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Budget Maestro

  • 1.  Budget Maestro

    Posted Jun 25, 2019 02:31 PM
    We are currently looking for a budgeting software.  I have seen the demo for Budget Maestro and talked with a couple of users and it looks like it will be a great solution.  Is anyone currently using this software and does anyone have any feedback they would like to share??

    Kimberlee Prescott
    Premium Accounting Manager
    Fenix Parts, Inc
    Jacksonville FL
    Academy - Online Interactive Learning from Experts

  • 2.  RE: Budget Maestro

    Posted Jun 26, 2019 09:56 AM
    Kimberlee, I did not care for Budget Maestro at all. We used it (kind of) for several years. We never fully got it off the ground and running. We are a small company but have around 8 managers who are responsible for their department's budget and forecast. We wanted a program that allowed all department managers to go in and update their forecast monthly. That proved to be way too complicated using Budget Maestro. It was not a program someone could learn quickly and then remember everything while only touching it once a month or so. The software was not intuitive and most of us in my department pick up new programs quickly.  Anyone who struggles technologically will find it difficult to learn. I don't want to scare you off it completely. Depending on how your company intends to use the program, it may be a fit for you. I think if you had ONLY one or two people responsible for entering the data it would be a good solution. It is VERY robust and will certainly give you plenty of ways to slice and dice the data for reporting purposes. It is not a program intended for a lot of people to have their hands in though.

    Laura Duffey
    Senior Staff Accountant
    New Management Services
    Jacksonville FL

    Academy - Online Interactive Learning from Experts

  • 3.  RE: Budget Maestro

    Posted Jun 27, 2019 08:07 AM

    Take a look at Dynamic Budgets (  They have an amazing product at an affordable price.  I have two customers that have had bad experiences with Budget Maestro.  I would not recommend that.


    Verone Leimer
    Shareholder/Sr. Dynamics GP Consultant
    Run Business Solutions
    amarillo TX

    Academy - Online Interactive Learning from Experts

  • 4.  RE: Budget Maestro

    Posted Jun 27, 2019 08:33 AM
    I am interested to hear what others have to say about the various budgeting and forecasting programs available.  I am in the process of finding a software as well.  I have viewed demos for Planning Maestro and Host Analytics already, and will be viewing demos for Dynamic Budgets and PhoPhix today.  There are a couple of things I did not care for with Planning Maestro.  Host Analytics seams like a possible solution.

    Thank you,

    Tara Weiss
    Accounting Manager
    Nesnah Ventures, LLC
    La Crosse WI

    Academy - Online Interactive Learning from Experts

  • 5.  RE: Budget Maestro

    Posted Jun 27, 2019 10:35 AM
    Kimberlee and Tara,

    We would welcome the opportunity to have you explore the CALUMO Award Winning Corporate Performance Management suite as a possible consideration for your Budgeting needs.

    We offer both On-Premise and AZURE Cloud based deployment, with full Microsoft Office integration.

    You can learn more at Business Intelligence and Corporate Performance Management

    Richard Pedigo
    CALUMO, Inc.
    VP Alliances

    Academy - Online Interactive Learning from Experts

  • 6.  RE: Budget Maestro

    Posted Jun 27, 2019 09:14 AM
    Hi Kimberlee, I'd appreciate you considering our solution, True Sky. True Sky uses an Excel end-user interface (not Excel-like) so your end-users can leverage their existing knowledge and familiarity of your Excel and your current processes. Everything is stored securely in a SQL database so you don't have to worry about the painful merge process and you'll be able to share the budget with multiple people easily. We also have a direct integration to GP so you have real-time access to source data.


    Stephanie Tortorici
    Sales & Marketing
    True Sky
    milton ON

    Academy - Online Interactive Learning from Experts

  • 7.  RE: Budget Maestro

    Posted Jun 27, 2019 01:19 PM
    @Kimberlee Prescott

    Check out these two options, which I have had great success with:

    Dynamic Budgets
    Jet Budgeting​​



    Academy - Online Interactive Learning from Experts

  • 8.  RE: Budget Maestro

    Posted Jun 27, 2019 03:00 PM
    Feel free to take a look at Vivid Reports! It's an Excel based, easy to use and implement financial reporting and budgeting software.

    Christine Boisvert
    Technical Sales / Report Trainer
    Vivid Reports
    Winnipeg MB

    Academy - Online Interactive Learning from Experts

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