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.

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" Aileen who has been immensely helpful from day 0 to the present, anticipating our needs at times before we even did.

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.

We have made it easier for budget holders to submit their budgets using this tool. They find it enjoyable to use (and we’re talking budgets here). Budget holders can access the tool anywhere they have internet. The instant scenario consolidation dramatically improved the quality of budget discussions, leading to better business decisions. Using this tool helped make out finance team more efficient, by reducing effort to consolidate.

This product automatically consolidates budget holders’ submissions, replacing error prone, labour intensive spreadsheet work. Budget managers find it easy to use, and they focus on business decisions, not managing complex spreadsheets. Consolidation is instant, dramatically more efficient for the finance team. Because results are instant, decision makers can see the impact of various scenarios instantly, facilitating impactful discussion on the future of the business and better decisions. Set up is easy thanks to excellent customer support. We import and export data to and from Microsoft GP, and use the budgyt.com tool for budget variance reporting. Budget managers can access information anywhere they have internet.

The nature of budgeting tools is that the data is displayed in tabular fashion. Although the site renders on mobile devices, it can be hard to read on smaller phones.

It has been excellent, we are just rolling it out to users and those who have seen it are as excited as I am. A huge improvement

Love Budgyt’s business model which enabled use to try it out with our data and most of the setup without paying up front. Budgyt is so much better than my bulky multi company, multi department Excel spreadsheet. Great that we can upload detailed actual GL data for users to see. Awesome that we easily see prior year monthly actuals, and budget on the data sheet for a gut check. The formulas and excel linking files work like a charm. Implementation was very smooth and haven't needed to contact customer support yet. You can tell this product was designed by a [sensitive content hidden], and is easy enough to use by a non-financial manager. We just started using it, for monthly re-forecasting and will use for our annual budget. Much easier to get input from department heads. Users range from those only responsible for one expense, to managers responsible for multiple departments. With the GL import feature it allows users to see prior actual data without accessing our accounting program. Allows us to forecast how the year will end up compared to budget. Easily run various reports on the dashboard and print to Excel. Options to add comments on data sheet. Approval process - easy of viewing what needs to be approved.

Couldn't restrict a users access to Payroll module by department. Can't have approvals feature if using Balance sheet (something we are considering.

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

Easy to build budgets with this software.

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

It has freed up so much of my time keying/compiling. I now have more time for bigger picture things.

The ability to flip reports into various formats with ease. I can appease nearly all ad-hoc report requests via a report already designed in Budgyt. Previously, the requests would mean manually reformatting a report into different axis, periods, combination of departments, etc.

Can't entirely remove %% from some report views. Have to delete it in excel outside of the program.

No doubt one of the best experience with a software and a software vendor I have ever had. They are prompt with responses when I need help and just the perfect example of what a software vendor should be!!

I spent years doing our budget in Excel and printing out pages and pages for the managers to manually make changes that I then had to go back into Excel and make changes. The most frustrating part of all of this was budgeting payroll and benefits. It took 6-8 weeks to come up with our budget and the payroll side of the budget was never accurate. Budgyt solved all of that!!

First, the learning curve was really steep, but Budgyt patiently and expertly held my hand through all of it. Additionally, I used Quickbooks Desktop and the import to Budgyt from Quickbooks is kinda rudimentary and there is no option to export the Budgyt budget into Quickbooks. I know that Budgyt is almost finished with a solution to this.

Great! Would highly recommend for a team that is looking to utilize a tool for planning and analysis to variances.

It is very easy to understand and nearly every time I have a question, I am able to find the solution on Budgyt's support page.

Honestly can't think of any cons, very few workarounds had to be administered and budgyt's enhancements have always brought an immediate added-value.

It used to take about 40 hours to get our annual budget spreadsheets updated for use each year; now it takes less than 5 minutes. We have been using for 2 budget years now, and each year we have added more available features like staffing and benefit costs to save on other excel spreadsheets. It was super easy to prepare 5 year forecasts the Board demanded.

Quick setup, easily import actual results, forecast multiple years, easily understood by non financial managers, quick and easy changes to revise or copy formulas

Not a lot of cons, other than it does take a few times copying and preparing a budget to understand that everything, including actual budgets, actual results and forecasts are deemed budgets and need to be attached to each year for comparison if needed. That is where the copy feature comes in real handy.

So far great! Really excited we made switch!

The customer service team, ease of use, visualizations, ability to compare scenerios easily!

