Martus Pros and Cons

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.