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Sage Planning
What Sage Planning is
Sage Planning is cloud-based business planning software for budgeting, forecasting, scenario modeling, reporting, and data visualization. It integrates with Sage Intacct Core Financials or can sync financial data and dimensions from any ERP. Finance and operational users can build driver-based models, explore what-if scenarios, and work with rolling forecasts. The software allows unlimited scenarios, and users may merge a scenario with the current budget. Budgets can have multiple editors, and users can currently share them with unlicensed colleagues in their organization. Sage says that shared budgets may require licenses for those colleagues in the future as functionality and security are enhanced. Sage Planning is sold separately from Sage Intacct Business User licenses and requires its own user license. Pricing is tailored to organizational needs and modules and is available on request. The product is intended for businesses in industries including nonprofit, software, financial services, healthcare, and hospitality. Sage offers product specialist support and a Community Hub. Sage reports average availability above 99.9% for Sage Intacct and describes data recovery through data centers around the world.
Who it suits
Sage Planning is aimed at finance and operational users who need budgeting, forecasting, or scenario modeling. It may fit organizations using Sage Intacct Core Financials or syncing data from another ERP.
What it does well
- Syncs financial data and dimensions from any ERP
- Supports driver-based models and rolling forecasts
- Allows unlimited scenarios
- Budgets can have multiple editors
- Includes product specialist support and a Community Hub
What to know first
- Requires a separate user license
- Pricing is available on request
- Shared budget access for unlicensed colleagues may change
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Sage Intacct Planning | Requires a separate user license; pricing tailored to organizational needs and modules | On request |
As sage.com lists them, read 4 Oct 2026. The maker's own page has the final word.
Verdict
Sage Planning offers broad planning methods, unlimited scenarios, and ERP data options. Factor in its separate license and the possibility that sharing with unlicensed colleagues may require licenses in the future.
Facts from Sage Planning's own pages
- Access change
- Sage says shared budgets may require licenses for unlicensed users in the near future as application functionality and security are enhanced. · sage.com, 4 Oct 2026
- Availability
- Sage reports average availability of over 99.9% for Sage Intacct and describes data recovery through data centers around the world. · sage.com, 4 Oct 2026
- Collaboration
- Budgets can have multiple editors, and users can currently share budgets with unlicensed colleagues in their organization. · sage.com, 4 Oct 2026
- Company
- Sage says it was founded in 1981 by David Goldman and lists its North American headquarters in Atlanta, Georgia. · sage.com, 4 Oct 2026
- ERP data
- It integrates with Sage Intacct Core Financials or syncs financial data and dimensions from any ERP. · sage.com, 4 Oct 2026
- Founded
- 1981 · sage.com, 4 Oct 2026
- Intended users
- Sage describes the product as intended for finance and operational users and says it serves businesses across nonprofit, software, financial services, healthcare, and hospitality industries. · sage.com, 4 Oct 2026
- License limit
- Sage Intacct Planning is sold separately from Sage Intacct Business User licenses and requires a separate user license. · sage.com, 4 Oct 2026
- Planning methods
- The software supports driver based models, what if scenarios, and rolling forecasts. · sage.com, 4 Oct 2026
- Purpose
- Cloud based business planning software for budgeting, forecasting, scenario modeling, reporting, and data visualization. · sage.com, 4 Oct 2026
- Scenario limit
- Users can create unlimited scenarios and may merge a scenario with the current budget. · sage.com, 4 Oct 2026
- Security
- Sage Intacct security is third party penetration tested and lists SOC1, SOC2, PCI, HIPAA, GDPR, and ISO 27001 certifications. · sage.com, 4 Oct 2026
- Support
- Sage offers product specialist support and a Community Hub for users to share insights and find solutions. · sage.com, 4 Oct 2026
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