Module · Internal processes and governance

Budget

Preparation, approval, execution and budget amendments.

The module digitises the preparation, approval, execution and amendment of the institution's budget, with budget lines structured by chapter, sub-chapter, article and item, and with tracking of appropriations approved, committed, available and paid.

Request a demoSee how it works

What changes in the budget cycle

The budget, the procurement plan and the contracts speak the same language: no expenditure is committed without cover, and amendments are reflected in execution immediately.

Available appropriations visible in real timeApproved, committed, available and paid, on every line
An amendment enters execution immediatelyWhen the council decision is uploaded, the budget is replaced automatically
The procurement plan stays reconciledDifferences generate a new version automatically

What you can do

The institution's full budget cycle, from the annual plan to amendments and reporting.

Annual budget plan

Budget year, status, value, author and the approval reference.

Budget lines

Structured by chapter, sub-chapter, article and item, starting from the approved requisitions.

Tracking appropriations

Amount approved, committed, available and paid, on every line.

Plan versions

Active version, version number and total planned.

Funding sources

Managed per version, with totals by source.

Moving into execution

Submission for approval, generation of the budget document and upload of the approved council decision.

Budget amendments

Started as a draft, with lines added, changed and removed, finalised by a council decision.

Electronic signing

Of the budget plan and of amendments, at the configured approval steps.

See all features
  • Administration of participatory budgeting rounds, opening and closing the phases
  • The register of budget plans, with year, author, approval date, council decision, total value, amendments and versions
  • The register of budget amendments, with number, approval date, council decision and the value of the changes
  • Reports on the approved budget, budget execution, amounts committed and available, and the take-up rate of appropriations
  • Reports on the quarterly breakdown, with variances against the quarterly plan
  • Reports on funding sources and active funding lines

How it works

From the requisitions to budget execution tracked on every line.

1

RequisitionsThe approved needs of the departments

2

PlanBudget lines and funding sources

3

ApprovalSigning, budget document, council decision

4

ExecutionAppropriations committed, available and paid

5

AmendmentDraft, line changes, new council decision

6

ReportingExecution, quarters, sources, take-up rate

What you get as standard

The module is not just an interface. It arrives configured in its standard version, ready to use from day one.

  • forms
  • workflows
  • registers
  • reference data
  • document templates
  • business rules
  • validations
  • notifications
  • reports
  • dashboards
  • access rights
  • audit

Native integrations

The budget is the axis around which procurement, contracts and investments are arranged.

The Procurement module, for requisitions, catalogue, funding sources and budget chapters
Automatic reconciliation with the procurement plan: differences on entry into execution generate a new version
The Investments / Projects module, for reconciling appropriations with project values
The Contracts module, for committing and paying amounts against budget lines

Part of the same platform

The Budget module is not a separate application. It uses the same records registry, the same documents and the same signing, notification and audit mechanisms as every other module.

See all modules →

How to get started

You don't have to digitise the whole institution at once.

START ONE

You start directly with this module: Budget, the internal portal and the tools it needs to run.

START PRO + BUDGET

If you already have the digital foundation — records registry, documents, workflows — the module is activated on top of it, with no migration.

Want to see how the Budget module would work in your administration

Request a demo

We'll walk you through the full cycle on a real case, from the approved budget plan to an amendment that has entered execution.