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A dynamic platform that simplifies financial planning without sacrificing the details. Built to empower team-based budgeting, agile forecasting, and granular reporting. 

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Agile
Planning

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DYNAMIC
FORECASTING

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BALANCE SHEET & CASH FLOW

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ADVANCED  VISUALS

Budgyt eliminates complex spreadsheet hurdles from FP&A processes, replacing it with user-friendly dashboard navigation, real-time consolidation, and data you can actually trust. 

With powerful built-in tools for seamless budget collaboration, transaction-level data analysis, and detailed balance sheet  & cash flow forecasting.


Discover Budgyts Dashboards & Visualizations Features

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Dynamic budgeting & financial planning on a simplified, no-code platform that’s built for collaboration

are you ready to get rid of….

and focus your time on
preparing for what’s next?

Try For Free

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A dynamic platform that simplifies financial planning without sacrificing the details. Built to empower team-based budgeting, agile forecasting, and granular reporting. 

Image

Agile
Planning

Image

DYNAMIC
FORECASTING

Image

BALANCE SHEET
& CASH FLOW

Image

ADVANCED
  VISUALS

Budgyt eliminates complex spreadsheet hurdles from FP&A processes, replacing it with user-friendly dashboard navigation, real-time consolidation, and data you can actually trust. 

With powerful built-in tools for seamless budget collaboration, transaction-level data analysis, and detailed balance sheet  & cash flow forecasting.

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Built for CFOs,
by CFOs.

Consolidate multiple users and departments on the only platform designed to think like you.

DISCOVER HOW - BOOK A CALL




Single Source
of Truth

Dynamic planning with centralized collaboration in a single, intuitive platform that does the manual data aggregation & error-proofing for you.

Gain full visibility into every step of the process and easily drill down to the details for total control.

Speak to Sales

"Both our finance team and our budget discussions have been dramatically more efficient. Automatic consolidation on the cloud allows our decision-makers to view bottom-line impacts in real-time for much more strategic business planning"

Jason KEMPT

VP, Accounting & Finance, East Ontario

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Discover Budgyts Dashboards & Visualizations Features
Discover Budgyts Dashboards & Visualizations Features

Single Source
of Truth

Dynamic planning with centralized collaboration in a single, intuitive platform that does the manual data aggregation & error-proofing for you.

Gain full visibility into every step of the process and easily drill down to the details for total control.
Speak to Sales

"Both our finance team and our budget discussions have been dramatically more efficient. Automatic consolidation on the cloud allows our decision-makers to view bottom-line impacts in real-time for much more strategic business planning"

Jason KEMPT

VP, Accounting & Finance, East Ontario

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Custom Dashboards

Store and display important budgets, reports, and views in one easy-to-access platform
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Hyperlinked Data

Instantly drill-down to transaction details & prove a number in seconds
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Formula Protection

Unbreakable formulas & links, secure user permissions, and total visibility
  • Jason Kempt
    Jason Kempt
    Both our finance team and our budget discussions have been dramaticlly more efficient. Automatic consolidation on the cloud allows our decidion makers to view bottom-line impacts in real-time for much more strategic business planning.
    Jason Kempt
    Director of Finance
  • Paul Rice
    Paul Rice
    We rely on a flexible approach to managing our finances, so it is critical to have data organized and presented the way we need it. Budgyt is highly customizable and can fit most, if not any, account structure.
    Paul Rice
    Finance Director
  • Kobina Buckman
    Kobina Buckman
    Excellent software — easy to implement/use. I have discarded all my excel reports for this web-based reporting and budgeting option. Amazing difference.
    Kobina Buckman
    Group Finance Manager
  • Gregory Daniels
    Gregory Daniels
    Never use excel for budgeting again. Budgyt took all of those troublesome spreadsheets for each department and cost center and condensed it into an easy way to input, track and view the information.
    Gregory Daniels
    Corporate controller
  • Jay Godfrey
    Jay Godfrey
    I am a big fan of Budgyt. It really was a game changer for our growing business. Incredibly flexible, and the reporting tools are great. It also allows you to be incredibly granular, which is incredibly important to me.
    Jay Godfrey
    Owner
  • Katherine Machel
    Katherine Machel
    You never want to give all employees access to QuickBooks Online, so this is the perfect tool to give them the data they need, without them being able to access everything. It’s taken a ton of inquiries off my lap.
    Katherine Machel
    Director of Finance
  • Mark Donovan
    Mark Donovan
    We've eliminated the distribution of monthly reports and budget information by e-mail or spreadsheet and simply have our recipients login to Budgyt. 

