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Martus Reviews & Product Details

Verified User in Non-Profit Organization Management
AN
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Martus?

Martus is super helpful in our budgeting process, especially beng able to add worksheets to backup our budget numbers. Their customer support is terrific. They are super responsive when I have questions and will hop on a zoom call to walk me through any issues I am having. Review collected by and hosted on G2.com.

What do you dislike about Martus?

There is a learning curve in using some of their advanced reporting. Their reports could use some visual upgrades. Review collected by and hosted on G2.com.

What problems is Martus solving and how is that benefiting you?

Martus has helped us solve some of our complex budgeting issues. It is also very helpful to easily share reports with our department managers. Review collected by and hosted on G2.com.

Response from Joseph Plagge of Martus

Thank you for sharing your experience!

Martus has out-of-the-box reports that are easy to use and very flexible when creating different view.

There is also a ReportBuilder that allows you to create custom reports, KPI cards, and other charts and graphs.

Our team can provide you with some additional training. Please reach out to Support if you would like to receive some more training in this area.

See how Martus improved

Martus Overview

What is Martus?

Martus is a powerful financial management solution designed to help organizations streamline their budgeting, reporting, and forecasting processes. Our software offers a collaborative environment that enhances the efficiency of financial management, enabling users to create, execute, and analyze budgets in about half the time it takes to budget using traditional spreadsheet methods. Ideal for nimble finance teams and organizations looking to scale, Martus caters to a wide range of industries seeking to improve their budgeting practices through collaboration. The software allows multiple users to work simultaneously on budget creation and adjustments while offering user-level permissions and seamless approval processes. One of the standout features of Martus is its extensive integration capabilities with more than 20 ERP and accounting software options. Key integrations include Sage Intacct, QuickBooks, Microsoft Dynamics 365 Business Central, Acumatica, and NetSuite. We also offer integrations for legacy systems including Sage 100. This flexibility enables organizations to customize their tech stack according to their specific needs, ensuring seamless data flow and reducing the time spent on manual data entry. By connecting with existing financial systems, Martus enhances the accuracy of financial reports and forecasts, making it easier for organizations to make informed decisions based on reliable data. Organizations that use Martus typically experience a 50% reduction in budgeting time compared to traditional spreadsheet methods, while also achieving greater accuracy and fostering a sense of ownership among team members. By simplifying the budgeting process and providing valuable insights, Martus empowers organizations to focus on strategic planning and growth, ultimately driving better financial outcomes.

Martus Details
Product Website
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Martus Community
Languages Supported
English
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Product Description

A dashboard that helps churches track their budgets and expenses, manage their assets and store financial statements.

How do you position yourself against your competitors?

Martus offers affordable solutions, rapid implementation, and unparalleled support.

Affordable: Martus offers competitive pricing and multiple subscription levels so you can choose the best option for your organization's needs.

Rapid implementation: Transform your budgeting and reporting in as little as two weeks! New Martus users are up and running in as little as one hour of training.

Unparalleled support: Our award-winning support team is available via phone or email to help you get the most out of Martus. In addition, you'll have 24/7 access to our knowledge base, instructional videos, and webinars.


Seller Details
Company Website
Year Founded
2007
HQ Location
Greenville, US
LinkedIn® Page
www.linkedin.com
33 employees on LinkedIn®
Description

Martus Solutions is a technology vendor specializing in providing software and consulting services designed to enhance business processes and data management. Their offerings include solutions for workflow automation, data analytics, and project management, aimed at improving operational efficiency and decision-making for various industries. For more information, visit their website at https://www.martussolutions.com/.


Megan A.
MA
Overview Provided by:

Recent Martus Reviews

KR
Kim R.Mid-Market (51-1000 emp.)
5.0 out of 5
"Martus is powerful budgeting/reporting software!"
Their customer support team is top notch! They are experts, friendly, and timely in their response to support tickets.
Kelly M.
KM
Kelly M.Mid-Market (51-1000 emp.)
5.0 out of 5
"Game changer- goodbye Excel budgets"
Martus has revolutionized the way our multi-site organization collaborates and puts dollars behind our vision. With access to real-time data, our t...
JC
Joe C.Mid-Market (51-1000 emp.)
5.0 out of 5
"We converted our budgeting process from Excel to Martus in 2022. Income Statement Reporting."
We converted from Excel to Martus in 2022. We budget for 45 departments and consolidate them. Martus has made our budgeting much more straightfor...
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Martus Media

