Budgyt 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Budgyt

4.9

(68)

Pricing

Starting at $399.00 per month

About Budgyt

If you're managing budgets in Excel, there's a good chance you've experienced this: over 8,000 formulas in your budget, any one capable of failing at the worst moment. Department heads sending versions back and forth via email. Mysterious errors surfacing right before you present to the board. Weekends disappearing while you hunt for that one number that refuses to reconcile.

We created Budgyt because our founder lived this exact nightmare as a CFO.

Budgyt is built on a real database but works exactly like Excel, meaning your team won't need training. The difference? Formulas can't break. Every number traces directly back to its source with a single click. You import your chart of accounts and actuals straight from your accounting system. Click any variance and instantly drill down to vendor-level detail. Update rolling reforecasts monthly without having to rebuild your entire structure.

Our API connections get you operational in hours instead of months spent on implementation consulting.

Who needs Budgyt:

Multi-department organizations where budgeting must be collaborative, but finance needs to maintain control. Nonprofits managing grants and restricted funding. Professional...

Budgyt Screenshots

Budgyt Pricing and Plans

Starting price: $399.00 per month

Free Trial

Free Version

Pricing - For Profit

$499.00

flat rate, per month

Plan includes:

Dimensions Feature
Email & Chat Support
Excel Linking
Extra Depts. $6/Month
HR & Payroll Module
Individuali
Next Day Support Response Rate
Self-Serve Knowledge Base
Unlimited Users
User Permissions

Pricing - For Non-Profits

$399.00

flat rate, per month

Plan includes:

Dimensions Feature
Email & Chat Support
Excel Linking
Extra Depts. $6/Month
HR & Payroll Module
Individuali
Next Day Support Response Rate
Self-Serve Knowledge Base
Unlimited Users
User Permissions

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Budgyt Features

Popular features found in Budgeting
Cash Management
Chart of Accounts
Consolidation/Roll-Up
Forecasting
General Ledger
Income & Balance Sheet
Multi-Company
Multi-Department/Project
Profit/Loss Statement
Strategic Planning
More features of Budgyt
Access Controls/Permissions
Accounting
Activity Dashboard
Ad hoc Reporting
Alerts/Notifications
API
Approval Process Control
Asset Lifecycle Management
Audit Management
Audit Trail
Budgeting/Forecasting
Cash Flow Management
Collaboration Tools
Customizable Reports
Dashboard
Dashboard Creation
Data Import/Export
Data Visualization
Expense Management
Expense Tracking
Financial Analysis
Financial Management
Financial Reporting
Multi-Currency
Multi-Location
Payroll Management
Project Accounting
Real-Time Reporting
Reporting/Analytics
Scenario Planning
Self-Service Reporting
Third-Party Integrations
Version Control
Visual Analytics
"What If" Scenarios

Budgyt Integrations

QuickBooks Online

ConnectWise PSA

Xero

Sage Accounting

NetSuite

Dynamics 365 Business Central

Budgyt User Reviews

Overall Rating

4.9

Ratings Breakdown

88%

10%

Secondary Ratings

Ease of Use

4.7

Value for money

4.9

Customer support

4.9

Functionality

4.8

Paul R.

Verified reviewer

Non-Profit Organization Management

2-10 employees

Used weekly for more than 2 years

Reviewed November 2024

Consolidate detailed line-item budget planning into one place!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Budgyt makes it possible to consolidate detailed line-item budget planning into once place. Budgyt accomplishes this by offering the largest number of sub-tiers of any budget SAAS out there, unlimited line-items under each lowest level account category, and line-item notes for expense/income justification. No more department-level spreadsheets because your budgeting software only supports 2 or 3 sub-tiers. You can easily fit every nit-picky detail into Budgyt!

Cons:

After years of using Budgyt, I still struggle with using the built-in equation builders. They are highly customizable, which is great, but they don't always seem to follow traditional math logic. I've resorted to running the few calculations I need to do externally and linking a spreadsheet to a Budgyt line item, which works fine for me and is a small price to pay for the level of detailed planning Budgyt facilitates.

Reasons for choosing Budgyt

I selected Budgyt for the number of sub-tier account categories available at their price point. Other softwares only had 2 or 3, limiting the level of detail budgeting you can conduct. Budgyt has 5, including departments.

Jen S.

Verified reviewer

Non-Profit Organization Management

11-50 employees

Used weekly for more than 2 years

Review source

Reviewed November 2025

Forget Excel!!

