Subscription Package Descriptions

Essentials

Martus is a budgeting and reporting software package. Martus Essentials is the core functionality of Martus. It includes a set of tools for creating and maintaining budgets collaboratively, along with a suite of pre-built, flexible financial reports to compare budget to actuals. 

As part of Essentials, Martus provides API-based integrations to many accounting systems, including Sage Intacct, QuickBooks Online and Desktop, Blackbaud's Financial Edge NXT, Microsoft Dynamics 365 Business Central, Sage 100, NetSuite and Acumatica. For customers who have an accounting systems without an API, Martus provides for a file-based integration. 

Some notable features of Essentials include:

• Quarterly and Yearly summaries on the Dashboard and Income Statement
• The Multi-Year Budget to Actuals Report
• For the Income Statement and Planner Summary, the ability to create dimensional or account category reports with a secondary sort and summary on a second dimension or account categories
• The Side-by-Side Budget and Actuals Comparison report supports reporting on up to five budgets or actuals from any years
• The ability to view attachments upon drilldown to the transaction level (if supported by the integration to your accounting system)
• Round, Flat-to-budget, and Move Line options on budget worksheets
• Budget worksheet approvals (without hierarchical levels)

Plus (previously called Advanced Plus)

The Plus subscription includes everything in Advanced, plus a suite of additional features:

• The Forecasting module, with multi-year, what-if analysis by year, and what-if analysis by month
• Reporting groups, and the ability to use them as the basis for calculations within SPWs and within the Martus ReportBuilder
• Approval levels (hierarchical budget worksheet approval)
• Activity logging (and the Activity Log on the Admin Reports menu)
• Planner allocations*
• Personnel requests, within Personnel Budgeting*
• Personnel Budgeting - granular permissions to allow personnel budgeting by individual budget preparers
• Support for budgeting for and reporting on statistical accounts for Sage Intacct, Sage 100 and file-based integrations*

* Features marked with an asterisk must be enabled or configured by Martus Support. Please create a ticket through the Knowledge Base if you are a direct Martus customer, or contact your Martus reseller if you are supported through one of our Martus partners.

Premium (previously called Enterprise)

The Premium subscription includes everything in the Plus subscription, plus the Martus Connector and Cash Flow Forecasting (CFF). CFF includes:

• Features to define default and overrides for controlling the balance sheet impact of budget items
• Balance Sheet Impact reporting
• Projected Balance Sheet
• Statement of Projected Cash Flows

Martus Connector

The Martus Connector provides access to Martus data via Martus' API for use in other visualization tools such as Tableau and Power BI. It includes Power Query instructions and syntax examples.  The Martus Connector is included in the Premium subscription and available as an optional addition to the Plus subscription.  For information about pricing and provisioning, please create a ticket through the Knowledge Base if you are a direct Martus customer, or contact your Martus reseller if you are supported by a Martus partner.

Grandfathered Subscription Levels

• Standard

  • This subscription includes Essentials plus Personnel Budgeting. This subscription level was originally named "Advanced". It was renamed "Standard" in January 2024 to distinguish customers who had not opted to add the ReportBuilder.

• Advanced

  • This subscription includes Essentials plus Personnel Budgeting and custom reporting with the Martus ReportBuilder.  

• Standard Plus

  • This subscription includes everything in Plus except the Martus ReportBuilder.  This subscription level was originally named "Advanced Plus".  It was renamed "Standard Plus" in January 2024 to distinguish customers who had not opted to add the ReportBuilder.

Last updated October 16, 2024.  While we attempt to keep these articles as up-to-date as possible, it is possible a release may have changed product feature/functionality since the time an article was written.