Set the Table for 2027: A Practical Budgeting Guide for Business Central Finance Teams

Most budgeting problems start before anyone types a number into Excel: assumptions nobody agreed on, department heads brought in too late, deadlines that catch people by surprise, and a workbook with so many versions that nobody is sure which “final” is final. When Velixo asked finance teams about the worst part of budget season, they named version control, chasing department heads and unrealistic assumptions. Asked when their budget becomes outdated, most said before it’s even approved.

Natasha Sabelli, CPA, Velixo’s Finance Evangelist, built this guide from those answers. It’s meant to be filled in, not just read, so you finish it having already started your 2027 budget. Inside, you’ll find:

• A budget process health check to score your last cycle and see where it broke down
• A question bank for the budget lines that cause the most grief, from headcount and CAPEX to AI tools
• An assumption log that keeps the why, the when and the trigger beside every material number
• A one-page 2027 Budget Kickoff Sheet to send to your team before the templates go out
• A roundtable agenda and a week-by-week budget calendar
• An AI data readiness checklist and guidance on connecting Excel to your ERP so actuals stay live and the approved budget makes it back into the system

Whether you’re budgeting in Business Central for the ...