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Onboarding and training

Support from people who actually understand CFO challenges

Expert Onboarding

With successful onboarding of 1,000+ companies, we’ll show you exactly how easy it is to switch from Excel and personally guide you through all your budget categories

Deep Knowledge Base

From “How do I import my Chart of Accounts?” to “Can I allocate payroll across departments?” – our knowledge base of over 500 articles and 150 short videos covers every budgeting challenge you’ll ever encounter, easily accessible via CoPilot and step-by-step instructions.

Training Library

Access organized training materials whenever you need, so you don’t have to chase down resources. Just learn at your own pace. All your training sessions are automatically recorded and added to your Budgyt library to share with fellow users.

Same-Day Support

You always get free same-day support because we know first-hand that broken budgets don’t wait for business hours.

Explore All Budgyt Features

See how Budgyt supports your complete budgeting lifecycle

Build

Create bulletproof budgets with your entire team.

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Analyze

Drill down into performance with granular variance analysis.

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Reforecast

Update forecasts monthly with rolling scenarios.

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Integrations

Connect seamlessly with leading accounting platforms.

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Security

Enterprise-grade security you can trust.

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