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Budgyt
Collaborative, Data-Driven Budgeting Made Easy

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.

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