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  • Budget IQ

Financial Planning and Analysis For IP Owners

Everything IP owners need to plan, forecast, and control patent & trademark costs with confidence — powered by advanced FP&A.

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No More Limits

Stop Estimating, Start Knowing

Strategic Planner lets you create detailed financial plans for any IP type, in any jurisdiction, using data from any IP management system.

Go from data to decision in minutes — not days.

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Visual cost forecasting

See IP costs over time at a glance

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Flexible filtering

Segment costs by unit, country, or technology

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Scenario planning

Model and compare IP strategies instantly

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A new era of IP budgeting

Adapts to Your Planning Needs

Leverage your firms’ fee schedules, fiscal years, preferred currency, and filing strategies to create personalized IP financial plans.

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Custom fee schedules

Use your firm’s actual rates for accurate budgeting.

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Flexible fiscal years

Align plans with your organization’s accounting periods.

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Multi-currency support

Forecast costs in the currency that works for you.

Always Learning

Smarter Decisions, Every Cycle

Make confident planning decisions with smart recommendations powered by historical filing, pruning, and cost data — all in one clear, visual planner.

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Learns from history

Uses historical filing and pruning choices to improve future lans

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Clear cost & timeline impact

See financial effects before deciding

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Gets better every cycle

Reduce manual analysis and act with confidence

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"Budget IQ finally gave our team a single source of truth for IP spend forecasting."

– IP Operations Director, Fortune 500

BUILT FOR IP PROFESSIONALS

Budget IQ Is Made for Teams Like Yours

Whether you manage a handful of trademarks or thousands of global patents, Budget IQ helps IP owners take control of costs with clarity and confidence.

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Corporate IP & Legal Teams

Build and manage annual budgets across your portfolio.

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IP Finance & FP&A Professionals

Replace spreadsheets with real-time cost forecasts.

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IP Portfolio Managers

Plan filing strategies and run scenarios confidently.

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Heads of IP & General Counsel

Get executive-ready reports linking IP spend to business strategy.

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Want Updates That Will Help You Control IP Costs?

Schedule a demo now and see the result!

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Let's Do It!

Give us your email if you’d like to try out IP Forecaster. We’ll shoot you a confirmation email and get you set up quickly – check your SPAM folder if you don’t see an email within 10 minutes.

There’s no cost or long-term obligation.
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Let's Do It!

Give us your email if you’d like to try out our Firm Planning Bundle. We’ll send you a confirmation email and get your trial started. If you don’t see an email within 10 minutes, check your spam folder.

There’s no cost or long-term obligation.
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Give us your email if you’d like to try out Client Planner. We’ll shoot you a confirmation email and get your trial started – check your SPAM folder if you don’t see an email within 10 minutes.

There’s no cost or long-term obligation.
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Give us some contact info and we’ll email you the program details. No SPAM, no hassles. 
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Let's Do It!

Give us your email if you’d like to try out IP Forecaster. We’ll shoot you a confirmation email and get you setup quickly – check your SPAM folder if you don’t see an email within 10 minutes.

There’s no cost or long-term obligation.