FINANCE ACE, the community hub for Finance teams

Guides

Budget vs Actual Demo

In this video, we'll walk you through a summary of our Budget vs Actual dashboard feature, which allows budget owners to have full visibility into their financial performance.

In summary, the Budget vs Actual feature will allow budget owners to:
  • Track their spending on a monthly, quarterly and annual basis.
  • Create summary account variance reports, then drill-down to the transaction-level ERP data.
  • Connect all the dots related to their spending, such as existing contracts, upcoming payments, approval reviews, etc.
  • Create presentation-ready variance reports with the click of a few buttons.
  • Slice-and-dice the data in any way (spend by department by vendor, spend by account by vendor, etc.).
  • Export the variance reports to a CVS for additional external analyses.

No items found.

Join the community to access every tool and template.

  • check

    Benchmark Public Comps

  • check

    Headcount Planning & Payroll Forecast

  • check

    Software Spend Management

  • check

    Inventory Management & Depreciation

  • check

    Vendor Assessment Template

In this video, we'll walk you through a summary of our Budget vs Actual dashboard feature, which allows budget owners to have full visibility into their financial performance.

In summary, the Budget vs Actual feature will allow budget owners to:
  • Track their spending on a monthly, quarterly and annual basis.
  • Create summary account variance reports, then drill-down to the transaction-level ERP data.
  • Connect all the dots related to their spending, such as existing contracts, upcoming payments, approval reviews, etc.
  • Create presentation-ready variance reports with the click of a few buttons.
  • Slice-and-dice the data in any way (spend by department by vendor, spend by account by vendor, etc.).
  • Export the variance reports to a CVS for additional external analyses.

Connect your ERP and see your data!

Trace is trusted with enterprise-ready security & compliance.

SOC2 Certified

Trace is SOC2 certified. Our audit was completed based on the trust services criteria relevant to security and confidentiality set forth in TSP 100, 2017 Trust Services Criteria for Security, Availability, Processing Integrity, Confidentiality, and Privacy.

AWS

Trace uses Amazon Web Services (AWS) for the hosting of staging and production environments. AWS data centers are monitored by 24×7 security, biometric scanning, video surveillance and are SOC 1, SOC 2, and SOC 3 certified.

SSO

Single Sign-on (SSO) allows you to authenticate users in your own systems without requiring them to enter additional login credentials. Authenticate through Okta, Google, Microsoft, and more.

  • Data Permissions & Access
  • Vulnerability Scanning
  • Incident Response
  • Training
  • Policies
More About Security

Looking for more advanced features?

Join the Trace Community for access to free downloads, tips and more.

Want more exclusive resources? Join the Finance Ace Community.

Finance Ace is a community hub for Finance professionals. Our members have access to a network of peers and high-quality tools, benchmark data, operating guides, and discussions.

Thanks for getting started! You'll receive an email with next steps shortly.
Oops! Something went wrong while submitting the form.