BudgetPak by XLerant Software


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.

ActionPak report
ActionPak report
ActionPak report
Headcount expense report
Headcount expense report
Headcount review screen
Headcount review screen
Main screen
Main screen
Monthly variance report
Monthly variance report
Status screen
Status screen

Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 8, Windows 10



21 Reviews of BudgetPak by XLerant

Overall rating

4.5 / 5 stars

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Catherine from NJM Insurance Group

Number of employees:  1,001-5,000 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Cathy's review

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.

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.

Review Source: Capterra

Karen from NJM Insurance Group

Number of employees:  1,001-5,000 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

BudgetPak has made our process more collaborative. It has centralized all the data in one place with easy access.

Pros

We have been able to keep all data in a centralized place and not in Excel. The ease of use for our end users.

Cons

The standard reporting available. We have employed the Excel add-on to facilitate in what we need.