Quick facts
- Price
- $499.00 USD
- ERPNext versions
- —
- Setup time
- 30 min
- License
- One-time perpetual
- Languages
- 11 languages
One-time Purchase
Budgeting, Forecasting & Variance Control
A build-to-order Frappe app that gives ERPNext real multi-dimensional budgeting, monthly/quarterly phasing, rolling forecasts and enforced budget-vs-actual variance control. ECOSIRE scopes, builds, installs and supports it — not an instant marketplace download.
$499.00USD
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Key Features
Dedicated Frappe app (own module, versioned git repo, hooks.py) — no fragile edits layered onto stock ERPNext DocTypes
`Budget Plan` header with child `Budget Line` rows keyed on Cost Center, Project, Account and any existing Accounting Dimensions
Multi-dimensional budgets: enforce and report at any combination of dimension, not just the single-cost-center limit of native Budget
`Budget Period` phasing table for monthly and quarterly cadence with straight-line, seasonal or manual distribution
`Rolling Forecast` DocType that snapshots the approved plan and layers period reforecasts so original-vs-latest is always recoverable
Server-side commitment engine (whitelisted method) nets posted actuals + open commitments against the budget line before allowing submission
Hard-stop / soft-warn / track-only enforcement policy configurable per transaction type and per budget
Enforcement wired via `hooks.py` doc events on Purchase Order, Material Request, Journal Entry, Expense Claim and Invoice — holds for REST/API posts too
`Budget Change Request` DocType routing every increase, reallocation or reforecast through a Frappe Workflow with role-based approval and audit trail
Budget-vs-actual-vs-commitment-vs-forecast Query Reports and dashboard with drill-down by period and dimension, linking back to source documents
Client Scripts showing live remaining-budget headroom on the transaction form before the buyer submits
Scheduler event to refresh forecast snapshots and email period-close variance packs to controllers
Role Profiles and permission rules isolating FP&A, department-head and approver access
Frappe REST API endpoints and whitelisted methods to push budgets in or pull variance data out for BI tools
About this Product
Finance teams outgrow native ERPNext budgeting quickly. Core Budget in ERPNext ties a monthly-distributed amount to a single Cost Center (or Project) against an account, enforces on a fixed set of transactions, and stops there — it has no first-class notion of a rolling forecast, no reforecast that preserves the original plan, no phased quarterly cadence beyond the monthly distribution table, and only coarse "Stop / Warn / Ignore" actions with no approval trail for changing a number. Controllers end up rebuilding the real budget in spreadsheets, which drift from the ledger the moment a journal posts. This app closes that gap inside ERPNext itself so the plan, the forecast and the actuals live on one system of record.
Why Choose Budgeting, Forecasting & Variance Control
Dedicated Frappe app (own module, versioned git repo, hooks.py) — no fragile edits layered onto stock ERPNext DocTypes
`Budget Plan` header with child `Budget Line` rows keyed on Cost Center, Project, Account and any existing Accounting Dimensions
Multi-dimensional budgets: enforce and report at any combination of dimension, not just the single-cost-center limit of native Budget
`Budget Period` phasing table for monthly and quarterly cadence with straight-line, seasonal or manual distribution
`Rolling Forecast` DocType that snapshots the approved plan and layers period reforecasts so original-vs-latest is always recoverable
Server-side commitment engine (whitelisted method) nets posted actuals + open commitments against the budget line before allowing submission
We ship a proper Frappe app (its own module, versioned git repo, hooks.py) rather than customizations bolted onto stock DocTypes. New DocTypes model the finance objects directly: a Budget Plan header with child Budget Line rows keyed on the full dimension set (Cost Center, Project, Account, plus any Accounting Dimensions you already use), a Budget Period phasing table for monthly/quarterly cadence, and a Rolling Forecast DocType that snapshots the approved plan and layers period-by-period reforecasts on top so original-vs-latest is always recoverable. A Budget Change Request DocType carries every increase, reallocation or reforecast through a Frappe Workflow with role-based approval states and a full version/audit trail — no silent edits to a live budget.