    We love that there are no limits to number of users.
    Mark Donovan
    Controller & IT Manager
  • Sandeep Kumar
    Sandeep Kumar
    The benefit with Budgyt is getting rid of the need to use Excel as the primary location to house all the budget data. Sharing permissions are excellent, so now all managers can access their budgets, submit changes, and get approvals all within this software.
    Sandeep Kumar
    CFO

    seeing is believing -
    but trying is knowing

    Start Free Trial Now

    Confidently Collaborate

    Empower your managers & stakeholders to master their budgets with a tool that’s ranked #1 for user adoption.

    Watch the data pour in and roll up into your master budget, or choose to approve submissions before any change—either way, everything is tracked to give you full visibility.

    Speak to Sales

    Discover Budgyts Dashboards & Visualizations Features
    Discover Budgyts Dashboards & Visualizations Features

    Confidently Collaborate

    Empower your managers & stakeholders to master their budgets with a tool that’s ranked #1 for user adoption.

    Watch the data pour in and roll up into your master budget, or choose to approve submissions before any change—either way, everything is tracked to give you full visibility.

    Speak to Sales

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    Permissions


    Define what each user can view and/or edit based on the users role. 

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    Activity Log


    Track every change and
    sort/filter by user, date, and type
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    Approvals

    View and accept changes
    before they're rolled into the budget.
    • Sandeep Kumar
      Sandeep Kumar
      The benefit with Budgyt is getting rid of the need to use Excel as the primary location to house all the budget data. Sharing permissions are excellent, so now all managers can access their budgets, submit changes, and get approvals all within this software.
      Sandeep Kumar
      CFO
    • Mark Donovan
      Mark Donovan
      We've eliminated the distribution of monthly reports and budget information by e-mail or spreadsheet and simply have our recipients login to Budgyt. 

      We love that there are no limits to number of users.
      Mark Donovan
      Controller & IT Manager
    • Jason Kempt
      Jason Kempt
      I was really surprised at how quick the user adoption was. I work with four VPs with very different personalities and they all took to this like a duck out of water. A tool like this is quite affordable and quite helpful—and basically pays for itself in the first year.
      Jason Kempt
      Director of Finance
    • Paul Rice
      Paul Rice
      We rely on a flexible approach to managing our finances, so it is critical to have data organized and presented the way we need it. Budgyt is highly customizable and can fit most, if not any, account structure.
      Paul Rice
      Finance Director
    • Kobina Buckman
      Kobina Buckman
      Excellent software — easy to implement/use. I have discarded all my excel reports for this web-based reporting and budgeting option. Amazing difference.
      Kobina Buckman
      Group Finance Manager
    • Gregory Daniels
      Gregory Daniels
      Never use excel for budgeting again. Budgyt took all of those troublesome spreadsheets for each department and cost center and condensed it into an easy way to input, track and view the information.
      Gregory Daniels
      Corporate controller
    • Jay Godfrey
      Jay Godfrey
      I am a big fan of Budgyt. It really was a game changer for our growing business. Incredibly flexible, and the reporting tools are great. It also allows you to be incredibly granular, which is incredibly important to me.
      Jay Godfrey
      Owner
    • Katherine Machel
      Katherine Machel
      You never want to give all employees access to QuickBooks Online, so this is the perfect tool to give them the data they need, without them being able to access everything. It’s taken a ton of inquiries off my lap.
      Katherine Machel
      Director of Finance

      are you really still budgeting 
      in excel?

      The number of formulas associated in managing a P&L budget, a Cash Flow forecast and a Balance Sheet statement run into the thousands. Are you really wanting to audit and manage all those formulas manually? 

      avg # of
      breakable
      formulas
      using Excel

      0 +

      avg # of
      un-breakable
      formulas
      using Budgyt

      0

      Dynamic, Data-Driven Planning

      Easily access full transaction details to build comprehensive, data-driven reports using in-platform tools.

      Analyze granular data and distribute new information in real-time to stay agile & prepared for what’s next.

      START FREE TRIAL

      Discover Budgyts Dashboards & Visualizations Features
      Discover Budgyts Dashboards & Visualizations Features

      Dynamic, Data-Driven Planning

      Easily access full transaction details to build comprehensive, data-driven reports using in-platform tools.

      Analyze granular data and distribute new information in real-time to stay agile & prepared for what’s next.

