Martus Solutions

What Martus Solutions does

Martus Solutions is a privately held, Greenville, South Carolina-based SaaS company founded in 2007 that provides cloud-based collaborative budgeting, forecasting, and financial reporting software. The platform is built on ASP.NET Core with C#, hosted on Microsoft Azure, and uses SQL Server, Akka.NET, CQRS, and MediatR, with a Blazor frontend migration underway. Its core product offers real-time multi-user collaboration, role-based permissions, dimensional budgeting hierarchies, personnel budgeting with payroll tax calculation, multi-scenario forecasting, cash flow forecasting, and a custom ReportBuilder, delivered through three subscription tiers (Essentials, Plus, Premium) on two-year initial contracts with annual renewal. The platform integrates with 25+ accounting and ERP systems (Sage Intacct, Sage 300, Sage 100, Sage 50, NetSuite, QuickBooks, Xero, MIP, Microsoft Dynamics 365 Business Central, Blackbaud, and Acumatica) via native APIs and file-based connectors, and holds SOC 2 Level 2 certification with 99% historical availability.

Martus primarily targets nonprofits, mission-driven organizations, religious institutions, associations, private/charter schools, healthcare and human services organizations, destination marketing organizations, and project-based for-profit businesses (including construction companies). The company reports over 1,300 customers globally, including more than 950 Sage customers, and is expanding through direct sales and a growing channel partner program (45 new partners added in 2025). In April 2026, Martus launched Martus Intelligence, a conversational AI assistant ('Smarty') enabling natural language queries against financial data, alongside Sage 300 API integration and NetSuite multi-currency support.

The company is led by founder and CEO Bill Cox, CTO Paul Wheeler, VP of Operations and Product Management Vanessa Chambers, and VP of Channel Sales Peyton Burch (appointed March 2026 from Sage Intacct). In 2025, Martus reported 44% year-over-year ARR growth, 68% YoY ARR growth in Q3 2025 (its strongest quarter in company history), 64% growth in new customer acquisition, 90% growth in partner-sourced deals, and 38% workforce expansion across product development, customer success, and partnerships.

Name

Martus Solutions

Legal name

Martus Solutions LLC

Website

https://martussolutions.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

11–50 employees

Short description

Martus Solutions provides cloud-based collaborative budgeting, forecasting, and financial reporting software for nonprofits, mission-driven organizations, and SMBs, integrating with 25+ ERP and accounting systems across 1,300+ customers globally.

Ownership category

akta.pro rank

Product category

Cloud Budgeting and Financial Planning Software

NAICS

Computer Systems Design and Related Services (54151), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Budgeting & Cash-Flow Management (FSAGADAA)

Keywords

• Cloud budgeting software
• Financial planning software
• Nonprofit accounting software
• Cash flow forecasting
• ERP budgeting integration

Headquarters

HQ city

Greenville

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. SaaS Subscription (Cloud-Based Budgeting): Annual subscription model for cloud-based access to Martus budgeting, forecasting, and reporting software. Includes implementation services, telephone and email support, cloud hosting, and all software enhancements during the subscription term. Terms are typically two-year initial engagements renewing annually.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels9 records

Core offering

Martus Solutions provides a cloud-based budgeting and financial planning SaaS platform that enables real-time collaborative budgeting, multi-dimensional forecasting, scenario planning, personnel budgeting, and customizable financial reporting for finance teams. The platform integrates with 25+ accounting and ERP systems (Sage Intacct, Sage 300, NetSuite, QuickBooks, Xero, Microsoft Dynamics 365 Business Central, MIP, Blackbaud, Acumatica) via API and file-based connections, and includes an AI-powered conversational assistant called 'Smarty' (Martus Intelligence) for natural language queries of financial data. The offering is sold on subscription (Essentials, Plus, Premium tiers) primarily to nonprofits, mission-driven organizations, and for-profit businesses replacing manual Excel-based budgeting.

Product overview

Martus Solutions offers a cloud-based budgeting platform with tiered subscription packages. The core Martus Platform provides collaborative budgeting, forecasting, and reporting capabilities, complemented by three subscription tiers: Essentials (entry-level), Plus (mid-tier with forecasting and personnel budgeting), and Premium (full-featured with cash flow forecasting and scenario planning). The company recently launched Martus Intelligence, an AI-powered conversational feature with an embedded assistant called 'Smarty' for natural language financial data interaction. The platform integrates with over 25 accounting and ERP systems including Sage Intacct, Sage 300, QuickBooks, NetSuite, Xero, and MIP through both API and file-based connections.

Differentiator

Problem solved

Functional benefit

Products and services

• Martus Platform Cloud-based budgeting and financial planning SaaS platform enabling real-time collaborative budgeting, multi-dimensional forecasting, scenario planning, personnel budgeting, financial reporting, and integrations with 25+ accounting and ERP systems for finance teams at nonprofits, mission-driven organizations, and for-profit businesses.
• Martus Intelligence AI-powered conversational capability built into the Martus platform that allows users — including non-finance leaders — to interact with financial data via natural language queries, backed by predictive analytics, anomaly detection, process automation, and knowledge retrieval capabilities.

