Frequently Asked Questions

Regular users usually learn how to use the main functionality in under an hour, and Budgyt’s intuitive structure and integrated knowledge base allow them to get up to speed on their own pretty rapidly from then on. Admins usually learn the advanced features after another hour of training.

Yes we do.

Budgyt is very user friendly and our customers quickly learn how it works, but we are always available to answer questions and guide you.

When you first sign up with Budgyt, we provide a full white gloves onboarding service, where we setup your budget structure, integrate historic data and replicate any formulas in your current budgeting system, as well as training you along the way.

This way you can start driving your budgets immediately without having to worry about setup procedures.

We’ve found that the best way for users to learn Budgyt is to start budgeting as soon as possible with numbers they are already familiar with.

Many budget softwares were built 10 to 20 years ago and are built upon dated technology and design.

The Cloud has created a painless method for creating multi-user budgeting software.

Budgyt is the most viable option for the cost conscious buyer looking for sophisticated but easy-to-use software with a short on-boarding time to replace their Excel budgets.

• Pricing starts at $199 a month for up to 5 departments and unlimited users. Click here to learn more
• We then charge $15 per additional Department per month
• Advanced features are available in the Plus, Pro and Enterprise plans.
• If you have more than 75 total departments please contact us for custom pricing under the Enterprise plan.
• Non-Profits have special pricing visible on our pricing page here. Contact us for additional information.

We integrate via API with QuickBooks Online and Xero. We map QuickBooks Classes to our Departments and Accounts to our Categories.

It takes about 20 minutes to map everything and then importing your historical data takes a few seconds.

We also can export your data via Excel.

Most users use our Budget to Actual dashboards and reports and enjoy having all the transaction history in Budgyt with user permission access at the Department (class) and Account levels.

For all accounting software without APIs, we import the transaction history from the General Ledger Report.

We make this easy so you can handle the import within minutes each month.

We create an Excel template that converts your GL report into an importable file for Budgyt.

You can easily manage this template and import your actual data within minutes each month.

We have APIs with QuickBooks Online, Xero and Connectwise.  We can establish APIs with your accounting software if you do not like our General Ledger import process.

Yes!

We have an extensive employee module that allows you to manage payroll across your departments seamlessly.

Manage any HR formulas like payroll tax with limits or commission or bonus or health insurance that you can assign to your employees and/or allocate these across your departments easily. 

This is a big time saver compared to Excel.

We can setup a trial site for you within 24 hours.

We have introductory videos and an extensive KnowledgeBase as well as email or phone support 9-6pm M-F and 9am to 2pm on Saturdays

We do not have Balance Sheet or Cash Flow forecasting now but aim to have that capability in 2020.

Many of our customers are seeking a budgeting tool that they can leverage across their organization.

In this regard, a Profit and Loss budgeting platform like Budgyt is enough.

Most CFOs export our PL reports and use those to create their Balance Sheet and Cash Flow in Excel.

We have Excel Templates for Balance Sheet and Cash Flow if you so desire.

Yes we offer email or phone support or screen share support from 9-6pm M-F and 9am to 2pm on Saturdays except major holidays.

No our platform resides on the cloud specifically Amazon Web Services and is hosted for you. All you and your team need to do is log in.