Martus Demo - Martus Budgeting
Accurate budget-to-actuals reporting offers instant intelligence and actionable insights.
Martus Demo - Martus Reporting
Monitor budget conformance in real time – even drill down to transactional details.
Martus Demo - Special Purpose Worksheets
A specialpurpose worksheet (SPW) enables businesses and organizations to create a budget that aligns with a specific objective, while also maintaining the common language of the general ledger. In Martus, administrators can create worksheet specific SPWs, or create a global SPW that can be pushed...
Play Martus Video
Cash Flow Forecasting Module Overview
Play Martus Video
Cash Flow Forecasting Module Overview
Play Martus Video

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Video Reviews

35 out of 36 Total Reviews for Martus

4.8 out of 5
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35 out of 36 Total Reviews for Martus
4.8 out of 5
35 out of 36 Total Reviews for Martus
4.8 out of 5

Martus Pros and Cons

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Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
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Overall Review Sentiment for MartusQuestion

Time to Implement
<1 day
>12 months
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48+ months
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Kelly M.
KM
Executive Director, Finance & Administration
Non-Profit Organization Management
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about Martus?

Martus has revolutionized the way our multi-site organization collaborates and puts dollars behind our vision. With access to real-time data, our team can see trailing 12 month actuals and/or budgets as well as a hybrid approach. This tool empowered our teams to be more involved in planning, casting vision for their departments under the umbrella vision of the organization. Even our very teams that are not financially-oriented have raved about the ease of use, as well as increased transparency and involvement/buy-in to our budgets. The use of Special Purpose worksheets and the Personnel module have been great additions to our process as well. The integration with Sage Intacct is seamless. Implementation is a snap, and to top it off, they have the best customer service around. Review collected by and hosted on G2.com.

What do you dislike about Martus?

It's hard to say we "dislike" anything because our entire staff LOVES MARTUS. If I have to say something, it would bet hat it can be a little slow at times, but this is not a significant issue. It doesn't allow user permissions to be different by location (if a user has access to a department, the user has access to that department for every location they are given location permissions) Review collected by and hosted on G2.com.

What problems is Martus solving and how is that benefiting you?

This tool empowered our teams to be more involved in planning, casting vision for their departments under the umbrella vision of the organization. Even our very teams that are not financially-oriented have raved about the ease of use, as well as increased transparency and involvement/buy-in to our budgets. The use of Special Purpose worksheets and the Personnel module have been great additions to our process as well. The integration with Sage Intacct is seamless. Previously, budgets were done in Excel spreadsheets and manually entered. Martus has saved us a lot of staff time, while increasing involvement of key team members. It has also automated manual processes, with better controls and less margin for human error. Review collected by and hosted on G2.com.

Response from Joseph Plagge of Martus

Hi Kelly: Thank you for your Martus review!

Regarding the comment about user permissions being different by location - we can facilitate this through the use of user "Profiles." In one profile, the user can be restricted to one department/location combination, and in another profile, it could be different. They can then easily toggle between those profiles. If you have additional questions we can address them through a support ticket. Thank you, again!

See how Martus improved
IM
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Martus?

The ease of use for accounting staff to setup budgets and assign them to departments. Support is always helpful and friendly. And the integration with Sage is also very easy once it is setup. Review collected by and hosted on G2.com.

What do you dislike about Martus?

Could be a better user experience for non-accountants. Departments cannot share budgets amongst themselves (ie 2 people in the education department cannot both be assigned the same budget). And the financial/dashboard options are overwhelming and confusing. Overall non-finance staff has the same view that finance staff has, which probably isn't the best approach. Review collected by and hosted on G2.com.

What problems is Martus solving and how is that benefiting you?

Hosting a budget that spans many departments and areas and allowing the entire organization to collaborate on that budget without passing files back and forth via email and without accounting having to standardize everyone else's budgetary inputs. Review collected by and hosted on G2.com.

Response from Joseph Plagge of Martus

Thank you for sharing your experience with Martus!

Regarding the ability to have users "share" departments, this can be done and it is controlled by a user's permissions and dimension restrictions. More than one user can share a budget worksheet.

For the financial/dashboard reports, non-finance staff can be assigned a default view globally or individually based upon a view that is best suitable for them.

Please reach out to Support if you would like to review this together.

Thank you!

See how Martus improved
JC
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Martus?

We converted from Excel to Martus in 2022. We budget for 45 departments and consolidate them. Martus has made our budgeting much more straightforward, easy to use and understand, easier to make changes and reforecast. This has increased access to and use of budget and income statement reports by department managers. It makes financial information more accessable and understandable for key managers. Review collected by and hosted on G2.com.

