Your Current Approach to Budgeting is Disorganized and Wastes Time
Dynamics Isn’t Made to Control the Budgeting Process
Between design, collaboration, approvals and execution - there are numerous moving parts to the budgeting process that start before you can get the numbers into Dynamics. And most third-party budgeting solutions in the market are too complex and inflated. You need a flexible and easy way to automate and control the budget workflow.
Manual Spreadsheets are Full of Errors and Impossible to Reconcile
Excel is a familiar tool, but disparate spreadsheets can’t be regulated, and compiling that data becomes a full-time job. Manual input on numerous worksheets is full of errors and inconsistencies that are nearly impossible to resolve in the end. Avoid the ‘Excel-mania’ that leads to mistakes and get fast, accurate budgets that can be imported to Dynamics, seamlessly.
High-Value Resources are Burning Time on Ineffective Tasks
A chaotic, disorganized approach to budgeting sucks time from managers and executives who should be building and executing effective strategies, not collecting and reconciling spreadsheets. This poor process leads to inadequate planning exercises that don’t get revisited often and which are never optimized. You need easier tools that allow stakeholders to generate budgets in a fraction of the time.
Transform the Budgeting Experience
Organized, controlled budgeting built for small and medium-sized organizations.
Free resources from the shackles of data gathering with budgets that are trackable and goal-focused, while avoiding the complicated and unnecessary functionality often found in over-priced Corporate Performance Management (CPM) tools. Just fast and simple budgeting built for you.
Improve your Financial Performance
Intuitive design and superior visibility impact results.
Get real answers on performance, and let the business need drive the budget process so you can make adjustment decisions at any frequency. Easily see actual-to-plan for accurate decision making through an Excel-based reporting platform that reduces redundant tasks and the risk of inaccuracy by eliminating error-prone copy, pasting, and exporting. Built to work with Excel and Dynamics by the people who designed Jet Reports, this budgeting tool works the way you expect.
Get Adaptable, Customizable Planning Options
Accommodate your budgeting method and changing financial priorities.
Whether you approach budgeting with the top-down, bottom-up, zero-based, or other methodology, Jet Budgets is built to adapt seamlessly and execute on what you need. Gain the flexibility to reassess and adjust budgets easily to meet your changing fiscal needs and create and review budgets for different operational areas as required.
Watch How to Set-Up Jet Budgets Using Your Preferred Budget Method Now:
Build Budgets in a Fraction of the Time
A managed, controlled, and simplified approach to fiscal planning.
Significantly reduce the time and resources required to complete a budgeting exercise company-wide with an intuitive, Excel and web-based interface that automates checks and balances, and controls the budget workflow.
Gain Unparalleled Access and Accuracy
Purpose-built for Microsoft Dynamics to eliminate chaos and streamline it all.
Import your budgeting data directly to Dynamics GP, NAV and Dynamics 365 Business Central, skipping the Excel-mania that makes it impossible to reconcile the numbers. Quickly and seamlessly report on fiscal performance from your Jet Budget and Dynamics data using customizable, pre-built report templates that are ready to use out-of-the-box.
Fast, Accurate and Controlled Budgets with Predictable Results in a Familiar Environment
Jet Budgets doesn’t just work with Microsoft Dynamics NAV, GP, and Business Central; it was MADE for them. We make the budgeting process straightforward and easy with no complicated or inflated tools because most small-to-mid-sized companies don’t even need them. Jet Budgets gives you value immediately, right out of the box.
Jet Budgets is designed to have you up, running, and starting the budgeting process quickly so you can avoid the high-cost implementations that require days, or weeks, of expensive technical resources. And the well-known Excel interface with intuitive web portal environment reduces the time it takes for your organization and resources to get started simplifying the budgeting process.
We offer full online support and resources that are accessible around the clock, including an extensive knowledge base and online tutorials. And when our helpful resources aren’t quite enough, the Jet team is here to help you. We will answer your specific questions, help you with installs, and work one-on-one with you get you whatever you need to be successful!
Start Your Path to Better Budgeting Outcomes Today with this Free Whitepaper!
Whether the fiscal planning process is an exciting time for you, or the idea of your next budgeting exercise leaves you cringing with the anxiety of chaos and long nights – this whitepaper will introduce you to the common budgeting approaches and challenges, while introducing ways to overcome them.
- The structure of a functioning budget process
- The current state of the budgeting process for most small-to-medium sized businesses
- The risks in the most common approaches to budgeting and how to overcome them
Frequently Asked Questions
Jet Budgets is a web-based solution for streamlining and controlling the budget creation and fiscal planning process. Jet Budgets enables collaboration, improves accuracy, and saves time for budget owners at small and medium businesses whose current budgeting process requires managing multiple spreadsheets that can be messy, error prone and time consuming. Jet Budgets is built to integrate with Microsoft Dynamics 365 Business Central, NAV, and GP immediately.
