About MartusTools
Budgeting S/W that is easy to use, saves time and cost-effective. Pre-built financial reporting. Integrations with Intacct and others.
Flexibility in financial reports. Good integration with Intacct software.
I am a new user to Martus and so I have not run into any problems or disappointments so far. If I had any comment that could improve the user experience I would suggest the following.
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Filter reviews (54)

Jose Constantino
Martus Solutions is a great tool for budgeting
Pros:
User friendly for most non-financial users. You can narrow your search by locations, departments, activities, funds and for Non-Profits is a very useful tool for anyone in the organization. The owner, Bill Cox is a very helpful person and is always looking for ways to improve the software. For non-financial users, the dashboards are very helpful.
Cons:
There is no really anything that I don't like about this software. I will be using it to roll out our 2019 budget and we expect it will be a win for all users. I understand that no software is perfect. No matter what it is, there is going to be at least one tool that isn't up to par or a missing functionality. But I think that Martus Tools have been making improvements to the software.
Adriana Henriquez
Easy and Secure Data Collection with MartusTools
Comments: Using MartusTools proved to be an extremely secure and reliable way to store sensitive data. After gaining a better understanding of its user interface, navigation became much easier and I was able to successfully complete all of my tasks with minimal issues.
Pros:
It is a powerful software with easy to use features and an extensive feature-set that provides users with robust data security capabilities. It is simple enough for beginner users.
Cons:
One of the disadvantages we’ve faced with MartusTools is that the available customer support is limited. This makes it difficult for new users to have their questions answered in a timely manner.
Jason
Highly Efficient and Easy-to-Use Budgeting Tool with MartusTools
Comments: Overall, I've had a great experience using MartusTools. It's simple to use and a great way to get a handle on your finances. The interface is intuitive, and the drag and drop feature makes adjusting your budget a breeze.
Pros:
MartusTools is a great tool for creating and managing budgets. It's user friendly and easy to use, with an intuitive interface that makes it fast and simple to track expenses and income. The drag and drop feature makes it especially convenient to move items around and make adjustments.
Cons:
While MartusTools is great for basic budgeting needs, it doesn't have the more advanced features of some other budgeting tools. It also lacks the ability to connect to external accounts, which can limit its usefulness.
Jasmine
Just getting started with the software
Pros:
Budget to actual reports look nice
Cons:
Doesn't show budgets over an extended period of time Can't report on grants on a different fiscal year Hard to add new users Hard to add new budgets
Selcuk
An Exhaustive Review
Comments: MartusTools is a great choice for those looking for an easy-to-use and reliable data-collection and reporting tool. Its user-friendly interface makes it a great choice for non-technical users, while its powerful features make it a great choice for data-driven projects. The only downside is that it lacks the level of customization and integration offered by some of its competitors.
Pros:
MartusTools is an excellent data-collection and reporting tool. It allows users to easily and securely collect, store and analyze their data, while also providing powerful visualizations and insights. The software is reliable and user friendly, making it a great choice for data-driven projects.
Cons:
MartusTools does not have the same level of customization that some of its competitors offer. Additionally, it does not have the same level of integration with other data-collection tools, making it difficult to utilize data from multiple sources.
Sumit
A Great Way to Protect Your Information
Comments: I am extremely pleased with its performance. The combination of security and ease-of-use makes it one of the best data protection software solutions available. Despite the cost involved in purchasing this software, I believe it will offer me excellent value for money over time.
Pros:
MartusTools is a great way to protect your information. It is easy to use and provides a lot of features to keep your data safe.
Cons:
One disadvantage of MartusTools is that it can be expensive to use if you need to store a lot of data.
Bruno
Highly Functional and Secure Tool
Comments: It is an excellent tool for safely storing and transferring confidential data. It's easy to use and the security features are superb. However, the cost and support team could be improved.