Enforcement is wired through hooks.py doc events. validate / on_submit handlers on the transaction types you choose (Purchase Order, Material Request, Journal Entry, Expense Claim, Sales/Purchase Invoice, or a subset) call a whitelisted server-side commitment engine that sums posted actuals plus open commitments against the relevant Budget Line for the period and dimension, then applies your policy: hard stop (raise frappe.ValidationError and block submission), soft warn (msgprint and log an override), or track-only. Because the check is server-side it holds for REST/API-posted documents too, not just the desk UI. Variance reporting is delivered as Query Reports and a dashboard: budget vs actual vs commitment vs forecast, with drill-down by dimension and period, percentage and absolute variance, and rows that link straight back to the source documents. A scheduler event (scheduler_events in hooks.py) refreshes forecast snapshots and can email period-close variance packs to the controller. Client Scripts add in-form budget headroom hints on the transaction so buyers see remaining budget before they submit, and everything respects Role Profiles and permission rules so FP&A, department heads and approvers each see and do only what they should.
Because this is build-to-order, nothing is a blind download. We start with a short scoping call to confirm your dimension model, which transactions enforce and how hard, your phasing cadence, and your approval hierarchy. We then build against your ERPNext version (Frappe/ERPNext v15 or v16), review the design with you, and validate everything on a staging bench through UAT with a documented rollback plan before touching production. Typical delivery is 2–4 weeks from confirmed scope. You receive the installable source for your version, install and configuration on your bench, technical and user documentation, a training session, the git repository handover, and a post-go-live support window.
What you get
- Installable source code for the app built to your ERPNext/Frappe version (v15 or v16)
- Installation and configuration on your bench, including budget setup, enforcement policy and workflow wiring
- Technical documentation: DocType schema, hooks.py doc events, whitelisted methods, scheduler events and API endpoints
- User guide plus a live training session for FP&A, controllers and department approvers
- UAT on a staging bench with a documented, tested rollback plan before production cutover
- Post-go-live support window for defect fixes and configuration questions
- Handover of the git repository with commit history and build/deploy instructions
Who this is for
FP&A analyst / financial planner
Owns the annual plan and the reforecast cycle. Needs phased budgets by cost center, project and account, rolling forecasts that keep the original plan intact, and variance reports that reconcile to the ledger instead of a drifting spreadsheet.
Financial controller
Accountable for spend discipline and period close. Wants hard/soft enforcement on real transactions, a period-close variance pack delivered automatically, and an auditable approval trail for every budget change.
Department / cost-center manager
Runs a departmental budget and raises the POs and expense claims against it. Needs to see remaining headroom before submitting and to request increases through a clear approval workflow rather than email.
ERPNext administrator
Maintains the bench and cares about upgrade safety. Wants budgeting delivered as a clean versioned Frappe app with documented hooks, permissions and API surface — not undocumented customizations that break on the next update.
Installation overview
Download from ECOSIRE
Buy the license on ecosire.com and download the Budgeting, Forecasting & Variance Control app ZIP from your account dashboard.
Add the app to your bench
Extract the ZIP into your bench's apps folder, or run `bench get-app` with the path to the extracted app.
Install on your site
Run `bench --site SITE_NAME install-app APP_NAME` followed by `bench migrate` to install Budgeting, Forecasting & Variance Control and apply its schema.
Activate your license
Open the ECOSIRE License settings on your site and activate your license key. Requires the free ecosire_connect and ecosire_license_client apps.
