An application for budgeting and management accounting
for small and mid-size enterprises
built with Microsoft Excel and SQL Server
Many companies use Microsoft Excel for budgeting.
Despite the advantages, the systems also have disadvantages,
for example, in the form of difficulties with multi-user mode, slow work on large amounts of data, complex formulas, and non-transparent calculations.
Gartle Budgeting allows budgeting in Excel and a web application, saving data in a Microsoft SQL Server database.
Accordingly, the application takes full advantages of budgeting in Excel and adds significant benefits:
Gartle Budgeting does not compete with ERP applications.
The app targets companies that already keep records in Microsoft Excel or are about to start budgeting in Excel.
The screenshot shows an example of a budget request.
The application allows you to:
You can use Microsoft Excel with the SaveToDB add-in, the DBEdit desktop application, and the DBGate or ODataDB web apps as clients.
In general, the Gartle Budgeting app contains a basic set of features for applications of this class.
The screenshot shows an example of budget reports.
You can try the Gartle Budgeting application online:
The application uses a Microsoft SQL Server database on Windows or Linux.
We do not plan to port the application to other platforms.
The core of Gartle Budgeting utilizes a double-entry accounting system.
The core of Gartle Planning utilizes the aggregation of cube metrics.
Accordingly, in Gartle Budgeting, you set up debit and credit ledger accounts for budgeting accounts.
In Gartle Planning, you set up parents, coefficients, and aggregation functions.
In other words, these are different ideologies for generating output data.
In Gartle Budgeting, users create the necessary set of budget request lines themselves.
The key point is to specify budgeting accounts, analytical members, and values.
In Gartle Planning, input forms are driven by analysts. Users only enter data.
In general, both applications allow solving budgeting and planning tasks.
But the choice of the best system depends on the requirements and the preferences of finance officers.
As noted above, the application targets companies who are already budgeting in Excel or just going to do it in Excel.
The app is suitable for small and mid-size enterprises with a fairly simple document flow.
The application allows configuring for any accounting requirements, including IFRS and US GAAP.
It allows generating reports in multiple languages on the same data.
The initial installation package includes English, French, German, Italian, Russian, and Spanish.
There is no free version of the application.
Source code is provided under license. However, database documentation is opened.
The price of a perpetual license is 3,600 USD.
The price of an annual update is 1,200 USD per year.
Additionally, depending on your needs, you can purchase licenses
for the SaveToDB add-in and the DBGate or ODataDB web applications.
We recommend trying the online versions of Gartle Budgeting and Gartle Planning.
In half an hour, you will have a complete understanding of the key principles.
Next, we recommend installing the SaveToDB add-in and downloading a set of demo application workbooks.
In an hour, you will be sure that Microsoft Excel is convenient for both data input and working with reports.
Further, we recommend that you contact us to discuss your questions and develop further plans.
For example, we can host a separate app for you, and together we will try to set up an application for you.
Feel free to contact us.