Finances under control, goals in focus – your smart budget planning software
Budgeting and forecasting made easier and more precise: Tidely offers you a digital solution for budget planning with automated data collection. Plan your goals with ease thanks to AI-based forecasts and track them daily in a clear, intuitive dashboard.
Expert-level budgeting and forecasting – with Tidely
Tidely's budget planning software helps you plan your financial resources precisely, allocate budgets optimally, and make secure investments.
Automatically capture and consolidate financial data
Current and accurate financial information is the foundation for reliable budget planning. Tidely integrates seamlessly with other systems, such as your accounting software. This allows you to easily capture and consolidate all your financial data, ensuring you are always working with up-to-date information.
Manage income and expenses efficiently
Tidely helps you create a detailed budget plan that takes all expected income and expenses into account. You can easily customize and manage all your income and expenditure categories. Through past assignments or individual categorization rules, Tidely can automatically assign your transactions to the correct areas.
Plan resources precisely with forecasts and scenario analyses
Our budget software uses the collected data to derive forecasts for future liquidity trends. Tidely also enables precise scenario analyses, allowing you to play through various possibilities. This helps you make the best possible decisions for successful business planning.
Monitor budgets in real time
Budget planning is a continuous process. Our budgeting software helps you to regularly review your budgets and adjust them flexibly. Perform real-time analyses and create detailed reports with just a few clicks to identify budget variances and financial trends and react to them in a targeted manner.
Plan more precisely with budgeting software
Ensure financial stability
Solid budget planning is crucial to ensuring the financial stability and sustainability of your company. Whether you run a start-up or an established SME, professional budgeting software ensures that your company is well-positioned even in difficult times and remains successful in the long term.
Use financial resources efficiently and purposefully
With smart budgeting software, you can use your financial resources and assets more efficiently. Our AI-powered tool identifies patterns and trends and alerts you to potential bottlenecks. Thanks to precise forecasts, you can adjust your budget planning in a targeted manner and ensure effective business management—even with limited resources.
Improve collaboration
A digital solution for budget planning makes it possible for multiple employees to work on a budget together. This significantly improves team collaboration. With Tidely, you can easily manage your team members' access rights. This ensures that confidential information is only accessible to the right people.
Reduce complexity and manual effort
Budgeting is time-consuming and complex. It often requires a high level of financial expertise that isn't always available in-house. Our software simplifies the budgeting process through automated features and intuitive overviews. These enable you and your team to plan your budget proactively with minimal time and expertise.
How to use Tidely's budget planning software
Whether it's creating detailed plan values, regularly reviewing your budget, or planning future investments, Tidely provides the features and flexibility you need to optimize your budget planning.
Create individual plan values
Plan values reflect financial goals and expectations for a specific period. They allow you to compare your planned expenses and expected income with actual results. Set individual plan values on the platform, ranging from revenue forecasts and operating costs to loan repayments and purchasing plans. This allows you to create tailored financial plans and assess their success.
Stay within budget goals
By regularly reviewing and updating your budget, you keep track of your transactions, never lose sight of your financial obligations, and avoid unnecessary expenses. In our budget planning software, you can track your income and expenses in real time and immediately identify plan-vs-actual variances. This ensures your budgets always stay on track.
Plan investments flexibly
With Tidely, you can easily plan future investments and compare different scenarios. For example, find out how many employees you can hire or how much extra money your company needs to move into a new office. Our budget planning tool also leaves room for spontaneous adjustments, allowing you to react flexibly to changes and unexpected events.
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Tidely: Intuitive budgeting software for every company
Creating a budget plan and defining realistic goals requires juggling many numbers, performing accurate calculations, and analyzing data correctly. From startups to enterprises, Tidely enables companies of all sizes to perform simple and professional financial planning.
Unified and up-to-date data foundation
By integrating with your bank account, Tidely automatically captures all relevant transactions and updates them in real time. This gives you a solid data foundation for creating precise forecasts. Make decisions based on facts rather than uncertain assumptions.
Powerful analysis features
Our software generates detailed reports on revenue, expenses, and budget variances at the touch of a button. Powerful analysis features provide valuable insights into your financial performance and help you plan your resources effectively.
Personalized KPI dashboard
With a personalized dashboard, Tidely keeps your company goals and key performance indicators in view at all times. Set individual plan values and compare them with actual figures to ensure your company stays on track and you reach your financial goals.
You want to test Tidelytry it out for free?
Understanding, testing, and implementing Tidely is simple and transparent.
Here is what to expect:
Simply create your Tidely trial account here or by clicking the "Start your free trial" button.
You can test all of Tidely's features for 7 days for free, with no credit card required.
Convinced? Add a payment method in the app and you can use Tidely permanently!
What are you waiting for? Book a personal consultation right here with:
What our customers say:
TidelyImpact on liquidity management
As an independent Pilates studio, we face new challenges and changes every day—and not just since the pandemic. Thanks to tidely, we can focus on our fitness offerings without worrying about outstanding invoices, and we can easily ensure our long-term liquidity.
What I like about tidely is that I can get a clear overview of how our cash flow behaves under different scenarios in just a few minutes. All bank accounts can be connected and synchronized in real time.
We finally have the ability to automate our accounting processes, which saves us countless hours of work and a lot of stress! Tidely allows us to create detailed financial plans exactly the way we want them, and we are very grateful for that!
I have been creating plans for the coming year for 30 years. I have never finished so quickly, and I also believe that the plan has never aligned so accurately with the actual situation. Because I am connected to my account, I can no longer forget anything or simply leave things out.
Highly intuitive software! The user-friendly interface makes it easy for even untrained users to get up and running quickly and intuitively. This allows you to achieve initial results in no time and contribute to the company's transparency.
Tidely is a tool that gives us an up-to-date overview of our financial status. It also greatly simplifies our cash flow planning. The interface is incredibly clear and features a very innovative design. So far, the program has saved us a significant amount of time and improved our workflow.
In my view, Tidely is one of the most useful tools for e-commerce companies. Since implementing Tidely, my overall peace of mind has completely changed. Tidely gives me a great sense of security and lets me sleep soundly, simply because I know I have a clear view of all my numbers now.
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Finally, no more Excel-based cash flow planning! Connecting your company accounts makes reconciling and categorizing transactions so much easier. Plus, the automated categorization based on historical transaction data saves a significant amount of time.
The ability to easily create categories and rules, the automatic synchronization of all bank accounts, and the scenario planning features all round out a straightforward and secure approach to liquidity management for our company. A standout feature, however, is the excellent customer service and support, which provides truly tailored solutions.
With Tidely, I can provide figures quickly, and that is simply invaluable! I have much better visibility into our liquidity and can justify the numbers to bank advisors and my employees at any time.
I would honestly recommend Tidely to every company. I can’t think of a single business where it wouldn’t be useful. After all, if you don’t have an overview of your liquidity, you’re flying blind—and whether you succeed or not is just down to luck.
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