Budgyt

A dynamic platform that simplifies financial planning without sacrificing the details. Built to empower team-based budgeting, agile forecasting, and granular reporting. 

Agile Planning

Agile
Planning

Dynamic Forecasting

Dynamic
Forecasting

Balance Sheet & Cash Flow

Balance Sheet & Cash Flow

Advanced  Visuals

Advanced  
Visuals

Budgyt eliminates complex spreadsheet hurdles from FP&A processes, replacing it with user-friendly dashboard navigation, real-time consolidation, and data you can actually trust. 

With powerful built-in tools for seamless budget collaboration, transaction-level data analysis, and detailed balance sheet  & cash flow forecasting.

Discover Budgyts Dashboards & Visualizations Features

A dynamic platform that simplifies financial planning without sacrificing the details. Built to empower team-based budgeting, agile forecasting, and granular reporting. 

Built for CFOs,
by CFOs.

Consolidate multiple users and departments on the only platform designed to think like you.

Built for CFOs

Built for CFOs,
by CFOs.

Consolidate multiple users and departments on the only platform designed to think like you.

SINGLE SOURCE
OF TRUTH

Dynamic planning with centralized collaboration in a single, intuitive platform that does the manual data aggregation & error-proofing for you.

Gain full visibility into every step of the process and easily drill down to the details for total control.

Discover Budgyts Dashboards & Visualizations Features

SINGLE SOURCE
OF TRUTH

Custom Dashboards

Custom Dashboards

Store and display important budgets, reports, and views in one easy-to-access platform

Hyperlinked Data

Hyperlinked Data

Instantly drill-down to transaction details & prove a number in seconds

Formula Protection

Formula Protection

Unbreakable formulas & links, secure user permissions, and total visibility

Jason Kempt Light

"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
VP, Accounting & Finance, East Ontario
Kobina Buckman

"Excellent software — easy to implement/use. I have discarded all my excel reports for this web-based reporting and budgeting option. Amazing difference."

Kobina Buckman
VP, Accounting & Finance, East Ontario

seeing is believing -
but trying is knowing

CONFIDENTLY COLLABORATE

Empower your managers & stakeholders to master their budgets with a tool that’s ranked #1 for user adoption.

Watch the data pour in and roll up into your master budget, or choose to approve submissions before any change—either way, everything is tracked to give you full visibility.

Discover Budgyts Dashboards & Visualizations Features

CONFIDENTLY COLLABORATE

Permissions

Permissions

Define what each user can view and/or edit based on the users role. 

Activity Log

Activity Log

Track every change and
sort/filter by user, date, and type

Approvals

Approvals

View and accept changes
before they're rolled into the budget.

Sandeep Kumar

"Sharing permissions are excellent, so now all managers can access their budgets, submit changes, and get approvals all within this software."
 

Sandeep Kumar
Chief Financial Officer
Mark Donovan

"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"

Mark Donovan
Controller & IT Manager, Sovereign Grace Church

Dynamic, Data-Driven Planning

Easily access full transaction details to build comprehensive, data-driven reports using in-platform tools.

Analyze granular data and distribute new information in real-time to stay agile & prepared for what’s next.

Discover Budgyts Dashboards & Visualizations Features

Dynamic, Data-Driven Planning

Reporting

Reporting

Choose from a library of pre-built templates and distribute reports directly to users from Budgyt

Dimensions

Dimensions

Tag & group data beyond your chart of accounts with unlimited data dimensions

Visualizations

Visualizations

Quickly analyze data across multiple segments and/or dimensions, extract deep insights, and paint a powerful picture with your data

PAUL RICE

"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."

PAUL RICE
Finance Director
Jay Godfrey

"Budgyt was a game-changer for our growing business. The reporting tools are great and it allows you to be incredibly flexible & granular"

JAY GODFREY
Owner, Jay Godfrey

get in the know

download our quick-overview pdf's

Easy Onboarding
Easy
Onboarding

Learn how we make it possible to get set-up with Budgyt in as little as 5 days with no data (or team-member) left behind.

Nonprofit Budgeting
Nonprofit
Budgeting

With discounted pricing for nonprofits, replacing manual, time-consuming processes doesn’t have to come at a high cost.

Security You Can Trust
Security You
Can Trust

Budgyt’s extensive security measures and cloud-backed storage ensures your data is always protected.

Qbo Integration
Qbo
Integration

See how we make budgeting at the class, sub-class, and dimension level with transactional data fast & easy.

Collaboration
Collaboration

Learn how we make budget collaboration so secure & easy with our highly intuitive team-based budgeting features

Pricing
Pricing

High-performing software doesn’t have to come at a high cost. See why we’re the only platform able to deliver functionality & affordability

Competitive Landscape
Competitive Landscape

What’s different about Budgyt? See how our pricing, features, and capabilities compare to the rest (and why we're ranked #1)

Budgyt Vs Excel
Budgyt Vs Excel

The ultimate showdown: how Budgyt compares to Excel in every step of the process - from data entry to team collaboration.

