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Money Management

Better alignment for fewer discrepancies

budget icon

INDIVIDUAL EVENT BUDGETS

With so many constantly moving pieces, creating, managing, and reconciling event budgets can be tedious and frustrating. 


Our tools can provide real-time insight into your event revenue - automatically updating your budget with the current registration and sponsor/exhibitor details. 


In coordination with other tools, budgets can be set up to automatically reflect revenue and expenses, such as contracted food and beverage minimums or speaker fees.

department budget icon

DEPARTMENT / ANNUAL BUDGETS

Managing one budget can be difficult, but being responsible for multiple budgets and/or the annual budgeting process is a whole other ballgame. You may need input from staff, have annual financial goals to set and meet, and more than likely need to summarize multiple points of information for executives, the finance team, and insurance brokers.


With our tools, you can easily collect or create individual budgets that roll up to develop your department budget, have a real-time view of total revenue year-to-date, and track expenses against your budget. You can also automate summaries and reports of key information to share with executives, the finance team, or your insurance broker, or really wow them with their own dashboard for immediate insight into the information they need.

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