Beyond the Spreadsheet: Martus Gives Nonprofit Finance Teams a Roadmap for Budget Season

Budget Navigator pairs practical budgeting education with guidance inside Martus; expanded AI capabilities help teams answer financial and software questions while retaining control over connected tools.

GREENVILLE, S.C., Nov. 4, 2026 — Today, Martus Solutions announces its newest innovations including their Budget Navigator, a free Budgeting Playbook and expanded Martus Intelligence capabilities as organizations prepare their 2027 budgets.

Martus created actionable steps finance teams can follow to run a successful budget cycle paired with a working timeline inside its solution so teams know what to do and when.  Updates to Martus Intelligence add software-specific how-to answers alongside insights about budgets, forecasts and financial performance.

"Finance leaders shouldn't have to build the budget, teach the process and answer every software question on their own," said Taylor Macdonald, CEO of Martus Solutions. "We're connecting practical budgeting guidance with the work customers do in Martus, so they can spend less time explaining the next step and more time helping their organizations make informed decisions."

Budget Navigator organizes the budget cycle into six phases, spanning preparation through approval, reporting and ongoing budget management. Tasks, due dates and links to Martus help articles give finance administrators a framework for moving the process forward. Administrators can add custom tasks, track completion and reset phases.

The Martus Budgeting Playbook is a free learning path available to anyone, including non-customers. The Playbook explains the decisions, sequence, habits and common mistakes behind an effective budget cycle while Navigator connects that guidance to where the work happens inside the Martus platform.

Together, these tools support finance leaders running their first budget cycle, organizations moving off spreadsheets and teams coordinating contributions from department heads and program leaders. Client accounting services firms and value-added resellers can also use the framework to guide clients through budget cycles.

Martus Intelligence brings financial and software guidance into the same conversations inside Martus. Users can ask natural-language questions about budgets, forecasts and financial performance, then ask how to complete work on the platform.

For a finance team supporting colleagues outside finance, this gives users another way to find help while working with their budgets.

Martus is also launching its MCP connector, or "Bring Your Own AI," for customers. The connector uses Model Context Protocol (MCP) to connect Martus data to customer-preferred AI tools, such as Claude, allowing teams to analyze budget and forecast information alongside data from other systems.

Budget Navigator is currently available to customer administrators and partner users. The Budgeting Playbook is a free resource available on Martus' website. The capabilities build on more than 135 product enhancements since mid-May 2026 and Martus' work supporting more than 1,400 customers.

To explore Budget Navigator and register for the free Playbook, visit martussolutions.com/martus-budget-navigator. For details about Martus Intelligence and data handling, visit martussolutions.com/securityandtrust.

Media Contact:
Ronjini Joshua
949.295.9779
[email protected] 

SOURCE Martus Solutions