Budget Management

Plan your budgets and control your spending.
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Key Features

Budget Planning & Control

Allocate funds for procurement and maintain control over company spending.
budget planning

Assign Budgets

Create and assign budgets to projects, users, teams, and departments.
Filter, export, and drilldown on the data quickly
Save, schedule, and automate reports to your inbox
Connect the tools you already use with 100+ integrations
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budget management

Control Overspending

Limit budgets to certain amounts and get notifications when the threshold is reached.
Keep your customers in the loop with live chat
Embed help articles right on your website
Customers never have to leave the page to find an answer
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insights

Analyze Budgets

Analyze budgets across your entire organization based on status and amount.
Leverage automation to move fast
Always give customers a human to chat to
Automate customer support and close leads faster
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Budget Management Made Simple

Track Your Budgets

Monitor corporate spending and track progress through real-time data.
budget tracking

Track Usage

Track the amount of spend remaining in each budget.
currency distributions

Currency Distribution

Define the currency type to use for each budget.
budget filtering

Filter Budgets

Search all your budgets and filter them by name, status, or the amount remaining.
Budget Management Software

Frequently Asked Questions

Can I assign a budget to several projects?
Yes. You can allocate a single budget to multiple projects, departments, or users.
Can I limit who sees the budget?
Absolutely. You can allow only specific users to see a budget or you can share it across your entire organization.
Can I edit a budget once it's been created?
Of course. Once the budget is created you can still increase or decrease the amount based on your needs.
Can I assign a specific approval workflow to a budget?
Yes. You can assign a department or project to a specific approval workflow and include a budget check.

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