Accurately estimate personal budgets and integrated budgets with ease and transparency.

Supporting over 50 local authorities and CCGs across the country

Carry out strengths-based assessments

Capture the support needed

Determine the level of family/community support

Estimate budgets accurately and consistently

Report on needs and outcomes

Allocation summary

Find a breakdown of the estimated budget by domain.

Funding splits and 'What-if' scenarios

Additional outputs include:
• A health and social care 'funding split' for integrated budgets, to help avoid any cross-organisational disputes
• Theoretical estimated personal budgets based on a variety of living situations ('What-if' scenarios)

Residential and nursing care

Formulate can generate an estimated needs-based budget for people in care homes, supporting fairness and stability within the market.

Used by thousands of care professionals every day

Carers in Southampton
Devon County Council
Herefordshire Council
Northamptonshire County Council
Rochdale Borough Council

We see Imosphere very much as a partner rather than a supplier. Their expertise on resource allocation and assessment has proved to be key in helping us to implement personalisation the right way.

Service Director - Adult Care

Rochdale MBC

Why Formulate?

Accurate and consistent

Offers accurate, equitable and sustainable estimates between assessed needs and costs.

Defensible and transparent

Built around the principles of relevant legislation for a defensible and transparent approach.


Supports a focus on strengths, abilities and enabling community solutions.

Health and social care integration

Supports integration of personal budgets across health and social care, for joint-funded cases.

Track needs and outcomes

Empowers practice and performance managers to unlock actionable insights.

Compatible with IT systems

Integrated within case management systems such as Liquidlogic, Mosaic, CareDirector and OLM Systems.