What do you dislike about Martus?

The interactions between the interactions between personnel budgeting and the rest of the Martus application has been difficult.

There are no downsides. Review collected by and hosted on G2.com.

What problems is Martus solving and how is that benefiting you?

Budgeting by department.

Budget vs. Actual reporting by month for each department.

Doing this is a way that makes these financial reports accessable, understandable and helpful for decision making for operating managers. Review collected by and hosted on G2.com.

Response from Joseph Plagge of Martus

Joe: Thank you for sharing your Martus experience! We're glad to hear Martus has made your budgeting more straightforward and is easy to use and understand.

Regarding personnel budgeting, our team would be happy to discuss that area with you more to help bring clarity to how this interacts with the overall budget and answer any specific questions you may have. Please submit a support ticket if you would like to meet together and review this. Thank you!

Angela F.
AF
Finance Director
Religious Institutions
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Martus?

Thank you, Martus! We had previously used Google Sheets for budget entry by all 7 campuses and their departments. While this worked fine in years past, the workload on my end was very time consuming to update each campus's department sheets every year for managers/supervisors. This would include manualing adding new and updated sheets, adding annualized actuals for each account in each campus department, double checking, adding into my preliminary budget Excel file and then after any revisions, I would finally add each campus department account into the final budget template for upload into Sage Intacct, our accounting system.

With the implementation of Martus in Fall 2023, I was given a roadmap of information and support articles on what to expect for each training. The training was very thorough, easy and helpful. For the beginning of Martus budgeting, I added all of the information myself into the Budget Planner for my final budget task. Once I was done entering and double checking everything, with the click of a button, I directly exported my final budget into Sage Intacct. With just this specific final budget export task, I saved over 57% of my time by using Martus (22 hours instead of 52 hours from year before, from start to finish). This cost effective tool will roll out to our respective managers and supervisors this spring. As an admin, you can add user permissions to each manager and supervisor to they can only see a particular campus or department that they oversee.

Martus will not only allow managers to monitor and dive deeper with their monthly reporting but also plan their budgets, that are approved by supervisors. This will allow for a smoother, more efficient and reliable budget process that also enhances internal controls as our organization scales and grows. The system is very user-friendly and has easy to understand Help articles and videos in the Help center. Customer support has been helpful. With any new system comes a certain amount of learning, but with Martus, the ease of integration overall has been quite simple. I use Martus every day and once the the final rollout to managers and supervisors has been executed, I am confidant that they will find it easy to use, as well. I have been very pleased with Martus! Review collected by and hosted on G2.com.

What do you dislike about Martus?

There isn't anything I dislike at this time. Since I have just started out, I would recommend a bit more study on the Personnel Budgeting so that you budget exactly how you want to see everything in your budget since this area is a bit more detailed. Review collected by and hosted on G2.com.

What problems is Martus solving and how is that benefiting you?

The biggest problems Martus is solving are reduced manual effort, time and cost savings, higher accuracy, approval workflows, and enhanced internal controls. As a former auditor, this is wonderful to have at our fingertips. Review collected by and hosted on G2.com.

JL
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Martus?

The software has made month-end reporting a breeze. I have implemented Martus twice, once with Sage Intacct and another time with QBO. The implementation of Martus was easy and the entire Martus team was fantastic to work with. They offer trainings to keep you current on best practices and meaningful updates. The integration with software to import actuals is seamless, making month-end reporting a breeze. Review collected by and hosted on G2.com.

What do you dislike about Martus?

This is a thoughtful solution. It may not be as robust as Workday Adaptive Planning, but not everyone has the capacity or need for such a program. Review collected by and hosted on G2.com.

What problems is Martus solving and how is that benefiting you?

Martus helps me to efficiently manage my budget, forecast future expenses, and adjust to any changes in the business. With Martus, it's easy to create different budget scenarios based on changes in headcount, budget based on actuals, percentage changes, and more. Additionally, I use Martus for month-end internal and external department reporting. Overall, the two primary reasons to go with Martus are the significant time savings and the accuracy of data. Compared to Excel, Martus is a major improvement. Review collected by and hosted on G2.com.

KR
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Martus?

Their customer support team is top notch! They are experts, friendly, and timely in their response to support tickets. Review collected by and hosted on G2.com.

What do you dislike about Martus?

I can't think of anything. It has a lot of features, so maybe time to learn it all. But you get training with implementation. Review collected by and hosted on G2.com.

What problems is Martus solving and how is that benefiting you?

Budgeting! We used Excel spreadsheets before Martus, and their support team got us up and running in record time! Review collected by and hosted on G2.com.

