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SmartBudget:
AI-Powered Budgeting in Enumerate Central

Streamline your New Year Setup with intelligent automation. 

Budget season doesn't have to slow you down. Our new AI-Powered Budgeting tool in Enumerate Central transforms the New Year Setup workflow into a guided, intelligent process—helping you move quickly from draft to final budget with AI-assisted recommendations, dynamic assessments, and flexible export options. 

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What's New:

  • AI-Generated Drafting: Build a draft budget from your historical data with a single prompt. 

  • Conversational Adjustments: Edit naturally with commands like "Increase landscaping by 10%" or "Reduce reserves by $2,000."

  • Dynamic Assessment Calculations: See assessment totals update live with every change. 

  • Flexible Export Options: Finalize and export budgets in PDF, Excel, or CSV. 

  • Built-In Guardrails: Helpful guidance and a prompt library ensure clarity and confidence. 

Why It Matters:

  • Faster workflows – Reduce time spent on manual data entry. 

  • Increased accuracy – AI drafts are grounded in your historical actuals. 

  • More control – AI edits and manual inputs work together seamlessly. 

  • Greater flexibility – Adjust, query, and export in community-friendly formats. 

  • Accelerated revenue recognition – Finalize budgets earlier to support billing and cash flow. 

See SmartBudget in action

Vishnu Headshot

"Our Financial Services team has started using SmartBudget to deliver accurate budgets in minutes. We love how it eliminates manual data entry and speeds up budget creation. Now, we’re putting that same powerful tool directly into your hands—so you can create your own budgets in 10 minutes instead of hours."

Vishnu Sharma
Vice President of Enumerate Financial Services

 

 

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Frequently asked questions

How accurate are SmartBudget's calculations?

SmartBudget applies established formulas and logic to the data you provide, combined with historical patterns where available. All results are based on tested methods, and you can always review and adjust before finalizing. 

What if SmartBudget gets something wrong?

You are always able to adjust the numbers manually. The system is designed to make processes faster and reduce manual errors, but the final review and approval are always up to you. 

Can I see how SmartBudget came up with its results?

Yes. We provide transparency into the inputs, formulas, and assumptions used. You’ll always be able to trace back how a calculation or projection was generated. 

Is my data secure?

Yes, all data is encrypted in transit. We follow strict data security and compliance standards to ensure your information remains private and protected. 

Does SmartBudget keep or share my information?

Your data is used only to generate results for you. It is shared with our AI Partner; however, it is not saved or used to train their systems. 

What happens if SmartBudget isn't available or I choose not to use it?

The system remains fully functional without AI. You can always perform calculations or create reports manually if needed. 

Where can I provide feedback?

Your feedback helps us improve. You’ll find options within the product to share feedback, or you can reach out directly to our support team.