Budget Management
Manage Your Budgets in Real-Time with Axelor
paymentsBudget plan
Easily Create All Your Budgets
Build your budget plan by creating detailed budgets across multiple sub-levels for highly precise tracking. The budget validation workflow is customizable and allows for modifications and adjustments before use.
To save time, you can define budget templates or easily import your existing budgets into the Axelor budget management software.
You can also create budget scenarios based on variables to compare multiple hypotheses.
workBudget templates
Budget Creation Options
- From a Budget Template: From the “Budget Template” menu, it is possible to generate a budget from a previously created budget template. The structure and names of each level are initialized. You then only need to enter the periods and amounts to be allocated to each level.
- Using the Advanced Import Tool: Using an Excel file, import a budget (or budget template). All data can be imported, reducing manual entries and manipulations in the tool.
- From a Budget Generator: From the budget generator, you can generate a budget from a structure and budget scenario composed of scenario variables.
query_statsEnhanced visibility
Advanced Budget Planning
Gain better visibility into your costs and profitability by planning and tracking your budgets over any timeframe and horizon. Manage short-term budgets by defining weekly or monthly budgets for day-to-day control, as well as long-term budgets by creating strategic semi-annual or annual budgets.
euroBudget keys
Automatically Allocate Your Budgets
You can enable budget key management, which allows budget allocation through automatic feeding. From an order, an invoice, or an accounting entry, the system can automatically link the budget line to the product line and directly allocate the entered amount to the budget.
No more manual entry is required—the budget management software handles everything. The matching is performed using accounting and analytical data entered at the budget line level and the order and invoice line levels.
calculateAutomatic entry
Monitor Your Budgets’ Evolution
Save time by entering data only once. The budget management software will then automatically track the budgets for you over the predefined period. View the planned, committed, and actual amounts for each budget to improve activity monitoring, facilitating decision-making through relevant, detailed, and real-time updated information.
stacked_bar_chartAnalytical axes
Precisely Analyze All Your Costs
The software allows the distribution of each budget line across different analytical axes. This distribution can be automated by creating analytical distribution models.
With integrated BI (Business Intelligence), you can leverage analytics to analyze all your budget data, providing a precise overview of your activity.
Transform your budgets with Axelor’s Budget Management module
Axelor simplifies budget creation, planning, and tracking by centralizing all data in an intuitive platform. With customizable templates, easy import options, and real-time monitoring, you can manage your budgets with precision and efficiency. Advanced analytics tools and automated controls help reduce manual tasks and enhance financial decision-making.