Create & activate
Keep multiple saved budgets (conservative, base, aggressive); only one is active at a time.
Accounting
Budgets — plan, activate, and compare against actuals month by month
Build a budget at any cadence — monthly, quarterly, or annual — activate it with one click, and watch variance against actuals in real time. Copy last year forward, or auto-distribute a total across periods.
A budget that helps, not hinders
Flexible cadence
Split amounts monthly, quarterly, or annually — each account on its own cadence.
Budget vs. actual
Live variance report — absolute and percentage — per account, with overruns highlighted.
Auto-distribute
Enter the annual figure; the system spreads it evenly — or by a seasonal pattern that mirrors your history.
Copy between periods
Copy last year as a starting point, then edit only what changed.
Overrun alerts
Instant notification when an account nears or exceeds its budget cap.
Building the budget
Start from a blank page, or from last year
Open a new budget; pick its period and currency. Select the accounts to include (revenue, operating expenses, payroll, etc.), then enter numbers manually — or have the system copy last year and apply a growth percentage line by line.
- Copy from a prior budget with an adjustment percentage
- Import prior actuals as a starting point
- Save multiple scenarios (conservative, base, aggressive)
Budget vs. actual
Variance shows up before it becomes a problem
At any moment, pull the budget-vs-actual report: per account you see planned, actual, variance, and percentage. Accounts over budget are highlighted, so you know where to step in before month-end.
- Available in financial statements as an extra dimension
- Filter by branch, department, or cost center
- Pairs with cost insights for full operational view
Distribution & copying
Spread an annual number across 12 months in seconds
Instead of typing 12 numbers, enter the annual total and choose even distribution — or pick a seasonal pattern drawn from last year (peak in Ramadan, slower summer). Then tweak any single month without disturbing the rest.
- Even, seasonal, or custom distribution
- Edit one month without changing the annual total
- Copy a full branch budget to a new branch with one click
Explore more in
Accounting
Invoices & Quotes
Quotes, sales and purchase invoices compliant with ZATCA.
Expenses & Claims
Expenses, supplier bills, and approved staff claims.
Chart of Accounts
Ready chart of accounts, customizable, with cost centers.
Bank Reconciliation
Import the bank statement and match in a click with smart rules.
Financial Statements
Balance sheet, income, cash flow, and VAT return.
Ready to run on planned numbers, not surprises?
Start Free Trial
Just one intro call. No spam, ever.
- 14-day free trial
- No credit card required
- Cancel anytime
FAQ
Common questions
Answers about budgets and budget-vs-actual.
Monthly, quarterly, or annual. Pick the period that matches your business and the level of detail you need.
Yes. Spread the budget evenly or by custom weights (e.g. peak season) in one click.
The budget-vs-actual report shows variance by amount and percent, filterable by account, branch, or period.
Yes. Copy last year's budget and apply a growth rate — you skip the blank-page start.
Yes. Each branch has its own budget with a consolidated view at the company level.