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Number of Billable Departments*
* A billable department is a department with more than 10 nominals/accounts with non zero values
Add-ons?
Annual Subscription Total
$0
Setup and Training Fee
$0
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All features included as standard:

Budgyt Pricing Features
Budgeting & Forecasting
Unlimited Collaborative Scenarios with Department, category and dimension level details Enable team collaboration in real-time with Budgy' budget datasheets. Having unlimited budget datasheets and lines means you can get as granular as you want. Remember all users are free.
Simplified Scenario Creation  Create a budget in minutes from a previous budget, actuals, budget and actuals, or from scratch.
Import Historical Budgets from Excel  Currently budgeting in Excel? We can load any historical budget into Budgyt for variance analysis while coaching you on making a dynamic scenario with assumption drivers.
Budget Methodology
Revenue Budgeting Link any revenue model or create forecasts using our Non-Financial Categories.
Expense Planning Use variable or fixed expenses to create your forecast.
Variable Formula Forecasting Driver based no-code formulas for recreating stackable formulas.
Copy functions Extensive copy functions to use any scenario to create another using copy, grow by, copy by average etc…
Custom KPIs using Non-Financial Categories Build out NF Categories as required to recreate your budget formulas.
Budget Approvals Enforce users to submit a change to the budget for approval.
Clone and Reforecast instantly Reforecast as often as your organization needs. Clone any existing scenario.
Multi-Year Forecasting & What-If Scenarios Forecast up to ten years.
Cash Flow Forecasting Budgyt's Cash Flow Forecasting (indirect method) allows organizations to forecast and manage their financial future accurately. By integrating actual data with forecasted data, you can easily project cash inflows and outflows, helping to identify potential shortfalls or surpluses.
Forecasted Balance Sheet  Budgyt's Projected Balance Sheet forecasts the future financial impact of your budget decisions, providing a clear view of your organization’s anticipated financial position and helping you make informed, strategic adjustments.
Personnel Budgeting
Salary and Benefits Forecasting & Tracking Build budgeted forecasts using Employee data and assigning HR formulas to recreate your payroll forecast.
FTE Variance Analysis  Plan for various personnel scenarios, including raises and new hires.
Allocations for Employees  Allocate personnel costs across multiple dimensions including department, grant, funder or any category in your COA.
Reporting
Budget vs. Actuals Bring in actuals automatically for easy comparison to the budget. You can use our APIs or the Manual GL Import method.
Standard Dashboards Our settings allow you to see your scenarios in numerous ways to better analyze your forecasts.
Custom Dashboards Build completely custom reports from a template or scratch. Analyze your data any way you want.
Custom Charts & KPIs  Build custom charts and KPI's inside the embedded visualizations or custom dashboard options.
Interactive Dashboards  Pre-built interactive dashboards to visualize your data.
Saved Reports  Use our Bookmark feature to save reports but also leverage the scenarios for your users.
Reporting Groups  Create custom Dashboards and assign to users for reporting groups.
Visualizations Use our Embedded visualizations tool to for your next board meeting.
Admin
Team & User Management  Powerful role management for users. Make sure they see only the details or the summary level for any category across any department.
Scenario Management  Easily review what budgets have been locked, set as default, and the budget year.
Single Sign On (SSO) Works with Google, Okta Shiboleth.
Multifactor Authentication (MFA) MFA via email or SMS.
Activity Log and Audit Trail Admins can easily access user activity to understand how their team is using Budgyt and audit any changes.
Sync Your Dimensions  Dimensions are Mapped to Budgyt from your accounting system. Control level of detail to import.
Integrations & Security
ISO27001 Certified The internationally recognized standard that provides a framework for implementing and maintaining an Information Security Management System (ISMS).
ISO9001 Certified The international standard for Quality Management Systems (QMS) that helps organizations consistently provide products and services meeting customer and regulatory requirements.
AWS SQL Servers (USA or UK) Built on Amazon Web Services - infrastructure engineered for the most demanding requirements.
User based Security Includes SSO with Google, Azure, Okta or Shibboleth and MFA via SMS or Email.
Deep API Integrations Budgyt auto maps your COA and Dimension Hierarchy across multiple entities and subsidiaries as well as Dimension concatenation if required.
Customer Support & Updates
Ongoing Support Email [email protected] to get answers.
CoPilot ChatGPT Use our CoPiloted chatbot to get answers even quicker.
Budgyt Knowledge Base Over 500 articles in our Knowledge Base.
Regular Updates & Feature Releases Quarterly updates and multi-year roadmap.
Annual Budget Refresher  Connect with us via Zoom to get a training on how to reforecast or make next year's budget.
Dedicated Customer Success Manager Each customer is assigned a customer success lead and all support inquiries answered within 2 hours during business hours.
Library Your own library of training materials created for you and your team.