Pros:
It is a powerful and secure data management software that makes it easy to store, manage, and share important information. The software has a great user interface and provides an excellent user experience. It also provides multiple layers of encryption to protect the data from unauthorized access. The software is easy to set up, configure, and use, making it an ideal choice for those who want to securely manage large amounts of data.
Cons:
It can be quite expensive for some users, and it does not offer much customization in terms of design and layout.
Verified Reviewer
An easy to use and effective way to get feedback from customers about your service.
Pros:
MartusTools is an accounting and finance tool that provides you with a number of features to keep your information safe. It has a built-in encryption tool that protects your data, and it is easy to use. It is made for small and medium businesses (nonprofits, churches, for profits, VARs) that need reliable accounting software that is powerful and easy to use. This is one of the best software products I have ever purchased.
Cons:
You can add step-by-step helpful documents or video tutorials that would be extremely beneficial for new users who want to learn more about your product.
Verified Reviewer
Excellent budgeting tool and easy to use.
Comments: The Martus tool is a great tool. It makes my work very easy. I like everything about it. I recommend it.
Pros:
Martus tool is a great tool to use. It helps me make my budget. No doubt that It. If any financial information is needed, communicate quickly with everyone. Martus tool benefits the communication between departments. The support and training are great. The software is intuitive and reduces the time spent budget. Requests for support of this tool are quickly responded to. It has online dashboard scorecards and financial reports.
Cons:
I had a great experience and didn't see any problems. Everything is okay. There is not anything that I don't like about this software.
Ratan
I love this tool and best way to secure data
Comments: Overall, I highly recommend MartusTools to anyone looking for a reliable and efficient data-collection and reporting tool. The features and integrations that this business offers are outstanding, and I am sure it will help many businesses like mine to streamline their data management processes.Thank you, MartusTools
Pros:
I am thoroughly impressed with this tool. MartusTools is an easy-to-use and reliable tool that made my work a lot easier. The dashboard reporting feature is absolutely amazing and ready to use, which saved me a lot of time.What I loved most about MartusTools is the fact that it integrates with most accounting systems including Intacct, QuickBooks, Shelby, and Financial Edge.
Cons:
I like this tool and I have no complaints.
Pamela
I definitely recommend!
Comments: I have had a great experience with MartusTools. The software is easy to use, intuitive, and provides a comprehensive set of tools for budgeting, tracking, and managing your finances. The user interface is well-designed and the help documentation is very helpful. I have found the software to be reliable and efficient, and it has saved me time and money. Overall, I would highly recommend MartusTools for anyone looking for an easy-to-use budgeting and financial management solution.
Pros:
I like that MartusTools software is easy to use and can help you manage your finances in a simple and organized way. It also allows you to track all of your transactions, set up budget plans and goals, and helps you identify ways to save money. The software also provides helpful insights and advice from financial experts and has a helpful customer support team.
Cons:
Once a budget is set, it can be difficult to adjust it in response to changing circumstances. This can lead to organizations overspending or underspending in certain areas.
Mustafa
I was able to automate the business process in the most efficient way.
Comments: The software is easy to use and understand, and its features are intuitive and helpful. I was able to quickly create a budget and add sources of expense and income. The reporting features are also useful, allowing me to easily see my budget and my spending over time. Overall, I found MartusTools to be a useful and efficient tool for budgeting and tracking my finances.
Pros:
MartusTools is a great software for budgeting. It is designed to help you stay on top of your finances and simplify the process of budgeting. It provides a comprehensive set of tools for tracking your income and expenses, setting and managing budgets, analyzing spending trends, and more. It also allows you to sync your data with other applications, so you can easily view and manage your finances from anywhere. The user friendly interface makes it easy to use, and the customization features allow you to personalize the experience to fit your specific needs.
Cons:
I'm not very happy about the price, other than that there is nothing I don't really like.