      Speak to Sales

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      Reporting

      Choose from a library of pre-built templates and distribute reports directly to users from Budgyt
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      Dimensions

      Tag & group data beyond your chart of accounts with unlimited data dimensions
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      Visualizations

      Quickly analyze data across multiple segments and/or dimensions, extract deep insights, and paint a powerful picture with your data
      • Jay Godfrey
        Jay Godfrey
        I am a big fan of Budgyt. It really was a game changer for our growing business. Incredibly flexible, and the reporting tools are great. It also allows you to be incredibly granular, which is incredibly important to me.
        Jay Godfrey
        Owner
      • Paul Rice
        Paul Rice
        We rely on a flexible approach to managing our finances, so it is critical to have data organized and presented the way we need it. Budgyt is highly customizable and can fit most, if not any, account structure.
        Paul Rice
        Finance Director
      • Kobina Buckman
        Kobina Buckman
        Excellent software — easy to implement/use. I have discarded all my excel reports for this web-based reporting and budgeting option. Amazing difference.
        Kobina Buckman
        Group Finance Manager
      • Gregory Daniels
        Gregory Daniels
        Never use excel for budgeting again. Budgyt took all of those troublesome spreadsheets for each department and cost center and condensed it into an easy way to input, track and view the information.
        Gregory Daniels
        Corporate controller
      • Katherine Machel
        Katherine Machel
        You never want to give all employees access to QuickBooks Online, so this is the perfect tool to give them the data they need, without them being able to access everything. It’s taken a ton of inquiries off my lap.
        Katherine Machel
        Director of Finance
      • Jason Kempt
        Jason Kempt
        Both our finance team and our budget discussions have been dramaticlly more efficient. Automatic consolidation on the cloud allows our decidion makers to view bottom-line impacts in real-time for much more strategic business planning.
        Jason Kempt
        Director of Finance
      • Mark Donovan
        Mark Donovan
        We've eliminated the distribution of monthly reports and budget information by e-mail or spreadsheet and simply have our recipients login to Budgyt. 

        We love that there are no limits to number of users.
        Mark Donovan
        Controller & IT Manager
      • Sandeep Kumar
        Sandeep Kumar
        The benefit with Budgyt is getting rid of the need to use Excel as the primary location to house all the budget data. Sharing permissions are excellent, so now all managers can access their budgets, submit changes, and get approvals all within this software.
        Sandeep Kumar
        CFO

        get in the know

        download our quick-overview pdf's

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        Easy
        Onboarding

        Learn how we make it possible to get set-up with Budgyt in as little as 5 days with no data (or team-member) left behind.

        DOWNLOAD
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        Nonprofit
        Budgeting

        With discounted pricing for nonprofits, replacing manual, time-consuming processes doesn’t have to come at a high cost.

        DOWNLOAD
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        Security You
        Can Trust

        Budgyt’s extensive security measures and cloud-backed storage ensures your data is always protected.
         

        DOWNLOAD
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        QBO
        Integration

        See how we make budgeting at the class, sub-class, and dimension level with transactional data fast & easy.

        DOWNLOAD
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        COLLABORATION

        Learn how we make budget collaboration so secure & easy with our highly intuitive team-based budgeting features

        DOWNLOAD
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        Pricing

        High-performing software doesn’t have to come at a high cost. See why we’re the only platform able to deliver functionality & affordability

        DOWNLOAD
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        Competitive Landscape

        What’s different about Budgyt? See how our pricing, features, and capabilities compare to the rest (and why we're ranked #1)

        DOWNLOAD
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        Budgyt vs Excel

        The ultimate showdown: how Budgyt compares to Excel in every step of the process - from data entry to team collaboration.

        DOWNLOAD
        - understand the hype -
        - understand
        the hype
        -


        Not sure we can
        handle your budgeting?


        give it a test drive to
        see how we solve your
        industry’s budgeting pains

        EXPLORE THE PLATFORM



        Serving over 72 industries (and counting), Budgyt is flexible enough to fit the needs every unique category. Listed below are the industries we currently have sandbox data available for use during free trials but certainly are not all those we serve.
        General data is available for all others.


        Not sure we can
        handle your budgeting?


        give it a test drive to
        see how we solve your
        industry’s budgeting pains

        EXPLORE THE PLATFORM



        Serving over 72 industries (and counting), Budgyt is flexible enough to fit the needs every unique category. Listed below are the industries we currently offer sandbox data for during free trial mode, but certainly are not all those we serve:

        Not sure we can
        handle your budgeting?


        give it a test drive to
        see how we solve your
        industry’s budgeting pains

        EXPLORE THE PLATFORM

        Serving over 72 industries (and counting), Budgyt is flexible enough to fit the needs every unique category. Listed below are the industries we currently offer sandbox data for during free trial mode, but certainly are not all those we serve:

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        Save 80% of the time and expense when managing or consolidating multiple departments and budgets when compared to spreadsheets.

