful, the insights while using the program aren't as user-friendly as they could be. There was help available, and I eventually overcame these initial issues, but learning how to use it had a steep learning curve. It would be helpful to have a beginner's path with a more structured sense of what videos to watch to build understanding of the system.

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

Martus helps me keep an organized budget without messy Excel files. It's a centralized place to access budget information, and I can easily monitor where expenses are coded, which is very helpful.

  ### 7. Easy to Use, Real-Time Budgeting That Syncs Seamlessly

**Rating:** 4.5/5.0 stars

**Reviewed by:** John R. | Controller, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 14, 2026

**What do you like best about Martus?**

Martus is easy to navigate and use. It provides a variety of ways to enter budgets. I can access real-time budget-to-actuals information, and it syncs seamlessly with our accounting software.

**What do you dislike about Martus?**

The reporting features are above average overall, but there’s still some room for improvement.

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

Entering budgets and uploading them to our accounting software is much easier with Martus. It saves us hours compared with doing the budgeting directly within the accounting software itself.

  ### 8. Martus: Easy Setup, Intuitive for Non-Finance Teams, and Affordable

**Rating:** 5.0/5.0 stars

**Reviewed by:** Heather G. | Director of Finance, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 16, 2026

**What do you like best about Martus?**

Martus is easy to use and easy to set up. You don't need to be a a finance person to understand it and use it. We have educators and artists, who aren't finance minded, who find it easy to use and understand. The price is also very affordable.

**What do you dislike about Martus?**

There is nothing that I have found that I don't like about Martus

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

Transparency for our budget managers to assess their own results. It also saves hours of report prep time each month.

  ### 9. Seamless Martus–Sage Intacct Integration and Easy-to-Use Budgeting Worksheets

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 06, 2026

**What do you like best about Martus?**

The integration between Martus and Sage Intacct feels seamless. I also appreciate the special-purpose worksheets for more detailed budgeting. Overall, the software has been very easy for me to learn and use.

**What do you dislike about Martus?**

I’m struggling to create reports and customize the dashboard. I also wish I could set up a side-by-side view using the specific time periods I need. Right now, Martus only allows viewing the previous year, but I’d like the option to compare multiple years.

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

Being able to create and store all budget details within the application makes the review process easy and straightforward. Having real-time data integrated from Intacct also supports easier comparison, forecasting, and analysis.

  ### 10. Martus: Game-Changing Budgeting & Reporting with Seamless QuickBooks Online Integration

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rick C. | Administrative Pastor, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 30, 2026

**What do you like best about Martus?**

Martus is a powerful platform that has dramatically improved our budgeting and reporting process. My team loves the simplicity of using the budget features and the connectivity to QuickBooks Online is a game changer.

**What do you dislike about Martus?**

Martus can be a little tricky to set up but the team is always there to help in any way needed. It's a powerful platform because it is detailed and thorough.

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

Martus makes our budgeting process seamless and enjoyable.


## 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/martus-review-4190371?section=pricing&secure%5Bexpires_at%5D=2026-07-16+00%3A41%3A57+-0500&secure%5Bsession_id%5D=bfafc982-4dc0-4f3c-a2bd-65b2017e405f&secure%5Btoken%5D=74ad891905bd9c9fd8d709d1f5767781cabfdb448f948db37da9335d20a61eec&format=llm_user)
## Martus Integrations
  - [Acumatica](https://www.g2.com/products/acumatica/reviews)
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  - [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
- Data Analysis
- 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
- Reports
- 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
- Data Exchange
- Reporting
- Access
- Integration

**Agentic AI -  Cash Flow Management**
- Autonomous Task Execution

**Agentic AI - Budgeting and Forecasting**
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Agentic AI - Financial Analysis**
- Cross-system Integration
- Decision Making

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