How Budgeting, Forecasting & Variance Control Compares
| Criterion | ECOSIRE | Custom Build | Competitor | Odoo Native |
|---|---|---|---|---|
| Budget dimensions | Cost Center, Project, Account and any Accounting Dimension, combined | Whatever you scope and build in-house | Usually fixed to cost center + account | |
| Rolling forecast | Dedicated `Rolling Forecast` DocType; original plan preserved | Buildable but rarely modeled properly | Typically none — annual budget only | |
| Phasing cadence | Monthly/quarterly with seasonal or manual distribution | Depends on internal effort | Basic monthly distribution | |
| Transaction enforcement | Per-transaction hard/soft/track policy via hooks.py, API-safe | Must be designed and tested yourself | Limited to a fixed transaction set | |
| Approval for budget changes | `Budget Change Request` Frappe Workflow with audit trail | Rarely built; often manual | Seldom included | |
| Variance reporting | Budget vs actual vs commitment vs forecast, drill-down + doc links | As far as your team takes it | Basic budget-vs-actual report | |
| Ownership & maintainability | Clean versioned Frappe app + git repo handover | You own it but also own all the risk | Vendor-controlled, closed roadmap | |
| Fit to your process | Scoped to your dimensions, transactions and hierarchy | Fully bespoke if you have the capacity | You adapt to the app's assumptions |
Frequently Asked Questions about Budgeting, Forecasting & Variance Control
How is this different from the Budget feature already in ERPNext?
Native ERPNext `Budget` binds a monthly-distributed amount to a single Cost Center (or Project) per account, offers only coarse Stop/Warn/Ignore actions, and has no rolling forecast or approval trail. This app adds multi-dimensional budget lines, monthly/quarterly phasing, a `Rolling Forecast` that preserves the original plan, per-transaction enforcement policy, and a `Budget Change Request` workflow with a full audit history — all inside ERPNext.
How long does delivery take?
This is build-to-order, not an instant marketplace download. After a short scoping call to confirm your dimensions, enforced transactions, phasing and approval hierarchy, typical delivery is 2–4 weeks from confirmed scope. Larger dimension models or many enforced transaction types can extend that, and we agree the timeline with you before starting.
Which ERPNext and Frappe versions are supported?
We build against Frappe/ERPNext v15 and v16. We target your specific version and test on a staging bench that mirrors it before deploying to production.
How does budget enforcement actually work under the hood?
Enforcement is server-side. We register `validate`/`on_submit` doc events in `hooks.py` on the transaction types you choose (Purchase Order, Material Request, Journal Entry, Expense Claim, invoices). Those call a whitelisted commitment engine that nets posted actuals plus open commitments against the matching budget line, then applies your hard-stop, soft-warn or track-only policy. Because the check runs on the server it also holds for documents posted through the Frappe REST API.
What support and updates do we get after go-live?
You get a post-go-live support window for defect fixes and configuration questions, plus the git repository so your team (or we) can maintain and extend it. We can quote a longer support/maintenance retainer including compatibility checks when you upgrade ERPNext. Because you own the source, you are never locked in.
Will it break when we upgrade ERPNext?
It is delivered as a self-contained Frappe app with its own module and versioned repo, so it does not overwrite core DocTypes. Frappe upgrades can still change internal APIs the app relies on; we validate against v15/v16 at delivery and can run a compatibility pass under a support arrangement when you move to a newer version.
Can budgets and variance data connect to our BI tools?
Yes. Budgets, forecasts and actual-vs-budget results are exposed through the Frappe REST API and whitelisted methods, so you can push budgets in from another system or pull variance data into Power BI, Metabase or a data warehouse for reporting.
Related Modules
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Budgeting, Forecasting & Variance Control
A build-to-order Frappe app that gives ERPNext real multi-dimensional budgeting, monthly/quarterly phasing, rolling forecasts and enforced budget-vs-actual variance control. ECOSIRE scopes, builds, installs and supports it — not an instant marketplace download.
- Dedicated Frappe app (own module, versioned git repo, hooks.py) — no fragile edits layered onto stock ERPNext DocTypes
- `Budget Plan` header with child `Budget Line` rows keyed on Cost Center, Project, Account and any existing Accounting Dimensions
- Multi-dimensional budgets: enforce and report at any combination of dimension, not just the single-cost-center limit of native Budget
- `Budget Period` phasing table for monthly and quarterly cadence with straight-line, seasonal or manual distribution