Verified Reviewer
My Best Accounting Technology Decision
Pros:
Using MartusPlanner was straightforward for our leaders to learn and we completed our budget without any problems. Here are a few highlights of how Martus Planner has enhanced our budget process: - This system allows our ministry leaders to input, update, review, and reference their budgets on demand from anywhere they can get internet access. Gone are the days of multiple spreadsheets with multiple formats and versions. - Equip your ministry leaders with the ability to track and manage their budgets. One of our newly hired senior leaders told me I worked for a church with over 5,000 attendees across 6 sites and this program would have been a game changer for the way that church operated. - Keep track of all budget versions throughout the budget cycle. Remember that awesome idea that was cut from the Dream budget. Now you can go back to that dream budget and bring that idea to life.
Cons:
Based on feedback I have received from the ministry teams at my Church, the user interface could be simplified to help them navigate the program.
Makhtar
A Comprehensive Security and Privacy Solution
Comments: Overall, my experience with MartusTools has been positive. It provides excellent security and privacy features, and I never have to worry about my data being compromised. The encryption and decryption process can be a bit slow, but this is a small price to pay for the security and peace of mind that MartusTools provides.
Pros:
MartusTools is an incredibly comprehensive security and privacy solution that makes sure all of my sensitive data is kept safe and secure. It offers a wide range of features that make it easy to use, and I never have to worry about any of my information being compromised. The encryption and additional security measures are top-notch and make sure my data is fully protected.
Cons:
The only downside to using MartusTools is that it can be a bit slow at times. The encryption and decryption process can take a while to complete, so if you need something done quickly, this may not be the best option.
Adam
Martus has helped us communicate financials much more quickly and efficiently
Pros:
Accessible through the web and integrates with our users current sign on credentials. It allows us to be fully paperless when communicating our financial reporting and during budgeting process. It also allows us to quickly send out financials with a notification email that I trigger once entries are updated each month. It also seamlessly connects to our accounting software for continual updates on income and expenses without having to export and import manually.
Cons:
Currently there isn't a mobile platform for accessing budget or financial reporting. You can view the webpage on your mobile device, but it isn't easy.
Matthew
It usually works positively and decisively.
Pros:
I was recently introduced to MartusTools and it's changed the way I do my accounting. I love that not only can I view my spending reports and budgeting information right from my accountants dashboard, but I like that I can schedule recurring reports and budgets to be emailed out to me automatically. I also love that MartusTools has a huge variety of reports and charts to help me get a better handle on my spending. It really makes budgeting a snap.
Cons:
It is a great tool for you if you want to view and edit all reports in a short time. Overall I had a great experience and didn't see a problem. Everything is perfect.The interface may also look nicer if simple quality improvements are made.
Louis
Martus provides third party integration for budget management that our accounting software lacks.
Comments: Our accounting software, Intacct, does not offer budget managements for easy budget modifications, audit trail reports, or other budget related activity. Martus provides this functionality with ease and has been very supportive to meet our unique demands as a tribal government entity.
Pros:
The software is easy to use and provides a simple interface to submit modifications or new budgets for our grant programs.
Cons:
There is a limited number of permissions you can setup. In that I cannot grant a user to be able to view budget mods that are pertinent to their program but were submitted by other users. Editing worksheets to develop a working budget for future periods is easy, however you cannot mass delete lines and you have to export and then import the budgets to make them active.
Elizabeth
Could be Better
Pros:
Martus is the only budgeting tool that I have found that integrates well with our accounting software so that we can see accurate expenses vs. budget in real time.
Cons:
It is hard for some non-accounting staff to use and understand, the options for displaying the data are difficult to navigate to be able to see what we want to see. Not as flexible as I would like with reporting. Most of the time we export the data from Martus to excel to view there.
Janice
The staff is the most responsive of any group I have ever worked with. Installation we very quick.
Pros:
The Planner provides an efficient and effective means for budgeting across several departments. It is easy to use for the department heads. They love the ease of use and the look at the actuals of the prior year. The product is constantly being updated and improved. The Dashboard provides a great look at key performance factors with easy to understand graphics, great for communicating with church leaders.
