QuickBooks & Planning Maestro
Seamlessly link the accounting software you trust with leading-edge budget, forecasting, and reporting tools
Is your company still manually exporting accounts and trial balance to Excel for consolidation? We’ve partnered with QuickBooks to deliver a better way to create budgets and manage financial statements.
Centage Data Integrator for QuickBooks creates a quick, reliable and secure way to transfer data from QuickBooks to Planning Maestro. With a few clicks, and no manual transfer of data, you can:
- Automate the import of your:
- Chart of Accounts and structures – ensuring all your accounts are accurately reflected in Planning Maestro
- Actuals – at any time – to compare to plan, budget, forecast or any scenario for variance analysis
- Actual ending balances and non-financial balances – enabling you to jump-start your budget process
- Historical and actuals data for bench-marking
- Account balances for actual vs. budget comparison at any time
- Eliminate the manual process to export your accounts and trial balance to Excel for data consolidation
Centage’s Data Integrator for QuickBooks is the only solution on the market to extract a complete trial balance by “class”.
QuickBooks is the heart of your financial management capabilities, not to mention a goldmine of historical data. Centage’s Data Integrator for QuickBooks allows you to connect to your ERP transaction data – enabling ongoing actuals vs. budget comparisons and accurate forecasts, while eliminating the potential for data entry errors and duplicated information.
Times are changing from growth to survival...start building driver-based budgets now so you're prepared for what's next.
Download our white paper, “Making the Shift: Cash Flow Forecasting Tips for Turbulent Times”, to learn how an insightful, strategic, and accurate cash flow budget will allow you to manage scarce resources effectively.
