---
title: Martus Reviews
meta_title: 'Martus Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 82 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: 82
  scale: '5'
date_modified: '2026-07-17'
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:** 82
## 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. 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. Best Sage Intacct Integrated Budget Planning Application

**Rating:** 5.0/5.0 stars

**Reviewed by:** jerry T. | Controller, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 05, 2026

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

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

**What do you dislike about Martus?**

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

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

The Finance team as well as all department managers now have live Sage Intacct database access to budget data against actual expenses and can run their own reports without requiring Finance team assistance. Prior to Martus, budgeting was managed using Excel spreadsheets. Martus has saved managers and Finance significant time and has provided accurate data whenever necessary.

**Official Response from Joseph Plagge:**

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

  ### 3. 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.

  ### 4. Straightforward, Integrated Budgeting with Best-in-Class Support

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** July 17, 2026

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

Martus is straightforward, accessible, and relatively easy to learn. I really appreciate the way it combines and compiles data across multiple types of accounting dimensions. Martus integrates easily with our accounting software. The price is very fair and reasonable. The support and relationship management are without question, best in class.

**What do you dislike about Martus?**

There are a few features that stop short of their potential. What I appreciate, despite certain challenges, is that Martus really listens to customer experience. Sadly, this is an uncommon feature despite what many software companies claim. At Martus, they say they listen and they really do.

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

Better budgeting versus actual reporting, with streamlined compilation of departmental budgets and stronger controls over budget development by budget holders. It is far superior to Excel for this purpose, while still providing excellent transparency for budget holders through the ability to drill down to transaction-level detail and sort data in different ways, giving better insights with less hassle.

  ### 5. Elevated Our Budgeting With Drill-Down Actuals, Notes, and Helpful Worksheets

**Rating:** 5.0/5.0 stars

**Reviewed by:** Lisa M. | Finance Director, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 16, 2026

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

I love that you can see the actuals for current and prior years and drill down to the details as you are budgeting for a new year. I love that you can attach backup and make notes. I have gone back to the notes several times this year to see what I was budgeting for. The special purpose worksheets are so helpful to build out lines with several charges like subscriptions. I am not really sure. Based on accounting software we have looked at, it seems to be fairly priced. I really want my team to use it more for reporting. The more we use it, the more it is worth it. I am not really sure. Based on accounting software we have looked at, it seems to be fairly priced. I really want my team to use it more for reporting. The more we use it, the more it is worth it. I am not really sure. Based on accounting software we have looked at, it seems to be fairly priced. I really want my team to use it more for reporting. The more we use it, the more it is worth it. I am not really sure. Based on accounting software we have looked at, it seems to be fairly priced. I really want my team to use it more for reporting. The more we use it, the more it is worth it. I am not really sure. Based on accounting software we have looked at, it seems to be fairly priced. I really want my team to use it more for reporting. The more we use it, the more it is worth it. I am not really sure. Based on accounting software we have looked at, it seems to be fairly priced. I really want my team to use it more for reporting. The more we use it, the more it is worth it.

**What do you dislike about Martus?**

I am not really sure I have a dislike yet. It has elevated our budgeting process so much. I wish it connected directly with ShelbyNext but the work around is great.

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

It has really saved us time! Makes everything more fluent which helps us evaluate better and reduces mistakes.

  ### 6. Detailed, Easy-to-Use Personnel Budgeting with Helpful Onboarding

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** July 16, 2026

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

When completing our budget, I really appreciate how detailed the personnel budgeting module is. It allows us to budget for personnel and any benefit-related items in a thorough, detailed way. The module is easy to use, and we haven’t heard from staff that they’ve had any issues using Martus. Our onboarding specialist was great and has been very helpful in getting everything set up. We are currently not using the integration but will be in the near future.

**What do you dislike about Martus?**

There was a fairly steep learning curve when getting Martus set up. It took my team and me some time to get used to how to enter budget information. Once we got the hang of it, though, it became pretty intuitive to use.