Cons:
Because the Planner is essentially a once per year tool, it is sometimes difficult for me ( a technically unsophisticated user) to use it properly as the administrator. Largely it is a matter of remembering the proper steps from year to the next, while at the same time accounting for updates to the product that have been released. The staff especially, are so responsive to help me with my own insufficiencies.
Janice
Great for budgeting/ Getting better each update
Comments:
Saved so much time during budget process.
User friendliness means less tech time to explain the system.
Unlimited users allows for the flexibility needed in churches.
Pros:
Compiles budget easily. Easy for managers to use. Flexibility in financial reports Good integration with Intacct software No limit to number of users Good value. Excellent customer service
Cons:
Updates happen on random dates. Would be helpful if they were scheduled. I would like to customize a financial report but have to download to Excel to do so. Still using Intacct for this report but being able to put it in MartusTools would help the user.
Elizabeth
Martus solutions has been an excellent tool for our church!
Pros:
We use Intacct for our accounting software and they charge by user so it is nice to be able to have unlimited users in Martus to view budget reports. Martus is super user friendly and has some additional tools that have helped us tremendously like the Budget Change Request tool and using their budget worksheets to collaborate between ministries and executives when planning for our next budget cycle. Bill is also ALWAYS super responsive and helpful so having great customer support is really awesome too.
Cons:
Nothing! It's seriously so great. We are very pleased with Martus Solutions and I cannot think of any cons. They are always doing upgrades and quickly address any software upgrade suggestions which is really great.

Jason
Unbelievably positive experience with budgeting and reporting
Comments: Our budgeting process is made exceptionally more reliable and more efficient than ever before, replacing numerous spreadsheets and time-consuming meetings with department managers. We have entirely replaced the distribution of monthly departmental financial reports with the dashboards and reports built into MartusTools.
Pros:
The support and training is fantastic. Onboarding and initial data load was completed within about 24 hours of executing the agreement. The software is quite intuitive and reduces the time spent budgeting and planning significantly, also allows department managers to participate more interactively in the process. Reporting is straightforward, even for non-financial managers to understand. Every request that we have submitted for support has been quickly and professionally responded to. Overall by far the best experience we have had with any software connecting to our ERP.
Cons:
It is difficult to identify anything that we like the least about MartusTools. Step-by-step training videos might be helpful for each of the modules - especially the less-frequently used modules that we access on an annual basis.

Todd
One of my go to tools for budgeting and expense tracking
Comments: saves time and cuts down on questions from staff
Pros:
Easy actual to budget comparison and being able to drill all the way down to the invoice. Our staff no longer needs access to our accounting software. They can do all they need right from Martus which is much easier for them to naviage.
Cons:
Just a little clunky on the back end but it keeps improving. Want the ability to hide inactive dimensions.
Verified Reviewer
Excellent experience from initial setup to ongoing use! Love the tool!
Comments: Transparency for budget owners; real-time feedback on actuals vs. budget; vastly streamlined budget creation process which puts the ownership in the hands of the budget owners.
Pros:
The transparency it offer to budget owners in our organization is second to none! Built in Intacct reporting can be clunky and difficult to navigate for the non-financial team member, however, MartusTools makes it easy for team members to get real-time numbers from our GL.
Cons:
Wish we could delete accounts and departments after they synced from Intacct to Martus instead of just hiding them.
Todd
Overall a great tool for budget monitoring - easy to use but lacks super user functionality
Comments: Accelerated budget process and integration into Intacct is invaluable.
Pros:
The software is easy to use and understand. We have several non-finance oriented folks that with just a little bit of coaching can get what they need.
Cons:
There is limited super user functionality - I dislike very much the inability to create my own reports/dashboards....have to used the Martus defined options which isn't always what I want to see. Also, dislike revenue and expense as the same sign..confusing.