Customer story
Helping TAF Streamline Budgeting and Payroll Calculations
How The Assistance Fund brought employee salary projections, departmental budgeting and controlled payroll reporting into CloudBudget alongside Accounting Seed.
The Assistance Fund (TAF) is a nonprofit organization that provides financial assistance to patients who cannot fully cover medical expenses through insurance. Its work helps patients access essential treatments, medications and medical procedures.
Challenge
TAF needed a more efficient way to plan salaries and manage its overall budget alongside Accounting Seed. Payroll Forecast had to account for employees working part-time, seasonally or for only part of the year.
The finance team also needed departmental reporting that supported budget analysis while restricting access to sensitive salary information.
Solution
CloudBudget worked with TAF’s finance team to configure employee-level payroll forecasting, departmental budget structures and reporting.
Payroll Forecast aligned with employment periods
- Custom calculation formulas supported part-time and seasonal employees.
- Data Catalog inputs adjusted salary projections to reflect employment periods.
- Configured tax calculations supported the payroll planning model.
Departmental budgeting with controlled access
- Salary allocations were organized by department.
- Role-based access and sharing rules controlled visibility of payroll information.
- Departmental reports provided views tailored to each team’s budget responsibilities.
Connected calculations and reporting
Calculation Rules automated salary and tax projections within the planning model. Reporting brought departmental budget information together while separating access to sensitive payroll detail.
Results
TAF improved the accuracy and efficiency of its payroll and budget planning while reducing manual tracking and adjustments.
- More accurate Payroll Forecast: employment periods and configured calculations were incorporated into salary projections.
- Less manual work: automated calculations reduced repeated spreadsheet adjustments.
- Controlled reporting: department-specific reporting and access rules supported confidentiality.
- A more streamlined planning process: the finance team could spend more time on financial management and less on manual data entry.