This is the second organization where I have introduced Budgyt. LOVE everything about them! The product is amazing and any issue/learning opportunities I find, support is right there and very helpful!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love Budgyt for its ease of use and intuitive design. It has made budgeting and forecasting much simpler for our small nonprofit organization. The platform is incredibly user-friendly, not only for me but also for others in my team, as it is quite easy to teach them how to use it. This intuitive interface has greatly streamlined what used to be a complex and cumbersome process in Excel, significantly enhancing our productivity. Furthermore, the initial setup was pretty straightforward, thanks to the supportive team at Budgyt. They took the time to understand our organization's needs and mapped everything out for us, which made the transition seamless. Overall, Budgyt has transformed our budgeting process into a much more efficient and less stressful task.

Cons:

I find that Budgyt has limitations with its integration capabilities. Although there have been significant updates to allow for automatic downloads directly from QuickBooks into Budgyt, it currently only supports automation with one company at a time. This limitation is inconvenient, especially when managing multiple entities, and it would be beneficial if the automation could be expanded to accommodate multiple companies simultaneously.

Reasons for switching to Budgyt

As great as Excel is, there is no comparison!

Brendan P.

Verified reviewer

Government Administration

201-500 employees

Used weekly for less than 12 months

Review source

Reviewed January 2022

Easy to use but a bit cumbersome

Decent product but the customer service relies heavily on online videos and there are some weaknesses in the reporting.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Easy to build budgets with this software.

Cons:

The reporting features are lacking and the import from quickbooks time consuming .

Reasons for choosing Budgyt

It was inexpensive and user friendly for the most part. You cant beat the price.

Steve M.

Verified reviewer

Non-Profit Organization Management

51-200 employees

Used weekly for less than 2 years

Reviewed March 2025

Very Pleased with Budgyt

I purchased and administered Budgyt in two separate organizations, as my experience with the first one inspired my purchase when I changed employment. I use it primarily for distribution of monthly financials, monthly actual-to-budget for department heads, and a very involved annual budget process.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Very competitive pricing for a full-featured FP&A package. Excellent support for installation and ability to influence future feature set. Great user security / number of users / number of departments supported.

Cons:

Balance sheet functionality not included in base product; advanced visualizations not included in base product.

Reasons for choosing Budgyt

Budgyt has a similar feature-set as the alternative products, but was more economical for a mid-size implementation. Also easy to use and less complex in many cases.

Reasons for switching to Budgyt

Excel was too difficult to consolidate quickly and efficiently; Excel links invited errors and data integrity issues; individual department user security and data segregation was manual and error-prone

Tom D.

Verified reviewer

Non-Profit Organization Management

11-50 employees

Used weekly for more than 2 years

Reviewed February 2025

Powerful User-friendly Budgeting & Reporting Tool

We adopted Budgyt first and foremost as a new budgeting solution to replace manual, Excel-based process. It quickly became obvious that Budgyt delivers much more, and has become our tool of choice for financial reporting, forecasting, and analysis. Our experience has been overwhelmingly positive. It is the only finance tool that our non-finance users regularly come to me with compliments and positive feedback about.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Love the Budgyt platform! Very intuitive and easy to use, with capabilities that allow users to get more detailed and complicated as needed. Allows us to enter data in detail (or summary) in a way that makes it incredibly accessible and easy to read for non-finance users, which is ultimately a huge time saver for our finance team. Everyone on the Budgyt team that I have spoken to or worked with from sales to support (including the [sensitive content hidden] who took one of my training/implementation calls) has been awesome. The training was great (the video academy might be my single favorite & most-used/recommended training feature in any program ever), onboarding and implementation were made super easy (as far as those things go), and ongoing support (on the rare occasions it's been needed; it's been mostly out-of-the-box questions/ideas that I've brought up post-go-live) is excellent & very personable - huge shout-out to "budgyt guru" [sensitive content hidden] who has been immensely helpful from day 0 to the present, anticipating our needs at times before we even did.

Cons:

My only 'complaint' is that of several additional features that have been implemented since we began using Budgyt (dashboards, cash flow, balance sheet) I am anxiously-awaiting the #1 item on my wishlist - live integration with Sage Intacct API to eliminate manual import of actual data. But I'm confident that when it arrives it will work correctly.

Reasons for choosing Budgyt

price and approachability (implementation + end-user friendliness)

James R.

Verified reviewer

Non-Profit Organization Management

11-50 employees

Used weekly for more than 2 years

Reviewed February 2025

Drop Excel for Budgeting - Use Budgyt Instead!

Budgyt has been a very positive improvement in our budgeting process and accuracy, as well as flexible and customized budget vs actual reporting.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Eliminates dependence on Excel Ease of use Flexibility of layered financial roll-ups Easy integration with QuickBooks Online

Cons:

Significant learning curve for implementation team

Reasons for switching to Budgyt

Too many mistakes and too difficult to modify over time.