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

Although we aren’t using the integration right now, Martus will integrate with our new accounting system, which should solve the issue of our budgeting and accounting systems not communicating with each other. Martus also offers strong reporting, and we rely on those reports every month.

  ### 7. 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.

  ### 8. 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.

  ### 9. Seamless Data Migration and Sync—Backed by Responsive, Expert Support

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** July 16, 2026

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

The data migration was seamless, and one of the biggest advantages was the synchronization between our accounting software and Martus, which significantly simplified the implementation process.

Martus also provides an excellent library of tutorials and training resources. Their implementation and support teams have been responsive, knowledgeable, and truly committed to our success.

**What do you dislike about Martus?**

Updating the personnel model was tedious. Some departments have overlapping accounts, and Martus wasn’t able to support that structure.

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

Previously, preparing consolidated financial statements took several days. Now, I can see the results much faster and analyze the data more easily.

  ### 10. 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.

  ### 11. 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.

  ### 12. 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.

  ### 13. 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.

  ### 14. 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.

  ### 15. 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.

  ### 16. Empowers Budget Management with Real-Time Insights

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 22, 2026

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

I like that Martus is user-friendly and syncs with our accounting software Sage. The most beneficial feature for me is being able to track budget to actual in real time. It allows budget owners to have more responsibility over their budgets and expenses, provides visibility into budget versus actual reviews, and lets us see transactions come in almost in real time. This helps us see where we stand in comparison to our budget throughout the year and track that accordingly. It was also really helpful having our own designated consultant, who was fantastic in helping us get trained and set up in the software. Internally, having one person on our team in charge of learning and teaching Martus worked well for our organization.

**What do you dislike about Martus?**

I think we're still trying to figure out how to use the Personnel feature in a way that's really helpful. Last year, instead of using the personnel feature, we just did kind of an estimate of salaries and wages costs and just put that amount into Martus as our budgeted number. It just seemed like more work to use the Personnel feature given it was our first year using Martus and we had a time constraint. I would also find it more helpful to be able to leave notes in the Dashboard > Financials reports. When we did Q1 budget vs. actual reviews, I had to export the monthly budget comparison report into Excel, write down all my notes about each variance budget line, and save it outside of Martus. Maybe a ReportBuilder report would be more helpful, but my organization is just starting to use that area of Martus.

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

Martus allows budget owners to manage their budgets and expenses with real-time tracking of budget versus actual reviews and transactions.

  ### 17. Martus gives our PM's visibility into their Financial Activity!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Gabriela E. | Finance & Admin Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 31, 2026

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

Giving all of our directors and managers visibility into their program without asking the finance team for a report.

The ability to create a Budget as a team in the same tool.

**What do you dislike about Martus?**

It doesn't sync yet with our finance system but that is in the works! So excited. So that delay means I am still giving reports to PM's

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

Less time pulling interim reports and detail for PM's. Also it helps us find mistakes easier.

  ### 18. Martus: Easy to Use for Admins and Users

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jennifer B. | Budget Analyst*, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 06, 2026

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

Martus is easy to use as an administrator and as a user.

**What do you dislike about Martus?**

The one drawback is the amount of transactions that can be viewed at once.

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

Martus gives us a more cost effective way to setup users and give those budget holders an easy way to view and manage their data.

  ### 19. Streamlined Budgeting and Forecasting with Some Sharing Challenges

**Rating:** 4.0/5.0 stars

**Reviewed by:** Marna S. | Financial Controller, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 28, 2026

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

I use Martus for budgeting and scenario planning and I like how it makes it easy to load data into Intaact. I appreciate the forecasting feature with actual and budget, as it helps me to forecast how we are doing with the budget and identify any areas of concern. It provides a way to predict the end of the quarter and year.

**What do you dislike about Martus?**

It's very segmented and I find it difficult to share department budgets due to special purpose worksheets. Not really because it is focused on high level budgeting not departmental or maybe I am just too new to the product.

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

I use Martus for forecasting our budget and addressing potential financial concerns, making it easy to load data into Intaact.

