Plan it, then watch it hold

Yes — budget lines carry dimensions, and the variance report slices by them.

Yes — Budget & Planning ships in both the Desktop Suite and the Cloud Suite. The Desktop edition runs it against a local database on your own machine with the network unplugged; the Cloud edition runs it in the browser with roles, approvals and an audit trail over the same books. You choose the edition when you sign up, and the application is the same one either way.

No, and the difference is worth knowing before you choose. Desktop covers budget-versus-actual and cost centres. The full planning suite — versions, rolling forecast, approvals, CAPEX — is Cloud. We flag this on the application card itself rather than in a footnote, because "it has Budget & Planning" meaning two different things across editions is exactly the gap a business discovers after paying.

Versions, rolling forecast, approvals and variance. In practice that means versions, not overwrites, two actuals bases and approvals built in — each of which is a working screen rather than a line on a roadmap. The full breakdown, with what every one of them does, is on this page above.

It is not a separate product and there is nothing to integrate. Budget & Planning reads and writes the same database as the ledger, stock and customer master, so a figure it shows is the figure the books hold — not a copy synced overnight, and not a number you have to reconcile against another screen before you trust it.

Budget & Planning sits in the Finance group of the catalogue, alongside Accounts, GST, Billing & Invoicing, Banking and Expenses and 2 more. They are separate applications with their own screens, not modules of each other — but they share one database, so what you enter in any of them is immediately real to the rest.

On the Desktop edition, yes — completely. Budget & Planning runs against a database on your own machine, so it behaves identically with the network unplugged; only AI and billing reach out. On the Cloud edition it runs in the browser and needs a connection, with the POS till the one deliberate exception.

Not as a feature of this application, and we would rather say so than claim it. The AI surfaces in LekhaPro — Copilot, the CFO, the deterministic insight engines — read the data Budget & Planning produces, so its records inform them, but Budget & Planning itself is deliberately a plain, fast, keyboard-first application.

Any business running LekhaPro. Budget & Planning is part of the horizontal suite rather than a trade-specific pack, so it behaves the same whether you are a retailer, a distributor, a manufacturer or a services firm — the industry packs change the screens around it, not the application itself.

Yes. Access is by role rather than all-or-nothing, so a billing clerk can reach Budget & Planning without reaching the books behind it, and an approver can see what needs a decision without editing anything else. On the Cloud edition every change also carries who made it and when.