Overview

Sage Planning is an intelligent cloud-based planning solution for finance teams.

It's designed to enable faster, smarter collaboration and confident planning.

We built it for FP&A professionals who want take advantage of all the strengths of Excel without encountering its limitations.

All this while preserving the flexibility and familiarity of the Sage ecosystem.

When you plan with Sage Planning, you benefit from the following:

Feature	Benefits
Sage Intacct native	Actuals flow directly into plans
Version control	Easily create and manage scenarios and forecasts
Rolling forecasts	Adapt to changes as new actuals become available
Smooth collaboration	Share versions to get inputs from colleagues
Adaptive permissions	Control access at the account and dimension level
Changes tracking	Detailed change history with a clear audit trail
Real-time updates	Changes are visible instantly
Built for scale	Handle 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