Verified

Reviewer

E-Learning

51-200 employees

Used daily for more than 2 years

Reviewed February 2025

Budgyt Budgeting Platform

We selected Budgyt over other options because it is exceptionally easy to use, perfectly meeting all our budget management needs. Its user-friendly interface, robust functionality, and cost efficiency enabled seamless multi-department integration. Budgyt delivered the performance and financial insights we required at a fraction of the cost, ensuring maximum value.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

One of Budgyt’s significant strengths is its cumulative overview. With every department lead's activity feeding directly into the overall budget, you get an efficient, big-picture look at your organization's financial planning. This consolidated view is invaluable for maintaining control and ensuring every department’s budget aligns with broader strategic goals.

Cons:

While the functionality is impressive, there is a minor drawback: the user interface. Some users might find the interface slightly clunky compared to more visually refined alternatives. However, the exceptional features and smooth operation of the budgeting process more than make up for this visual shortfall.

Reasons for choosing Budgyt

Ease of implementation of the tool compared to other products. Also, the cost of this produce was far affordable versus others we were reviewing.

Kathleen P.

Verified reviewer

Hospitality

51-200 employees

Used monthly for less than 2 years

Reviewed February 2025

Budgyt is Awesome!

No more massive spreadsheet with formulas that I couldn't trust other managers to use the file. Previously had to copy their input into my master file. Monthly forecasts were near impossible before. Better accuracy on payroll budgeting. Very simple to create new scenarios and reforecast.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It is great for annual fixed budgets and getting participation from other managers for their areas. Can restrict to just department or accounts that they they manage. Each month I create a forecast, containing combinations of imported actuals with future months as budget. The future months then edited to what managers think will happen, to create a forecast. Can have monthly to prior year and fixed budget while in an account Data Sheet, so can easily see how your forecast compares. Simple to close a forecast to create a new one. And lock prior months as necessary. Bonus is the search field. I can look for something in Actuals scenario, that is easy to find than in our accounting software. Also can run better reports on Actuals, than our accounting software. Support is great, direct help form [sensitive content hidden] the founder himself. Implementation was pretty easy, considering we have 2 companies, multiple departments and require consolidation. We use Budgyt monthly. Very easy to import and export data to our accounting software.

Cons:

Can't think of anything! Maybe just when I clone a scenario and deactivate the prior months formulas, I can't edit even the future months HR formula because there are annual limits that are used. My original estimate was a guess, and now I know what % or annual limits on certain payroll taxes are, but cannot change. [sensitive content hidden] did suggest a workaround though.

Reasons for choosing Budgyt

Better and more reasonably priced. I liked the platform, simple to use and flexible . Professional and friendly staff

Matthew V.

Verified reviewer

Real Estate

51-200 employees

Used monthly for more than 2 years

Reviewed November 2024

Budget Fans Rejoice!

This is a platform where our team can leverage multiple contributors, maintain audit trails and forecast with precision. Easy to train new users, and excellent customer support when desired.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Employee and Payroll module in Budgyt has all the capabilities to plan accurately for payroll and employer expenses in multiple states and with a wide variety of employee benefits formula capabilities. Customer support is super capable and fast - if you ever need anything beyond their excellent training video library, which almost always covers my questions.

Cons:

Sometimes keeping up with the way the platform is improved can be a challenge - but the benefit of the improvements outweigh any time spent getting used to the changes over time.

Reasons for choosing Budgyt

Ability to publish highly functional excel budget reports from inside a cloud based, secure, audited, multi scenario platform that was priced competitively and approachable for new users.

Reasons for switching to Budgyt

Centage proved to be more complicated and time consuming that we wanted in our team, where the ability to train new users that are not seasoned budgeting experts is needed.

Karen P.

Verified reviewer

Non-Profit Organization Management

11-50 employees

Used monthly for more than 2 years

Reviewed March 2025

Budgyt Review

My overall experience with Budgyt has been Great! It has made my job so much easier!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Budgyt is very user friendly and a huge timesaver for me during our most busy time of the year. I like that I can clone my prior budget from prior year and add notes to each line item. I also like being able to review variances from year to year in order to quickly adjust any areas moving into the new budget year that may need attention.

Cons:

The only dislike is importing my financial information from my desktop Quick Books software to the Budgyt software. After a few times of practicing the process, it became easier.

Reasons for choosing Budgyt

I reviewed several different software's three years ago and liked the affordability and user friendliest of Budgyt!

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