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Managers & project leads · Team budgets

Your team has a budget. You deserve better than a shared spreadsheet tab.

You run your team's budget, not the company's accounts. BeretPlan gives you what the shared tab never will: where each budget line stands against plan, variances you see the moment they appear, and a dashboard ready for tomorrow morning's exec meeting.

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Free, no credit card required.

Example of the actuals grid in BeretPlan, for a marketing team: spend against plan per budget line, each variance coloured by its impact. Campaigns run over in June, contractors stay under plan, licences match it to the euro. The M or Q selector groups the months into quarters.

Actuals · Marketing team

5/5 lines entered

Line Type Trend Jan 27 Feb 27 Mar 27 Apr 27 May 27 Jun 27
Marketing team €29,000 ▼ €35,100 ▲ €28,700 ▼ €33,450 ▼ €36,500 ▼ €41,500 ▲
Salaries
Contractors
Licences Software licences
Travel
Campaigns

Illustrative example

The problem, head-on

Accountable for the budget, with no way to see it

You're not a finance person, and that's not the issue. The issue is that the tool you were handed (one tab in finance's workbook) answers none of your questions.

Thursday, 6 p.m. Exec meeting tomorrow morning. Three versions of the workbook open, a nagging doubt on the contractors line, an email off to finance (reply hoped for by Friday). That's not a competence problem: it's a tooling problem.

The budget lives in a tab

A workbook shared with finance, filters that vanish, formulas nobody dares touch anymore. The up-to-date version? Whoever saved last.

Nobody knows what's left

The budget says one thing, the actual spend shows another, and nobody reconciles the two. Trade-offs get made on gut feel, and year-end comes down to a pocket calculator.

Monthly reporting is a chore

Every month you re-key the same numbers into a slide leadership skims. Time-consuming, error-prone, and it doesn't help you decide anything.

The BeretPlan method

What's been spent, what's left, and where it's slipping

A budget structured the way you actually work (by project, by category, by month) and put up against reality with no parallel re-keying.

Actuals entered every month, variances in plain sight

Structure your budget into categories and sub-categories that speak your language (campaigns, contractors, licences, travel), then enter your actuals in a grid built for speed, with a month-by-month focus mode. The variance shows up instantly, colour-coded by real impact: an expense that overshoots turns red, even if the curve goes up.

  • Hierarchical lines that mirror your projects, not the chart of accounts
  • A fast entry grid with focus mode: the monthly ritual, done and dusted
  • Actuals vs forecast line by line: you see what's left, with nothing to recalculate
Example of BeretPlan's focus mode for entering actuals, for June 2027: only the marketing team's lines still to fill stay on screen, with a progress bar. Validating a line fills it with its actual and its variance against plan, then moves to the next.

Actuals · Marketing team

Focus Mode
Esc exit
June 2027
  1. Salaries Marketing team
  2. Contractors Marketing team
  3. Software licences Marketing team
  4. Travel Marketing team
  5. Campaigns Marketing team

Illustrative example

Example BeretPlan dashboard for a marketing team: the period filter (month, quarter, year to date) re-aggregates the KPIs and the spend curve against the Plan. Team spend stays within the Plan, the June campaign runs over.

Marketing team

Period

Team spend

€41,500

Jun 2027

Plan €41,400 +0.2%

Campaigns

€7,400

Jun 2027

Plan €6,000 +23.3%

Team spend

Team spend Actuals Plan

Illustrative example

You write, leadership reads

The promise: you keep write access, leadership views without any way to overwrite a line. Today it lives on a shared screen: dashboards are generated straight from your budget, and Monday's exec meeting reads the same numbers you do, with no slide prepared the night before.

  • Dashboards you tailor to each audience: your team, your boss, the executive committee
  • Reports always aligned with the budget: change one assumption and everything follows
  • Soon Admin, write and read-only roles, when the paid plans open
  • Soon A free read-only link to share with your leadership
Decide

Trade-offs down to the euro, not on gut feel

Every assumption in your budget is a named variable. Change it, everything recalculates, and you know straight away whether September's extra contractor days still fit.

Named variables

A contractor's day rate changes? Update it once and every line that uses it recalculates. No cell left behind in a corner of the tab.

Dates on every line

A contract that starts in March starts in March in the budget, and stops when it stops. Each line has its own dates, no hand-rolled conditional formulas.

Formulas that don't break

No #REF!, no line overwritten by accident. Formulas display in plain, readable language: your leadership understands the calculation without calling you.

BeretPlan variable and lines, marketing team: the contractors' day rate is a named variable. Three lines use it in their formula (paid search and social media all year, a reinforcement from September to December). Picking another rate recalculates the three lines and the annual contractor total.

Trade-off · Marketing team

€ · 2027

Contractor day rate

  • Paid-search contractor

    €30,000

    Value : Contractor day rate × 5

    Active period : Jan 2027 to Dec 2027

  • Social-media contractor

    €24,000

    Value : Contractor day rate × 4

    Active period : Jan 2027 to Dec 2027

  • September reinforcement

    €16,000

    Value : Contractor day rate × 8

    Active period : Sept 2027 to Dec 2027

Contractor total 2027 €70,000

Illustrative example

Soon

Sub-plans: one budget per team, consolidated at company level

The building block we're working on for you: each team will run its budget in its own space, and the company will see the overall consolidation. Marketing, tech and ops will stop reconciling their numbers by email.

Let's be straight with you: this hasn't shipped yet. In the meantime, build the budget for your own scope and present it to your leadership: consolidation will plug right into it.

What sub-plans will bring

  • A self-contained budget per team or business unit, with its own access rights
  • Automatic consolidation at company level
  • Cross-team trade-offs made on the same numbers, at the same time

The questions managers actually ask us

Can my leadership view the budget without the risk of changing it?

Today, they view it with you: the Free plan is single-user, so you present the budget and dashboards in the meeting or over a shared screen (same numbers for everyone, no risk of a line being overwritten). When the paid plans open, your leadership will get its own read-only access (admin, write and read-only roles); a free read-only link is coming soon. The promise stands: they read, you write.

Does BeretPlan replace the finance team's tools?

No, and that's not the point. Accounting stays with finance. BeretPlan runs your scope: your team's forecast, the actuals you enter, the variances and the dashboards. What disappears is the shared spreadsheet tab (time-consuming and error-prone), not your accountant.

How long does it take to set up my team's budget?

Allow one afternoon, not a week. Describe what you need to the AI assistant, it structures the budget, you adjust your numbers, and the dashboards generate themselves. The goal: a complete budget in under 2 hours. The Free plan is free, no credit card required. And if an industry template matches your business, you start from its lines and formulas.

Give the shared tab back to finance.

Build your team's budget today: your projects, your numbers, and variances you see before they turn into meetings.

Try for free

Free, no credit card required