Still getting into it and so far my biggest complaint is user set up - but thats only a 1x process1

My overall experience is that the software has been a great investment as our organization was using a large, complicated excel spreadsheet. Budgyt software has been a big-time saver even while learning its capabilities during my first year! The team is wonderful, and they take great pride in your success! I also love the customized reporting that the software can provide, which is an asset when presenting to other groups within the organization that do not have an accounting or finance background!

I like the user friendliness of the software and most importantly I do not have to use an Excel spreadsheet to work any longer with creating a new budget each year, which has been a huge time saver. I am also a visual person and love being able to have graphs to present and review for specific time periods.

The import from budget to our accounting system was a little difficult, however this was not Budgyt's fault. I believe it was my skill set that hindered the import from being quicker. With excellent training and practice, I overcame the process and decreased the amount of time used to import.

It has been very positive. They are continually making updates and improvements, and they are always quick to respond to any inquiries I may have. Forecasting and personnel updates are what I primarily use the software for.

I started utilizing Budgyt in 2019 when I started at my non-profit organization. I was looking for a budget and forecasting software that was user friendly, allowed us to create and update multiple budgets, provided streamlined forecasting, had canned budget and actual reports, and one we could manage our payroll through. My expectations were exceeded with Budgyt. Throughout my time with Budgyt they have continuously made software updates and improvements which benefit the customer. Recommendations I have made have been implemented and really benefited me. There are many useful tutorials and [SENSITIVE CONTENT], and the support team, are always available and quick to respond to inquires. The software now has updates which link directly to QBO and made my job as Finance Manager much easier. I could highly recommend Budgyt.

In the beginning the personnel portal was missing some dimensions that would have been helpful. I was able to work with [SENSITIVE CONTENT] and Budgyt's support team and they were able to add in the dimensions I needed.

As it stands today, I can’t imagine my month-end reporting without Budgyt: it has become deeply embedded into my group reporting process, giving my both profit and loss and balance sheet reports, across 8 countries, across 4 currencies, and across 6 different times zones within minutes, and I mean minutes, literally.

I am in my 4th year of using Budgyt and I must say confess this simple, aesthetic, easy-to-use, off-the-shelf, ready-to-go, hustle-free software has performed beyond my expectations. Along the way during the last 4 years, they have added multicurrency and balance sheet reporting options, making it an all-round management reporting tool for top middle level management and top-level executives.

Taking of the Find & Replace Import Option

In the past I juggled several spreadsheets for budgeting, each with different formulas and variables to manage each line item by location. With Budgyt, I can type the formulas directly into the software and everything carries over with the appropriate detail and notes! If I insist on having a spreadsheet to share with the team, I can simply store spreadsheet in the software and tell it which line to read. It not only saved me from a multitude of excel tabs but also gave me the ability to budget and forecast in a fraction of the time and energy! I started using this when our business was just an idea and now we have 4 open retail stores for Everafter and 1 + 2 upcoming for The Westside. Budgeting between the brands under the parent company has been surprisingly simple with Budgyt's ability to customize and target formulas and inputs to certain groups.

My experience was amazing. They are a great team and what they promise they deliver.

Budgyt.com is such a needed software when it comes to the budgeting process. Bugyt.com is super user-friendly, and their support staff has your back the entire way. It is my second time referring an organization I work for to use Budgyt.com for their budgeting application. Their payroll module is so functional and allows you to dial in the payroll aspect of your business regarding the annual budget. We went from a spreadsheet budget last year with 15 revisions and many mistakes to an error free system we can depend on.

There really are not any. This product surpassed my expectations with a support staff that was available when I needed them.

We work with Budgyt because of the platform's usability and affordability to have more user access. Other platforms were too tricky for the end user to access or had a monthly or annual fee that didn't meet the needs of our non-profit organization. In short, the platform is really accessible.

We use Budgyt to manage our budgeting process in Budgyt and ensure that budget managers know their spending compared to their budget every month. We also use the platform for each budget manager to build their annual budget as an organization. Our organization leaders also leverage the platform to determine budget spending and allowances.

The lack of intergration with our accounting software makes this difficult to use at times.

Easy implementation, excellent customer support

I can't think of any negative associated with Budgyt

excellent. Fantastic customer support. the best I have ever seen.

