Making the Switch

How easy is it to switch from Excel to Budgyt?

Surprisingly easy. We have many APIs that will connect to your accounting software and maps your accounts automatically. Most customers have their budget rebuilt and running within a week, not months. Else we use a Manual Setup process and create a GL Conversion file for you to import your actual data on a monthly basis. This can be setup in one week.

Will my team actually adopt it?

They’ll ask why you waited so long. Your team is already terrified of breaking your Excel formulas. They’re the ones hunting through hidden worksheets and losing track of spreadsheet versions.

Budgyt solves their problems too – no more “did I break something?” panic, no more endless digging around in Excel to find numbers. With 4,000+ active users across hundreds of companies, plenty of professionals like you are already enjoying stress-free, sleep-easy lives.

Cost & Value

How much does Budgyt cost?

Starting at $425/month – a fraction of enterprise solution costs. This includes unlimited users (no per-user fees), all features, and same-day support.

Compare that to enterprise solutions at $100K+ or the hidden costs of Excel errors, weekend work, and board meeting fails.

What's the ROI on switching?

Most customers see ROI within the first budget cycle:

  • Eliminated weekend work (your time has value)
  • Reduced errors and rework time
  • Faster budget cycle completion
  • Improved board confidence and credibility
  • Reduced stress and career risk

Technical Questions

What accounting systems do you integrate with?

Several platforms including:

  • QuickBooks Online & Desktop
  • Xero
  • NetSuite
  • Sage Intacct
  • Microsoft Dynamics 365 Business Central
  • And many others

Our deep API creates automatic data mapping for your Chart of Accounts, departments, and dimensions.

Find out more here.

Is my data secure?

Yes. Built by ISO 27001 and ISO 9001 certified developers with rock solid security including SSO with Google, Azure, or Okta and multi-factor authentication.

Can I export back to Excel?

Yes. All dashboards export to fully formatted Excel reports for board presentations or special reporting needs. You maintain access to your data in Excel while leaving the formula management to us.

What if we have custom budget methodologies?

We can handle them. Our onboarding team specializes in recreating any Excel budget methodology. From complex payroll allocations to multi-dimensional analysis, if you can do it in Excel, we can do it better in Budgyt.

Collaboration & Permissions

How do user permissions work?

Granular control at every level:

  • Department-level access restrictions
  • Account-level visibility controls
  • Read-only vs. edit permissions
  • Summary vs. detailed access
  • Budget transparency without salary transparency

Permissions work consistently across all scenarios and approval workflows.

Can department heads input their own budgets?

Yes, without touching your master budget. Department heads can build their budgets directly using data sheets while you maintain complete oversight. Built-in approval workflows keep you in control.

No more emailing spreadsheets around or worrying about broken formulas.

How many users can we have?

Unlimited. No per-user fees, no scaling penalties. Add as many department heads, analysts, and contributors as you need without changing your subscription cost.

Functionality Questions

Can Budgyt handle our complex budget requirements?

Yes. It’s better than Excel. Our database foundation handles:

  • Multi-dimensional analysis (departments, cost centers, projects)
  • Complex payroll allocations with HR formulas
  • Rolling forecasts and scenario planning
  • Balance sheet and cash flow integration
  • Custom approval workflows
  • Multi-entity consolidation

What about variance analysis?

Drill down by vendor, customer, dimension, or transaction memo level. Compare budgets to actuals side by side at any level of detail. Click any variance to see exactly what’s driving the difference.

No more hunting through spreadsheets to answer “where does this number come from?”

Can we do rolling forecasts?

Yes. Update forecasts monthly instead of suffering through annual budget torture. Rolling forecasts adapt to actual performance and changing business conditions automatically.

Does it handle multiple scenarios?

Unlimited scenarios. Build as many budget versions as needed without copy-and-paste confusion. Compare scenarios side by side and switch between them instantly.

Implementation & Support

How long does implementation take?

Usually, a few hours of training to get going. With the API connections, we can get the setup done the same day, but we then review your budget methodologies for each category and train accordingly. Customers usually find time to complete their training over a month-long period.

What kind of support do you provide?

Same day support from our experts, plus 150 videos and 500 knowledge base articles and copilot chatbot.

Do we need IT involvement?

Minimal. Cloud-based connections mean no server installations or infrastructure changes. Just set up accounting system permissions and you’re good to go.

What if we need training?

Comprehensive training is included:

  • Access the training library at any time
  • Knowledge base with 500+ articles
  • 150+ short videos for every function
  • Onboarding team guidance
  • Same-day support for questions

Industry-Specific Questions

Does Budgyt work for non-profits?

Absolutely. It includes purpose-built features for grant-funded operations:

  • Payroll allocation across multiple grants
  • Rolling forecasts when funding changes
  • Grant reporting compliance
  • Budget transparency without salary disclosure

What about professional services firms?

Perfect for complex profitability analysis:

  • Practice-level P&L tracking
  • Client profitability analysis
  • Resource allocation and capacity planning
  • Multi-location consolidation

How does it handle manufacturing costs?

Complex cost allocation made simple:

  • Material, labor, and overhead allocation
  • Multi-location production planning
  • Inventory cost management
  • Production volume variance planning

Future & Growth Questions

What happens as we grow?

The platform scales with you. Unlimited users mean no penalty for growth. Just pay for the increase in billable departments upon renewal.

Database foundation handles increasing complexity better than Excel ever could.

Do you add new features?

Continuously. Built by CFOs who understand evolving needs. Regular feature updates based on customer feedback and industry requirements.

What if we outgrow Budgyt?

That’s highly unlikely. Our enterprise-grade functionality scales from $10M to $500M+ organizations.

Trusted by hundreds of CFOs who never want to see another #REF error

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

Budgyt gives me an easy distribution method for my managers to quickly access the budget comparison reports.

David Schroeder, CFO

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