Martus 2025 Updates

Summary Recent Martus updates continue to strengthen the platform’s role as a collaborative budgeting, forecasting, and financial planning solution. Enhancements focus on deeper forecasting and scenario planning, expanded personnel budgeting, improved reporting and analytics, refined collaboration workflows, and tighter integration with accounting and ERP systems—further reducing reliance on spreadsheets and manual consolidation. 1. Forecasting & Scenario Planning Enhancements Martus continues to expand beyond static budgeting into dynamic financial planning. Multi-Scenario Forecasting: Users can create and compare multiple forecast scenarios (e.g., baseline, best case, worst case) within the same model. Rolling Forecast Support: Forecasts can be updated as actuals change, allowing finance teams to adjust projections throughout the year. Side-by-Side Comparisons: Scenario results can be reviewed and compared to support more informed decision-making. 2. Personnel Budgeting Improvements Personnel planning remains one of Martus’s most heavily used and enhanced capabilities. Position-Based Budgeting: Support for budgeting by position, including open roles, new hires, and role changes. Compensation & Benefit Modeling: Enhanced modeling of salaries, wages, and benefits within the budgeting process. Department & Program Allocation: Personnel costs can be allocated across departments, programs, or cost centers for more accurate planning. 3. Reporting & Financial Insight Martus continues to improve how budget and forecast data is analyzed and presented. Budget vs Actual Reporting: Enhanced comparisons between budgeted, forecasted, and actual results. Drill-Down Visibility: Ability to drill from summary reports into underlying details to quickly identify variances. Custom Reporting & KPIs: Flexible reporting tools allow organizations to tailor dashboards and metrics for leadership and boards. 4. Collaboration & Workflow Refinements Ongoing improvements focus on making budgeting more collaborative and controlled. Real-Time Collaborative Worksheets: Multiple users can work simultaneously within budgets with automatic roll-ups. Approval Workflows: Configurable approval paths help enforce governance and accountability. Worksheet Locking & Permissions: Controls prevent changes once budgets are finalized or approved. 5. Accounting & ERP Integration Enhancements Martus continues to strengthen its integration layer. Actuals Synchronization: Improved syncing of actual financial data from connected accounting and ERP systems. Dimensional Alignment: Budget structures can align with GL dimensions such as departments, locations, funds, or programs. Flexible Integration Options: Supports both API-based and file-based integrations to accommodate different environments. 6. Usability & Deployment Improvements Ease of use and fast adoption remain core priorities. Intuitive Cloud Interface: Ongoing refinements improve clarity and reduce training requirements for non-finance users. Rapid Implementation: Continued focus on quick deployments helps organizations move off spreadsheets faster. Cross-Device Access: Web-based access supports distributed teams without specialized infrastructure. 7. Strategic Planning Capabilities Martus continues to position itself as more than a budgeting tool. Integrated Financial Planning: Budgets, forecasts, and reports are managed within a single planning environment. Organization-Wide Visibility: Supports linking departmental or program budgets to overall financial plans. Decision Support: Scenario planning and reporting tools support leadership discussions and long-term planning.