FOR NFP AND EDUCATION FINANCE TEAMS RUNNING BUDGETS ALONGSIDE SAGE INTACCT OR XERO

How Martus Integrates with Sage Intacct & Xero

See how your accounting actuals flow directly into Martus, connecting your budgeting, forecasting and reporting to the numbers you're already closing each month.

Thursday, 27 August · 15 minutes · Live demo with expert

Most finance teams run their accounting platform and their budgeting tool as two separate systems, updated on two separate timelines. Actuals sit in Sage Intacct or Xero. Budgets sit in a spreadsheet, or a planning tool that has to be manually refreshed every time the ledger changes.

The result: Budget vs Actual reporting that's always a step behind, forecasts built on last month's numbers, and finance teams re-entering data that already exists somewhere else.

This session looks at what changes when your accounting platform and your budgeting platform are actually connected.

In 15 minutes, you'll see how the Martus integration helps finance teams:

Reduce manual data handling between systems
Keep actuals and budgets connected in real time
Simplify Budget vs Actual reporting
Update forecasts using the latest financial results
Spend less time preparing numbers and more time understanding them

From Accounting to Planning - Why Finance Function Needs to Sit In One Place

WHY ATTEND THIS COFFEE DEMO

WHAT YOU’LL SEE IN 15-MINUTES - HOW THE INTEGRATION WORKS

A live walkthrough of how Martus connects to Sage Intacct and to Xero

Accounting Data Into Martus

See how actuals flow from your accounting platform into Martus, and how that data feeds directly into your existing budget and forecast models, without manual re-entry.

Sage Intacct vs Xero: Similarities vs Differences

Both integrations connect actuals to budgets, but the two platforms aren't identical. This section covers what's consistent across both, and the differences worth knowing

Meet Your Demo Host

“The best budgeting tool is only as good as the actuals feeding it. This integration means finance teams aren’t choosing between accurate and fast. They get both.”

— Lizzie Morrison

Lizzie Morrison — Martus Specialist, Giuntabell
Lizzie works with not-for-profit and education finance teams on Martus budgeting and forecasting. In this session, she'll walk through the Sage Intacct and Xero integrations with a live demonstration of how actuals connect to your budget in practice.

In 15-MINUTES, SEE HOW ACTUALS AND BUDGETS CONNECT, LIVE

For finance teams managing budgets alongside their accounting platform

This session is designed for CFOs, Finance Managers and Business Managers in not-for-profit and education organisations who are:

✓ Running Sage Intacct or Xero alongside a separate budgeting or forecasting tool
✓ Manually updating budgets or forecasts each time actuals change
✓ Spending time reconciling Budget vs Actual reports across two systems
✓ Looking for a more connected way to move from actuals to planning

See how Martus integrates with your ERP platform, whether it is Xero or Sage

Join our 15-minute, live session to understand how powerful Martus budgeting and forecasting can be, once the setup works the way you need it to, all wile enjoying your morning coffee!

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