“With the pandemic, tracking money and what you have planned is imperative, because with the ongoing changes we all have to be much more flexible and adaptable.”
Monitor actual spend against plans and strategic KPIs, so you can shift dollars to your best performing activities – and drive higher returns for your business.
Move from reactive to proactive decision making
Don’t wait until quarter end or reports from finance to adjust your marketing investment mix. With automated budget reporting and performance insights, you can optimize in real-time the most effective ways to spend every dollar.
Why our customers love planning and budgeting with Allocadia:
“With Allocadia I can easily get different views of the marketing organization and how we are spending and executing. This gives me confidence that the entire marketing organization is contributing to the business’s bottom line.”
“We can easily and efficiently relocate spend. No more scrutinizing spreadsheet.”
“There’s no other tool out there that can do what Allocadia does as cleanly and as efficiently...I probably spend more time in Allocadia than I do in NetSuite® because it has the full picture, from budget to actual to results...”
Invest & Execute Features
Proactive Spend Management
Compare activity plans, actual spend, POs and forecast, and adjust the forecast proactively.
Track ongoing marketing spend in real-time and pivot on the fly. Make data-driven decisions and prove that your team is driving higher ROI.
Real-time Purchase Order Updates
Save time with the ability to streamline purchase order creation and import PO data directly into Allocadia for faster financial reconciliations.
Shift marketing dollars with greater agility
Redirect marketing funds to capitalize on unexpected opportunities and optimize marketing investments with our budget reallocations feature, which includes built-in approval workflows.
Quickly identify over or under spend
For each expense line item, program, and department you can easily see which activities are tracking over or under budget, allowing you to re-allocate budget as needed. There is no more need to wait until the end of the month or a quarter to make an adjustment.
Team collaboration on budgets
Invite other marketing team members to collaborate on plans, and configure user roles to ensure everyone has access to the proper data.