About MartusTools

MartusTools is a cloud-based budgeting and accounting solution designed to help churches streamline their budgeting and accounting processes with online dashboards, scorecards, statistics, and financial reports like departmental account views, dimensional view summaries, and forecast views. MartusTools enables users to manage their accounting data effectively by integrating with most popular accounting systems, including QuickBooks, Shelby, ACS, Financial Edge, and more.

MartusTools is comprised of two tools; Martus Planner and MartusDashboard. MartusPlanner provides users with quick and central access to budgeting tools which help monitor budgeting progress minute by minute or identify any budget problems or inconsistencies. Users can manage and record budget requests using monthly line-item notes. The MartusDashboard allows users to view comparison reports and graphs on budgets and actuals. Users can drill down into reports to gain greater insight into their budgets and accounts, as well as identify trends using the MartusTools statistical tracking system. MartusTools creates budget worksheets automatically and allows users to check a budget's approval status from the planner worksheet. The planner summary gives users an instant snapshot into their budget. Dashboards support monthly expense comparisons, income vs expense comparisons and top ten expense accounts.

Pricing starting from:

US$3 200,00/year

  • Free Trial
  • Subscription

Key benefits of MartusTools

  • Create budget worksheets automatically with the MartusPlanner tool and use widgets to add monthly notes to explain item numbers easily.

  • Manage accounting data effectively by integrating with popular accounting systems like QuickBooks, Shelby, ACS, Financial Edge, and more.

  • Use MartusTools’ statistical tracking system to view weekly or monthly statistical data, and build statistical scorecards to identify trends.

  • Budget analysis tools help users quickly identify problems or inconsistencies with their budget.

  • Dashboards give users quick insight into monthly expense comparisons, as well as invoice vs expense comparisons and the top ten expense accounts.

  • Devices

    Business size

    S M L

    Markets

    United States

    Supported Languages

    English

    Pricing starting from:

    US$3 200,00/year

    • Free Trial
    • Subscription

    Images

    Budget worksheets are created automatically by MartusPlanner and include current year activity and budgets as a reference to create a new budget
    Compare monthly expenses with prior year and budget
    View the top ten expense accounts for the entire organization or for individual dimensions
    View budget to actual comparison by dimensions such as locations, departments, funds, etc.
    Build scorecards to identify statistical trends with graphs targeted for specified users
    View financial results versus the current month, YTD and annual budgets
    View 7 more
    MartusTools screenshot: Budget worksheets are created automatically by MartusPlanner and include current year activity and budgets as a reference to create a new budget MartusTools screenshot: Compare monthly expenses with prior year and budget MartusTools screenshot: View the top ten expense accounts for the entire organization or for individual dimensions MartusTools screenshot: View budget to actual comparison by dimensions such as locations, departments, funds, etc. MartusTools screenshot: Build scorecards to identify statistical trends with graphs targeted for specified users MartusTools screenshot: View financial results versus the current month, YTD and annual budgets

    Features

    Total features of MartusTools: 26

    • "What If" Scenarios
    • Accounting
    • Accounting Integration
    • Activity Dashboard
    • Attendance Tracking
    • Budget Control
    • Budgeting/Forecasting
    • Cash Management
    • Consolidation/Roll-Up
    • Data Visualization
    • Expense Tracking
    • Financial Analysis
    • Financial Management
    • Forecasting
    • General Ledger
    • Multi-Company
    • Multi-Department/Project
    • Planning Tools
    • Profit/Loss Statement
    • Progress Tracking
    • Reporting & Statistics
    • Status Tracking
    • Summary Reports
    • Trend Analysis
    • Version Control
    • Widgets

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    Reviews

    Overall rating

    4,7 /5
    (35)
    Value for Money
    4,7/5
    Features
    4,5/5
    Ease of Use
    4,4/5
    Customer Support
    4,9/5

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    Write a Review!
    Showing 5 reviews of 35
    Jose constantino A.
    Overall rating
    • Industry: Religious Institutions
    • Company size: 51-200 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

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

    Martus Solutions is a great tool for budgeting

    Reviewed on 2018/03/20

    Pros

    User friendly for most non-financial users. You can narrow your search by locations, departments, activities, funds and for Non-Profits is a very useful tool for anyone in the organization. The owner, Bill Cox is a very helpful person and is always looking for ways to improve the software. For non-financial users, the dashboards are very helpful.

