Budgets
Set budgets by account, department or project.
Microsoft Dynamics 365
Financial planning software
Build budgets, forecasts and scenarios from live figures with Microsoft Dynamics 365 Business Central, Dynamics 365 Finance and Power BI.
What financial planning software does
Financial planning software helps you set budgets, forecast results and test what-if scenarios. It turns past performance and current figures into a plan the business can work to.
Planning in disconnected spreadsheets means version confusion and hours spent consolidating. Planning on top of your finance system keeps budgets and actuals side by side.
Business Central handles budgets by account and dimension, Dynamics 365 Finance adds advanced budgeting for larger organisations, and Power BI turns plans into clear reports.
Features to look for
What makes planning faster and more reliable.
Forecasts
Roll forecasts forward as actuals come in.
Scenarios
Compare what-if plans side by side.
Budget vs actual
Spot variances as soon as they appear.
Power BI reporting
Share plans with clear visual dashboards.
Copilot
AI help explaining variances and trends.
Try Business Central in an environment built around your business
Most trials drop you into a generic demo company that looks nothing like the way you actually work. Ours doesn't. We configure your free trial around your business and the use case you care about, so you and your team can test real scenarios with data and processes you recognise.
It starts with a short questionnaire about your industry, your current systems and what you want to prove out. Once that's back with us, your tailored trial can usually be made available within a few working days. Prefer a guided walkthrough first? A standard demo is still on the table - just tell us which you'd like.
Tell us about your business
Complete a short questionnaire covering your industry, processes and the things you most want to test.
We configure your trial
We set up a Business Central environment around your use case, so you're not clicking through a generic demo company.
You're up and running in days
Your tailored trial is typically ready within a few working days of the questionnaire coming back to us.
Enquiry form
Get in touch
Tell us how you budget and forecast today and we'll show you how Microsoft Dynamics 365 would help.
FAQ
Frequently asked questions
It is software for creating budgets, forecasts and scenarios, and comparing them against actual results.
Yes. Business Central supports budgets by account and dimension, with budget-versus-actual reporting.
Larger organisations with complex budgeting, several entities or advanced planning workflows often choose Dynamics 365 Finance.
Financial planning is a core part of FP&A (financial planning and analysis), which also covers analysing performance and advising the business.