Pivotal Insights for QuickBooks Online
Budgeting and forecasting for QuickBooks Online
When QuickBooks budgeting runs out, plan by department or location, get approvals, and see budget against actual every month without rebuilding spreadsheets.
What comes over
- Sign in with Intuit and pick the company. Pivotal Insights never sees your QuickBooks password
- Accounts, classes and locations, fiscal periods and monthly actuals
- Optional: customers and vendors
The budget back to QuickBooks Online
QuickBooks doesn't take budgets through its API, so the approved budget comes back as a file for QuickBooks budgeting.
Good to know
- Classes or locations become departments, whichever you use
- A good fit for growing companies that have outgrown spreadsheets before they outgrow QuickBooks
What you get
- Department budgets in a grid managers already understand, with last year and this year's actuals beside them
- Submissions, approvals and send-backs, with notes on any cell
- Budget-versus-actual reports, dashboards and a 13-week cash forecast that update when the month closes
- Each manager's department results by email after close
- Workforce, revenue, capital and project plans that feed the budget
- Unlimited users at one price per company, set up by consultants who know QuickBooks Online
Also connects to: Acumatica, Dynamics GP, Business Central, NetSuite, Sage Intacct, Dynamics NAV. See every system.