Planning Maestro

Business budgeting, planning, forecasting & analytics

About Planning Maestro

Centage’s Planning Maestro is a cloud-native planning & analytics platform that delivers year-round financial intelligence, transforming how companies budget, forecast and report performance. Centage delivers a level of sophisticated financial intelligence typically only enjoyed by large enterprises, at a price point accessible for SMBs. With a direct line-of-sight into the organization’s financial health, Centage helps clients react quickly to market changes and capitalize on new opportunities.

Centage has a long history of developing and delivering exceptional software for SMB finance teams. By listening to CFOs and financial experts and gathering insights from thousands of our own users, we’ve built an intelligent solution, Planning Maestro, that truly breaks the mold for financial planning and analytics.

Key Features of Centage’s Planning Maestro

Automation. Planning Maestro automates and streamlines routine tasks, significantly reducing the time needed for ‘busy work’ and freeing up the team to focus on providing timely insights and analysis for strategic decision support
Visibility. Planning Maestro delivers a direct line-of-sight into the organization’s current and future financial health with integrated cash flow, balance sheet, and P&L forecasting and reporting all connected to meaningful data contained in ERP and back office systems.
Accuracy. Planning Maestro integrates and normalizes data from multiple sources, accuracy is ensured, and mistakes are eliminated. A single source of truth makes it easier to know-with confidence - what to do first and why.
Collaboration. Planning Maestro enables collaboration with operational stakeholders cross the business - constantly test assumptions and possible outcomes – deliver accurate forecasts and practical recommendations for course correction that are backed up by rock solid data and insights.
Agility. Planning Maestro supports connectivity with virtually any data source - on premise or in the cloud, allows for highly flexible, multidimensional data models with the power to run on-the fly calculations and organize, analyze and visualize large data to slice and dice business performance in different ways.

Key benefits of Planning Maestro

  • Planning Maestro offers full functionality straight out-of-the-box, with no IT involvement. As a hosted application, it’s also maintenance free.

  • Planning Maestro includes out-of-the-box income statement, balance sheet and cash flow reporting. The software comes with 40 pre-built, customizable GAAP/IFRS-compliant reports.

  • Wizards, drop down options and menus guide users through the budgeting, planning & reporting processes.

  • Planning Maestro’s multiple, unlimited what-if scenarios enable business managers to confidently make good decisions.

  • Users can create synchronised profit & loss, balance sheet & cash flow reports. Each will update automatically based upon actuals and profit/loss assumptions.

  • Expenses can be allocated by type: Financial & operational modeling, expense & revenue budgeting, and workforce planning can all be separately allocated.

  • Users can collect and consolidate profit & loss data confidently with Budget Maestro’s built-in financial logic & driver based planning.

  • Planning Maestro centralizes and consolidates data for better forecasting; users can align actuals with budget data.

  • Devices

    Business size

    S M L

    Markets

    Canada, United Kingdom, United States

    Supported Languages

    English

    Images

    Connect to GL, ERP, CRM and Other Relevant data Sources
    Formula Free Intelligence
    Revenue Planning
    Workforce Planning
    Building a Driver Based Flexible Budget
    Cash Flow, Balance Sheet & P&L Forecasting
    Data Driven Decision Making
    Drilling Down Into Data report
    Financial Consolidation
    Improve Visibility
    Management Reporting
    Performance Dashboards
    Rolling Forecasts
    Scenario Planning
    Self Analytics
    Variance Reporting
    View 17 more
    Planning Maestro video Planning Maestro video Planning Maestro video Planning Maestro screenshot: Connect to GL, ERP, CRM and Other Relevant data Sources Planning Maestro screenshot: Formula Free Intelligence Planning Maestro screenshot: Revenue Planning Planning Maestro screenshot: Workforce Planning Planning Maestro screenshot: Building a Driver Based Flexible Budget Planning Maestro screenshot: Cash Flow, Balance Sheet & P&L Forecasting Planning Maestro screenshot: Data Driven Decision Making Planning Maestro screenshot: Drilling Down Into Data report Planning Maestro screenshot: Financial Consolidation Planning Maestro screenshot: Improve Visibility Planning Maestro screenshot: Management Reporting Planning Maestro screenshot: Performance Dashboards Planning Maestro screenshot: Rolling Forecasts Planning Maestro screenshot: Scenario Planning Planning Maestro screenshot: Self Analytics Planning Maestro screenshot: Variance Reporting

