# BudgetPak Software Reviews, Demo & Pricing - 2026 > Review of BudgetPak Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/accounting/budgetpak-profile --- [Home](https://www.softwareadvice.com/) / [Financial Reporting Software](https://www.softwareadvice.com/accounting/financial-reporting-comparison/) / BudgetPak Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/accounting/budgetpak-profile/reviews/) # BudgetPak 2026: Benefits, Features & Pricing Wondering if BudgetPak is right for your organization? Our Financial Reporting Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews ## Overview BudgetPak 4.8 [(24)](https://www.softwareadvice.com/accounting/budgetpak-profile/reviews/) Pricing Starting at $10,000.00 per year ### About BudgetPak BudgetPak by XLerant is a cloud-based Accounting solution that offers stand-alone Budgeting and Forecasting, as well as integrated Financial Reporting. It’s suited for midsize to large organizations in a variety of industries including Property Management, Education, Insurance and more. XLerant’s Budgeting capabilities can be customized to an organization’s unique needs, and self-service reporting allows users to produce their own reports and send them to Excel, PDF, or directly to print. The Forecasting functionality allows finance teams to share high-level or detailed forecasts with their employees, and users can make adjustments based on constraints setup up by management. XLerant’s Financial Reporting tool offers real time, bi-directional linkage with Excel in order to exchange data. Dashboards can be customized using pre-defined charts and graphs, and guided what-if analysis gives users insight into the impact of variables on a completed budget. Wondering if BudgetPak is right for your organization? Our Financial Reporting Software selection experts can help you in 15 minutes or less. ## BudgetPak User Interface ## Popular BudgetPak Alternatives Main Product BudgetPak 4.8 [(24)](https://www.softwareadvice.com/accounting/budgetpak-profile/reviews/) Ratings Breakdown - 4.67Ease of use - 4.75Value for money - 4.96Customer support - 4.50Functionality Pricing Starting at $10000.00 per year Get Price Alternative Product [Sage Intacct](https://www.softwareadvice.com/accounting/intacct-accounting-profile/) 4.3 [(687)](https://www.softwareadvice.com/accounting/intacct-accounting-profile/reviews/) Ratings Breakdown - 4.20Ease of use - 4.00Value for money - 3.99Customer support - 4.23Functionality Pricing Available upon request Get Price Alternative Product [Xledger](https://www.softwareadvice.com/accounting/xledger-profile/) 4.5 [(12)](https://www.softwareadvice.com/accounting/xledger-profile/reviews/) Ratings Breakdown - 3.92Ease of use - 4.33Value for money - 4.36Customer support - 4.0Functionality Pricing Starting at $750.00 per month Get Price Alternative Product [Plus & Minus](https://www.softwareadvice.com/bi/plus-and-minus-profile/) 4.9 [(15)](https://www.softwareadvice.com/bi/plus-and-minus-profile/reviews/) Ratings Breakdown - 4.87Ease of use - 4.83Value for money - 4.93Customer support - 4.83Functionality Pricing Starting at $1000.00 one time Get Price Alternative Product [Vena](https://www.softwareadvice.com/bpm/vena-profile/) 4.5 [(139)](https://www.softwareadvice.com/bpm/vena-profile/reviews/) Ratings Breakdown - 4.58Ease of use - 4.50Value for money - 4.62Customer support - 4.57Functionality Pricing Available upon request Get Price Alternative Product [Yooz](https://www.softwareadvice.com/procure-to-pay/yooz-profile/) 4.4 [(222)](https://www.softwareadvice.com/procure-to-pay/yooz-profile/reviews/) Ratings Breakdown - 4.33Ease of use - 4.27Value for money - 4.28Customer support - 4.27Functionality Pricing Starting at $199.00 per month Get Price ## BudgetPak Pricing and Plans Starting price: $10,000.00 per year Free Trial Free Version Basic $10,000.00 per user, per year No plan information available Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## BudgetPak Features - Popular features found in Financial Reporting Bank Reconciliation Billing & Invoicing Cash Management Consolidation/Roll-Up Data Import/Export Expense Tracking Financial Analysis Multi-Currency Reporting/Analytics - More features of BudgetPak Access Controls/Permissions Accounting Activity Dashboard Ad hoc Reporting Alerts/Notifications API Asset Lifecycle Management Budgeting/Forecasting Chart of Accounts Collaboration Tools Customizable Reports Dashboard Dashboard Creation Data Visualization Drag & Drop Expense Management Financial Management Financial Reporting Forecasting General Ledger Income & Balance Sheet Multi-Company Multi-Department/Project Profit/Loss Statement Project Accounting Real-Time Data Real-Time Reporting Scenario Planning Self-Service Reporting Strategic Planning Third-Party Integrations Version Control Visual Analytics "What If" Scenarios Workflow Management ## BudgetPak Integrations Microsoft Excel Integration rated undefined from -1 review ## BudgetPak User Reviews Overall Rating 4.8 Ratings Breakdown 5 75% 4 25% 3 0% 2 0% 1 0% Secondary Ratings Ease of Use 4.7 Value for money 4.8 Customer support 5.0 Functionality 4.5 Jolene G. Verified reviewer Insurance 501-1000 employees Used monthly for less than 6 months Review source Reviewed October 2018 Great Software for nonexcel users 4 The staff has been very helpful, understanding and responsive. They have found solutions for any situation we have brought to their attention, or have taken the suggestions to make future enhancements. Ratings Breakdown 4 Ease of use 4 Value for money 5 Customer support 4 Functionality Pros: Our end users have most liked that this software