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What is PerpetualBudget?

This application is an all-encompassing web-based budgeting and integrated spend management tool, enriched with various additional functionalities! Originally designed as a desktop budgeting software for Windows, it has evolved into an advanced cloud solution that efficiently oversees project budgets and expenses. At the heart of this application is the smooth integration of project budgets with purchase order tracking, which guarantees that all expenditures are closely monitored. The illustrative tree structure showcases how Purchase Order objects (PO records) are systematically organized in a hierarchical manner. Financial components ascend from the POs (depicted in green) to Projects (represented in wheat), then to Accounts (shown in blue), and culminate in Budgets (illustrated in grey). This organized financial architecture is crafted by a collaborative team, comprising Admins, Project Managers, and Vendor contacts, who work together to establish an initial budget framework. They engage in real-time collaboration to create new POs, approve expenses, issue purchase orders, and oversee all invoices along with any modifications throughout the lifecycle of the POs, ensuring a smooth financial management experience. By adopting this integrated methodology, teams can significantly improve communication and operational efficiency in their budgeting activities, ultimately leading to more effective project execution.

What is Edstruments?

Edstruments is an innovative financial management platform that aims to deliver budget and HR information in a straightforward, timely, and effective way for leaders across diverse industries. Specifically designed for K–12 schools, higher education institutions, nonprofits, governmental organizations, accounting firms, and mission-driven entities, it replaces traditional methods such as outdated spreadsheets, static reports, email communications, and separate personnel files with intuitive cloud-based solutions. The platform's Real-Time Budget Management feature utilizes dynamic visual representations, easy-to-use search and filtering tools, flexible permission settings, and effortless ERP integration, enabling leaders to keep track of their income and expenses, modify forecasts, manage fund distributions and restrictions, and ensure that expenditures align with the strategic goals of the organization. Furthermore, the Collaborative Budget Planning tool empowers stakeholders to provide targeted feedback, leverage historical data from prior years, assess various scenarios, unify budgets across multiple cost centers, and explore individual plans without encountering version-control issues. This cutting-edge methodology not only improves financial oversight but also nurtures a culture of teamwork and openness among all participants, ultimately leading to better decision-making and enhanced organizational performance. By streamlining processes and encouraging collaboration, Edstruments positions organizations to thrive in an increasingly complex financial landscape.

Media

Media

Integrations Supported

Integrations Supported

AccuFund
Ascender
Blackbaud Financial Edge NXT
LINQ
Multiview ERP
NetSuite
QuickBooks Online
Sage 100
Tyler Content Manager

API Availability

API Availability

Pricing Information

$1495 one-time payment

Pricing Information

Pricing not provided

Supported Platforms

Windows

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Spicer-Baer Associates

Date Founded

1998

Company Location

United States

Company Website

spicer-baer.com/cloud-tracking-solutions/

Company Facts

Organization Name

Edstruments

Date Founded

2019

Company Location

United States

Company Website

www.edstruments.com

Categories and Features

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Version Control

Purchase Order

Not specified

Categories and Features

Budgeting

Not specified

Purchasing

Not specified

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