The Martus Essentials Package is the core of what makes Martus Solutions a game-changer for organizations of all sizes. Designed to streamline and simplify your financial management processes, Martus Essentials equips you with everything you need to create, manage, and report on your budgets with confidence and ease.

What’s Inside Martus Essentials?

• Collaborative Budgeting Tools: Create and maintain budgets seamlessly with tools designed for teamwork. Multiple users can contribute to and review budgets in real-time, ensuring that your financial planning is both comprehensive and collaborative.

• Flexible Financial Reporting: Gain clarity with a suite of pre-built financial reports that allow you to compare your budgeted figures to actual results. With Martus Essentials, you can quickly identify trends, spot variances, and make informed decisions.

• Seamless Integrations: Martus Essentials integrates effortlessly with leading accounting systems like Sage Intacct, QuickBooks (Online and Desktop), Blackbaud's Financial Edge NXT, Microsoft Dynamics 365 Business Central, Sage 100, and Acumatica. Even if your accounting system doesn’t have an API, Martus has you covered with file-based integration options.

Key Features of Martus Essentials

• Quarterly and Yearly Summaries: Get an at-a-glance view of your organization’s financial health with summaries available directly on your dashboard and income statement.

• Multi-Year Budget to Actuals Reports: Track and compare your budget vs. actual performance across multiple years, helping you make strategic decisions based on historical data.

• Custom Dimensional Reporting: Create detailed reports by dimension or account category, with options for secondary sorting and summaries, providing deeper insights into your financial data.

• Side-by-Side Comparisons: Compare up to five different budgets or actuals from any year in one easy-to-read report, making it simple to see how your financial plans stack up against reality.

• Transaction-Level Insights: Drill down into your financial data to view transaction details and attachments, provided by your accounting system integration, for a more granular understanding of your finances.

• Budget Worksheet Tools: Fine-tune your budgets with advanced options like rounding, flat-to-budget adjustments, and move-line features, ensuring your financial plans are as precise and accurate as possible.

Why Martus Essentials?

Martus Essentials isn’t just software—it’s your financial management partner. With its powerful tools, flexible reporting, and seamless integrations, Martus Essentials empowers your organization to take control of its financial future. Whether you’re managing budgets for a nonprofit, a business, or any other organization, Martus Essentials gives you the confidence to plan, execute, and succeed.

Upgrade your financial management with Martus Essentials—where simplicity meets sophistication.

The Martus Plus Package takes everything you love about the Essentials package and supercharges it with advanced tools and features designed for organizations that need to push their financial management to the next level. Whether you're looking to forecast with precision, streamline approvals, or dive deep into personnel budgeting, Advanced Plus has you covered.

What Makes Plus Stand Out?

• Powerful Forecasting Tools: Go beyond basic budgeting with our advanced Forecasting module. Perform multi-year projections and run "what-if" analyses both by year and by month, helping you anticipate every possible outcome and make data-driven decisions.

• Advanced Reporting Capabilities: Leverage reporting groups for more precise calculations within both Special Purpose Worksheets (SPWs) and the Martus ReportBuilder, ensuring your reports are as accurate and insightful as possible.

• Hierarchical Approvals: Simplify your budgeting process with approval levels that allow for hierarchical budget worksheet approvals, making sure every financial plan is vetted at the right level before moving forward.

• Comprehensive Activity Logging: Keep track of every change and update with detailed activity logs available in the Admin Reports menu, providing a clear audit trail for transparency and accountability.

• Personnel Module

• Enhanced Planner Allocations: Allocate resources more effectively with advanced tools that allow you to distribute funds precisely where they're needed, based on detailed analysis.

• Streamlined Personnel Requests: Manage personnel budgets more efficiently with integrated personnel requests, ensuring all staffing needs are accounted for in your financial plans.

• Granular Permissions for Personnel Budgeting: Empower individual budget preparers with specific permissions, enabling more controlled and accurate personnel budgeting.

• Statistical Accounts Support: For organizations using Sage Intacct, Sage 100, and file-based integrations, Advanced Plus supports budgeting and reporting on statistical accounts, providing deeper insights into your financial data.

• Report Builder

Why Choose Martus Plus?

The Advanced Plus package is perfect for organizations that require robust forecasting, detailed personnel management, and enhanced reporting capabilities. It’s designed to give you the tools to not just manage your finances but to strategically plan for growth and success.

The Martus Premium Package is the most advanced solution in the Martus suite, designed for organizations that demand the highest level of financial control and insight. Building on the robust features of the Essentials and Plus packages, Martus Premium takes your financial management to new heights with powerful cash flow forecasting and balance sheet management tools.

What’s Included in Martus Premium?

• Comprehensive Cash Flow Forecasting: Go beyond traditional budgeting and reporting with Martus Premium’s Cash Flow Forecasting module. This feature allows you to anticipate and manage your organization’s financial future with precision, ensuring that you’re always prepared for what’s next.

• Advanced Balance Sheet Controls: Define default settings and overrides to precisely control the balance sheet impact of budget items. This level of customization ensures that your financial statements accurately reflect your organization’s true financial position.

Standout Features of Martus Premium

• Balance Sheet Impact Reporting: Gain a deeper understanding of how your budgeting decisions affect your balance sheet. Martus Premium provides detailed reports that show the direct impact of each budget item, giving you the insight needed to maintain financial stability.

• Projected Balance Sheet: Plan ahead with confidence using projected balance sheets that reflect the anticipated effects of your financial strategies. This feature helps you see where your organization is heading, allowing you to make proactive adjustments.

• Statement of Projected Cash Flows: Understand your organization’s future cash position with detailed statements of projected cash flows. This feature allows you to see how your budgeted income and expenses will impact your cash flow over time, helping you avoid shortfalls and capitalize on opportunities.

• Martus Connector: Unlock the full potential of your financial data with the Martus Connector. This feature provides access to Martus data via the Martus API, enabling you to use powerful visualization tools like Tableau and Power BI. With included Power Query instructions and syntax examples, you can easily integrate Martus data into your existing analysis workflows.

Why Choose Martus Premium?

Martus Premium is designed for organizations that require the highest level of financial insight and control. With its advanced cash flow forecasting and balance sheet management tools, Martus Premium ensures that your organization is not just managing its finances, but mastering them. Whether you’re planning for the short term or strategizing for the future, Martus Premium provides the tools you need to stay ahead of the curve.

Elevate your financial management with Martus Premium—because your organization deserves the best.