Rolling Forecasts
Update on your schedule, refreshed as funding and conditions shift
Rolling forecasts, scenario planning, and grant allocation in one platform, from $399/month with unlimited users.
Annual budgeting cycles no longer keep pace with how nonprofits operate.
Grants change mid-year, funding shifts, and staffing moves before the budget is even approved.
Budgyt gives nonprofit finance teams a forward-looking financial plan that adapts to reality. The numbers in front of your board match where the organization actually stands.
Plan as the year unfolds.
Nonprofit finance teams build the annual budget around assumptions that hold for about a quarter. Then a grant comes in late, a new funder commits, staffing shifts, and the budget on file no longer reflects how the organization is operating. Most teams cope by maintaining the official budget in one spreadsheet and the real plan in another, with a third version going to the board.
By that point the team spends its time reconciling versions and rebuilding formulas, then explaining to the board why the numbers don’t match the books.
| Updated | Once a year | On your schedule, as funding and actuals change |
|---|---|---|
| Versions | Several spreadsheets: official, real, and board | One plan everyone works from |
| Grants | Reconciled by hand | Allocated and updated in place |
| Board view | A separate, often outdated report | The current numbers, on demand |
| When funding changes | Rebuild formulas | Adjust allocations, the plan updates |
Build rolling forecasts on your own schedule instead of working from a static annual budget. Combine actuals with forward-looking projections at any split that fits, and re-run as often as conditions change. When funding changes mid-year, see exactly which programs are affected and adjust in hours rather than spending a week rebuilding spreadsheets.
Pull actuals in from your accounting system via API or manual GL import, then forecast forward from where the organization actually stands.
A board plan and an operating plan are not the same document. The board approves a high-level plan, while finance runs the organization on a more detailed operating plan; in spreadsheets, the two drift apart. In Budgyt, both come from the same data, so the board sees a summarized view of the plan’s finances rather than a separate file kept by hand.
Budgyt gives you the planning capability that nonprofit finance teams depend on, without the overhead. For how that capability compares to enterprise FP&A, see nonprofit FP&A software.
Update on your schedule, refreshed as funding and conditions shift
Unlimited versions to model the decisions in front of you
Multi-grant payroll splits with restricted funds tracked natively
Unlimited users across programs and entities, with role-based permissions
Consolidated views and variance commentary, ready for the meeting
Direct integrations with QuickBooks, NetSuite, Sage Intacct, Business Central
Set payroll percentages across grants once. When funding changes, allocations update rather than forcing a manual formula rebuild. When your accounting system tracks multiple grants and funding sources, Budgyt allocates costs across programs for accurate grant reporting and compliance. Complete audit trails mean any allocation can be traced back to the original transaction.
Department heads and program directors contribute their own numbers directly, without touching your master plan. Built-in approval workflows and role-based permissions keep finance in control, while program leads see their total budget allocations without individual salary information being exposed. Multi-department and multi-entity plans consolidate into a single view.
Build clear, board-ready reports inside the platform, with dynamic dashboards that update as the numbers do. Compare budget to actuals at any level of detail and click any variance to see what is driving the difference. Finance walks into board meetings able to defend every number. Export to PDF or Excel when board packs need it.
Budgyt is built for nonprofit finance, not scaled down from an enterprise stack. Unlimited users at a flat rate means finance staff, program directors, department heads, and board members can all be added without changing the price, and starting at $399/month, it sits below most procurement thresholds. See nonprofit budgeting software pricing and budgeting software under $10k for the cost and procurement details.
Database setup happens through API connections, not long technical builds, so most customers are fully functional within about two weeks.
Rapid deployment. API connections handle setup, rather than the long rollout an enterprise platform requires.
Onboarding support. Budgyt’s team handles the technical data plumbing. Your finance team focuses on planning.
Cloud-based connections No server installations or IT infrastructure changes. Set permissions, and you’re ready.
We’ve helped many companies move off Excel and onto Budgyt. The onboarding team walks you through your chart of accounts, your departments, and your reporting setup, with the knowledge base and same-day support available throughout.
Expert onboarding. Companies and nonprofits have successfully migrated from Excel.
Knowledge base. Articles and videos covering every scenario.
Training library. Sessions are recorded and accessible in your personal library.
Same-day support.
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.
Budgyt provides our leaders with an easy, self-service interface for their financial data. It empowers them to do their own analysis and saves the finance team a lot of time answering questions.
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.
It is software that helps nonprofit finance teams build forward-looking financial plans rather than static annual budgets. It combines rolling forecasts, scenario planning, grant allocation, and reporting in one place, replacing the spreadsheets nonprofits typically use to manage grants, departments, and changing funding.
Accounting software records what has already happened. Financial planning software is built to look forward: forecasting, modeling scenarios, and planning across programs and grants. Budgyt connects to your accounting system and pulls actuals in, while your accounting data stays untouched.
As programs and funding sources grow, spreadsheet planning becomes a governance risk. Formulas break, allocations drift, and version control gets lost. A database-based platform keeps allocations consistent, calculations traceable, and forecasts current without the manual rebuilding every cycle.
Yes. Department heads contribute their own plans without altering the master budget, and multi-department and multi-entity plans consolidate into a single view. At the same time, finance maintains full oversight through role-based permissions.
Yes. Budgyt complements your accounting system rather than replacing it. It connects to QuickBooks Online and Desktop, NetSuite, Sage Intacct, Microsoft Dynamics 365 Business Central, and others, pulling actuals in for planning while leaving your accounting data in place.
Enterprise FP&A platforms are typically built for large finance teams with consultants, six-figure budgets, and quarter-long implementations. Budgyt is purpose-built for nonprofit and mid-market finance teams that need rolling forecasts, scenario planning, and grant allocation without enterprise overhead. Most customers are fully functional within about two weeks, starting at $399/month with unlimited users.