Enterprise DNA

Instead of Marmind

Stop renting Marmind. Own your marketing budget system.

We build your version around your campaign budgets, bring your mapped Marmind cost records across and run the weekly review for you.

Marmind quotes Essentials, Professional and Enterprise privately. Bring your actual quote so we can compare the work you need.

Get your version built See it working
  • check_circleYour data in a database you own
  • check_circleOpen source, no lock-in
  • check_circleBuilt and run by Enterprise DNA

What the subscription covers

A marketing suite around your cost records

Marmind combines planning, budgets and collaboration. Compare that package with the weekly budget work your business actually needs.

calendar_month

Campaign planning

Planning sits in Essentials alongside budget management.

payments

Budget and spend management

Your costs are managed within a wider marketing subscription.

groups

Collaboration

Essentials includes cross-team collaboration and content assets.

monitoring

Forecasting features

Professional adds enhanced budget features and real-time forecasts.

account_tree

Scenario planning

Scenario planning is listed in Enterprise.

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Services around the subscription

Marmind says onboarding, training and extended support can cost extra. Check the scope in your quote.

Your weekly budget desk

Five weekly jobs, with the evidence beside them

Headroom

See what is still available

Approved budgets and campaign allocations stay beside the latest expected cost.

  • check Separate budget headroom from unallocated funds
  • check Find campaigns above their allocation
  • check Keep each currency separate
  • check Follow a campaign through to individual cost lines

Commitments

Count the purchase once

An invoiced commitment should not appear twice in the forecast.

  • check Separate actual expenses from outstanding commitments
  • check Use the highest of actual, committed and forecast totals
  • check List commitments due in the next fortnight
  • check Keep the supplier and evidence reference beside each cost

Review

Find the forecasts nobody has touched

Bring stale assumptions and overdue actions into the same weekly discussion.

  • check Find forecasts more than fourteen days old
  • check Name the owner who needs to review them
  • check Record the reason when a forecast changes
  • check Draft a Monday review from budgets, forecasts and actions

Evidence

Keep the trail behind each decision

The records retain original imported details and the changes made after the switch.

  • check Validate mapped cost exports before bringing them across
  • check Preserve extra source details and the original import
  • check Flag opening balances that need invoice reconciliation
  • check Produce budget briefs and campaign reviews in your brand

Make it yours

Design your own Marmind replacement

Everything starts from the open-source base. Then it gets your name, the parts you run, your rules and your data from Marmind. Try it here, and we build the real one.

2. What it runs

3. Make it fit

4. Your colour

Your business · your Marmind replacement Your version
YB Your business

auto_awesome

Answered from your own database

Build my version

We build it from the open-source base, bring your Marmind data across and run it for you.

What it looks like

Ask it like you would ask a colleague

Real answers from the demo data that ships with Marketing Budgets for Claude Code. It runs in Claude Code inside the Claude app, so it feels like any chat you already use.

forum

Marketing Budgets for Claude Code

Connected to your own database

Which campaigns are expected to cost more than their allocation?

PARTNER-NZ

Owner
Aroha
Currency
NZD
Allocation
NZD 35000.00
Projected
NZD 37000.00
Headroom
NZD -2000.00

Ask it anything

Questions your budget records answer

Every question below is answered by the working demo. We adapt these reviews to your campaign structure and evidence policy.

chat_bubble Which campaign is forecast above its allocation?
chat_bubble Which budget still has unallocated money?
chat_bubble Which commitments fall due in the next fortnight?
chat_bubble How much of a purchase commitment has already been invoiced?
chat_bubble Which forecasts have not been reviewed for fourteen days?
chat_bubble Which owner has an overdue review action?
chat_bubble Which expense lacks an evidence reference?
chat_bubble Which budget retention dates need review?
chat_bubble Which opening export balances need invoice reconciliation?
chat_bubble Who changed a commitment or forecast, and what reason did they record?

Switching

How to switch from Marmind

The move involves exporting Marmind’s budget and cost details, mapping your records, checking the imported totals and running both systems side by side before you switch.

  1. 1

    Export your budget and cost details

    Use Marmind’s documented Excel export for the Budget and Cost detail grid. If your account does not expose that option, check with Marmind about what it allows you to export. Save the relevant detail worksheet as UTF-8 CSV for mapping. Keep the original workbook and underlying invoices. Custom fields, scenarios and attachments need separate mapping.

