Budgeting Module
Every budget under one roof, compared live against actuals.
The Budgeting module unifies sales, procurement, production, expense, personnel and investment budgets on one data model. Prepared budgets integrate with accounting, compare live against actuals and turn into rich variance reports.
Sales, procurement, production, expense, personnel and CapEx budgets under one roof.
Overview
What it does
One truth instead of separate budgets scattered across spreadsheets. The Budgeting module unites six budget types on one model; targets bind to the chart of accounts, compare automatically with actuals flowing from accounting, and surface variances before they form.
Scope
Sub-categories of Budgeting
Each sub-category manages a part of this process — all on the same data.
Sales Budget
Plan revenue targets by product, region and period; tie the sales forecast to the budget.
Procurement Budget
Budget the material and service purchasing plan by category and supplier.
Production Budget
Plan production volume, capacity and production cost; align with MRP.
Expense Budget
Budget operating expenses by expense type and department, and control spend.
Personnel Budget
Budget headcount, salary and benefit costs; align with HR and payroll.
Investment (CapEx) Budget
Plan, approve and track capital (CapEx) requests by project.
Roles
Who is it for?
The same data, a different view for each role.
Budget & Planning Lead
Run budget cycles, compare versions and report variance line by line.
Department Manager
Enter your own budget and track spend against it live.
CFO / Executives
See the consolidated budget and company-wide variance at a glance.
Connection
How a budget connects to actuals
A budget is not an isolated sheet. Prepared budgets are approved, bound to the chart of accounts and compared live with actuals flowing from accounting.
Budget Preparation
Six budget types are built.
Approval & Consolidation
Budgets are approved and merged.
Accounting Integration
Bound to the chart of accounts.
Actuals & Reporting
Variance is reported live.
Capabilities
Key features
Compliance
Compliant with local regulation
Budgets are structured on the Uniform Chart of Accounts; every version and approval step is kept in the audit trail, and reporting is aligned with TMS/TFRS.
Budgeting with Sonia AI
Describe it, Sonia prepares it.
Describe your budgeting tasks in natural language; Sonia analyzes the data, prepares the draft or variance summary and brings it for your approval — the final decision is always yours.
Frequently Asked Questions
Which budget types are supported?
Sales, procurement, production, expense, personnel and investment budgets are held on one data model; all are linked to each other and to accounting.
How is the budget compared with actuals?
It is compared automatically with actuals flowing from accounting and commercial modules; variance is shown live, line by line.
Can I create different scenarios and versions?
Yes. Multi-version and scenario budgeting is supported; versions are compared and the approved version is locked.
Is there an approval process and audit trail?
With a role-based approval flow, budgets can be consolidated and locked; every change and approval is kept in the audit trail.
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