        Find Out How - Speak to Sales
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        Time Savings

        Eliminate frustrating, redundant tasks with universal/multi-dept. updates and data spreading tools
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        Ease of Use

        Swiftly navigate massive amounts of data through user-friendly drop-down menus, expand/collapse views, and hyperlinking

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        ProfitabIlity

        Automate manual tasks and focus on data analysis to drive important decision-making & profitability for your business



        Optimized Integrations

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        CHOOSE YOUR PATH:
        Integrate data from your accounting, finance, or
        enterprise-level CPM software in one of two ways,
        with no data left behind:


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        Template Import

        Budgyt integrates with all accounting platforms through the use of a GL CSV transaction detail report
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        Start Free Trial
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        API Import

        Connect your data with custom developed API's for: Quickbooks Online, ConnectWise, and Xero - with many more on the way!

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        Start Free Trial

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        What does No-Code mean?

        It means We handle the complexity on the back-end, for a completely simplified, user-friendly experience on the front-end for everyone

        Budgets, reports, and formulas can be built & customized on a purely visual, intuitive interface with no coding or syntax required (in other words, no more #REF!)
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        it's all in the details...

        User-driven functionality for speed & ease-of use

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        Hyperlinked
        Data

        Seamlessly navigate between views and instantly drill down to transaction details
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        Universal
        Settings

        Apply changes or updates across multiple departments, reports, views and/or dashboards all at once
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        Agile Reforecasting

        Instantly clone budgets and tweak drivers tor continuous scenario planning
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        Data
        Integrity

        Prevent human error with unbreakable formulas & links and secure user permissions

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        Powerful multi-class, multi-user budgeting with QuickBooks Online


        “Budgyt is the only affordable solution that does financial reporting, budgeting, and forecasting at the Sub-Class level. It's easy and flexible to see and analyze data for classes or groups of classes.”


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        Mark Donovan
        Controller & IT Manager


        SYNC YOUR QBO ACCOUNT


        Success Stories & Reviews

        EASY FORMULAS

        m/I home
        "The best part of
        Budgyt is how easily formulas and other rules can be managed, used, and modified between budget years."
        Patt Begg | SVP
        MI Financial

        Better than Excel

        texas hockey stars logo
        "Non-finance
        savvy department managers find it a vast improvement over our previous Excel-based process."
        Larry Silver | CFO Manager
        Texas Stars Hockey Group

        USER FRIENDLY

        Evelyn & Walter Haas Jr Fund Logo

        "Budgyt is also
        quite user friendly.

        None of our users have had any difficulties learning how to use it."

        Elizabeth | Accountant
        Evelyn & Walter Haas Jr. Fund



        Turn your least favorite task into your most reputable strength


        Turn your least favorite task into your most reputable strength




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        try before you buy

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        No CC Required
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        Support Included
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        try before you buy

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        No CC Required
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        Support Included
        Start Free Trial


        Support 

        We always have your back. Want to speak with someone? You’ll have 24/7 access to a dedicated Budgyt Guru as well as an in-platform chatbox to quickly get the help you need.

        Prefer to learn on your own? With robust knowledge base articles, endless training videos, and a community-led FAQ page at your fingertips, the answers you’re looking for are just waiting to be found.

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        Knowledge Base

        Level up your knowledge with 350+ educational articles and over 100 training videos to become an expert on all things Budgyt.

        From “how-tos" on getting started to in-depth feature guides and savvy tips & tricks, you can be sure to find a solution to your needs in our searchable knowledge base.


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        onboarding

        Onboard in days, rather than months. Our simple, 3-step process of kick-off, data import, and site review & training makes it easy for anyone to get started—no matter how complex your data is.

        We’re by your side the whole time too, so you’ll never be left with questions when we hand over the keys to your shiny new budgeting platform.


        Image

        Support 

        We always have your back. Want to speak with someone? You’ll have 24/7 access to a dedicated Budgyt Guru as well as an in-platform chatbox to quickly get the help you need.

        Prefer to learn on your own? With robust knowledge base articles, endless training videos, and a community-led FAQ page at your fingertips, the answers you’re looking for are just waiting to be found.

        Image
        Knowledgebase

        Level up your knowledge with 250+ educational articles and over 100 training videos to become an expert on all things Budgyt.

        From how-to's on getting started, to in-depth feature guides, to savvy tips & tricks as you become a more experienced Budgyt user, you can be sure to find a solution to your needs in our searchable knowledge base.


        Image

        onboarding

        Onboard in days, rather than months. Our simple, 3-step process of kick-off, data import, and site review & training makes it easy for anyone to get started—no matter how complex your data is.

        We’re by your side the whole time too, so you’ll never be left with questions when we hand over the keys to your shiny new budgeting platform.


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        Get early beta access to our upcoming new features