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Feature: WORKFLOW

Collaborate on budgets with permission based Workflow

Stop chasing emails and Excel files with our permission based Workflow. Assign out the tasks to the team and get their direct input and feedback to build a better collaborative, and ultimately, accurate budget.

Leave Excel Behind: Streamline your Workflow with Centage

Stop chasing emails and scattered Excel files—Centage’s permission-based workflow keeps everything organized. Assign tasks, gather direct input, and receive feedback from your team in one central location, eliminating the back-and-forth and enabling a more collaborative and accurate budgeting process.

One central hub for collaboration

Bring all your budget owners together in one shared space, where updates and progress are transparent and accessible. No more exhausting email chains—everyone is aligned, and you can focus on what matters: building a financial plan as a united team.

Simplify the process, strengthen the team

With just a click, your team can submit, approve, or request revisions—creating a smoother workflow and empowering everyone to own their part in the process. No more chasing. Just collaboration and efficiency, giving your team the freedom to focus on reaching goals together.

Secure, yet connected

Give your team the confidence to collaborate securely, with customizable permissions that keep sensitive information safe while allowing everyone to work on their tasks. You stay in control, while fostering a sense of trust and shared responsibility across departments.

Stay on track, right from the start

With the Workflow Task Widget on your home page, every team member can see their assigned tasks at a glance. No hunting through emails—submit completed tasks directly from the dashboard, keeping the momentum going and ensuring nothing falls through the cracks. Collaboration becomes seamless when everyone knows exactly what's next.

"There are so many different variables to account for when it comes to our personnel planning, especially with health insurance… Depending on the employee, whether they are married, single, married with children and so on — all those tables are built in Centage so I can accurately select which option the employee has and it calculates the associated cost. It’s great because it makes our budgeting much easier and more accurate."

Jenny Barker

Senior Budget Manager, Housing Authority of Snohomish County

This government housing authority leverages Centage's workforce planning capabilities to optimize its budgeting process. Centage automates personnel-related projections, offering transaction-level detail and ensuring precise adjustments to revenues, expenses, and the bottom line. Granular personnel planning and drill-down capabilities contribute to more accurate and efficient budgeting, providing this housing authority with detailed insights for strategic workforce planning.

Read more in the case study

“Our operators and Finance alike are so excited to have the ability to see very quickly what was budgeted and then to have that detail feed into our financial reports – it’s extremely helpful – especially when it comes to our personnel planning.”

Mareva Page

CFO, Equitas Health

This nonprofit community healthcare system with over 500 employees across 21 offices uses Centage to manage complex workforce planning challenges. Centage's intuitive interface and seamless integration with their accounting software, Abila, streamlines personnel-related expenses and projections. Spread methods let the finance team apply individual spreads depending on the specific employee and budget down to the employee level with precise detail.

Read more in the case study

“When I first started, the Excel worksheets that my predecessors built were really robust, however, the complexities of budgeting and planning for our staffing were not something I wanted to tackle in Excel.”

Renee Sherman

CFO, The Wildlife Gallery

This nonprofit streamlined its complex personnel budgeting and forecasting processes by integrating Centage with Microsoft Dynamics GP. Seamless integration significantly reduced the time spent on data reconciliation, enabling Finance to make budget revisions in Centage in just 20 minutes, compared to 5 or 6 hours in Excel. Detailed personnel forecasting not only enhances scenario planning and hiring decisions, but also ensures confidence in reporting accurate numbers to leadership.

Read more in the case study

“There are so many different variables to account for when it comes to our personnel planning, especially with health insurance… Depending on the employee, whether they are married, single, married with children and so on — all those tables are built in Centage so I can accurately select which option the employee has and it calculates the associated cost. It’s great because it makes our budgeting much easier and more accurate.”

Jenny Barker

Senior Budget Manager, Housing Authority of Snohomish County

This government housing authority leverages Centage's workforce planning capabilities to optimize its budgeting process. Centage automates personnel-related projections, offering transaction-level detail and ensuring precise adjustments to revenues, expenses, and the bottom line. Granular personnel planning and drill-down capabilities contribute to more accurate and efficient budgeting, providing this housing authority with detailed insights for strategic workforce planning.

Read more in the case study