Budget oversight
Budget against actual, before the month is over.
Orion holds your budget by department, account and month, and compares it with actuals from the GL as they post. Committed spend from Cortex (approved POs and bills in flight) and payroll by department show what is coming before it lands, so an overrun is visible while there is still time to act.
Budget in
Your approved budget, compared every day.
- 01
Load
From your ERP's budget or a file, set up with you at onboarding.
- 02
Map
To your departments, accounts and entities.
- 03
Compare
Actual, committed and remaining, by month.
- 04
Show
Each line heading over, to its budget owner.
What counts against a budget
What has posted, and what is already on its way.
| Line | Read from | Shown as |
|---|---|---|
| Actual | Your GL | Posted to date |
| Committed | Cortex | Approved POs and bills not yet posted |
| Payroll | Your payroll journals | Labor cost by department |
| Revenue | Apex and the GL | Billing and revenue against plan |
For the people who own the lines
Each owner sees their own budget.
Owners
Department heads see their own lines, within your roles.
Reforecast
A person updates the forecast; the approved budget stays as approved.
Versions
Every budget and reforecast kept, with who changed what.
In the close
Variances over threshold explained in flux before sign-off.
What Orion works out, and what is yours
Orion does the arithmetic. People sign.
Orion compares and shows on its own. Loading, changing or reforecasting a budget is a person's.
Orion matches, ties and calculates on its own, from the records already in your foundation. Every journal posted, every difference written off, every reconciliation signed off and every period locked is a person's decision, recorded with their name. Orion never moves money.
Orion works it out
- Compares actuals with budget as they post
- Adds committed spend and payroll
- Shows each line heading over
Always a person
- Loading or changing a budget
- Every reforecast
- Explaining a variance
FAQ
Budget oversight, run end to end.
Where does Orion get our budget?
From the budget in your ERP, or from a file your team loads, whichever your company uses. It is set up with you at onboarding and mapped to your departments, accounts and entities.
How is committed spend counted?
Approved purchase orders and bills in flight in Cortex that have not posted to the GL yet. Shown beside actuals, it tells a budget owner what is already on its way.
Can a budget owner change their budget in Orion?
A person with the right can load a new version or a reforecast. The approved budget stays as approved, every version is kept, and the record shows who changed what.
How does budget against actual connect to the close?
Variances over your threshold appear in flux for the period, and the period cannot be signed off while one is unexplained.
Does it work across entities?
Yes. Each entity's budget is held in its own currency, and the consolidated view converts only at a rate your policy names.
Related in Orion
- Flux and varianceEvery account's movement against last period, last year and budget, with the transactions behind it and a reason for each one over threshold.View
- CFO overviewCash, receivables, payables, revenue, the close and budget in one view, read from the records each product already holds.View
- Payroll in the closePayroll read from your payroll register or your ERP's journals, by department, tied to the bank and the GL.View
- Cash flow forecastThirteen weeks of cash from what customers owe and promise, bills due, payroll and budget, set against revenue and expenses.View
See budget oversight work on your own numbers.
Bring last month's close: the checklist, the reconciliations and the trial balance. We run it through Orion beside your team and show you where it would have tied, and give you an honest answer if the close is slow for a reason upstream that you should fix first.
Your close calendar, chart of accounts, thresholds, reviewers and sign-off order are yours, and they stay yours. Orion is configured to the way your team closes. You are not handing over a playbook or fitting into a template.