Collect your assumptions
Work with income and expenses in the same budget.
Budget tool
Budget tool for teams managing liquidity and runway
Plan revenue, costs and cash flow in one place, alongside your projects, sales and strategy, so the numbers are at hand when you make financial decisions.
Value and benefits
Budget planning for business decisions
Foundbase’s budget tool brings planned income and expenses together, so you can work on budgets, cash flow and runway. Adjust the figures to your assumptions and see your finances alongside the rest of your work.
Review cash flow
See how your cash position is expected to develop, based on the figures you enter.
Adjust as plans change
Update budget entries when plans or assumptions change.
Budgets and actuals with a clear source
Review planned income and expenses, and compare them with accounting entries when a relevant integration is connected.
- Budgets from Starter
- Requires Starter or a higher plan after the 14-day trial. Integrations also require a connected account with the appropriate permissions.
- Example budget review
- Plan monthly income and expenses. Adjust assumptions and review differences against actual entries from the selected accounts.
- Dinero and e-conomic
- Connect accounting, choose an organization and date range, and retrieve entries. Bookkeeping stays in the accounting system.
- Planning needs assumptions
- Budgets and cash flow depend on amounts, dates and opening balances. Review the assumptions; planning does not guarantee future payments.
From need to action
See what a plan means for your finances
A new hire or a late payment changes your assumptions. Add the entries to a budget, adjust amounts and periods, and use the overview as the basis for your next decision.
How it works
From the first step to follow-up
An example of how the work can fit together. Your team chooses the tools, owners and sequence.
Create a budget
Add entries
Review the outlook
Adjust the plan
Your tools
Build a workspace around your work
Foundbase is an AI-powered platform where you pick the tools that suit your work. Start with CRM and tasks, for example, and add budgeting, contracts or strategy when you need them. Each tool has its own visual workspace.
Features and integrations depend on your plan and access.View plans
Features and uses
Tools for the work that follows
- Feature
Cash flow and runway
Plan income and expenses over time and see your expected liquidity. The calculations depend on the figures and dates you enter, so update them when your assumptions change.Read more - Feature
Expense entries and categories
Organize expected expenses into budget entries and categories. See what the money is set aside for, and adjust amounts as part of your budget planning.Read more - Feature
Budgeting for a growth plan
Enter expected income and new expenses before you put the plan into action. Adjust amounts and periods to see what your assumptions mean for the company’s finances.Read more
Integrations
Connect the tools you already use
Choose the connections you need from the Foundbase integration catalog. Each integration page explains which data and actions it supports and what the setup involves.
The budget uses your recorded figures and assumptions. Accounting data requires a supported integration; the budget tool is not a standalone bookkeeping system.
Explore integrationsAI assistant
Describe what you need. Continue visually.
Ask the assistant to find information or help with a supported action in your workspace. Then open the task, contact or tool when you want to go through the details. The assistant stays within your connections and permissions.
See it in action
Try Foundbase with demo data
Open the interactive demo and explore the tools at your own pace. Everything in it is fictional sample data.
“I have been looking for the right functional and user-friendly tool that can help with everything from project management, financial management, sales work, etc. The answer to this is Foundbase.”
Jakob Junker JeppesenOwner, Junker ConsultingGetting started
Start with one part of your day
Step 1
Choose your starting point
Create a workspace and start with the tools you need for one specific task.
Step 2
Add your content
Add contacts, tasks or a budget. Connect the integrations you need to work with data from other systems.
Step 3
Invite the team
Invite colleagues with the roles they need. Assign the first task and get going together.
Access and collaboration
A shared workspace with clear access
Roles and permissions
Access to data and actions follows each person’s membership and permissions in your workspace.
View plans and accessYour data and connections
Read how Foundbase handles your information and which terms apply to your account.
Read the privacy policyHelp with the next step
Get in touch with questions about setup or day-to-day use. The pricing page shows the support included in each plan.
Contact FoundbaseFurther reading
Find a way of working that fits your team
- Feature
Project budget planning
Collect a project’s expected income and expenses in one budget. Review the entries alongside tasks and logged time when you assess the project’s scope.Read more - Feature
Ongoing budget reviews
Review the budget regularly and update any entries that have changed. Use the overview to spot shifts in expenses and expected liquidity yourself, and decide what to do next.Read more - Feature
Budget overview and financial analysis
Use the budget views to review expected income, expenses and cash flow, and discuss your assessment based on the recorded figures. Statutory financial reports belong in an accounting system.Read more
FAQ
Questions about budget tool
Can’t find the answer? Email support@foundbase.io
Foundbase’s budget tool brings planned income and expenses together, so you can work on budgets, cash flow and runway. Adjust the figures to your assumptions and see your finances alongside the rest of your work.
Yes. Foundbase is an AI-powered platform with visual tools for CRM, tasks, budgeting, contracts, strategy and more. You decide which tools to use. Access to features and integrations depends on your plan and permissions.
The assistant can find information and help with supported actions in your workspace, such as tasks, contacts and follow-ups. It works with the data, connections and permissions you have access to, and you can always carry on in the visual tools.
The budget uses your recorded figures and assumptions. Accounting data requires a supported integration; the budget tool is not a standalone bookkeeping system.
Choose based on the features you need. The pricing page lists the current plans, user limits and included features. Automations and some integrations may require a higher plan.
Get started
See how Foundbase fits your work
Create a free account and pick the tools you want to start with, or explore the demo with sample data.
Try Foundbase free for 14 days
- No credit card required
- Then stay on Free with CRM and task management
- Or choose a plan with unlimited AI, contracts, e-signatures, budgets, integrations and automations
See Foundbase in a live demo
Explore a workspace with sample data right away, or book a call and we'll show you the assistant and what Foundbase can do for you.
Meet the team behind Foundbase
We're based in Odense