Solutions Overview
Build planning around your accounting data and your organization.
Start with the systems and responsibilities you already have. Connect finance, budget owners and reporting through a planning model shaped around your needs.
For Accounting Seed
Carry accounting context into planning.
If Accounting Seed holds your accounting data in Salesforce, CloudBudget adds a planning workflow around the agreed accounts, accounting variables, periods and actuals. Budget owners prepare their plans, finance maintains forecasts, and reviewers compare those plans with accounting results.
Accounting Seed remains the accounting source of truth. Scoping establishes the source objects, mappings, refresh schedule and reporting detail needed for the planning model.
For Nonprofits
Bring program priorities and financial responsibility together.
Plan revenue, expenses and workforce costs across programs, funds, grants and departments. Give budget owners a defined area of responsibility while finance maintains a consolidated view and preserves the approved budget alongside later forecasts.
Configure reporting groupings and comparisons around the decisions your finance team and leadership need to make. Program managers can review their part of the plan while finance works with a consistent view of budgets and actuals.
Scope the fit before configuring the solution.
Assess other accounting sources, payroll inputs and organizational requirements during scoping. Agree where master data and actuals live, their mappings and the refresh cadence.
Bring budget templates, sample reports and user responsibilities to distinguish configuration from integration or custom work.
Your next step
Find the right starting point for your team.
Describe your accounting system, planning process and reporting needs, and we will focus the demo on the relevant workflows.