Sync your bottom-up budget lines to streamline the request process. Purchases created from budget-lines pre-populate information and are pre-approved. Reduce manual data inputs and automate reviews.
Import top-down budgets and give budget-owners a consistent view into their targets. Existing purchases provide a forecast for committed spending and new purchases can be validated against the budget target.
Import budgets and give your budget-owners real-time visibility. Streamline purchase workflows and automate budget reporting.
Distribute information to budget-owners and key stakeholders in the business.
Automatically generate budget dashboards and analytics. Everything in Trace is presentation-ready.
Select which plan is active and add your budget-owners to collaborate. Routine reporting is automated.
Compare financial plans and performance with over 250+ publicly-traded companies. See normalized data for key financial and operating metrics.
COVID-19 has pushed fiscal discipline and cost-cutting into hyper-drive. Every business needs to clean things up and spend wisely. To help, we put together a list of spend categories to focus on and provide actionable tips to capture cost-savings.
Whether your restructuring due to COVID-19 or just want to make sure your house is in order, these lessons learned from the 2017 [~500 person] Zenefits restructuring will help serve as a guide to successfully execute and avoid pitfalls.