Stop exporting data manually. Budgyt’s deep API integration pulls your Chart of Accounts and Hierarchy with all or all dimensions, and transaction level general ledger actuals straight from Business Central into reliable, collaborative budgets.
Connect Budgyt directly to Microsoft Dynamics 365 Business Central through our API. Your complete Chart of Accounts hierarchy, dimension structure, and GL transactions (including memo fields, vendors, customers, categories, and dimensions) are automatically imported into Budgyt. No more weeks spent building Excel templates.
Import your Business Central data on your schedule, no automatic syncs, no CSV exports, no spreadsheet manipulation. You decide when to pull actuals, usually after closing your books each month.
Map your entire Business Central financial structure once. Then pull monthly actuals for variance tracking and forecast updates. See immediately whether your actuals match your budget, streamlining your /month-end close. Your Business Central data becomes budget-ready instantly.
Business Central Structure Becomes Budget Structure
Your Business Central Chart of Accounts – every account, sub-account, and hierarchy level – maps into Budgyt automatically. Your exact COA structure appears ready for budgeting. No manual re-entry required.
Business Central dimensions and sub-dimensions are automatically mapped to Budgyt departments. Budget and track actuals using the same dimensional structure you use in Business Central – complete with automatic rollups at every level.
Map Business Central dimensions to Budgyt’s departmental structure. Add locations, vendors, and customers as additional budget dimensions. Your existing Business Central tracking categories become available for budgeting and variance analysis by vendor, customer, or location.
Pull vendor and customer tables from Business Central for granular variance analysis. Need to identify which vendors are over budget or which customers are exceeding revenue projections? The transaction detail is already imported.
Control What Data Flows Into Your Budgets
Choose any date range for your imports. Import three years of historical data for trend analysis. Pull just last quarter’s actuals for year-end planning. You’re not limited to recent data.
Control the detail level through mapping settings. For each category, decide whether to import summary amounts only, include vendor/customer details with memo fields, or pull vendor/customer data without memo clutter.
Import actuals when you’re ready to analyse performance. View budget vs. actual comparisons side-by-side, then adjust your rolling forecasts based on actual Business Central performance.
Drill into any variance to see the underlying Business Central transaction details: vendor/customer, date, memo, and dimension information.
Plan for Future Growth
Create budgets for accounts and departments before they exist in Business Central. Planning a new revenue stream? Build the account structure and budget in Budgyt first, before updating your Business Central chart. Then map the category or dimension in Budgyt to your BC element when it is created in BC. Avoid cluttering your BC with false dimensions or categories.
Expanding your organisation? Budget for new locations or departments whilst maintaining connections to your current Business Central setup. When you eventually create these structures in Business Central, you can map Budgyt to them.
Department heads and managers can view their budget vs. actual data, drill into vendor-level variances, and update forecasts – all without accessing Business Central. Sensitive financial information stays protected whilst enabling true collaborative budgeting.
Your Business Central Data Remains Protected
Budgyt’s read-only connection to Business Central pulls budgeting data without touching your source data. We never modify, create, or delete anything in Business Central.
Authorize Budgyt through Business Central’s standard permission system. Your Business Central administrator controls access completely and can revoke it at any time.
Your Business Central data imports into a dedicated Budgyt database that’s yours alone. No customer data ever shares database space.
ISO 27001 and ISO 9001-certified developers built Budgyt’s infrastructure. Business Central connections run on AWS enterprise infrastructure, with round-the-clock monitoring and a 99.9% uptime guarantee.
Pull Business Central actuals monthly and revise rolling forecasts based on actual performance. Tasks that took days of manual data manipulation now take minutes.
Import multiple years of Business Central history to spot trends and create realistic forecasts. Base your planning on actual historical performance rather than assumptions.
Department heads compare their actual Business Central spending against the budget without accessing your Business Central system. Portal access maintains data security whilst enabling transparency.
Compare budget to Business Central actuals at any level of detail. Start with summary views, then drill to transaction detail to identify exactly which vendors, dimensions, locations, or customers are causing variances.
Create multiple budget scenarios and test them against actual Business Central performance. Model different futures whilst remaining grounded in real financial data.
Generate board-ready budget vs. actual reports with confidence. Every number traces directly back to Business Central transactions.
Budgyt is extremely user-friendly and packed with powerful features. It enables our department head to access their data and collaborate anytime, anywhere.
Three Ways to Connect
Direct API connection to Microsoft Dynamics 365 Business Central. Authorize Budgyt through Business Central’s standard permission system, and we automatically map your Chart of Accounts, Hierarchy and dimensions. Then import GL transactions for any date range.
You control import frequency. Most customers import actuals monthly for variance analysis and reforecasting, but you can pull data on-demand whenever needed.
Yes. Import any date range, not just recent months. Many customers import 2-3 years of history for trend analysis and realistic forecasting.
Connect multiple Business Central companies and consolidate budgets in Budgyt. Ideal for multi-entity organisations or companies with separate Business Central instances.
No. Budgyt only reads data from Business Central. We pull information for budgeting purposes, but can’t write back, create transactions, or alter your Business Central file in any way.
Minutes, not weeks. The API maps your Chart of Accounts, departments, and dimensions automatically. Most customers are building budgets within hours of connecting.
See how Business Central integration eliminates manual entry, reduces errors, and delivers complete confidence in your budgets.