  2. 2

    Map and load your records

    Map the worksheet’s account-specific headers to the new database’s fields, and make sure each campaign exists before importing its costs. Have the mapped export validated first, then import it. The import is atomic, so invalid or conflicting rows do not partly load. Identical imports do nothing, and original CSV rows and mapping are retained.

  3. 3

    Review validation and totals

    Check every issue the import flags and resolve invalid or conflicting rows before proceeding. Reconcile the imported totals against the Marmind export, reviewing each currency separately. Opening balances from the export are marked for invoice review, so compare them with the underlying invoices. Keep those invoices available for checking rather than treating the opening balances as verified.

  4. 4

    Run both systems side by side

    Keep Marmind available while you review the new records and use both systems for a short period. Compare budgets, cost records, commitments and forecasts, and check that your team can complete its review work in the new setup. Continue using your existing accounting system as the source for invoices and payments. Resolve any differences before relying on the new database.

  5. 5

    Switch off Marmind

    Once you have checked the imported records and completed your side-by-side review, move your team to the new setup and stop using Marmind for this work. Keep the original export workbook and underlying invoices for reference. If records or attachments were not part of the mapped import, decide how you will retain access to them before ending your Marmind use.

construction

Where the real effort goes

Most of the work is mapping your own fields and budget rules, then deciding how much history to bring across. The documented detail export covers Budget and Cost records, while custom fields, scenarios and attachments need separate mapping. If you have Enterprise DNA run the setup, they map the Marmind exports and add your budget rules and reporting layouts.

Not ready for a call?

Get your Marmind switch plan by email

We will send you the step-by-step plan for moving your business off Marmind, what the move really involves, and how we would do it for you.

One email with your plan. No spam, and you can unsubscribe any time.

Three ways to own it

Choose who does the work

Open source

Do it yourself

Free, open source

  1. 1 Clone the repo and run npm install, npm test and npm run demo
  2. 2 Open it in Claude Code, Codex, OpenCode or Cursor and ask for /budget-review
  3. 3 Export the Marmind detail worksheet to Excel, save UTF-8 CSV, map its columns and test the import
  4. 4 Create your budgets and campaigns, reconcile the imported totals and run the weekly review
Get it on GitHub

Built around your business

We customise it

One setup fee, then a retainer for ongoing work

  • check Your cost centres, campaign structure and approval rules
  • check Your Marmind records mapped and checked against the export
  • check Your branded briefs and accounting connections
  • check A web front end or different technology when your team needs it
Get your version built

Omni by Enterprise DNA

We run it for you

One setup fee, then a retainer

  • check Installed with access, backups and record policy agreed
  • check Weekly budget review and follow-up drafts prepared
  • check Connections maintained as your business changes
  • check Run through Omni by Enterprise DNA alongside the rest of your business
Book a 30-minute call

Questions

Instead of Marmind, answered

What does Marmind cost, and will switching save money? expand_more

Marmind publishes no numeric price for its current editions. We compare your actual quote, the work you use and the cost of running your own version. The free version has no licence fee. Hosting, your assistant subscription and your time remain separate.

Can our Marmind costs come across? expand_more

Marmind documents an Excel export of its Budget and Cost detail grid. We map the actual worksheet, bring the cost records across and reconcile the totals. Opening actual balances are marked for invoice review. Custom fields, scenarios and attachments need their own mapping.

Does this add actual spending to commitments and count it twice? expand_more

No. A cost line keeps actual spend, its total commitment and its latest total forecast separate. Expected cost is the highest of those three. Outstanding commitment is the amount not yet recorded as actual spend. Each currency is reviewed separately.

Can our team keep its planning screens and approval process? expand_more

We build the screens and approval steps your team needs into your version. The free base produces read-only budget views and branded review documents. Your existing accounting system remains the source for invoices and payments.

Does a clear evidence check mean we are compliant? expand_more

The checks identify missing evidence references, review dates and retention dates. They do not inspect the underlying document or certify compliance. We configure your record policy and access controls as part of the installed version.

Bring your Marmind quote and one campaign budget

Spend 30 minutes with Sam. We look at the annual bill, the weekly decisions it supports and one real export. Then we scope a version around how your team approves and reviews marketing spend.

Book a 30-minute call Get the free version

Marketing Budgets for Claude Code is free and open source, published by Enterprise DNA.

Done paying for Marmind?

Get your version built