Allocadia was recognized for best in class in money management capabilities in the Forrester Wave
Allocadia Invest & Execute helps marketers understand where marketing is investing. Monitor actual spend against plans and strategic targets, re-allocate budget and ultimately drive better execution and outcomes for the business.
Gain Visibility into Marketing’s Actual Spend
Centralize spend management, align with financial actuals and gain visibility into investments.
Simplify Marketing’s Financial Management
Translate complex financial processes into the language marketers speak.
Bridge the Gap Between Planning & Execution
From within Allocadia, kick off projects, campaigns and activities in other MarTech systems.
Stay on Budget & Make More Agile Decisions
Track marketing spend and make timely course corrections. Stop reacting and be proactive.
Get an Accurate “I” in ROI
Build an accurate data source around investments–and set the organization up to measure ROI.
Foster a Relationship with the Finance Team
Reduce conflict caused by last-minute spend or over-spend by gaining control of investments.
Gain Enterprise Benefits Like:
Stay on Target
Come within 1% of budget targets
Save Time
Save up to 90% of the time spent creating reports
Reduce Manual Data Entry
Reduce up to 66% of manual input
Take control of marketing’s investments today
We can land our budget within 0.5% of plan every quarter. We know exactly what we are spending, where and when needed we can reallocate spend to ensure we meet our plan.
Allocadia Invest & Execute Key Capabilities
Connect Marketing Plan, Budget, and Spend
Connect actual spend to corresponding planned activities and investment in the marketing plan. Track how much is planned to spend, forecasted, committed, already spent, and remaining to spend.
Manage Purchase Orders
Streamline purchase order creation and import PO data into Allocadia. Map each PO to activities in the marketing plan and compare open PO amounts with how much has already been spent.
Simplify Financial Management Processes
Automatically import financial data, including actual spend from finance and PO data, into Allocadia from finance systems. Simplify and reduce time spent on the reconciliation process with Finance.
Connect Data Across Systems
Add Allocadia’s unique ID, created for each activity in the marketing plan, to other MarTech systems that are part of the activity lifecycle and ensure data connectivity.
Check out Allocadia Connect for more information
Support Global Organizations
Simplify exchange rate management. Adopt exchange rates specified by the finance department and ensure when updated they are captured appropriately in each activity in the plan. Roll up plans into a master currency.
Create an Active Forecast
Compare plan, actual spend, POs, and forecast, and adjust the forecast proactively.
See Over- or Under-Spend
Track over- or under-spend for each budget line item, program, and department. Re-allocate budget as needed before it’s too late. Don’t wait until the end of the quarter.
Monitor Investment in the Customer Journey Stages
Track how actual spend support each stage of the customer journey by activity type.
Track Strategic Targets
Monitor actual spend by product line, corporate objectives, region and any type of activity. Track if actual spend is on the path to achieving strategic targets.
Visualize Marketing’s Actual Spend
Get control over marketing investment with insightful dashboards. See where and when Marketing spends its dollars on the dashboard.
Build Financial Management Reports
Get a marketing view of actual spend, account codes, invoice numbers, PO vendors, and dates. Create reports to visualize data from finance systems with corresponding activities in the marketing plan.
Enable Multiple User Roles and Permissions
Invite team members to collaborate on plans. Configure use roles and ensure everyone has access to the proper data.