**Official Response from Joseph Plagge:**

> Hi Marna - Thank you for sharing your experience with Martus and how it is helping you to better forecast through the year. Related to your comment on sharing departmental budgets and Special Purpose Worksheets, our team would be happy to see how we can help you in this area. Please feel free to submit a support ticket so we can follow up. Thank you again!

  ### 20. Easy Budget vs. Actual Tracking with Great Features

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** June 12, 2026

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

The features and the ability to easily see budget vs actual.

**What do you dislike about Martus?**

The ability to build a custom report is there but it is cumbersome.  Also you can't export the graphs which can be difficult when you want to do presentations for board members who don't have access to Martus

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

The ability for multiple teams and managers to see budget vs actual at their fingertips.  Also the ability to work thru forecasting for the ministry and each team.  Visibility is essential and before Martus we were not able to establish this without going thru many worksheets and emails.

  ### 21. User-Friendly Budgeting Software

**Rating:** 5.0/5.0 stars

**Reviewed by:** Mark K.

**Reviewed Date:** February 03, 2026

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

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

**What do you dislike about Martus?**

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

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

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

**Official Response from Joseph Plagge:**

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

  ### 22. Great addition to our accounting department!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nick C. | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 01, 2026

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

The tool itself is great and has enhanced our budgeting process as our organization continues to scale, in addition, the onboarding experience was the best software experience we have had in our 17 year tenure.

**What do you dislike about Martus?**

There are so many layers and capabilities to Martus, so it takes some time to understand it all.

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

Helping us scale with sound year-over-year budget planning, and current budget up to date budget insights, lastly the forecasting feature.

  ### 23. Martus Is User-Friendly and Integrates Seamlessly with My Accounting Software

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** June 12, 2026

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

Martus is so user friendly and the fact that it talks to my accounting software is a HUGE plus in my book!

**What do you dislike about Martus?**

I am a fairly new user - the only thing that I can see is maybe a little more streamline adding employees.

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

Martus is helping our Agency develop and work thru a formal budgeting process to ensure accurate use of our funds.

  ### 24. A Cost-Effective Solution That Delivers

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sean H. | Enterprise (> 1000 emp.)

**Reviewed Date:** February 03, 2026

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

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

**What do you dislike about Martus?**

Like most tools, it isn’t perfect. Some advanced functionality requires extra setup or workarounds, but these are relatively minor compared to the overall value the software provides.

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

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

**Official Response from Joseph Plagge:**

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

  ### 25. Highly adaptable software that can be customized to meet your agency's unique needs

**Rating:** 4.5/5.0 stars

**Reviewed by:** Gina P. | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 22, 2026

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

I like that I can customize the software to meet the unique budgeting and financial requirements of my agency
Seamless integration with Sage
Intuitive and easy, especially for end-users

**What do you dislike about Martus?**

The need to manually refresh calculations and reports.  Would love this to be automated

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

Streamline budget process, workflow approval process, agency communication and participation

  ### 26. Clear, Real-Time Cash Flow and Budget Insights

**Rating:** 5.0/5.0 stars

**Reviewed by:** Terri R. | Business Owner, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 28, 2026

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

Clear reviews of cash flows and budgets in real time

**What do you dislike about Martus?**

I Haven't used it enough to know!  I need more time to work with it.

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

Our ministry grew exponentially over the last two years and I need help with proper budgets!

  ### 27. Easy to Learn, Outstanding Training Support

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** June 16, 2026

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

Martus is really easy to learn to use. The training support we have received has been outstanding.

**What do you dislike about Martus?**

Marty is not very effective. Hard to find answers and documentation is difficult to get through.

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

Provides visibility into financials. Eliminated running reports every month.

  ### 28. 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!

  ### 29. Great Software and Service! Great Price!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Holly F.

**Reviewed Date:** February 03, 2026

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

Martus is easy to use and similar to using a spreadsheet but turbo-boosted. I love that it integrates seamlessly with our accounting software.

**What do you dislike about Martus?**

I haven't found a downside yet. There seems to be a fix for any issue that I have encountered.

