BudgetPak by XLerant favicon BudgetPak by XLerant VS Budgyt favicon Budgyt

BudgetPak by XLerant

BudgetPak by XLerant is a leading cloud-based budgeting software tailored for small to mid-sized organizations seeking to streamline their budgeting, forecasting, and financial reporting processes. Developed by finance professionals, the platform eliminates the complexities of traditional spreadsheet-based budgeting, offering an intuitive, guided user experience that empowers both finance teams and department managers to confidently contribute to the budgeting workflow.

The solution integrates advanced budgeting controls with collaborative features to facilitate transparency, data accuracy, and strategic alignment across the enterprise. BudgetPak provides detailed modules for revenue, expense, and headcount planning, as well as predictive analytics for scenario modeling and what-if analysis. Real-time dashboards, workflow status management, comprehensive reporting, and Excel integration ensure that users can achieve accurate results and foster organizational engagement from start to finish.

Budgyt

Budgyt offers a modern approach to financial planning by replacing manual spreadsheet budgeting with an intuitive, cloud-based solution designed for collaboration, agility, and visibility. The platform is built to empower organizations to consolidate multi-user, multi-department budgets, automate manual tasks, and gain granular insights into their financial operations through real-time dashboards and customizable reporting tools.

Users benefit from secure user permissions, instant transaction drill-downs, flexible data dimension tagging, and seamless integration with major accounting software via API or template import. With no-code configuration, visual dashboards, unbreakable formulas, and robust onboarding support, Budgyt accelerates onboarding, ensures data integrity, and enhances profitability by enabling strategic, data-driven decision-making for growing organizations.

Pricing

BudgetPak by XLerant Pricing

Contact for Pricing

BudgetPak by XLerant offers Contact for Pricing pricing .

Budgyt Pricing

Contact for Pricing

Budgyt offers Contact for Pricing pricing .

Features

BudgetPak by XLerant

  • Guided Budgeting Workflow: Step-by-step budget creation with an intuitive user interface.
  • Collaboration Tools: Facilitates participation from both finance and non-finance staff.
  • Predictive Analytics: Scenario modeling and what-if analysis for long-term projections.
  • Comprehensive Planning: Modules for revenue, expense, headcount, and asset planning.
  • Advanced Reporting: Customizable reports, dashboards, and integration with Excel for dynamic analysis.
  • Workflow Status & Approvals: Visual workflow tracking, departmental locking, multi-level approval processes.
  • Security & Permissions: Multiple levels for data protection and access management.
  • Scalability: Supports multiple companies, currencies, charts of accounts, and unlimited versions or years of data.

Budgyt

  • Collaborative Budgeting: Multi-user access with customizable permissions and approval workflows.
  • Agile Forecasting: Instantly clone and adjust budgets for dynamic scenario planning.
  • Real-Time Consolidation: Centralizes data aggregation across multiple departments and users.
  • Advanced Visualization: Custom dashboards and pre-built templates for data analysis and presentation.
  • Secure Data Management: Permission-based access, activity logs, and error-proof formulas.
  • API & Template Integrations: Connects with leading accounting platforms like QuickBooks and Xero.
  • Multi-Currency Support: Handles input and automatic conversion for cross-border budgeting.
  • HR & Payroll Module: Manage and allocate payroll and HR-related formulas organization-wide.
  • No-Code Interface: Visual, drag-and-drop tools for budget preparation and customization.
  • Comprehensive Support: Dedicated onboarding, knowledge base, and multi-channel assistance.

Use Cases

BudgetPak by XLerant Use Cases

  • Replacing manual Excel spreadsheets with automated budgeting software.
  • Engaging department heads and non-financial managers in organizational budgeting.
  • Performing accurate headcount, salary, and benefits planning for various expense scenarios.
  • Aligning budgets and forecasts with strategic business initiatives.
  • Conducting scenario modeling and what-if analysis to inform financial decisions.
  • Producing real-time, consolidated financial reports for leadership review.
  • Streamlining the approval process for departmental and enterprise-wide budgets.

Budgyt Use Cases

  • Departmental and company-wide financial budgeting and planning.
  • Real-time collaborative forecasting and scenario modeling.
  • Automated report generation for board presentations and management review.
  • Multi-entity or multi-department budget consolidation.
  • Permission-controlled budgeting for varied organizational roles.
  • Seamless integration and data syncing with accounting software.
  • Nonprofit budgeting with custom structures and discounted pricing.
  • Transition from manual Excel-based budgets to automated solutions.
  • Efficient management of HR and payroll expense planning.

FAQs

BudgetPak by XLerant FAQs

  • What types of organizations typically use BudgetPak?
    BudgetPak is designed for small to mid-sized organizations in various sectors, including higher education, non-profits, clubs, and service organizations.
  • How long does implementation take?
    Typical implementation for BudgetPak, including training and data loading, is completed within 6 to 8 weeks.
  • Is training provided for end users and administrators?
    Yes, BudgetPak offers live video training for finance administrators and custom video training for end users as part of its implementation process.
  • What support options are available?
    Support includes a self-service support desk, documentation, videos, live virtual support, and a US-based employee support team.

Budgyt FAQs

  • How long does it take to set up Budgyt?
    Budgyt offers a quick onboarding process, often setting up trial sites within 24 hours and supporting full implementation within two weeks after receiving necessary files.
  • Is Budgyt compatible with QuickBooks and Xero?
    Yes, Budgyt integrates via API with QuickBooks Online and Xero, allowing for efficient data import and mapping from these platforms.
  • Does Budgyt require software installation?
    No installation is necessary; Budgyt is a cloud-based platform hosted on Amazon Web Services and accessed through a web browser.
  • What type of support does Budgyt provide?
    Budgyt provides onboarding assistance, email, chat, and phone support, a dedicated success manager, and a comprehensive knowledge base with articles and training videos.
  • Can Budgyt handle multi-currency budgets?
    Budgyt supports multi-currency budgeting, allowing users to input and automatically convert data across different currencies.

Uptime Monitor

Uptime Monitor

Average Uptime

100%

Average Response Time

135.33 ms

Last 30 Days

Uptime Monitor

Average Uptime

99.93%

Average Response Time

156.17 ms

Last 30 Days

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