Product is very easy to use. comparisons are hugely helpful. Navigating between companies, departments and drilling down is very helpful

reporting is just ok. We have to tweak it to work for us, if we are running reports directly from budgyt

The benefit with Budgyt is getting rid of the need to use Excel as the primary location to house all the budget data. Sharing permissions are excellent, so now all managers can access their budgets, submit changes, and get approvals all within this software. Their CEO is really awesome, has taken a lot of his personal time to get on a call with me and show me the ropes. He has also been real welcoming of the feedback I have provided.

Once you get the hang of how the software works, it's easy to enter, update, and recall information within the platform. We got tired of spending hours fixing Excel formulas and formats, and with Budgyt, we can spend more time analyzing our financial progress. I also like their integration with Xero - it means it automatically imports actual financial data.

Nothing to dislike here. The software already does a good job at what it's supposed to. There can be a bit of a learning curve when using the function formulas, and I haven't had a chance to fully utilize their HR module. There are always lots of features that can add to the software, and I am glad this company continues to deploy resources towards feature releases and fixes.

Love it. I use it daily and has really saved me valuable time.

We use Budgyt for all of our budget and forecasting needs. Users create what their budget needs are in the software and those requests run through an approval process before they are actually added as a valid item in the budget. We can also run multiple budgets and forecasting scenarios at once which really helps us plan for any possible outcome.

Directly connect with accounting software.

It's been a very affordable application which has allowed us to keep our Finance team small while still providing the financial analysis needed by our non-financial leaders.

The ease of use for non-financial leaders giving them access to how their area is doing against budget and projection and allowing them to drill-down into transactional detail without the assistance of Finance Team.

We have not yet automated our integration from the ERP to Budgyt.

Solid A+

Budgyt solved our planning and forecasting needs filling in a gap in our ERP system that no other third party or the direct OEM manufacturer could. Budgyt is now core to our operations and a solution we use daily to achieve the double digit growth figures we enjoy since the day we deployed this throughout our organization.

The Cloud vs. perpetual licenses we could install in our data center.

Overall Budgyt helped me getting rid of the old ugly excel formula sheets which always gets messed up with one inconsistent formula

Quick and accurate reports Less scope of error

Visualization tools can be improved It's hard to implement

It's been a big step forward that has solved a number of pain points. We've solved the problem of finding a robust but affordable solution that works with QuickBooks. We've eliminated the distribution of monthly reports and budget information by e-mail or spreadsheet and simply have our recipients login to Budgyt. We've overcome the limitations that QuickBooks Online has with budgeting, which are major. We love that there are no limits on the number of users.

Even as a small organization, we have many departments and projects, which in our case are QuickBooks Online Classes and Sub-Classes. Budgyt was the only affordable solution we could find that allows us to do financial reporting, budgeting, and forecasting at the Sub-Class level. It's easy and flexible to see and analyze data for classes or groups of classes.

The newly released version of the API with QuickBooks Online has been problematic. We'd have preferred to wait until it was more thoroughly tested and developed.

Es un buen software, intuitivo y fácil de usar que responde a lo que se necesita y a las exigencias de cualquier empresa que requiera hacer balances y manejo de monedas

Es una ventaja muy importante tener la capacidad de generar informes, con diferentes monedas o divisas de una manera muy practica y sencilla lo que me ahorra el aveces largo y tedioso proceso de las conversiones de múltiples monedas a una sola lo cual es aveces confuso.

Debido a que es una plataforma online unas veces puede ser algo problemático dependiendo el pc

Knowing that there were no mistakes in my excel formulas - so piece of mind when presenting the budgets to our boards and committees the the numbers are correct.

We needed something to replace excel for our budget process. We wanted to be able to create separate budgets for each of our corps initiatives and roll up the data as well as allocate overhead expenses to each Corps. Budgyt does that for us without the worry of having mistakes in an excel formula. It makes it easy for employees to enter their own data without the need for me to reenter the data into a "master" spreadsheet. We are also taking advantage of adding supporting documents and notes to the budget detail - which will be great for looking back 6 months into the year when we want to know what those dollars were for. For all the functionality in the software I think the price on the product is GREAT! I looked at other products that were easily 10 x as much and were doing just about the same thing. I highly recommend Budgyt software! I also like the fact that it is a web based product, nothing to download, install or backup.

There is a lot of clicking to get to editing a line item. Would like a bit more flexibility in reporting. We are relatively new users of Budgyt. For both of these items it could be that we have not worked with it long enough yet.