Budgeting and Forecasting

SunSystems Budgeting & Forecasting is a comprehensive and powerful budgeting, planning and forecasting application that lets users develop sophisticated financial budgets and plans.


SunSystems Budgeting & Forecasting is an integrated financial model that encompasses profit & loss, balance sheet and cash flow. This means that as revenue or cost information is entered in the profit & loss area of the model it automatically flows through to the balance sheet and cash flow based on the embedded structures and business rules. Similarly, capital plans created in the balance sheet automatically update the profit and loss and cash flow aspects of the model. The delivered structures and business rules can be amended and enhanced by users to reflect their own organizational requirements and business rules.


SunSystems Budgeting & Forecasting is unique because it delivers closed-loop integration with SunSystems financial management applications. This means data and structure information flow between Budgeting & Forecasting and financials, all under the control of the finance team. The integration has been designed so it can be implemented and maintained by finance personnel with minimal support from IT specialists.

Key features
• SunSystems Budgeting & Forecasting provides a powerful, integrated budgeting, planning and forecasting environment supporting both top-down and bottom-up planning processes
• Out of the box budgeting application with integrated profit & loss, balance sheet and cash flow
• Flexible security controls access access to budget data by user, data area and budget process stage, in any combination

Key benefits
• SunSystems Budgeting & Forecasting enables organisations to maximise their productivity and improve performance by effectively communicating corporate goals and objectives to disparate audiences
• SunSystems Budgeting & Forecasting enables organisations to plan and forecast in a multidimensional environment to determine key information across multiple combinations of dimensions, such as expense lines, key business data elements, divisions/business units, various time periods, and versions
• SunSystems Budgeting & Forecasting enables organisations to easily model scenarios and evaluate their impact on financial instruments such as balance sheet and cashflows