Jet Budgets was designed for small and medium businesses (SMB) that use Dynamics 365 Business Central, Dynamics NAV or Dynamics GP. Jet Budgets is the right tool for anyone who creates or is involved in the budgeting process and struggles with reconciling and managing disparate and inconsistent spreadsheets that aren’t governed or controlled. Jet Budgets enables automated assignment workflows, and status visibility to streamline the budgeting process through the Jet Hub while utilizing the power of Jet Reports for integrated actual-to-plan reporting in an Excel environment users are already familiar with.
Jet Budgets was designed to fill a gap in the Dynamics market between costly, complex Corporate Performance Management tools that have many functions most SMB companies don’t need, and the manual budgeting process that involves disorganized Excel spread sheet management. While CPMs are targeted at mid to large-scale enterprises to provide complex financial solutions, Jet Budgets offers the right features and functionality for small to medium businesses without over-complicating the process or solution.
Jet Budgets was deliberately designed to work with Jet Reports for a familiar, and seamless reporting environment. By leveraging the power of Jet Reports with Jet Budgets users can quickly and easily compare actuals with budgets, compare multiple budgets, and report on financial performance in the format they need.
Jet Budgets is a turnkey, out-of-box solution that takes minutes to get up and running, not hours or days. Additionally, one of the advantages of using Jet Budgets is that configuration does not pose a huge administrative burden on a company nor does it incur large technical resource costs.
Yes. Jet Budgets was purpose-built for immediate integration with Dynamics 365 Business Central, NAV and GP. Budget numbers can be written directly back into Dynamics using the native import functionality of each system.
Jet Budgets was designed to work with Microsoft Dynamics 365 Business Central, Dynamics NAV version 2013 and later, and Dynamics GP version 9 or later.
Jet Budgets provides the following features and functionality to create fast and flexible budgets.
- Web-based budgeting platform through the Jet Hub
- Flexible budget structure with user-created templates
- Supports all existing GL accounts, dimensions, and segments
- Input of budgeting data in web or controlled Excel spreadsheets
- Workflow management, including assignment creation, notifications, commenting, and attachment support
- Reporting via Jet functions with Jet Reports
- Upload to Dynamics 365 Business Central, Dynamics NAV, and Dynamics GP
Jet Budgets was designed to work with Jet Reports and currently is not sold as a separate, stand-alone product.
Jet Budgets users will need to be set up in the Jet Hub so they can log in and use the tool. If the Jet Budgets user is also going to be pulling data to help them with budgets, or run a report using Jet Reports then they will need access to that Dynamics data source with a Jet Reports license. In many cases, the budget creator/owner will provide the budget contributor with an Excel file that contains data they will need for their piece of the budget. In that case, they don’t need to have access to the Dynamics data source through Jet Reports, and subsequently, will not need a Jet Reports license.
The Help Center is available 24/7 with a section dedicated to Jet Budgets, including video tutorials and how-to articles.
Jet Budgets will respect all the data security settings that have been configured in your Microsoft Dynamics ERP and the Jet Administration Console. Users that don’t have permission to use Jet Reports can be set up as users within Jet Budgets in the Jet Hub, where permissions for them can be set.
Permissions for individual budget contributors can be set within the Jet Hub so that they only see the items assigned to them. Additionally, a budget owner or creator can only see the budgets they’ve created.
Non-financial values can be used in the budgeting process (ie: quantities, units, etc.) to help arrive at the financial numbers that are stored in Jet Budgets. This would be handled with Excel entry and uploaded to the Jet Hub.
Unlike managing multiple Excel files, Jet Budgets consolidates the budgeting process in one place. Jet Budgets has collaboration and workflow features that Excel does not have in order to control the data input and streamline the reconciliation process. Unlike Excel, reports can be produced using Jet Reports and imported into Dynamics 365 Business Central, Dynamics NAV or Dynamics GP.
The budgets in NAV or GP have rigid, hierarchical budget structures whereas the budget structure in Jet Budgets is customizable to meet the needs of the business and your preferred budgeting methodology (top-down, bottom-up, zero-based, etc.). Jet Budgets support workflow and collaboration whereas NAV or GP budgets do not. Jet Budgets also supports all dimensions and segments in the ERP system (unlike NAV and Business Central which only support budgeting by 4 dimensions). Finally, Jet Reports can be used to produce reports that integrate with Jet Budgets.
Of course! That is the benefit of the Jet Reports and Jet Budgets integration. A report can be run comparing actuals to budget by using the Jet functions. By pulling actuals from your database using the Jet GL function and getting numbers directly from Jet Budgets using the new GL Jet Budgeting function, a report can be run comparing the two. Report templates can be found in our Resource Library.