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Simplify the way you manage budgets

Managing large budgets and getting multiple sign-offs can take a lot of time and energy. Simplify the process by bringing your budget planning and management teams together in a common workspace with the apps and files you use every day.

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Store files like templates and historical budget documents in your Microsoft Teams channel for easy access and standardization. Then share important updates and track departmental needs, commitments, and budget releases in the same channel to ensure clarity across the team. 

You can also add interactive Power BI dashboards directly to the channel, so everyone can easily see quarterly committed budgets and corresponding expenditures.


  • Automate approval and sign-off.

  • Store and access everything you’re working on in one place.

  • Ensure project information is always available to the team.

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