Martus Brings Conversational AI to Budgeting, Turning Financial Data into Real-Time Answers

Martus Intelligence lets customers ask questions and access secure, fast insights—no custom reports needed

Martus Solutions announced an expansion of its AI capabilities designed to make financial data more accessible and actionable for mission-driven organizations.

At its annual user conference, Martus Momentum, the company introduced Martus Intelligence, its AI-powered capability designed to deliver real-time financial insights through natural language. Delivered through an embedded assistant known as “Smarty,” the functionality enables users to ask questions about their budgets, forecasts, and financial performance and receive immediate, accurate answers.

Unlike traditional reporting tools, which require users to build and interpret reports, Martus Intelligence allows users to interact directly with their data using natural language, and securely returns the results in the form of summaries, visualizations, and actionable insights. This approach helps users quickly identify trends, understand key drivers, and surface the most important information without complicated analysis.

“Martus’ core mission has always been making financial data more accessible, not just for finance teams, but for every leader in an organization,” said Bill Cox, Founder and CEO. “Martus Intelligence is a practical step forward, helping leaders at every level can make more informed decisions with confidence and clearly see the impact on their mission.”

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What is Martus Intelligence?
Martus Intelligence represents the next step in the company’s AI evolution, bringing together multiple AI-driven capabilities within the Martus platform:

• Ask Marty (2025): AI-powered chatbot that helps users find answers within the Martus Knowledge Base, with links to explore topics further.
• ReportBuilder Assistant (2025): Enables users to create custom reports using natural language
• “Smarty” (2026): An embedded AI assistant that allows users to ask questions and receive real-time insights into their financial data

Smarty enables users to interact with budgets, forecasts, and financial performance using natural language—delivering immediate, contextually accurate answers without requiring users to navigate reports or understand complicated accounting terminology. Users can ask questions such as What was my net revenue last year? or Which departments are driving the largest budget variances? and receive on-demand insights.

By removing the need to interpret reports or understand financial jargon, Martus empowers non-finance leaders to engage more directly with financial data. This shift enables faster, more informed decision-making across the organization and helps ensure that resources are aligned more closely with strategic priorities and mission outcomes. This reduces the risk of delayed or misinformed decisions, helping organizations act with greater clarity in the moment rather than in hindsight.

Additional Product Enhancements
In addition to its AI expansion, Martus announced several product enhancements and integrations designed to further streamline financial workflows and improve flexibility for customers, including:

• Sage 300 API integration, modernizing how Sage 300 users approach budgeting and forecasting by replacing file-based workflows with a connected, real-time flow of financial data—improving visibility, reducing manual effort, and enabling more forward-looking planning
  
  
• Multi-currency support for NetSuite integration, enabling organizations operating across regions to manage and report on financial data in multiple currencies with greater accuracy and consistency
  
  
• Enhancements to the Sage Intacct integration, strengthening data synchronization and improving the reliability and timeliness of financial reporting and planning workflows

Martus has helped more than 1,300 organizations – including 950 Sage customers – eliminate financial bottlenecks through its user-friendly budgeting, planning and reporting solution, resulting in up to 50% faster budgeting cycles, stronger collaboration across departments, and clearer visibility into how financial decisions impact organizational outcomes. As the company continues to expand its ERP integrations, product features, and AI capabilities, it is building on that foundation by making financial data not just accessible, but clear and actionable.

Martus will showcase its latest features at Booth #344 at Sage Future, taking place April 28 – 30 in San Francisco at the Moscone Center.

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