How a finance leader at an AEC consulting firm swapped Excel anxiety for budgets that simply work, saving multiple hours every week.
“Sometimes the formula is broken and you don’t know about it. You have so many different versions, you don’t know which one is the final version.”
When your budget runs on headcount and utilization, the tool has to fit the model. Most don’t.
Before Budgyt, Procon’s budget was a spreadsheet problem hiding as a finance process. Jenny and her team were dealing with challenges in multiple places at once:
Underneath it all was a structural gap: Procon’s accounting system doesn’t do budgets, which is why the finance teams fell back to Excel in the first place.
Jenny needed a dedicated tool that sat outside the accounting system, didn’t cost a fortune, and made the data easy to access – without risking broken budgets.
“It almost works like an Excel spreadsheet, but so much better, because you can set up user permissions. It’s very customizable based on our needs.”
It was the combination of cost-effectiveness and a tool that felt like Excel but behaved far better that drew Jenny to Budgyt. Three things made it click:
Adoption beyond the finance core was easy. When Jenny shared the tool with her teams, the reaction was simple: “this is amazing, this is so easy, you just upload a file.”
This visibility – and ease of use – was a sharp contrast to how hard it had been to get data out of their accounting system.
“It has been a transformational experience. Budgyt is saving so much of my time.”
Three years in, Jenny uses Budgyt to:
Her next goal is to present board-ready dashboards straight out of Budgyt instead of rebuilding them by hand.
Cost stayed firmly on the right side of the ledger too. Looking at other platforms, Jenny found them far more expensive. Budgyt, by contrast, “is very cost-effective and does what I need it to do. The perfect tool for me.”
Alongside the features and cost-effectiveness, it’s the people and the support who make Budgyt what it is. Working directly with founder and CEO James McCoy, Jenny says “he knows the system inside out” and is a genuine source of comfort, repeatedly turning her manual workarounds into something the system just does for her.
If you're still using Excel as your budgeting tool, that's definitely not ideal. There's a better tool, more cost-effective - and the experience is transformational. It works like Excel, but it's so much better.
Join the finance leaders who swapped #REF! errors for budgets they can defend. See what Budgyt could do for your team.
See how finance teams ditched Excel chaos for bulletproof budgets and slept easier, every night.
How a finance leader at an AEC consulting firm swapped Excel anxiety for budgets that simply work, saving multiple...
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You manage millions of dollars. You make decisions affecting dozens of employees. You report to boards with fiduciary responsibility.