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

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

**Official Response from Joseph Plagge:**

> Thank you so much for your review! 

  ### 30. Incredibly flexibale for financial reporting

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Civic & Social Organization

**Reviewed Date:** February 03, 2026

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

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

**What do you dislike about Martus?**

I'd like the ability to pick multiple dimension items instead of all or nothing; also would like to be ability to add or delete columns; needs a balance sheet

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

I used it ahead of implementing Intacct to define the Intacct account, department, program and event dimensions; budgeting is much better than Intacct's; reporting is much faster; gives access to managers but keep them out of Intacct;

**Official Response from Joseph Plagge:**

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

  ### 31. Martus Review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Matt D. | CFO, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 13, 2026

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

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

**What do you dislike about Martus?**

No downsides to this software, Martus is easy to work with.

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

My organization used to do budgeting and reporting using Excel.  These processes are now done in Martus and has sped up our month end closing process as well as our budgeting process.

**Official Response from Joseph Plagge:**

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

  ### 32. No more excel budgets!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Laila A B.

**Reviewed Date:** February 03, 2026

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

The ease of use.  The system is so user friendly, our managers are glad to be out of the excel game!

**What do you dislike about Martus?**

The collaborative notes is a newer feature but its not robust yet. I am excited to see where that will go!

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

We used to spend a ton of time with budget prep work.  Pulling reports, setting up excels, etc.  Now our time is actually spent on doing the budget and analyzing our results!

**Official Response from Joseph Plagge:**

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

  ### 33. Martus Makes Budgeting Easy and Reviewing Income and Expenses Easy

**Rating:** 5.0/5.0 stars

**Reviewed by:** Laura U. | CFO, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 15, 2025

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

Martus has been an essential tool for us to be able to view our expenses clearly and create our budget each year.  It is easy to use, customer support is fast and great.  We use the tool everyday.

**What do you dislike about Martus?**

There are a few enhancements I would still like to see, but they are constantly improving the tool.

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

Martus takes our financial data and formats it into easy-to-read worksheets.  It puts budgeting in the hands of department heads, that is easy to review, update, and approve and then move into the accounting software.

**Official Response from Joseph Plagge:**

> Hi Laura! Thank you so much for the great review! Regarding the enhancements you would like to see, you can submit a support ticket to let us know the ideas you have for future enhancements. That helps us and other customers as we continue to innovate. 

  ### 34. Makes Life Easier

**Rating:** 4.0/5.0 stars

**Reviewed by:** Terri S.

**Reviewed Date:** February 03, 2026

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

It integrates seamlessly with our accounting system (Intacct). it is easy to use, especially for non-financial managers. It is versatile.

**What do you dislike about Martus?**

In our environment, retail with heavy turnover, it is not useful to use the detail personnel module - it would be a full time job just keeping up with turnover.

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

Ability to track actuals to budget and ability to maintain forecasts

**Official Response from Joseph Plagge:**

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

  ### 35. Favorable experience, helped to streamline our efforts in terms of budgeting & reporting.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Shari L.

**Reviewed Date:** February 04, 2026

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

Users can easily access their own departments and fill in data.

**What do you dislike about Martus?**

Our business is nuanced, and sometimes the reporting has to be overly manipulated in order to get to the desired result.

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

We no longer have to deal with multiple Excel workbooks and broken links, thus resulting in data being compromised.

**Official Response from Joseph Plagge:**

> Thank you for submitting the review! Please don't hesitate to reach out to our Support team for questions or assistance related to the reporting piece. 

  ### 36. Great budget and forecasting tool!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rob C. | Director of Finance and Operations., Mid-Market (51-1000 emp.)

**Reviewed Date:** March 03, 2026

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

Marts is clean and simple in it's presentation.

**What do you dislike about Martus?**

Martus can sometimes not be friendly to the eyes.

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

We were lacking a good personnel budgeting tool and a department budgeting tool that was consistent across the whole entity.

