Integra’s financial budgeting software helps you plan, control and model public sector finances with integrated budgeting, workforce planning and establishment control.
Why choose Integra for budgeting and budget control?
Our team of finance software experts at Integra understand more than most the pressures public sector finance leaders face: balancing tightening budgets, maintaining service delivery, and ensuring complete transparency and auditability.
The Integra budgeting and budget control module gives CFOs and finance teams the control, visibility and governance needed to manage complex public sector finances with confidence.
Integra replaces disconnected spreadsheets and fragmented processes with a structured, workflow-driven budgeting and forecasting environment. Finance teams can model multiple scenarios, capture assumptions, track changes and maintain a full audit trail, while maintaining clear establishment control over workforce structures and payroll costs.
The result is faster budget cycles, stronger governance, improved financial forecasting and real-time visibility of organisational financial performance across departments, services and cost centres.
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Budgeting and budget control module features
In most public sector organisations, staffing accounts for 60% to 80% of total expenditure.
Integra provides detailed workforce modelling so finance leaders can confidently plan, forecast and manage this critical area of spend.
For many public sector organisations, workforce costs represent the largest and most complex element of the budget. Integra supports both workforce budgeting and establishment control, enabling organisations to manage authorised posts, staffing structures and payroll costs within a single financial planning environment.
Integra includes powerful employee-level payroll budgeting to ensure salary, pension and National Insurance costs are forecast accurately across the entire organisation.
Using real employee and establishment data, finance teams can build budgets based on pay scales, pay awards, WTE, allowances and incremental progression. The system automatically calculates the full cost of employment, including pension and employer National Insurance contributions, ensuring the payroll budget aligns with workforce plans and financial strategy.
This gives finance leaders the ability to understand the true financial impact of workforce decisions, test different scenarios and ensure payroll budgets remain aligned with organisational funding constraints.
Integra also supports establishment control, enabling organisations to align authorised posts, workforce planning and payroll budgets within a single controlled financial framework.
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Key features of Integra’s financial budgeting software
Single Source of Truth for Budget Data: Replace spreadsheet-driven budgeting with a centralised platform where all budget datasets, forecasts and adjustments are securely stored and fully auditable.
Powerful Scenario Modelling and Forecasting: Model multiple budget scenarios including inflation, savings programmes, workforce changes or service demand shifts. Compare outcomes instantly to support strategic decision-making.
Workflow-Driven Budget Setting: Structured workflows guide budget holders through the process with defined stages, approvals and responsibilities, ensuring consistency across the organisation.
Full Auditability and Governance: Every budget adjustment includes reason codes, narrative and history, providing a transparent audit trail that supports internal governance and external scrutiny.
Empower Budget Holders Without Losing Control: Controlled access enables service managers and cost centre owners to input forecasts and adjustments directly, while finance maintains oversight and approval authority.
Real-Time Visibility of Budget Position: Finance leaders can instantly view budgets, forecasts and variances across departments, cost centres and reporting hierarchies.
Flexible Dataset Modelling: Separate datasets can be used for current budgets, proposed changes, savings plans and final approved budgets, making complex budget construction manageable.
Integrated Forecasting and Re-Profiling: Forecasts can be updated throughout the year, with the ability to re-profile budgets across periods to reflect operational reality.
Seamless Integration with the General Ledger: Approved budgets flow directly into the core finance system, eliminating manual re-entry and reducing the risk of error.
Employee-Level Payroll Budgeting: Build workforce budgets using individual employee records including WTE, pay scales, allowances and incremental progression.
Automatic Pay Award and Pay Scale Modelling: Quickly assess the financial impact of national pay awards, local agreements or pay scale changes across the entire workforce.
Accurate Employer Cost Calculations: Automatically calculate employer National Insurance, pension contributions and allowances to ensure the true cost of employment is reflected.
Vacancy and Establishment Modelling: Model vacancy factors, establishment posts and workforce changes to understand the financial impact of recruitment, turnover or service redesign.
Scenario Planning for Workforce Changes: Test the impact of restructuring, recruitment freezes, role changes or service expansion before committing to budget decisions.
Support for Complex Public Sector Pay Structures: Fully supports pay points, pay awards, allowances and incremental progression commonly used in NHS Agenda for Change, local government and other public sector frameworks.
Whole Time Equivalent (WTE) Workforce Planning: Model budgets using WTE and hours-based calculations to accurately represent part-time roles and staffing structures.
Establishment Control and Workforce Governance: Maintain control of authorised posts, headcount and workforce structure. Integra links employees, roles and WTE values to financial budgets to ensure staffing changes remain aligned with approved establishment level.
Vacancy and Post Modelling: Model vacancy factors, new posts and structural workforce changes within the budgeting process, allowing finance leaders to understand the financial impact of recruitment decisions before they occur.
FAQs
See AllEach adjustment can be linked to predefined reason codes such as inflation changes, staffing adjustments or efficiency savings. Users can also add supporting narratives and additional data fields, ensuring that every budget movement is documented and traceable.
Yes. Integra was designed for the governance needs of public bodies. Status codes, workflow stages, approval processes and full history tracking provide transparency for internal audit, external auditors and regulatory scrutiny.
Budgets created and approved in the modelling environment can be uploaded directly into the general ledger. This ensures consistency between planning and financial reporting while removing the need for manual data transfers.
Integra allows organisations to build payroll budgets using individual employee data including pay scales, allowances, WTE and incremental progression. The system automatically calculates salary, pension and employer national insurance costs to provide a complete workforce budget.
Yes. Finance teams can define pay awards and apply them across relevant pay codes and pay points. The system automatically recalculates payroll budgets and can show the impact across the organisation.
Yes. Vacancy factors can be applied globally, by cost centre or by employee, allowing organisations to reflect realistic staffing assumptions within their financial plans.
Integra allows organisations to define establishment posts and link employees to those posts. This enables workforce planning alongside financial budgeting.
Establishment control ensures organisations maintain visibility and governance over their authorised staffing structures. Integra enables organisations to define establishment posts, link employees to those posts and track whole time equivalent (WTE) staffing levels alongside payroll budgets. This ensures finance teams can control headcount, model vacancies and understand the financial impact of workforce changes before decisions are implemented.
