Do I need Procurement to use Budgeting?

No. Budgeting can run with manual actuals, imports or connected accounting. Linking purchase requests improves commitment visibility when you also use Sourcing or Procurement.

Is there a published monthly price?

Not yet. Use Request a quote. We do not invent standalone prices from other memberships.

ClariFi Budgeting

Plan your spending. See what remains available.

Teams approve spending without knowing what is already committed. Spreadsheets lag behind purchase requests and invoices.

Request a quote

Who this is for

Business owners, finance teams and departmental managers who need clear budgets without buying a full ERP.

How it works

Create a budget for a fiscal period with department or project lines
Allocate amounts and publish an approved version
Link purchase requests so reservations reduce available funds
Convert to orders and recognise actuals when invoices post
Review variance and remaining availability before the next approval

Verified capabilities

Budgets by period, department or project (Control Tower)
Draft versus published budget status
Committed, actual and available amounts when postings run
Budget versus actual reporting
Works without Procurement using imports or connected accounting where configured

Package boundaries

Budgeting alone does not include RFQs or purchase orders
Spend Control and Control memberships already cover this module

Setup requirements

Workspace account and finance role for publishers
Fiscal period and organisational dimensions
Optional import of opening budget lines

Integration dependencies

Purchase requests improve commitment visibility when Procurement is entitled
Connected accounting or imports can supply actuals without Procurement

Demonstration

Labelled sample figures

A labelled sample: KES 100,000 approved expense budget with KES 30,000 reserved on an approved request, then KES 12,000 actual after a matched invoice, showing remaining availability.

Open labelled demo

Commercial availability

Quote-first. Standalone monthly price PENDING_APPROVAL. Existing Control access preserved.

What this helps you do

See reservations and commitments before cash leaves
Keep approved budgets distinct from rolling forecasts
Feeds ClariFi financial intelligence with spend signals

Limitations

Scenario forecasting is not part of this product offer
Hard budget stops are optional and off by default for existing Control customers
Standalone price is on request; paid checkout stays disabled until approved

FAQ

Do I need Procurement to use Budgeting?: No. Budgeting can run with manual actuals, imports or connected accounting. Linking purchase requests improves commitment visibility when you also use Sourcing or Procurement.
Is there a published monthly price?: Not yet. Use Request a quote. We do not invent standalone prices from other memberships.