    Features

    Total features of Planning Maestro: 37

    • "What If" Scenarios
    • Accounting
    • Accounts Payable
    • Accounts Receivable
    • Ad hoc Analysis
    • Ad hoc Reporting
    • Asset Management
    • Budgeting/Forecasting
    • Cash Management
    • Consolidation/Roll-Up
    • Customizable Reports
    • Customizable Templates
    • Dashboard
    • Expense Tracking
    • Financial Reporting
    • Fixed Asset Management
    • Forecasting
    • General Ledger
    • Income & Balance Sheet
    • Inventory Management
    • Key Performance Indicators
    • Multi-Company
    • Multi-Department/Project
    • Nonprofits
    • Payroll Management
    • Profit/Loss Statement
    • Project Accounting
    • Projections
    • Qualitative Analysis
    • Quantitative Analysis
    • Sales Reports
    • Scenario Planning
    • Search/Filter
    • Self-Service Reporting
    • Strategic Planning
    • Third Party Integrations
    • Version Control

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    Reviews

    Overall rating

    4 /5
    (40)
    Value for Money
    4,2/5
    Features
    4/5
    Ease of Use
    4/5
    Customer Support
    4,5/5

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    Showing 5 reviews of 40
    Alan H.
    Overall rating
    • Industry: Electrical/Electronic Manufacturing
    • Company size: 201-500 Employees
    • Used Weekly for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    A small and medium size company budgeting and forecasting solution that can be maintained in...

    Reviewed on 2018/01/29

    Pros

    In addition to providing robust budgeting, forecasting and integration with their analytics tool, Analytics Maestro, Budget Maestro is a true extension of a company's general ledger into future periods. This is accomplished through the unique software architecture, where every budget item, such as revenue, expense or personnel record creates an entry into a "behind the scenes" budget GL in the right GL accounts, in the correct amounts and the proper accounting period. What this means is, the financial statements you get in this application are always synchronized to the underlying budget. The balance sheet and statement of cash flows will accurately represent the forecasted financial position of the company to the extent of the accuracy of the budget itself.
    The financial statements and all other reports can be easily generated by users without relying on IT.
    The software can be directly integrated to popular ERP or accounting software GLs and the Analytics module which is integrated to Budget Maestro can also be integrated to other data sources such as CRM, inventory management, warehouse management, sales reporting data and others.
    Another feature I like to use is creating multiple versions of the budgets or "what-if" scenarios, each automatically generating a unique set of financial statements and reports, exactly matching that particular version of the budget. You can see how your financial position changes in future periods as you change the budget version. This helps in finalizing a budget that is reasonable and also closely aligned to company goals and plans.

    Cons

    The workflow process in this application lacks in capabilities expected from larger solutions. This is probably not an issue in smaller organizations which to my understanding are the primary customer of this software.

    David D.
    Overall rating
    • Industry: Electrical/Electronic Manufacturing
    • Review Source

    Overall rating

    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Powerful, flexible, and reliable budgeting software

    Reviewed on 2015/07/28

    Pros

    Their support team is always available to help you through any questions or difficulties you encounter. The training provided is top notch and thorough and your trainer sets up your financial report formats for you to match your current statements. My trainer is still my primary contact person for help and all I have to do is send him an email. The software itself has enough built-in power and flexibility it can handle all kinds of retail, distribution, or manufacturing scenarios, like for my company it is the need to build up inventory before a selling season and to do this for many different products and different selling seasons. Budget Maestro is capable of generating fairly accurate balance sheets and cash flow statements, in addition to income statements, as it has sections within it devoted to the balance sheet side of forecasting. Combining Link Maestro and Analytics Maestro to Budget Maestro provides the only solution one needs to not only generate a budget or forecast but to then generate all the financial reports, statements, breakdown analysis needed by management. With Budget Maestro I can drive my revenues, expenses, and inventory levels by units, not revenue dollars, which is a lot more accurate for forecasting when dealing with a wide variation of products, product costs and retail prices.

    Cons

    Financial statements and reports utilizing proper accounting format rules can be very hard or impossible to attain by generating them within Budget Maestro. To attain the proper formatting that I am trained in and accustomed to providing to my management team I have to export the reports out to Excel and apply the spacing, headers, underlining, and so on inside Excel. However, now with their recent addition of Analytics Maestro, this issue is gone as Analytics Maestro is an Excel add-on so that you create and format all your needed standard and custom reports inside Excel and use Analytics Maestro to drop in the numbers and data you want in each report or statement.