    Cons

    There is no really anything that I don't like about this software. I will be using it to roll out our 2019 budget and we expect it will be a win for all users. I understand that no software is perfect. No matter what it is, there is going to be at least one tool that isn't up to par or a missing functionality. But I think that Martus Tools have been making improvements to the software.

    Verified Reviewer
    Overall rating
    • Used Daily for 2+ years
    • Review Source

    Overall rating

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

    My Best Accounting Technology Decision

    Reviewed on 2018/03/20

    Pros

    Using MartusPlanner was straightforward for our leaders to learn and we completed our budget without any problems. Here are a few highlights of how Martus Planner has enhanced our budget process:

    - This system allows our ministry leaders to input, update, review, and reference their budgets on demand from anywhere they can get internet access. Gone are the days of multiple spreadsheets with multiple formats and versions.

    - Equip your ministry leaders with the ability to track and manage their budgets. One of our newly hired senior leaders told me I worked for a church with over 5,000 attendees across 6 sites and this program would have been a game changer for the way that church operated.

    - Keep track of all budget versions throughout the budget cycle. Remember that awesome idea that was cut from the Dream budget. Now you can go back to that dream budget and bring that idea to life.

    Cons

    Based on feedback I have received from the ministry teams at my Church, the user interface could be simplified to help them navigate the program.

    Elizabeth H.
    Overall rating
    • Industry: Religious Institutions
    • Company size: 51-200 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 6.0 /10

    Could be Better

    Reviewed on 2021/04/11

    Pros

    Martus is the only budgeting tool that I have found that integrates well with our accounting software so that we can see accurate expenses vs. budget in real time.

    Cons

    It is hard for some non-accounting staff to use and understand, the options for displaying the data are difficult to navigate to be able to see what we want to see. Not as flexible as I would like with reporting. Most of the time we export the data from Martus to excel to view there.

    Jasmine L.
    Overall rating
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support

    Just getting started with the software

    Reviewed on 2018/03/26

    Pros

    Budget to actual reports look nice

    Cons

    Doesn't show budgets over an extended period of time
    Can't report on grants on a different fiscal year
    Hard to add new users
    Hard to add new budgets

    Adam H.
    Overall rating
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support

    Martus has helped us communicate financials much more quickly and efficiently

    Reviewed on 2018/03/23

    Pros

    Accessible through the web and integrates with our users current sign on credentials. It allows us to be fully paperless when communicating our financial reporting and during budgeting process.
    It also allows us to quickly send out financials with a notification email that I trigger once entries are updated each month. It also seamlessly connects to our accounting software for continual updates on income and expenses without having to export and import manually.

    Cons

    Currently there isn't a mobile platform for accessing budget or financial reporting. You can view the webpage on your mobile device, but it isn't easy.

    Showing 5 reviews of 35 Read all reviews

    MartusTools FAQs

    Below are some frequently asked questions for MartusTools.

    MartusTools offers the following pricing plans:

    • Starting from: US$3 200,00/year
    • Pricing model: Subscription
    • Free Trial: Available

    Annual subscription fees include a base price plus a per named user fee and includes eMail and telephone support. Churches - $3,200 plus $40/user annually Not-For-Profits - $3,600 plus $48/user annually For-Profits - $4,500 plus $60/user annually

    We do not have any information about MartusTools features

    MartusTools has the following typical customers:

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

    MartusTools supports the following languages:

    English

    MartusTools supports the following devices:

    MartusTools integrates with the following applications:

    ACS, Aplos, Blackbaud Financial Edge NXT, MIP Fund Accounting, QuickBooks, QuickBooks Online Advanced, Quickbooks Online, Sage Intacct, ShelbyNext Financials

    MartusTools offers the following support options:

    Email/Help Desk, Phone Support, Chat

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