Simplify Your Budgeting Process

Save time and reduce errors by automating budgeting — without leaving the familiar Excel®  spreadsheets you already use.

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Finance Teams Simplify Budgeting and Planning with Vivid

VividCPM Budgeting streamlines your planning process — from consolidating input and version management, to scenarios and dynamic forecasting — without relying on IT or asking managers to learn new tools. It’s fast to configure and built to work the way your team already does: in Excel.

Finance teams build budgeting templates in Excel without IT involvement

Performance & Automation

Vivid gives finance complete ownership of budgeting and planning, with the tool to budget accurately at the level of detail.

Support dynamic, scenario- based and continuous forecasting or re-forecasting

Scalability & Future-Readiness

Vivid grows with your organization, adapting to new scenarios, structures, and entities without slowing the budgeting proces

"Budgeting was a manual process that took over two days a month to complete—Vivid cut this down to hours.”

See Vivid In Action

Compare Vivid Reports CPMBudgeting

Other Tools

Simplicity

Budget models sprawl across disconnected spreadsheets, or, you spend heavily on services to configure a system that’s rigid and hard to adapt as the business changes.

Budgeting is a natural and easy extension of reporting that reduces change by using the input templates you are already using.

Accuracy

Manual data entry and spreadsheet formulas increase the risk of errors – and automation often stops short of producing proforma statements.

Data flows directly from your ERP into templates, every input is auditable, and proforma statements are automatically generated.

Control

Permissions are unclear, inputs occur offline, and audit trails are limited or missing.

Role-based controls manage every input, audit logs capture all changes, and sensitive data stays protected.

Speed

Distribution, collection, and consolidation require email, manual updates, and reconciliation can be very slow.

Distribution and consolidation run automatically, inputs refresh instantly, and your team moves from administration to analysis.

Forecasting

Most tools struggle with multi-entity forecasting – and tooling tends to be rigid – so manual work in Excel becomes a necessity.

Unlimited scenarios live in one sheet, comparisons stay accurate, and rolling forecasts update effortlessly.

Collaboration

Managers work from isolated spreadsheets, history is difficult to access, and reviews take longer.

Managers view history, drill into details, and submit inputs in a shared governed environment that keeps everyone aligned.

Scalability

Adding new entities, departments, or ERP structures often requires rebuilding models and/or reworking templates.

Vivid uses a semantic layer to manage change so it adapts more easily as your company needs evolve.

"We needed a solution that could streamline reporting and give us real-time insights
without the repetitive manual effort."
Nick DiBiase, CPA
Director of FP&A, Banyan Software

Real Results from the Building Supply Industry

How Bloedorn Lumber Reduced Reporting and Budgeting Time by 80% with Vivid Reports

“With Vivid, we’ve automated hours of manual work each week. Our CEO and CFO now spend less time consolidating data and more time making strategic decisions. Best of all, we didn’t have to change our reports—Vivid just made them faster and better.”

– Mark Marlatt, Bloedorn Lumber.

Great Software Isn’t Enough. You Need a Team That Has Your Back

Vivid’s Support Stands Out — and the Data Proves It.

There’s a simple way to measure what it feels like to work with a vendor: after every interaction, ask yourself—was it easy to get my issue handled?

That’s what the Customer Effort Score (CES) asks. It’s a tougher test than measuring satisfaction because it penalizes friction anywhere in the process—waiting, repeating, or being passed around. Vivid scores 6.97 out of 7—well above benchmarks. In plain terms, customers tell us: every interaction feels easy.

Frequently Ask Questions

What does Vivid simplify in the budgeting process?

Vivid removes manual steps by connecting your ERP directly to governed Excel templates, collecting inputs centrally, and automating consolidation. Teams prepare, update, and review budgets significantly faster.

Yes. Finance owns template creation, updates, distribution, and consolidation directly in Excel, with governance and consistency handled in the background.

Most teams become productive within days, because Vivid reuses your existing Excel templates and centralizes them for automation. Full rollout often completes in less than two weeks.

Yes. Vivid elevates Excel with governance, consistency, and automation that work with your existing templates, so your team continues to work in the tool they know.

How much time can Vivid save during budgeting cycles

Many organizations reduce budgeting cycles by about eighty percent, because distribution, collection, reconciliation, and consolidation run automatically.

Vivid handles complex structures with shared definitions, central governance, and automatic consolidation, so all inputs roll up cleanly into the final budget.

Managers enter budgets through governed Excel templates that include historical data, supporting schedules, and drilldown capability. This improves accuracy and simplifies reviews.

Yes. Templates distribute automatically, inputs save to a central model, and reviewers can monitor progress by department, division, or entity in real time.

How does Vivid manage permissions and security?

Role-based permissions control who can view, edit, or approve data in each segment, department, division, or entity. Audit logs capture every change.

Yes. Vivid supports unlimited scenarios, all in one template, with consistent definitions and real-time comparisons that stay accurate.

Yes. Vivid blends actuals, plan, and forecast into a continuous forecasting model that updates easily and keeps leaders aligned.

Yes. Vivid includes multi-year planning, multi-period assumptions, and governed structures that support extended strategy and workforce planning.

Make budgeting easier for your entire organization.

Watch a short 10 minute on-demand video to get a closer look at Vivid.

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