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  1. Solutions
  2. ISV Products

MaxBudget

Real-time budget visibility. Committed spend tracking. AI-powered forecasting.

Request a Demo
  • Overview
  • Key Features
  • How It Works
  • Integration with Dynamics 365
  • Benefits
  • Pricing
  • Built on Microsoft
  • Frequently Asked Questions
  • Get Started
  • Related Case Studies

Overview

MaxBudget is Veriland's ISV product for real-time budget management and committed spend tracking. It solves the problem of budget overspend caused by purchase orders being approved without visibility of committed (but not yet invoiced) spend.

MaxBudget provides a real-time view of budget vs. actual vs. committed, so budget holders always know their true remaining budget. AI-powered forecasting predicts when budgets will be exhausted and alerts budget holders proactively.

Integrates natively with Dynamics 365 Business Central and Finance & Operations for automatic tracking of purchase orders, invoices, and journal entries. Used by finance teams, procurement teams, and budget holders across all departments.

Key Features

Real-Time Budget Dashboard

Live view of budget, actual spend, committed spend, and remaining budget across all cost centres.

Committed Spend Tracking

Automatically tracks committed spend from approved purchase orders and requisitions not yet invoiced.

Budget vs. Actual Reporting

Drill-down reports comparing budgeted amounts against actual and committed spend by department, project, or cost centre.

AI Forecasting

AI predicts future spend patterns and forecasts when budgets will be exhausted based on historical trends and pipeline.

Approval Workflows

Budget-aware approval workflows that prevent purchase orders from being approved when they would exceed the budget.

Alerts & Notifications

Automated alerts when budgets reach configurable thresholds (e.g., 75%, 90%, 100%).

Multi-Dimensional Budgets

Budget by cost centre, department, project, campaign, or any combination of financial dimensions.

Audit Trail

Complete audit trail of budget changes, approvals, and transactions for compliance and reporting.

How It Works

1. Set Budgets

Import or define budgets in MaxBudget by period, dimension, and account. Supports top-down and bottom-up budgeting.

2. Track Automatically

MaxBudget automatically reads purchase orders, requisitions, invoices, and journal entries from D365 to calculate actual and committed spend.

3. Review & Approve

Budget holders review real-time dashboards. Purchase orders that would exceed budget are flagged or blocked based on configurable rules.

4. Forecast

AI analyses spend patterns and predicts when budgets will be exhausted. Proactive alerts enable early action.

5. Report

Generate budget vs. actual reports for management, board, or auditors with full drill-down capability.

Integration with Dynamics 365

MaxBudget reads from and writes to Dynamics 365 Business Central and Finance & Operations. Purchase orders, purchase invoices, general journal entries, and budget journal entries are tracked automatically.

  • Financial dimensions in D365 map directly to MaxBudget budget dimensions
  • No duplicate data entry — all budget data flows from D365
  • Budget approval workflows integrate with D365 approval mechanisms
  • Deployment as an extension (AppSource) for BC, or via API integration for F&O

Benefits

  • Eliminate Overspend — Never approve a purchase order that exceeds the budget. Real-time visibility prevents nasty surprises at month-end.
  • Save Time — Automated tracking eliminates manual spreadsheet reconciliation. Finance teams save hours each month.
  • Empower Budget Holders — Self-service dashboards give department heads real-time visibility without waiting for finance reports.
  • Improve Forecasting — AI-powered predictions enable proactive budget management rather than reactive firefighting.
  • Strengthen Compliance — Full audit trail, approval workflows, and budget controls meet internal and external audit requirements.
  • Scale Easily — Works for a single cost centre or hundreds of budget dimensions across multiple legal entities.

Pricing

MaxBudget is licensed per user per month, with volume discounts. Available on Microsoft AppSource for Business Central. Implementation services quoted separately. Free trial available.

  • Standard — Budget tracking, dashboards, and alerts
  • Professional — Adds committed spend, approval workflows, and multi-dimensional budgets
  • Enterprise — Adds AI forecasting, multi-entity, and advanced analytics

Request a personalised quote to get pricing tailored to your organisation.

Built on Microsoft

This solution is built on the Microsoft Dynamics 365 platform, giving you enterprise-grade reliability backed by Microsoft's global cloud infrastructure.

Dynamics 365 Business Central logo

Dynamics 365 Business Central

Cloud ERP for finance, operations, sales, and service management.

Frequently Asked Questions

Committed spend is the value of approved purchase orders and requisitions that have not yet been invoiced. It represents money that is committed but not yet reflected in your actual spend. Without tracking committed spend, budget holders can unknowingly approve purchases that will push them over budget.

Yes. MaxBudget integrates with both Dynamics 365 Business Central (via AppSource extension) and Dynamics 365 Finance & Operations (via API integration).

Yes. MaxBudget is designed to replace spreadsheet-based budget tracking with real-time, automated budget management. Import your existing budget structure and let MaxBudget track actual and committed spend automatically.

AI forecasting uses historical spend patterns, seasonal trends, and current pipeline data to predict future spend. Accuracy improves over time as the model learns from your organisation's patterns. Forecasts are indicative and designed to support human decision-making.

Yes. Alert thresholds, approval rules, and budget controls are fully configurable by department, cost centre, project, or any budget dimension.

A standard MaxBudget deployment takes 2-4 weeks for Business Central and 3-6 weeks for Finance & Operations, depending on the number of budget dimensions and integration complexity.

Yes. MaxBudget maintains a complete audit trail of all budget changes, approval decisions, threshold breaches, and system actions. This supports internal audit, external audit, and regulatory compliance.

Yes. The Enterprise tier supports budgets across multiple legal entities with consolidation, inter-company allocations, and group-level reporting.

Take control of your budgets

Request a demo to see how MaxBudget delivers real-time budget visibility and eliminates overspend.

Request a DemoView All ISV Products
Or call us directly: 01625 569 777

Related Case Studies

AX 2012 to D365 Finance upgrade in just 3 weeks
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AX 2012 to D365 Finance upgrade in just 3 weeks

Abel & Cole upgraded from Dynamics AX 2012 to D365 Finance & Operations in 15 working days under Veriland's fixed-scope delivery model — one of the fastest ERP upgrades at this scale.

How an investment firm turned 15 years of deal data into a predictive edge with AI
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How an investment firm turned 15 years of deal data into a predictive edge with AI

Brighton Harwood partnered with Veriland to build an AI-powered investment intelligence platform on Azure AI Foundry — extracting insight from 15 years of unstructured deal data using fine-tuned models, RAG architecture, and Dynamics 365 Finance & Operations.

Dynamics 365 FO powering matter management for a top-50 law firm
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Dynamics 365 FO powering matter management for a top-50 law firm

Browne Jacobson deployed Dynamics 365 Finance & Operations as the backbone of their Matter Management System — giving fee earners, partners, and finance teams a unified view of matters, costs, and profitability.

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