What is 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.

Features

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

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

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.