MartusTools

User friendly for most non-financial users. You can narrow your search by locations, departments, activities, funds and for Non-Profits is a very useful tool for anyone in the organization. The owner, Bill Cox is a very helpful person and is always looking for ways to improve the software. For non-financial users, the dashboards are very helpful.

There is no really anything that I don't like about this software. I will be using it to roll out our 2019 budget and we expect it will be a win for all users. I understand that no software is perfect. No matter what it is, there is going to be at least one tool that isn't up to par or a missing functionality. But I think that Martus Tools have been making improvements to the software.

Using MartusPlanner was straightforward for our leaders to learn and we completed our budget without any problems. Here are a few highlights of how Martus Planner has enhanced our budget process:

- This system allows our ministry leaders to input, update, review, and reference their budgets on demand from anywhere they can get internet access. Gone are the days of multiple spreadsheets with multiple formats and versions.

- Equip your ministry leaders with the ability to track and manage their budgets. One of our newly hired senior leaders told me I worked for a church with over 5,000 attendees across 6 sites and this program would have been a game changer for the way that church operated.

- Keep track of all budget versions throughout the budget cycle. Remember that awesome idea that was cut from the Dream budget. Now you can go back to that dream budget and bring that idea to life.

Based on feedback I have received from the ministry teams at my Church, the user interface could be simplified to help them navigate the program.

Budget to actual reports look nice

Doesn't show budgets over an extended period of time
Can't report on grants on a different fiscal year
Hard to add new users
Hard to add new budgets

Accessible through the web and integrates with our users current sign on credentials. It allows us to be fully paperless when communicating our financial reporting and during budgeting process.
It also allows us to quickly send out financials with a notification email that I trigger once entries are updated each month. It also seamlessly connects to our accounting software for continual updates on income and expenses without having to export and import manually.

Currently there isn't a mobile platform for accessing budget or financial reporting. You can view the webpage on your mobile device, but it isn't easy.