Agile
Planning
Dynamic
Forecasting
Balance Sheet & Cash Flow
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.
A dynamic platform that simplifies financial planning without sacrificing the details. Built to empower team-based budgeting, agile forecasting, and granular reporting.
Built for CFOs,
by CFOs.
Consolidate multiple users and departments on the only platform designed to think like you.
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.
SINGLE SOURCE
OF TRUTH
Custom Dashboards
Store and display important budgets, reports, and views in one easy-to-access platform
Hyperlinked Data
Instantly drill-down to transaction details & prove a number in seconds
Formula Protection
Unbreakable formulas & links, secure user permissions, and total visibility
"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"
"Excellent software — easy to implement/use. I have discarded all my excel reports for this web-based reporting and budgeting option. Amazing difference."
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.
CONFIDENTLY COLLABORATE
Permissions
Define what each user can view and/or edit based on the users role.
Activity Log
Track every change and
sort/filter by user, date, and type
Approvals
View and accept changes
before they're rolled into the budget.
"Sharing permissions are excellent, so now all managers can access their budgets, submit changes, and get approvals all within this software."
"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"
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.
Dynamic, Data-Driven Planning
Reporting
Choose from a library of pre-built templates and distribute reports directly to users from Budgyt
Dimensions
Tag & group data beyond your chart of accounts with unlimited data dimensions
Visualizations
Quickly analyze data across multiple segments and/or dimensions, extract deep insights, and paint a powerful picture with your data
"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."
"Budgyt was a game-changer for our growing business. The reporting tools are great and it allows you to be incredibly flexible & granular"
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.
Nonprofit
Budgeting
With discounted pricing for nonprofits, replacing manual, time-consuming processes doesn’t have to come at a high cost.
Security You
Can Trust
Budgyt’s extensive security measures and cloud-backed storage ensures your data is always protected.
API
Integration
See how we make budgeting in QuickBooks fast & easy at the class, sub-class, and dimensional level with transactional data.
Collaboration
Learn how we make budget collaboration so secure & easy with our highly intuitive team-based budgeting features
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
Competitive Landscape
What’s different about Budgyt? See how our pricing, features, and capabilities compare to the rest
Budgyt Vs Excel
The ultimate showdown: how Budgyt compares to Excel in every step of the process - from data entry to team collaboration.
Save 80% of the time and expense when managing or consolidating multiple departments and budgets when compared to spreadsheets.
Time Savings
Eliminate frustrating, redundant tasks with universal/multi-dept. updates and data spreading tools
Ease of Use
Swiftly navigate massive amounts of data through user-friendly drop-down menus, expand/collapse views, and hyperlinking
ProfitabIlity
Automate manual tasks and focus on data analysis to drive important decision-making & profitability for your business
Optimized Integrations
CHOOSE YOUR PATH:
Integrate data from your accounting, finance, or
enterprise-level CPM software in one of two ways,
with no data left behind:
TEMPLATE IMPORT
Budgyt integrates with all accounting platforms through the use of a GL CSV transaction detail report
API Import
Connect your data with custom developed API's for: QuickBooks, ConnectWise, and Xero - with many more on the way!
It means We handle the complexity on the back-end, for a completely simplified, user-friendly experience on the front-end for everyone
What does No-Code mean?
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!)
Hyperlinked
Data
Seamlessly navigate between views and instantly drill down to transaction details.
Universal
Settings
Apply changes or updates across multiple departments, reports, views and/or dashboards all at once
Agile Reforecasting
Instantly clone budgets and tweak drivers tor continuous scenario planning
Data
Integrity
Prevent human error with unbreakable formulas & links and secure user permissions
"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.”
automated budgeting with multi-user access for QuickBook users
EASY FORMULAS
"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
"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
"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
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.
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.
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.