does not look like excel. It is user friendly. The ability to quickly and easily roll up the budgets will be a huge time saver. Cons: The software does not yet accommodate balance sheet budgeting. Vendor Response Thanks for your feedback Jolene. Our focus to date has been prioritizing features that support collaborative budgeting and improve system ease-of-use. That said, thanks to feedback from customers like you, we've added balance sheet budgeting to our product development roadmap to be included in a future release. Replied August 2019 Read More LF Lynda F. Verified reviewer Government Administration 201-500 employees Used weekly for less than 2 years Review source Reviewed August 2020 Easy to Use / Top-notch Support 5 Xlerant customer service and support are excellent. If any questions arise, we ask and they promptly respond. There is ongoing training offered in the form of a support site, webinars and newsletters. BudgetPak is robust and well-written. Our users are mostly non-financial people and they've found it easy to use. We made the right choice. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: The integration was seamless. The implementation team at Xlerant was organized, responsive, and knowledgable. The product is easy to use for both our admins and end-users. The product meets all of our needs: it's fully customizable and there are are several reporting options. Forecasting, and creating several budget scenarios is important to us. BudgetPak met those requirements too. Cons: Nothing to report here. I honestly can't think of any cons. Reasons for choosing BudgetPak Price and favorable reviews from current users. Reasons for switching to BudgetPak Our previous software was not cloud-based, was un-supported and over 10 years old. Read More KH Kathy H. Higher Education 201-500 employees Used monthly for less than 6 months Review source Reviewed October 2018 BudgetPak Beginner 4 I am attempting to have our College use BudgetPak in the place of budgeting with jut Excel. Ratings Breakdown 3 Ease of use 3 Value for money 5 Customer support 4 Functionality Pros: The choice of menus allows users to work with whatever best fits them. Cons: Terms unique to this software are not translated to the new user. If you are not the one who set up the software, the terms are undefined. Read More CL Clint L. Higher Education 201-500 employees Used daily for more than 2 years Review source Reviewed February 2018 Incredibly useful for establishing dynamic & inclusive ("bottom up" budgeting process 5 Inclusive budgeting process and much enhanced ability to forecast and deliver needed reports. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: End user experience is easy and intuitive. I especially love the ability to establish monthly budgets which provides a much greater probability for accurate year-end forecasts. The numerous ad hoc reports and MyExcel features are also dynamic and incredibly useful. Cons: While Xlerant offers wonderful and ready customer service, we still found the installation process very time consuming and quite challenging. Also, you need a person dedicated to the continued administration of this software. Vendor Response We're glad to hear your end-user experience has been so positive! While our normal implementation process is an average of 8 weeks, on occasion the process can take longer - especially when, as in this case, we are working through supporting the development of new budgeting processes simultaneous with the new software set-up. For the majority of our clients, system administrators may spend a few hours a month to load in new data. During the budget season there is additional work in the system preparation, oversight of the budget process and approval cycles - however, administrators report significantly less time spent than with Excel-based budgeting. Replied August 2019 Read More CB Catherine B. Insurance 1001-5000 employees Used daily for more than 2 years Review source Reviewed October 2018 Cathy's review 5 We are a large property/casualty insurance company with 23 departments. Departments are more aware of what they are spending and are looking for ways to control their costs. End users have spoken very highly and favorably of the product. They are fully engaged and more accountable with their own budgets and feel more involved in the overall budgeting process for the company. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: BudgetPak is a cloud based software, user friendly and easy to use for the non-financial user. Cons: As Administrators, when you make changes in your company configuration, the Validation and Initialization process can take at least 1 hour or more to run. While this is happening, no other end users are able to see or work on their budgets since system is under maintenance. Vendor Response Thanks for the kind review Catherine! We are happy to report that as of our most recent software release the NJM validation/initialization has been reduced to just ten minutes! Replied August 2019 Read More NN Ngoc N. Used unspecified for unspecified Review source Reviewed July 2009 BudgetPak is easy to implement and is very user friendly. 