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AI-powered budget recommendations

Budgets That Actually Work for Your Business

AI creates realistic budgets based on your historical data, industry benchmarks, and growth goals—then tracks actual vs. planned automatically.

See Smart Budget in Action

Watch how Smart Budget transforms financial management

Smart Budget Demo
Watch 30-second overview

How It Helps Your Small Business Clients

6 powerful ways Smart Budget drives value

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AI Budget Creation

Generates budgets automatically using historical data and industry benchmarks—no more guessing or complex spreadsheets.

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Realistic Targets

Sets achievable targets based on actual performance, not wishful thinking—increases likelihood of hitting goals.

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Variance Tracking

Shows actual vs. budget in real-time with alerts when categories exceed thresholds—catch overspending early.

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Rolling Forecasts

Automatically updates budget forecasts based on actual performance—always looking 12 months ahead.

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Scenario-Based

Create multiple budget scenarios (conservative, moderate, aggressive) and switch between them as conditions change.

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Smart Recommendations

Suggests budget adjustments when variances indicate targets are unrealistic or opportunities are being missed.

Inside Smart Budget

See the interface that makes it all possible

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Dashboard View

Main Dashboard

Real-time overview with key metrics

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Analytics View

Detailed Analytics

Deep-dive insights and trends

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Insights View

AI Recommendations

Actionable insights and next steps

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Mobile View

Mobile Experience

Full access on any device

Real Success Stories

How businesses are using Smart Budget to drive results

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Retailer created accurate seasonal budget and avoided cash shortfall in Q4

2

Agency used scenario budgeting to plan for 3 different growth rates

3

Manufacturer caught 15% cost overrun in month 2 and corrected course