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Finance · Automation · Starter package

Annual budget

Standalone annual budget built from scratch — department-wise, linked to your chart of accounts and loaded into your ERP.

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A guided session with our team.

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Department inputs
DraftAnnual budget
Illustrative preview · sample data

How it works

  1. 1Prior year actuals reviewed for baseline
  2. 2Revenue and cost budgets built per department
  3. 3Budget vs actuals tracking dashboard configured

What you receive

  • Annual budget (P&L + cashflow)
  • Department-wise budget templates
  • Budget loaded into ERP
  • Budget vs actuals dashboard
Tools and connections

Works around the tools you already use

6 tools listed for this solution
Your tools
  • Tally
  • Zoho Books
  • SAP
  • Excel
  • Google Sheets
  • Power BI
How they connect
  • Direct connection, where the tool allows it
  • Regular import or export of files
  • Assisted workflow your team runs

The method for each tool is confirmed during scoping. Logos don’t imply a partnership or a ready-made connector.

Full workflow · 6 steps
  1. 01Prior year actuals reviewed for baseline
  2. 02Department heads interviewed for assumptions
  3. 03Revenue and cost budgets built per department
  4. 04Consolidated P&L + cashflow budget assembled
  5. 05Budget loaded into your ERP / planning tool
  6. 06Budget vs actuals tracking dashboard configured
Everything included · 5 deliverables
  • Annual budget (P&L + cashflow)
  • Department-wise budget templates
  • Budget loaded into ERP
  • Budget vs actuals dashboard
  • Monthly tracking cadence setup
What we’ll need from you
  • Prior year actuals reviewed for baseline
  • Access to the relevant tools and a sample of real data
  • A named owner on your team to review outputs
Human review

Your team reviews outputs before they are used, filed or sent. Exceptions are flagged for a person to decide.

Delivery and support
Package
Starter · price shared on enquiry
Tentative build time
1–2 weeks, confirmed after your demo
Maintenance & support
Email within 24h, in your SUITE AI Workspace
Billing
One-time build fee plus monthly maintenance in your SUITE AI Workspace
Availability
Built and scoped for each business — not an off-the-shelf product.

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