**Official Response from Joseph Plagge:**

> Hi Rob - thank you for the 5-star review! Glad to hear Martus is solving the problems you identified. Regarding your comment on the "eyes," I would like to learn more about this to see what we can do to address this.

  ### 37. Martus as a new client

**Rating:** 4.0/5.0 stars

**Reviewed by:** Allison H.

**Reviewed Date:** February 04, 2026

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

The ability to customize user roles and permissions, along with the hands-on implementation assistance we received.

**What do you dislike about Martus?**

Nothing to really dislike, just know there is a lengthy learning curve for software terminology, and just learning the many options for configuration and reporting that exist.

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

Elevating our capacity for reporting and forecasting.

**Official Response from Joseph Plagge:**

> Thank you for leaving Martus this good review! Please don't hesitate to reach out to our support team or your implementation consultant if you have any questions as you continue learning Martus. We want to make sure you're comfortable in the system and able to do everything that you need to. Thank you again!

  ### 38. Martus is a great tool!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Megan G. | Accounting Associate, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 14, 2026

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

Martus is simple to use for both people in finance and more importantly for people not in finance.  Our staff finds it intuitive and informative.

**What do you dislike about Martus?**

There isn't anything we dislike about Martus at this time.

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

It is solving the problem of human error in our budgeting process as well as up-to-date expenses for our staff in a very simple way.

**Official Response from Joseph Plagge:**

> Thank you so much for sharing your experience with Martus! If there is anything we can assist with, please don't hesitate to reach out to our support team. 

  ### 39. A Game Changer for our organization

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jeremy H. | Business Administration  Pastor, Religious Institutions, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 05, 2025

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

It has been great for our staff to track their budgets easily. The system is powerful yet easy to use, and the integrations with Sage Intacct help take us to the next level.

**What do you dislike about Martus?**

The learning curve for the personnel budgeting can be overwhelming, but it is fantastic once you understand it.

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

Our ministry leads' ability to easily see where they are in the current year is significant. We have empowered them to access this information, saving our Finance Team time. The information displayed is much easier to understand for an average end user who just needs to know how much they've spent and what amount they have remaining. It is powerful enough for our finance team and "power" users to provide key reports and insights that help us make informed decisions quickly.

**Official Response from Joseph Plagge:**

> Hi Jeremy - Thank you so much for your kind words and positive review of Martus! We're thrilled to hear it's making a difference for you and your team.

Your feedback means a lot to us—if you have any questions we can help you with regarding the personnel budgeting area (or anything else), please don't hesitate to submit a support ticket and one of our consultants can assist accordingly.

  ### 40. Easy-to-Use Reporting with a Learning Curve for New Users

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Gambling & Casinos | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 28, 2026

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

I really enjoy the reporting features. The interface is easy to navigate, and finding what I need is straightforward.

**What do you dislike about Martus?**

So far, I haven’t found anything I dislike. I’m still pretty new to the product, and I’m still learning how to use it.

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

Budgeting.

  ### 41. 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. 

  ### 42. 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.

  ### 43. Easy,fast implementation. Training and knowledgebase is amazing. Support response is top notch!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nealy W.

**Reviewed Date:** February 03, 2026

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

Easy to learn and implement. Makes our multi-entity close process so much easier and faster.

**What do you dislike about Martus?**

I don't have one thing I don't like. It's a great product.

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

Faster close time. More efficient and effective budget process. Ease of financial reporting.

**Official Response from Joseph Plagge:**

> Thank you for the great review, and shoutout to our Support team, training, and knowledge base materials!

  ### 44. 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!

  ### 45. 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.

  ### 46. 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! 

  ### 47. 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.

  ### 48. 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!

  ### 49. 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!

  ### 50. 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!


## 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?section=pricing&secure%5Bexpires_at%5D=2026-07-18+02%3A18%3A39+-0500&secure%5Bsession_id%5D=9cb62008-1694-48aa-bda7-90be06496538&secure%5Btoken%5D=a495344284e9f3224097bf862fe89b14bfcee7b605be435235b5e4f137ff5754&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
- 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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