Response from Joseph Plagge of Martus

Hi Kim! Thank you for the great reviews. Martus does have a lot features (which can also be dialed back for certain users). We are always here as part of your ongoing support to review any of those features and make sure you are using Martus optimally. You can submit a support ticket anytime. Thank you!

LR
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Martus?

Martus gives us actionable information we use weekly to ensure we are aliging our finances with mission and vision. We have 30+ users many who are creative and people oriented (not accountants) and the reports are so easy to use and understand.

Because the implementation was only two weeks our time-to-value was very fast. The integration with our accounting system means we have access to real-time Income Statements and Budget vs Actual reporting.

I love that Customer Support is domestic and so responsive and helpful. Review collected by and hosted on G2.com.

What do you dislike about Martus?

We love so much about Martus. Because we know Martus releases new funtionality so often we know we don't have to wait long for more great things to come. Review collected by and hosted on G2.com.

What problems is Martus solving and how is that benefiting you?

Martus made it possible for us to leave behind budgeting in Excel and gave us a cloud-based, integrated system for all of our budgeting, forecasting, and reporitng needs. Review collected by and hosted on G2.com.

Verified User in Religious Institutions
AR
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Martus?

Before Martus, our organization was sending out locked spreadsheets to try to make the budgeting process for our employees easier. With that being said, they had to pull their previous year's spending from somewhere else, and the process of combining every department's spreadsheet was complicated and extensive. After we started using Martus, our employees immediately noticed the difference and appreciated the simplicity and quickness of the process. Collaboration between teams and approvals are all in the system and we no longer have to worry about taking care of 50+ spreadsheets and email approvals. Our employees have quick access to look at their budgets through our process, as well as access to multiple reports throughout the year to look at their expenses. The two-way integration with Sage Intacct has definitely been a huge win for our team and our organization. Review collected by and hosted on G2.com.

What do you dislike about Martus?

There's not much that we have not liked about Martus, but maybe just a little more flexibility to build custom reports.

Our employees have been able to find many answers to their financial questions by looking at the Martus reports, but sometimes they overlook some important ones because of there's too much information available. Review collected by and hosted on G2.com.

What problems is Martus solving and how is that benefiting you?

The main problem that Martus has solved for us is budgeting. We have been able to push our budgeting process to first-level employees. They are able to feel like they have ownership and collaboration through the budgeting process and the approvals and corrections are all being made online. We no longer have to use spreadsheets and long approval emails that get lost in our inboxes. The simplicity and easiness to use have gotten our employees excited to budget and not dread the process like they did before. Financial and budgeting information is available to them all year long. Review collected by and hosted on G2.com.

AS
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Martus?

I like the flexibility we have. In our organization, we have over 10 locations, with a series of departments. We were able to grant access to all the department leads with the necessary functionality to be able to easily use it and see their budget performance, our team was able to implement the software into their regular schedule to stay on top of their budget. The Integration was really easy and we received exceptional customer support.

We have enjoyed all the features it provides us. We use it for payroll budgeting for 300+ employees across multiple locations. We also use the planning and budgeting module for income and expenses. Our team uses the software very frequently. Review collected by and hosted on G2.com.

What do you dislike about Martus?

Some of the payroll budgeting modules can be tricky to operate and require multiple steps, especially when you have an employee with multiple allocations. So need to make sure that you have good notes. Review collected by and hosted on G2.com.

What problems is Martus solving and how is that benefiting you?

The variance report under the Detail Analysis report is one that our teams and department managers use to identify budget variances, and where adjustments need to be made monthly.

The other would be the budget Forecasting report, in order to see the full year, mixed with actuals and budget, it helps our team stay on track. The fact that our managers are able to click on any actual numbers to see the GL detail is extremely helpful and used frequently. Review collected by and hosted on G2.com.

Scott H.
SH
Managing Partner
Computer Software
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Martus?

The tool itself is great but the people behind it make it even better. Support is always on it. Everyone is incredibly knowledgeable and always willing to help. Review collected by and hosted on G2.com.

What do you dislike about Martus?

I honestly can't think of anything I don't like. Review collected by and hosted on G2.com.

What problems is Martus solving and how is that benefiting you?

Our budgeting process has evolved over the years, we reached peak optimization when we brought in Martus.

Initially I worked on the budget with an outside accountant. We progressed to involving others in the discussion, working in spreadsheets.

Having it in Martus not only keeps us all on the same page in realtime but it allows us to leverage historical data and create multiple budget scenarios. Review collected by and hosted on G2.com.