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Average Ratings 6 Ratings

Total
ease
features
design
support

Average Ratings 145 Ratings

Description

Access your bank's or credit union's financial performance from anywhere, anytime. Secure, cloud-based access gives you insight into your bank's financial performance. With a few clicks, you can access margin components, branch performance, forecasts, and more. The Banker's Dashboard and Credit Union Dashboard integrate seamlessly with your core processor. Easy setup allows you to immediately improve your bottom line. Automate reporting and eliminate errors so you can focus on higher-value tasks. Multiple forecast scenarios can be quickly run and revised, allowing you to analyze variances and other strategies. Compare branch performance. For better results, institute best practices and hold branches accountable.

Description

Martus Solutions delivers a powerful budgeting, reporting, and forecasting platform tailored for nonprofits and small to mid-sized businesses (SMBs). Eliminate the hassle of spreadsheets and simplify your financial processes with Martus. Our intuitive tools offer collaborative budgeting and comprehensive personnel planning, enabling your organization to make data-driven decisions with confidence. Martus empowers teams to work smarter, with real-time data access, customizable reporting, and automated workflows designed to streamline your budgeting and forecasting efforts. Gain critical insights into your organization’s financial health, allowing for strategic growth and mission alignment. With rapid implementation, seamless ERP integration, and an approachable user interface, Martus delivers both efficiency and value. Hundreds of organizations have already discovered how Martus transforms financial management—bringing transparency, accountability, and accuracy to your financial operations, all at an affordable cost.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ACS
Blackbaud Financial Edge NXT
FPS GOLD Banking Software
FastFund Online Accounting
Finastra Essence
Fiserv
Fiserv Fixed Assets for DNA
MIP Cloud
MYOB AccountRight
Microsoft Dynamics 365 Business Central
NetSuite
QuickBooks Online
QuickBooks Online Advanced
SYSPRO ERP
Sage 100
Sage 300
Sage Intacct
Serenic Navigator
ShelbyNext Financials
Xero

Integrations

ACS
Blackbaud Financial Edge NXT
FPS GOLD Banking Software
FastFund Online Accounting
Finastra Essence
Fiserv
Fiserv Fixed Assets for DNA
MIP Cloud
MYOB AccountRight
Microsoft Dynamics 365 Business Central
NetSuite
QuickBooks Online
QuickBooks Online Advanced
SYSPRO ERP
Sage 100
Sage 300
Sage Intacct
Serenic Navigator
ShelbyNext Financials
Xero

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$6,650
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Deluxe

Founded

1915

Country

United States

Website

www.deluxe.com/business-operations/bankers-dashboard/

Vendor Details

Company Name

Martus Solutions

Founded

2008

Country

United States

Website

hubs.li/H0TC9kY0

Product Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Dashboard

Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Product Features

Accounting

Martus Solutions enhances your accounting infrastructure by providing non-financial executives with secure access to financial information—eliminating the need for extra accounting licenses or direct access to the ERP system. With seamless integration into top accounting and ERP systems, Martus leverages real-time data to facilitate collaborative budgeting, reporting, forecasting, and scenario planning across various departments. The automated data flows streamline processes by removing the need for manual exports and spreadsheet consolidation, which minimizes mistakes and saves valuable time. Department heads can oversee budgets in a regulated environment, while the finance team retains oversight, governance, and readiness for audits. Advanced built-in controls, role-specific permissions, and robust enterprise-level security ensure that sensitive financial data is safeguarded at all stages. Tailored for nonprofits and small to medium-sized businesses, Martus empowers accounting teams to transition from retrospective reporting to proactive financial planning and strategic insights.

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Budgeting

Martus Solutions revolutionizes the budgeting process by transforming fragmented spreadsheets into a unified, collaborative platform. This approach allows finance teams to engage department heads in the budgeting journey while ensuring oversight, uniformity, and accountability. Easily create budgets based on key drivers, oversee personnel expenses, and facilitate long-term planning. Automated workflows enhance the efficiency of submissions, evaluations, and approvals, significantly decreasing both turnaround times and mistakes. With seamless integration into accounting and ERP systems, budgets remain in sync with actual figures, and robust security measures protect sensitive information. Designed specifically for nonprofits and small to medium-sized businesses, Martus empowers organizations to budget in a way that fosters informed decision-making, operational transparency, and strategic long-term planning.

