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Budget Manager

Where decisions are made.

Overview

  • Optimize your budget tracking operations with data collection, live collaboration and detailed financial reports.

  • An easy to use interface maximizes user efficiency while minimizing the risk of user error.

  • Dynamic and flexible architecture scales to your business, regardless of size.

Budget Manager is a dynamic budgeting solution that tracks your expenses in real time, so you know where your money is at all times, offering peace of mind and security. Import data automatically from nearly any source and watch as Budget Manager generates immediate reports. Collaborate with colleagues, assign roles, view audit logs, and search by keyword, all directly in-app.

Categories

Business Needs
Finance
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package