Quantifiable outcome

• 44% growth in annual recurring revenue year-over-year in 2025
• +6 more outcomes

Named customers7 records

Segments8 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration11 records

AI capability6 records

Feature8 records

Partnerships

Ten partnerships are on record, tiered core.

• SagecoreTechnology or IntegrationMartus serves more than 950 Sage customers globally. The company has deep integrations with multiple Sage products including Sage Intacct (flagged integration with priority support), Sage 300 (new API integration announced April 2026), Sage 100, and Sage 50. Martus participates in Sage events including Sage Future 2026. The VP of Channel Sales was recruited from Sage Intacct.
• NetSuitecoreTechnology or IntegrationMartus has strengthened its NetSuite integration with multi-currency support, enabling organizations using NetSuite as their accounting ERP to leverage Martus for budgeting, forecasting, and reporting.
• MIP (Sage MIP)coreTechnology or IntegrationMartus provides both cloud API integration and file-based integration for MIP users, supporting multi-entity organizations, up to 8 MIP dimensions/segments, with cash flow forecasting available for Premium subscribers.
• Microsoft Dynamics 365 Business CentralcoreTechnology or IntegrationMartus integrates with Microsoft Dynamics 365 Business Central and participated in Microsoft Directions North America 2025 (Booth 344) as an exhibitor.
• QuickBookscoreTechnology or IntegrationMartus integrates with QuickBooks for organizations using Intuit's accounting software, enabling budget-to-actuals reporting and collaborative budgeting.
• XerocoreTechnology or IntegrationMartus integrates with Xero, providing API-based connectivity for Xero users to access Martus's collaborative budgeting and financial planning platform.
• BlackbaudcoreTechnology or IntegrationMartus integrates with Blackbaud financial products, supporting nonprofit organizations using Blackbaud for their core accounting and donor management.
• AcumaticacoreTechnology or IntegrationMartus integrates with Acumatica cloud ERP, enabling organizations using Acumatica to leverage Martus for budgeting, forecasting, and reporting.
• Sage 300coreTechnology or IntegrationMartus announced a new Sage 300 API integration at the April 2026 Martus Momentum conference, strengthening direct API connectivity for Sage 300 users beyond the existing file-based integration.
• ManobytecoreChannel Partner/ Reseller/ DistributorManobyte operates the Martus Partner Portal at partnerportal.manobyte.com, serving as a channel partner managing the reseller and partner ecosystem for Martus Solutions.

Scale indicators10 records

Recent moves5 records

Expansion highlights6 records

Direct peers

• Vena Solutions: Vena provides cloud-based budgeting, forecasting, and reporting software targeted at SMB and mid-market organizations, with deep ERP integrations (QuickBooks, Sage, NetSuite, Dynamics). Closely comparable business model and customer overlap with Martus, particularly in the nonprofit and SMB segments.
• Prophix: Prophix offers corporate performance management and budgeting software for mid-market finance teams via cloud delivery. Compares directly to Martus in deployment model, target customer size, and core FP&A capability set.
• Centage: Centage provides cloud budgeting, forecasting, and analytics software purpose-built for SMB finance teams, frequently integrating with Sage Intacct and similar ERPs. Comparable in scope and target buyer to Martus, with similar emphasis on ease of implementation.
• Datarails: Datarails is an AI-augmented FP&A platform for SMB finance teams that connects to Excel and a wide range of ERPs. Closely comparable to Martus in customer size, functionality, and the recent emphasis on AI-augmented financial analysis (Martus Intelligence).
• Solver Global: Solver Global offers cloud and Excel-based financial planning, budgeting, and reporting with deep ERP connectors and modules for nonprofits. Overlaps with Martus in mission-driven and mid-market use cases and integration breadth.

Emerging players

• Budgyt: Budgyt provides a cloud budgeting and forecasting tool focused on multi-entity and SMB/mid-market finance teams with ERP integration focus. Smaller scale than Martus but with highly overlapping product positioning and use cases.

Broad incumbents

• Workday Adaptive Planning: Workday Adaptive Planning is the broad, enterprise-focused FP&A suite from Workday offering budgeting, forecasting, and modeling at scale. Differs from Martus primarily in target customer (mid-market vs. enterprise) and breadth, but competes in overlapping verticals.
• Blackbaud: Blackbaud is a leading end-to-end financial and donor management platform for nonprofits and the social good sector. While Martus integrates with Blackbaud, Blackbaud's broader portfolio (accounting, CRM, fundraising) competes with Martus's specialized nonprofit budgeting feature set.
• NetSuite Planning and Budgeting: NetSuite's built-in planning and budgeting functionality (alongside partner-built extensions) competes in overlapping ERP-anchored budgeting use cases for mid-market and enterprise finance teams.

Others

• Sage Intacct: Sage Intacct is a leading cloud financial management platform and Martus's most important integration and channel partner (950+ shared customers). It is not a direct competitor for budgeting features but functions as both ecosystem partner and indirect substitute for native budgeting capabilities.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xtwitter.com/martussolutions
• YouTubeyoutube.com/@Martus_Solutions
• Facebookfacebook.com/martussolutions
• LinkedInlinkedin.com/company/martus-solutions
• Instagraminstagram.com/martussolutions

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Martus Solutions