5 Get rid of those Excel workbooks and macros you currently use for budgeting. BudgetPak makes it easy to budget and forecast for any users. We went through a realign of our HQ office in early 2009. BudgetPak made it easy to make those changes quickly and consolidation was a snap with great audit trails. Ratings Breakdown 5 Ease of use 5 Customer support Pros: In 2008 our Company (at one of the Operating Group Headquarters location) was looking for a budgeting software tool to replace our Excel workbooks to prepare our annual budget and forecast. After considering 6 different budgeting software packages BudgetPak was the clear winner for the ease of implementation, but more importantly, how user friendly it is. You are not required to be a finance person to use it. During the initial demonstration I had various internal users (VP, Director, Manager) participate in addition to myself who is a Finance person with lots of software experience. I wanted my internal users to feel comfortable with BudgetPak and not to be intimidated. It was also their feedback that made the decision easy to select BudgetPak. For the features, performance, and robustness I am getting for BudgetPak and the price to implement and maintain it BudgetPak has the edge over its competitor. Cons: The vanilla canned reports that came with BudgetPak are good, but I would like to see more custom reports or more ways for me to build custom reports. I plan to work with BudgetPak to enhance reports in future version releases. Vendor Response Happy to report that since 2009 we have dramatically expanded our reporting flavors from plain vanilla! With every new release we include additional reports for our standard offering - many based on customer request. In addition, we have a custom reporting tool that easily addresses unique reporting requirements. Replied August 2019 Read More JK Jhanvi K. Verified reviewer Information Technology and Services 501-1000 employees Used daily for less than 6 months Review source Reviewed February 2023 Phenomenal Budgeting and Financial Planning Software 5 BudgetPak is nice software to handle Budgeting and Financial Planning with the features they offers. we are using this tool to manage our budget and financial planning to produce more efficiency in very short time. It's a perfect tool for financial team of any company or organization to make effective solutions on budgeting. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: It's a easy to use automated budget tracking software that offers many powerful features to manage your budgeting and allows you to create your financial planning more effectively in very short time. Cons: I didn't face any issues with the features they provides but yes I feel that their is a limited functionality to manage your budget. Read More VR Verified Reviewer Education Management 51-200 employees Used daily for less than 6 months Review source Reviewed October 2018 Focused on the Budget Owner 5 Working with the XLerant team has been great. They were very patient with us in the decision process and have been very helpful in getting set up as well. Great team. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 4 Functionality Pros: BudgetPak was built with the end user (Budget Holder) in mind. The budget process is a simple step by step process made so that "non-finance" people can easily put their annual plan together. Then, as the finance team, you can use that data to run forecasts and long term projections as often as you need. There are also easy Excel integrations for the finance team to use to pull data or upload data directly to the cloud database. Cons: I haven't used the software for very long, but I am concerned about the "refresh" or initialization times. But it isn't something that would've pushed me away from the product per se as most other options I saw would require the same thing. Read More JB Julie B. Verified reviewer Construction 51-200 employees Used monthly for more than 2 years Review source Reviewed August 2020 Easy to set up and user friendly 5 We create 75+ budgets every year for our markets. We switched from an Excel only model. This system has allowed us to have greater visibility and run reports quickly. Whenever we have any questions or issues, customer service is quick to respond. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 4 Functionality Pros: BudgetPak is easy to implement. Only 2 of our 10 users are accounting professionals, everyone learned the system with no issues. The MyXL function allows us to pull budget details quickly for research or custom reports. Standard reports within BudgetPak are easy to use and allows us to quickly compare any of our budgets or actuals. We are very satisfied with the product and customer service. Cons: Unfortunately, we have some complicated travel calculations for budgeting that still have to be done out of the system. But we are able to attach our worksheets in BudgetPak for reference. This is not a huge issue for us. Reasons for choosing BudgetPak Our end users are not accounting professionals. We felt that BudgetPak offered the best system for all users at a competitive price. Read More JM Jeremiah M. Used daily for less than 12 months Review source Reviewed February 2018 XLerant provides a fantastic software that has greatly improved our budgeting process. 5 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: The customer support. Any time there is a question or concern, the XLerant team quickly responds and assists. When there were areas that the software seemed to be lacking, the support team would troubleshoot and came up with working solutions that improved the software greatly. Cons: From an administrator standpoint, the software is complicated. It has taken me a bit of time to learn all the options within it. In a way, this is a very positive thing as the system has many features useful to different clients. The only issue is that it becomes difficult to train new system administrators and to know that our institution is using the system to it's full effect. 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