platform: features

Have questions regarding one of our features? Want more information? Need a case study on the feature? Let us know! 




it's all in the details...

Some of our Distinguishing Features

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DASHBOARDS

Our Dashboards allow you to view your budgets in various ways including P&L by Cost Center, P&L by Period, Budget Comparison and other  custom reports.

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Historical data

Budgyt allows for you to quickly access your historical data instantly through hyperlinking. Drill down into General Ledger data at the transactional level. 

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Intuitive UI/UX

Our intuitive UI/UX that delivers a Single Data Entry Point, Instant Navigation and perfectly formatted reports, resulting in the quickest user adoption rates.  

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Multi P&L

Multi-P&L budgeting is now simplified with the ability to consolidate by entity, department, or sub-department within a hyper-linking environment.
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Single Data Entry Point

  • All data is controlled from one place for easy learning and navigation

  • Easily add description, vendor or notes to any detail line for reference later

  • Categories can be assigned to one or more Departments

  • Instantly compare Actual data to Budget data

  • Enter data quickly using built in spreading tools

  • User permissions controlled at Category and Department level

  • Attach supporting documents to and sub-categories

  • Option to link data from complex calculations in Excel

  • 12 Period and 13 Period Setup Options

  • Allocate Data equally, by % or by 4-4-5, 4-5-4 or 5-4-4

Instant Navigation

All Budgeted data is hyperlinked for rapid navigation and look up

Drill down to review underlying assumptions instantly including notes, description or vendor information

Budget to Actual Reporting is automatically organized by:

  • Company
  • Region
  • Department
  • Super Header
  • Header
  • Dimension
  • Group
  • Category
  • Non-Financial Category
  • Sub-Category
  • Period (12 or 13 periods)
  • User Permissions
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Perfectly Formatted Reports

All reports export to Excel and are formatted by:
  • Company

  • Region

  • Department

  • Super Header

  • Header

  • Group

  • Category

  • Non-Financial Category

  • Sub-Category

  • Category Notes

  • Period (12 or 13 periods)

  • User Permissions

Budget to Actual Comparisons for all Departments

Reports instantly distributed to all users according to their permissions

Easily accessible via the report library

Versions

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> Make unlimited versions of your budgets

> Easily adjust assumptions to show different scenarios

> Control access to each version

> Clone any budget for instant versioning




Multi-Department Formulas

Our formulas are built specifically to handle structural changes in multiple department businesses.
  • Formulas are easy to make but hard to break

  • Navigating our formulas is intuitive and easy

  • Control which assumptions your users can view or edit

  • No need to learn any codes or syntax

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User Permissions

Control what your users view or have access to:
  • Edit Data, View Data

  • Reporting access

  • Region Acccess

  • Department Access

  • Category view/edit rights

  • Approval over users submissions

Limit User access to certain accounts or departments for any user

Locked down data that can't be edited

Get the layered control over your data you can't get with Excel

Enjoy the collaborative Budgeting process the way it should be

Access historical data in seconds

Import Actual data via APIs or Manually using CSV. CSV via General Ledger report from your acccounting software. We will build you an excel template that converts your GL report into the importable file for budgyt. Takes 3-5 minutes each month to update your transaction history into budgyt.

We currently import direct via API with:

  • QuickBooks Online

  • Xero
  • ConnectWise

You can also import data via GL Upload in Calendar or Fiscal including 4-4-5, 4-5-4, or 5-4-4


Start Your Trial- Connect Your QBO!
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Access historical data in seconds

Import Actual data via APIs or Manually using CSV. CSV via General Ledger report from your acccounting software. We will build you an excel template that converts your GL report into the importable file for budgyt. Takes 3-5 minutes each month to update your transaction history into budgyt.

We currently import direct via API with:

  • QuickBooks Online

  • Xero

  • ConnectWise

  • Blackbaud, + many others coming in 2020

You can also import data via Calendar or Fiscal including 4-4-5, 4-5-4, or 5-4-4

Connect Your QBO NOW!
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Scalable as you grow

  • Our powerful "copy" features and built-in structure make budgeting simple for growing companies

  • Add new departments or categories in seconds and all reports remain perfectly formatted

  • Leverage our copy tools to update categories across multiple departments in seconds

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Employee Module: Allocate Employees and manage any HR formula

  • Plan employee by hourly or salary for any department

  • Allocate employee payroll to one or more departments by dollar or percent. Ideal for non-profits.

  • Employee Dashboard to view and control expenses across department

  • Limit access to sensitive payroll information

  • Apply Payroll Taxes like Social Security and Futa Limits

  • Apply Bonus or Commissions easily by employee

  • Track and build Merit Increases for any period with notation

  • Use Hire and Terminate dates to control when payroll is active

Approval process and workflow

  • Regain control over the budget process by enforcing users to submit data for approval

  • Ideal for expense control as well

  • Dashboards for Global Approval

  • Audit log for all submissions for approval and pending approvals

  • View data by Submitted, Pending or Approved

  • Track conversations around approvals or disapprovals

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watch our 7 minute
intro video

watch a quick introductory video that will give you a basic overview of our business budgeting platform and its key features. 

Book A Demo
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