    Kathlee P.
    Overall rating
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support

    Budget Maestro is a solid tool, and I'm looking forward to enhanced features and functionality...

    Reviewed on 2018/05/21

    Pros

    I do like the preview of the expense and how it will look like on the P&L. It really helps me make sure that my spread method is correct. I like analytics maestro. I can use excel to build reports. Also, it is easy to use the data to create charts and graphs and make the financial data consumable to those budget owners, who may not have a fiance background. I also like the ability to refresh and update the data quickly.

    Cons

    Reporting. In analytics the idea of building is great, reminds me a salesforce. But it is sooooo slow on the virtual desktop. From what I understand this will continue to be the case in BM9. Also the reporting within the software is slow as well. It takes anywhere from 1-3 minutes to run any report. Also, the inability to create a version and it to show up in all plans. For example, if we want to create version of our 3+9 Forecast

    Mary beth D.
    Overall rating
    • Industry: Environmental Services
    • Company size: 51-200 Employees
    • Used Other for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Excellent experience. Software functions as promised - implementation team & support were...

    Reviewed on 2018/05/24

    Ease of budgeting at a very detailed level. Provided us with a better understanding of what drives...

    Ease of budgeting at a very detailed level. Provided us with a better understanding of what drives our business from a financial perspective and what the impact might be if we were to change any of those variables.

    Pros

    Ease of use and affordability. The ability to design your budget without having to pay someone to configure the software is priceless. We were also able to implement and complete our budget in less than 2 months.
    This software allows us to budget continuously using the same data while just updating it for any changes. We budget annually, and re-forecast quarterly. This tool allows us to spend more time analyzing the impacts of the various variables and much less time actually creating the budgets to review. Once it is set up to forecasts into the future and all you have to do is edit for any changes. You can also perform endless 'what if' scenarios to see how potential changes would impact your forecasts.

    Cons

    Wow! I can't really think of any cons to this software. I am sure there are some limitations but for our company this fits the bill perfectly.

    Brent D.
    Overall rating
    • Review Source

    Overall rating

    • Ease of Use
    • Customer Support

    Overall solid business performance management software

    Reviewed on 2009/07/01

    Solid business performance management software package.

    Solid business performance management software package.

    Pros

    1. Very powerful forecasting tool that can handle both simple and complex aspects of forecasting. Handles multiple departments, entities, and the consolidation of them with ease.
    2. Very easy to import actual data in order to perform variance analysis.
    3. Easy to import almost all information necessary to set up a "plan" the first time.
    4. What-if analysis allows you to look at the financial impact of making changes in your business without having to change your primary "plan"
    5. All reports can be exported to Excel
    6. Report layouts can be customized.
    7. Very easy to create a 5 year forecast that allows increase/decrease assumptions to be customized in numerous ways, and using as many timeframes as desired.
    8. Handles lines of credit and term loans, both fixed and variable rate, very easily.

    Cons

    1. Can't run a statement of cash flows based on "actual" data, only on "plan" data.
    2. Not very easy to run a "plan" balance sheet for a future year as a stand-alone report, must either start the report on a month just after you have "actual" data or create an "actual/plan" version that houses a combination of data so it can be used for beginning balances.
    3. If using Desktop version, additional modules need to be purchased to handle pre-paid insurance automatically and forecast inventory.

    Showing 5 reviews of 40 Read all reviews

    Planning Maestro FAQs

    Below are some frequently asked questions for Planning Maestro.

    Planning Maestro offers the following pricing plans:

    • Starting from: US$0,01
    • Free Trial: Not Available

    We do not have any information about Planning Maestro features

    Planning Maestro has the following typical customers:

    2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

    Planning Maestro supports the following languages:

    English

    Planning Maestro supports the following devices:

    Planning Maestro integrates with the following applications:

    Blackbaud Financial Edge NXT, Dynamics 365 Business Central, Microsoft Dynamics GP, Microsoft Dynamics SL, NetSuite, QuickBooks Online Advanced, Quickbooks Online, SYSPRO, Sage 300 Construction and Real Estate, Sage Intacct

    Planning Maestro offers the following support options:

    FAQs/Forum, Knowledge Base, Phone Support, Chat

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