The Hidden Chaos of Managing 50+ Excel Workbooks for Budgeting
Excel has long been the go-to tool for budgeting and forecasting. It’s familiar, flexible, and feels affordable. But for many finance teams, those strengths are starting to show their limits — and the hidden costs are adding up.
Here’s what teams are really dealing with:
❌Version Control Chaos: One wrong cell edit, or outdated version can derail your entire budget. Collaboration becomes a nightmare.
❌ No Real-Time Data: Excel doesn’t talk to your ERP or financial system. You’re always working with yesterday’s numbers, not today’s reality.
❌ Limited Audit Trails: Tracking changes is nearly impossible, making compliance and accountability harder than it should be.
❌ Scalability Issues: As your organization grows, Excel becomes slower, more fragile, and harder to manage.
Enter Dynamic Budgets
A smarter, faster, and more collaborative way to budget.
Built for Dynamics GP and Business Central, Dynamic Budgets is designed to help finance teams move beyond spreadsheets — without sacrificing flexibility.
- Fast Setup: Setup and trained in 20 hours or less — Designed to reduce IT workload and accelerate implementation timelines.
- Affordable: More budget-friendly than traditional CPM suites, with a 30-day free trial to explore risk-free.
- Flexible: Supports zero-based budgeting, monthly forecasting, and department-level collaboration.
- ERP Integration: Live drilldowns into your Dynamics data — no more manual exports.
- Smart Reporting: Power BI compatibility and many other reporting tools supported- just ask!
- Historical Data Retention: Even after migrating from GP to BC, your data stays accessible.
- Partner-Recommended: Trusted by partners for ease of use and fast results.
Not Sure If Your Budgeting Process Is Helping You or Holding You Back?
We’re offering a free 30-minute budgeting process evaluation to help finance teams and CFOs take a fresh look at how their budgeting is working and where it could be working better.
In just half an hour, we’ll walk through 10 critical categories that shape a successful budgeting strategy:
- Strategic Alignment – Is your budget supporting your business goals?
- Accuracy – Are your numbers reliable and up to date?
- Efficiency – How much time is budgeting taking from your team?
- Stakeholder Engagement – Are departments involved and aligned?
- Transparency – Can everyone see what they need to see?
- Flexibility & Responsiveness – Can you adapt quickly to change?
- Technology & Tools – Are your systems helping or hindering?
- Monitoring & Reporting – Are you tracking performance effectively?
- Governance & Controls – Is your process secure and compliant?
- Continuous Improvement – Are you learning and evolving each cycle?
What You’ll Get:
- A personalized review of your current budgeting process
- Expert insights and practical recommendations by someone who understands budgeting – Our Founder himself
- No cost, no commitment — just value
Whether you're using Excel, an ERP tool, or a mix of both, this is a great opportunity to step back and assess what’s working — and what could be better. Book your no-risk
evaluation (click here).
Schedule a demo or connect with our team. We’ll walk you through how Dynamic Budgets can simplify your process and deliver quick ROI.
In the Orlando area? Attending Community Summit in Orlando (Oct 19–23, 2025)?
Let’s meet in person! Book time with us and discover how we can help make budgeting better - together. Book Now!