Marketing Budget Software That Shows Where the Next Dollar Goes
Orphex is marketing budget software for ad spend. It tracks spend against plan with pace and forecast, shows where budget returns most across channels, and, through the Orphex MCP, sends a budget move only once it is confirmed.
| Channel | Now | Suggested | Share |
|---|---|---|---|
| Meta | 46% | 40% | |
| Google Ads | 38% | 45% | |
| TikTok | 16% | 15% |
Two Kinds of Marketing Budget Software
Search for marketing budget software and you get two kinds of tools. Finance tools manage the money before it is spent. Ad budget tools manage it while it runs on ad platforms. Orphex is the second kind, and it has no media plan calendar, purchase orders or invoice tracking.
| Finance-side budget tools | Ad budget tools such as Orphex | |
|---|---|---|
| What they track | Plans, purchase orders, invoices and agency fees | Ad spend against plan, by channel and campaign |
| What gets approved | Purchases and expenses | Budget changes in the Orphex MCP, before they reach the ad platform |
| Where changes land | Records in the finance system | Campaign and ad set budgets on ad platforms |
| Forecasting | Budget versus actual over the year | Pace and forecast for the current period |
Category descriptions from pages ranking for this keyword; Orphex features from Orphex product documentation. As of October 2026.
Pace and Forecast for Every Spend Target
Set a spend goal for a period on a KPI board, per channel or campaign. For each row, Orphex shows actual to date, progress, pace, a forecast for the period and a status.
Boards recalculate when data refreshes and can repeat, so next month starts with its own targets. Add a custom alert on spend to hear about overspend or underspend between check-ins.
For example: a monthly Meta budget that is already 60% spent at mid-month shows as ahead of pace, with a forecast of where the month will end.
| Channel | Spend | ROAS | CPA |
|---|---|---|---|
| Meta | $84,100 | 3.1 | $29.40 |
| Google Ads | $69,300 | 3.9 | $24.10 |
| TikTok | $21,800 | 2.6 | $33.70 |
| Microsoft Ads | $7,200 | 3.5 | $26.00 |
See Where Budget Returns Most
The Budget & Allocation view puts spend and results by channel and campaign side by side, so a strong channel and a weak one are on the same screen. Its forecast updates whenever the analysis underneath it refreshes.
In web app packages that include it, the Weekly Summary adds a cross-channel, campaign-level summary each week, with suggested actions.
| Channel | Purchases | Cost per purchase | vs target $30 |
|---|---|---|---|
| Google Ads | 2,310 | $24.10 | |
| Meta | 2,860 | $29.40 | |
| TikTok | 650 | $33.70 |
Move Budget With a Preview, Not a Guess
Ask for the move
From Claude or ChatGPT through the Orphex MCP, ask to change campaign or ad set budgets on Meta, Google Ads, TikTok, Microsoft Advertising or another platform with changes switched on. Bulk Budget Adjustments handle many at once.
Check eligibility
A rehearsal check answers eligible, blocked or unknown for the change, and changes nothing.
Read the before and after
The preview shows each old and new budget. Confirmation is tied to that exact preview.
Confirm or hand it on
Every change is a preview you confirm, in the assistant or in the web app. If your assistant is set to always allow Orphex, it can confirm on its own, so turn on a second approver for budget changes.
Guardrails on Budget Changes
Bound to the preview
A confirmation applies only to the preview it was given for and is valid for 15 minutes. A request stays open for 24 hours.
Second approver
A workspace can require a second person for budget changes, or for every change. With it on, the requester’s own approval no longer counts.
Undo
For a budget change, undo restores the old value. The undo is previewed and confirmed like any other change.
One history
Every change is recorded, next to edits made in each platform’s own interface.
Did the Reallocation Work
After a budget move, Impact Analysis compares each campaign with a modelled counterfactual and tells you whether the effect was significant, how large it was and the 95% interval.
Impact Analysis uses credits for each effect it detects. Previews, approved changes and undo use no credits.
Dashed line: what Orphex expected without the change.
Frequently Asked Questions
What is marketing budget software?
Software to plan, track and adjust marketing spend. Some tools handle finance work such as invoices and purchase approvals. Orphex handles ad spend: pacing, allocation and budget changes on ad platforms.
Can it replace my budget spreadsheet?
For ad spend tracking and pacing, yes. For agency fees, events or invoices, no.
How does budget pacing work in Orphex?
You set a spend goal for a period on a KPI board. Orphex shows actual to date, pace, a forecast and a status for each target, and a custom alert can tell you when spend crosses a threshold.
Will Orphex move my budget automatically?
Not on its own initiative. Orphex proposes the change through the Orphex MCP and shows a before and after preview, and the change is sent only once it is confirmed. If your assistant is set to always allow Orphex, it can confirm for you, so workspaces that want a person on every budget move turn on a second approver.
Which platforms can it change budgets on?
Platforms where changes are supported, such as Meta, Google Ads, TikTok and Microsoft Advertising, subject to your plan and whether changes are switched on for your workspace. Through the MCP, a workspace admin has to switch changes on; the Free plan includes 50 changes a month and the Action plan, at $149.99 a month, 500.
Put Your Next Budget Move Through a Preview
Book a demo to see pacing and allocation on your own accounts, or start on the MCP Free plan and ask Claude or ChatGPT how this month’s spend is tracking.
