What is Sage Planning?

Sage Planning is an intelligent cloud-based planning solution for finance teams, designed to enable faster, smarter collaboration and confident planning.

It's built for FP&A professionals who want take advantage of all the strengths of working with spreadsheets without the limitations.

The best part? You remain connected to the flexibility and familiarity of the Sage Intacct ecosystem.

Unique benefits of Sage Planning

When you manage your financial plans with Sage Planning, you benefit from the following:

Feature	Benefits
Sage Intacct native	Actuals flow directly into plans, and directly back to the budget repository.
Version control	Seamlessly create and manage forecasts and what-if scenarios.
Rolling forecasts	Adapt to changes as new actuals become available.
Smooth collaboration	Share versions, get inputs from colleagues, and merge changes back into your working plan.
Adaptive permissions	Control access at the account and dimension level.
Changes tracking	Detailed change history with a clear audit trail.
Built for scale	Limitless amount of large and complex data.
Zero friction	Familiar, intuitive Sage interface.
Dynamic formulas	Advanced formula editor with plan line references.
Tailored plans	Populate plans from multiple data sources.
Multi-year plans	Create plans that span up to 5 years.
Benefits of Sage Planning features