LIVE MARTUS DEMO FOR NFP & EDUCATION FINANCE TEAMS

Start Budget Season With Confidence. Meet Martus’ Budget Navigator

See how Martus' Budget Navigator can help your team build a stronger budgeting process and timeline, no matter what accounting software you're on. Martus meets you there.

Thursday, 29 October · 15 minutes · Live demo with Lizzie Morrison

WHY ATTEND THIS COFFEE DEMO

The Hardest Part of Budgeting Isn't the Numbers. It's Knowing What's Next.

Most finance teams' budgets still live in spreadsheets, rebuilt from scratch each cycle, with no clear process holding the sequence together. What needs to happen first, who needs to be involved, what gets missed, all of it depends on memory instead of a plan.

The result is a chaotic budget season every time: a late start, a spreadsheet pieced together from last year's file, and finance chasing contributors instead of leading the process.

In 15 minutes, you'll see how Budget Navigator helps finance teams:

  • Work from a clear timeline within Martus, with predefined and custom tasks guiding your team

  • See exactly where to click and what to configure to do the work, step by step

  • Organise the process, from build to approval, maintenance and reforecast

  • Flow your budget straight into your accounting system, once Martus is integrated

For finance teams heading into budget season without a clear process

WHO IS THIS FOR

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

✓ Starting budget season without a clear, repeatable process

✓ Relying on one person to remember what happens next

✓ Rebuilding the budget from last year's spreadsheet each cycle

✓ Looking for a budget that stays useful after it's approved, not just at sign-off

Martus integrates with your accounting software

A live walkthrough of Budget Navigator, the guided timeline that sits inside Martus and connects directly to your accounting system.

  • See how the nine-phase process guides your team from early preparation through kickoff, build, approval and reporting, with nothing left to memory.

  • See how the budget you're building connects to your accounting system, so you're working from real numbers, not a spreadsheet pulled together from last year's file.

  • See how Budget Navigator supports maintaining and reforecasting the budget throughout the year, so it stays a working tool, not a one-time document.

Meet Your Demo Host

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 Budget Navigator's nine-phase process, live, and how it connects to your accounting system throughout.

Get to know Lizzie

See what a guided budget season actually looks like

Save Your Coffee Spot

Copyright © 2024. All Rights Reserved. | Privacy Policy. | Website designed by Hello Creative Agency.
Liability limited by a scheme approved under Professional Standards Legislation.