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Church Accounting

Martus Solutions offers churches a comprehensive suite of tools for collaborative budgeting, user-friendly reporting, and strategic forecasting tailored to the unique needs of ministry settings. Say goodbye to disjointed spreadsheets and embrace an integrated platform that allows pastors, ministry leaders, and finance teams to synchronize their financial resources with their mission. Easily plan for staffing needs, analyze giving trends, and generate clear, professional reports for board meetings without the burden of extensive manual effort. Martus seamlessly connects with top accounting software, providing up-to-the-minute insights into cash flow, personnel expenditures, and long-term ministry strategies. Designed specifically for faith-based organizations, Martus empowers churches to enhance stewardship, foster transparency, and make informed financial decisions that contribute to sustainable ministry growth.

Accounts Payable
Accounts Receivable
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Donation Management
Fund Accounting
General Ledger
Payroll Management

Financial Management

Martus Solutions offers an all-encompassing approach to financial management that emphasizes collaborative budgeting, instantaneous reporting, and forward-thinking forecasting. Say goodbye to cumbersome spreadsheets and embrace a centralized platform that enhances transparency, governance, and accountability in your financial operations. Empower your department heads to engage in the budgeting process, simplify approval workflows, and produce reports suitable for board meetings within minutes. With seamless integrations to ERP and accounting systems, Martus guarantees that your organization has access to precise, current data. You can simulate various scenarios, assess performance against established plans, and confidently oversee cash flow. Tailored specifically for nonprofits and small to medium-sized businesses, Martus shifts the focus of financial management from reactive oversight to proactive, strategic decision-making.

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Financial Modeling

Martus Solutions revolutionizes financial modeling by allowing organizations to create flexible, scenario-driven models, eliminating the intricacies of traditional spreadsheets. Users can analyze various outcomes, including best-case, worst-case, and moderate scenarios, to evaluate changes in staffing, fluctuations in revenue, funding uncertainties, and growth strategies with precision. The models leverage real-time financial information through effortless integration with top-tier ERP and accounting platforms, guaranteeing accuracy without the need for manual adjustments. Users can tweak assumptions, explore different variables, and immediately observe their effects on budgets, forecasts, and cash flow analyses. With robust enterprise-level security and role-based access controls in place, sensitive information remains protected while facilitating teamwork across departments. Whether strategizing for growth, managing unpredictable circumstances, or preparing for board presentations, Martus equips finance teams with the assurance to accurately model various outcomes and back their decisions with reliable and transparent financial insights.

Financial Planning and Analysis (FP&A)

Martus Solutions enhances Financial Planning & Analysis (FP&A) by integrating collaborative budgeting, real-time forecasting, and adaptable reporting into a single user-friendly platform. Transition from traditional static budgets to dynamic what-if scenario modeling that facilitates quicker and more informed decision-making. Generate comprehensive multi-year forecasts, accurately manage personnel expenses, and monitor progress against strategic objectives. With seamless integration into top ERP and accounting platforms, your data remains up-to-date, minimizing the need for manual consolidation and decreasing the likelihood of errors. Enterprise-grade security measures, stringent access protocols, and robust data protection features safeguard sensitive financial information. Designed specifically for expanding nonprofits and small to medium-sized businesses, Martus empowers finance leaders with essential tools to advance strategy, enhance transparency, and steer their organizations confidently with data-driven insights.

Financial Reporting

Martus Solutions provides adaptable and precise financial reporting that enhances transparency and empowers informed decision-making. Easily create reports suitable for board meetings, dashboards, and variance analyses without the burden of tedious manual tasks. With real-time integration with accounting and ERP systems, your reports remain up-to-date and trustworthy. Tailor reports for executives, finance departments, and team leaders while ensuring consistency and adherence to governance standards. With role-based access and robust enterprise security, sensitive financial data is protected, facilitating organizational oversight. Catering specifically to nonprofits and small to medium-sized businesses, Martus enables teams to clearly convey financial performance, minimize reporting challenges, and concentrate on strategic outcomes.

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Nonprofit

Martus Solutions is dedicated to assisting nonprofit organizations in transitioning from traditional spreadsheets to more advanced methods of budgeting, reporting, and forecasting. Designed specifically for mission-driven teams, Martus enhances collaborative budgeting efforts across various departments while offering real-time insights into financial performance. It enables program leaders to take charge of their budgets, generate board-ready reports within minutes, and confidently explore various scenarios. With smooth integration with top accounting platforms, automated processes, and tools for personnel budgeting, Martus links financial planning to strategic outcomes. This allows organizations to achieve greater clarity regarding cash flow, funding cycles, and sustainable growth—freeing them from manual tasks and enabling a stronger focus on pursuing their mission with transparency and accountability.

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

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