Finance Control
Finance Controls What the Board Can Change
The board sees the numbers but cannot edit them. Finance controls who can change figures and who can only view, which keeps oversight and editing rights cleanly separated.
Nonprofit financial governance software gives boards and finance teams a controlled, auditable view of the budget and the forecasts behind it.
Boards are accountable for money they often see only in a quarterly slide. Budgyt gives finance a controlled budget where roles decide who can see and change numbers, every change is tracked, and board-ready reports come from the live budget rather than a separate spreadsheet. The board gets oversight without the ability to alter the figures.
Purpose-built for nonprofit finance leadership and board oversight
Governance works when each group has the right level of access. Budgyt separates what the finance team, the executive director, and the board can see and do. Oversight does not depend on emailing the latest file.
| Group | What They See | What They Do |
|---|---|---|
| Finance team | Full budget and all departments | Build, review, approve, and lock |
| Executive director | Full reporting and department detail | Review and direct |
| Board or finance committee | Board-ready reporting views | Oversee, ask questions, approve at board level |
Finance Controls What the Board Can Change
The board sees the numbers but cannot edit them. Finance controls who can change figures and who can only view, which keeps oversight and editing rights cleanly separated.
Controls That Keep Forecasts Trustworthy
Operational forecasting only helps the board when the numbers are controlled. Role-based access and locked approvals keep reforecasts reliable as the year changes, and board views update from the same source.
Oversight Without Spreadsheet Risk
Every change in Budgyt is tracked, which gives the budget a clear history rather than a trail of emailed files. Restricted and grant funds stay separate from unrestricted funds, and numbers trace back to their source through user-controlled imports from QuickBooks, NetSuite, Sage Intacct, and Microsoft Dynamics 365 Business Central.
Access Built for Governance
Budgyt runs on AWS infrastructure and supports single sign-on through Google, Azure, and Okta, with multi-factor authentication available. Finance controls who can reach the budget and at what level.
Department Input Under Board Oversight
Departments contribute their own budgets while the board keeps a clear line of sight over the whole picture. Unlimited users are included, and wider participation does not weaken oversight or add cost.
Reporting Your Board Can Read
Board members do not need to learn the budgeting tool. They receive clear reporting views built from the live budget, with the detail behind each number available when they ask, and reports stay consistent from one meeting to the next.
Role-based access and reporting are set up with a specialist during onboarding. The structure that supports oversight is in place in about two weeks rather than after a long project.
Budgyt gives nonprofit boards the controls of a larger finance system without the cost or rollout weight of an enterprise platform. A specialist handles setup, and finance manages it afterward.
At the Evelyn and Walter Haas, Jr. Fund, the comptroller wanted an easier way to share budget-to-actual comparisons across 15 users without rebuilding Excel reports from QuickBooks each week. Budgyt’s dashboards and departmental views let the team report to leadership directly from the live budget.
We have never found a tool that is so easy to customize for multiple users with different levels of access at Budgyt's price point.
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.
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.
It gives boards and finance teams a controlled, auditable view of the budget and the forecasts behind it. Roles decide who can see and change numbers, and every change is tracked.
The board is given read-only reporting views. Members see the numbers and reports they need for oversight, and only finance can change approved figures.
Budgyt keeps a tracked history of changes and approvals, and restricted and grant funds stay separate from unrestricted funds, which keeps the record ready when auditors ask.
Restricted and grant funds are tracked separately from unrestricted funds, which shows the board and auditors how restricted money is budgeted and spent.
Budgyt builds dashboards and reports from the live budget, with drill-down detail, and they export to formatted Excel for board presentations.
No. Budgyt gives boards the controls of a larger finance system without an enterprise rollout, and finance manages it after a specialist-guided setup of about two weeks.