Don't take our word for it -
try it for yourself! -

not sure we can
handle your budgeting?

give it a test drive to
see how we solve your
industry’s budgeting pains

Serving over 72 industries (and counting), Budgyt is flexible enough to fit the needs every unique category. Listed below are the industries we currently have sandbox data available for use during free trials but certainly are not all those we serve.
General data is available for all others.

sandbox data

Save 80% of the time and expense when managing or consolidating multiple departments and budgets when compared to spreadsheets.

Speak to Sales
Time Savings

Time Savings

Eliminate frustrating, redundant tasks with universal/multi-dept. updates and data spreading tools

Ease of Use

Ease of Use

Swiftly navigate massive amounts of data through user-friendly drop-down menus, expand/collapse views, and hyperlinking

ProfitabIlity

ProfitabIlity

Automate manual tasks and focus on data analysis to drive important decision-making & profitability for your business

Optimized Integrations

Optimized Integrations

CHOOSE YOUR PATH:
Integrate data from your accounting, finance, or
enterprise-level CPM software in one of two ways,
with no data left behind:

Template Import

TEMPLATE IMPORT

Budgyt integrates with all accounting platforms through the use of a GL CSV transaction detail report

blackbaud
netsuite
gp
See All Platforms
Abila MIP Fund Accufund Suite JD Edwards
Lawson MAS 90, 500 MultiView
Oracle PeopleSoft SAP
Sage Intacct
100, 300, 500
Microsoft
Dynamics GP
Quickbooks
Desktop
API Import

API Import

Connect your data with custom developed API's for: Quickbooks Online, ConnectWise, and Xero - with many more on the way!

quickbooks
xero
connectwise
View Future APIs
BlackBaud Financial Edge
Sage Intacct
Microsoft Dynamics NAV
Microsoft Dynamics GP
QuickBooks Desktop
NetSuite
MIP Abila Fund Accounting
Zapier
Hubspot + Other CRM Software
+ More Coming Soon
No Code

What does No-Code mean?

Budgets, reports, and formulas can be built & customized on a purely visual, intuitive interface with no coding or syntax required (in other words, no more #REF!)

It means We handle the complexity on the back-end, for a completely simplified, user-friendly experience on the front-end for everyone

No-Code

What does No-Code mean?

Budgets, reports, and formulas can be built & customized on a purely visual, intuitive interface with no coding or syntax required (in other words, no more #REF!)

Parallax Image

it's all in the details...

User-driven functionality for speed & ease-of use

Hyperlinked Data
Hyperlinked
Data

Seamlessly navigate between views and instantly drill down to transaction details.

Universal Settings
Universal
Settings

Apply changes or updates across multiple departments, reports, views and/or dashboards all at once

Agile Reforecasting
Agile Reforecasting

Instantly clone budgets and tweak drivers tor continuous scenario planning

Data Integrity
Data
Integrity

Prevent human error with unbreakable formulas & links and secure user permissions

Powerful multi-class, multi-user budgeting with QuickBooks Online
Budgyt

Powerful multi-class, multi-user budgeting with QuickBooks Online


“Budgyt is the only affordable solution that does financial reporting, budgeting, and forecasting at the Sub-Class level. It's easy and flexible to see and analyze data for classes or groups of classes.”

Mark Donovan

Mark Donovan
Controller & IT Manager

Budgyt is the highest rated business budgeting software in the market.

OVERALL RATING

4.9

Budgyt ranks better than every competitor!
See why we rank so high for Ease of Use,
Customer Support, Features & Value for Money!

Ease
of Use

4.9

Customer
Support

4.9

Features/
Functionability

4.8

Value
for Money

4.9
Capterra

success stories & reviews

EASY FORMULAS
m/I home

"The best part of
Budgyt is how easily formulas and other rules can be managed, used, and modified between budget years."

Patt Begg | SVP
MI Financial
Better than Excel
texas hockey stars

"Non-finance savvy department managers find it a vast improvement over our previous Excel-based process."

Larry Silver | CFO Manager
Texas Stars Hockey Group
USER FRIENDLY
Evelyn & Walter Haas Jr Fund

"Budgyt is also
quite user friendly.

None of our users have had any difficulties learning how to use it."

Elizabeth | Accountant
Evelyn & Walter Haas Jr. Fund

Turn your least favorite task into your most reputable strength

try before you buy

try before you buy

No CC Required

No CC Required

Support Included

Support Included

Resources

Product-led expertise at your fingertips

Support

Support

We always have your back. Want to speak with someone? You’ll have 24/7 access to a dedicated Budgyt Guru as well as an in-platform chatbox to quickly get the help you need.

Prefer to learn on your own? With robust knowledge base articles, endless training videos, and a community-led FAQ page at your fingertips, the answers you’re looking for are just waiting to be found.

Knowledge Base

Knowledge Base

Level up your knowledge with 350+ educational articles and over 100 training videos to become an expert on all things Budgyt.

From “how-tos" on getting started to in-depth feature guides and savvy tips & tricks, you can be sure to find a solution to your needs in our searchable knowledge base.

onboarding

onboarding

Onboard in days, rather than months. Our simple, 3-step process of kick-off, data import, and site review & training makes it easy for anyone to get started—no matter how complex your data is.

We’re by your side the whole time too, so you’ll never be left with questions when we hand over the keys to your shiny new budgeting platform.