Zobrio Budgeting and Reporting

Increase efficiency and effectiveness by significantly reducing manual and duplicated efforts. You’ll see profound improvements in Budgeting, Financial Statements, and Financial Planning cycles. Spend more time on analysis, insights, and driving collaboration to support robust and informed decision-making.


Trust the Data

Eliminating multiple, complex spreadsheets ­removes the risk associated with version control and data inaccuracy, providing the confidence that comes with a single and accurate view of your organization’s information.

zobrio nonprofit financial solutions

Encourage Participation

An intuitive, easy to use and learn interface ­supports excellent user adoption. Managers across your organization can confidently review and input their budgetary data with full commentary, ­eliminating time-consuming duplication of data entry. User permissions give control to prevent unnecessary access.

Achieve Buy-In & Accountability

Zobrio Budgeting & Reporting creates a collaborative, flexible budgeting and planning process. Empowering managers to participate and fully understand the impact of their business decisions within a financial context, delivers improved transparency and ­accountability.



Improve Data Integrity

Protect the validity and accuracy of the data you rely on for your business decisions using a single, centralized version of budgetary and planning information. Eliminate confusing, overlapping emails and multiple versions providing everyone with confidence in the numbers.

Centralized & Organized

Enjoy the flexibility of being able to centrally manage and apply all of your business rules and assumptions. Any changes can be applied once, and they will be accurately reflected throughout your entire budgeting and ­planning environment – saving time and significantly ­improving data integrity.

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Quick & Accurate Answers

Easily construct and generate multiple “what-if” scenarios and funding streams in a matter of minutes and view in real-time the impact on your Income Statements, Balance Sheets and Management Reporting.

Streamline and automate your budgetary process to gain more time for analysis.

Drive agile and informed planning and decision-making.

  • Allow managers to easily input their budget and forecasts without the need for strong financial or system skills
  • Sophisticated system administration capabilities allow the finance team to establish user access by business unit, department, or cost item
  • Automatically consolidate the budget and forecast across the entire organization
  • Multi-dimensional slicing-and-dicing drill-down and an easy Excel interface supports exploration and understanding of budgetary data
  • The total budget can be exported and ­uploaded to your financial system
  • Full audit compliance with line-by-line transaction detail provides a comprehensive audit trail and thorough records