
Real-time budget visibility. Committed spend tracking. AI-powered forecasting, plus agents that check the budget before each order goes out.
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.
MaxBudget is the check an agent runs before each purchase order goes out in agentic procure to pay. Budget holders still approve anything that would breach the budget. Our agentic finance operations offer shows how agents run P2P end to end.
MaxBudget knows the true remaining budget, including committed spend. Agents we build around it use that position to stop overspend before an order is placed, not after the invoice arrives.
The results below come from three clients running their own line-of-business applications, not from MaxBudget. They show what agents deliver once they run whole finance and IT processes.
An agent checks each requisition against remaining budget and open commitments before the purchase order goes out. Orders within budget move on. The rest go to the budget holder.
The agent prepares the approval request for any order that would breach a threshold, with the budget position and the commitments behind it. The budget holder makes the call.
Agents match supplier invoices to the purchase orders behind each commitment, so committed spend clears to actual without spreadsheet work. A person reviews every mismatch.
Each agent runs under its own identity with least privilege, and every check it makes sits in the audit trail next to human approvals.
Finance operations · PE-backed group
£32m
Annual savings
450+ FTE of capacity released
IT operations · PE-backed business
£7m
Added to annual EBITDA
70% Leaner IT organisation
Clients are anonymised at their request. See all results.
Live view of budget, actual spend, committed spend, and remaining budget across all cost centres.
Automatically tracks committed spend from approved purchase orders and requisitions not yet invoiced.
Drill-down reports comparing budgeted amounts against actual and committed spend by department, project, or cost centre.
AI predicts future spend patterns and forecasts when budgets will be exhausted based on historical trends and pipeline.
Budget-aware approval workflows that prevent purchase orders from being approved when they would exceed the budget.
Automated alerts when budgets reach configurable thresholds (e.g., 75%, 90%, 100%).
Budget by cost centre, department, project, campaign, or any combination of financial dimensions.
Complete audit trail of budget changes, approvals, and transactions for compliance and reporting.
Import or define budgets in MaxBudget by period, dimension, and account. Supports top-down and bottom-up budgeting.
MaxBudget automatically reads purchase orders, requisitions, invoices, and journal entries from D365 to calculate actual and committed spend.
Budget holders review real-time dashboards. Purchase orders that would exceed budget are flagged or blocked based on configurable rules.
AI analyses spend patterns and predicts when budgets will be exhausted. Proactive alerts enable early action.
Generate budget vs. actual reports for management, board, or auditors with full drill-down capability.
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.
MaxBudget is licensed per user per month, with volume discounts. Available on Microsoft AppSource for Business Central. Implementation services quoted separately. Free trial available.
Request a personalised quote to get pricing tailored to your organisation.
This solution is built on the Microsoft Dynamics 365 platform, giving you enterprise-grade reliability backed by Microsoft's global cloud infrastructure.
Cloud ERP for finance, operations, sales, and service management.
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.
Request a demo to see how MaxBudget delivers real-time budget visibility and eliminates overspend.
Or call us directly: 01625 569 777
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