An application for budgeting and planning
for small and mid-size enterprises
built with Microsoft Excel and SQL Server
Basic requirements for planning applications can be summarized
in several sentences:
Many applications meet these requirements, including ERP systems.
The idea behind Gartle Planning is to offer a low-cost planning application based on Microsoft SQL Server and our products for working in Microsoft Excel and online.
The screenshot shows an example of a configured budget request.
The form uses dimensions: entity (201), category, period, budgeting accounts, subsidiary accounts, products, and regions (hidden).
The application allows:
The application has seven predefined dimensions.
If there is a need for more measurements, please contact us.
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 Planning app contains a basic set of features for applications of this class.
The screenshot shows an example of budget reports.
Users can obtain data from any slice.
Users can get the cell source data from the context menu.
You can try the Gartle Planning 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 Planning utilizes the aggregation of cube metrics.
The core of Gartle Budgeting utilizes a double-entry accounting system.
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 Planning, input forms are driven by analysts. Users only enter 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 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.
The app is suitable for small and mid-size enterprises with a fairly simple document flow.
You can customize it for any planning model using system-defined aggregation methods.
It allows generating input forms and output reports in multiple languages on the same data.
The initial installation package includes English, French, German, Italian, Russian, and Spanish.
Starting with version 4.0, we stopped distributing the application source code for free.
The 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 Planning and Gartle Budgeting.
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.
Feel free to contact us.