---
title: Budgyt Reviews
meta_title: 'Budgyt Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 107 reviews by the users' company size, role or industry
  to find out how Budgyt works for a business like yours.
aggregate_rating:
  rating_value: 4.8
  review_count: 107
  scale: '5'
date_modified: '2026-08-04'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---

# Budgyt Reviews
**Vendor:** Budgyt  
**Category:** [Budgeting and Forecasting Software](https://www.g2.com/categories/budgeting-and-forecasting)  
**Average Rating:** 4.8/5.0  
**Total Reviews:** 107
## About Budgyt
Budgyt is database-driven budgeting software that replaces Excel budgets entirely - eliminating formula errors, version control chaos, and the career-ending risk of broken budgets in board meetings. Unlike platforms built on top of Excel that perpetuate formula risks, Budgyt uses a pure database foundation where two plus two always equals four. No #REF errors. No broken rollups. No more frantically hunting through hidden worksheets while your board watches. Purpose-built for finance teams with board accountability. Whether you&#39;re a nonprofit managing grant allocation across multiple programs, a professional services firm tracking practice profitability, or a growing business with complex department structures, Budgyt solves the collaboration and control problems Excel can&#39;t. Why 800+ organizations and 6,000 users have trusted Budgyt: Unbreakable formulas. Database-driven calculations mean your budget never breaks. Your team contributes safely without touching your master budget. No more &quot;did I break something?&quot; panic or weekend formula archaeology. Complete audit trail. Click any number to see exactly how it was calculated. From summary to transaction detail in two clicks. No more &quot;let me get back to you&quot; moments that kill credibility in board meetings. True collaboration. Unlimited users included (no per-seat fees). Department heads and program managers contribute directly while you maintain complete control. Granular permissions protect sensitive data like payroll while enabling transparency. Implementation in days. Deep API integrations with several accounting platforms (QuickBooks, Xero, NetSuite, Sage Intacct, Microsoft Business Central) automatically map your chart of accounts, departments, and dimensions. Start budgeting immediately. Recognized by G2 as Users Most Likely to Recommend, Easiest to Do Business With, and Easiest Admin. Starting at $399/month with unlimited users included. Budget with confidence. Present without fear.



## Budgyt Pros & Cons
**What users like:**

- Users commend Budgyt for its **ease of use** , enabling seamless data uploads and straightforward presentations for efficient management. (17 reviews)
- Users praise Budgyt for its **affordable pricing and user-friendly interface** , enhancing budget management for non-profits. (12 reviews)
- Users praise Budgyt for its **responsive customer support** , which is attentive and available around the clock. (12 reviews)
- Users love the **easy budgeting process** with Budgyt, appreciating its multiple layers and excellent support. (10 reviews)
- Users appreciate the **budgeting efficiency** of Budgyt, which simplifies processes and improves visibility across multiple locations. (10 reviews)
- Collaboration (7 reviews)
- Implementation Ease (7 reviews)
- Integrations (7 reviews)
- User Interface (7 reviews)
- Customization (6 reviews)

**What users dislike:**

- Users face **integration issues** with Budgyt, particularly in managing multiple companies and lacking full automation capabilities. (5 reviews)
- Users find Budgyt **expensive** , particularly with high initial setup costs that may not align with its value. (2 reviews)
- Users find the **inefficient reporting** in Budgyt lacking in presentation and customization for non-financial audiences. (2 reviews)
- Users find a **learning difficulty** with Budgyt, especially those unfamiliar with accounting practices, complicating usage. (2 reviews)
- Users face **limitations in integration capabilities** with Budgyt, particularly when managing multiple entities effectively. (2 reviews)
- Navigation Issues (2 reviews)
- Poor Visualization (2 reviews)
- Reporting Issues (2 reviews)
- Users experience a **steep learning curve** with Budgyt, particularly impacting those unfamiliar with accounting practices. (2 reviews)
- Budgeting Issues (1 reviews)

## Budgyt Reviews
  ### 1. Easy tool for small-medium business

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 27, 2024

**What do you like best about Budgyt?**

The comparaison between scenarios are super easy to do.
Very easy to work with. Support available when you need it. Not too expensive. Easy to implemant. You can forecast your payroll

**What do you dislike about Budgyt?**

Different currencies need some planning.

**What problems is Budgyt solving and how is that benefiting you?**

Easy comparaison between scenarios.

  ### 2. Ease of Use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kish D. | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 04, 2024

**What do you like best about Budgyt?**

The Budgyt tool is very simple in terms of use. Reports are easy to export. I like the simple way it organizes the information and the fact that I can see every division. The tool puts me in control of company financials and gives me time for other things. Customer service has been great.

**What do you dislike about Budgyt?**

The only downside is that the tool doesnt interact with Payroll system or Accounting system. I have to import data into the tool myself.

**What problems is Budgyt solving and how is that benefiting you?**

Helps divisions review their individual budgets in a clean format.

  ### 3. Budgyt is the BEST!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Recreational Facilities and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 22, 2024

**What do you like best about Budgyt?**

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 CFO, and is easy enough to use by  a non-financial manager! Thanks James!

**What do you dislike about Budgyt?**

Nothing so far! Might want to upgrade to Balance sheet and/or Visualizations later.

**What problems is Budgyt solving and how is that benefiting you?**

We can EASILY forecast monthly now so can bet a better picture of the year ahead, and even will try 12 month rolling forecast.

  ### 4. Best cost effective budget tool out there

**Rating:** 5.0/5.0 stars

**Reviewed by:** Bertus F. | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 04, 2024

**What do you like best about Budgyt?**

Budget allows you to create models very easily and allows you scale to extremely complex models. The tools is very easy to use and their support is great. Won't do a budget or cost model without it again

**What do you dislike about Budgyt?**

Budgyt is a great tool if you've done some budget models before. If it's your first time then some of the concepts might be foreign to you.

**What problems is Budgyt solving and how is that benefiting you?**

The ability to model across multiple business units for us and multiple counties in various currencies

  ### 5. Very easy to learn and implement.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Patrick B. | SVP, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 27, 2024

**What do you like best about Budgyt?**

Navigating through all the data and formulas.

**What do you dislike about Budgyt?**

No ability to include SQL statments or queries within the program.

**What problems is Budgyt solving and how is that benefiting you?**

Replaced multiple spreadsheets that had the possibility of various formula errors.

  ### 6. Super simple tool with nice visualization aspects

**Rating:** 5.0/5.0 stars

**Reviewed by:** Morena C. | Accounting Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 13, 2024

**What do you like best about Budgyt?**

Easy to design reports and then have them run automatically once we close our financial period.

**What do you dislike about Budgyt?**

I have not found an area where Budgyt is not ideal for our use.

**What problems is Budgyt solving and how is that benefiting you?**

It does a precise representation of financial data showing the financial health of the business.

**Official Response from James McCoy:**

> Thank you.  Yes creating a budgeting platform that allows precision with an easy to use audit trail is hard to program and find out there.

  ### 7. Solid and Smart

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 05, 2024

**What do you like best about Budgyt?**

This program will organize all your organization's number into structures everyone - especially your non-number people - within your organization.  Incredibly customizable, secure, and (mostly) user-friendly.

**What do you dislike about Budgyt?**

While it has terrific ways of customizing what can be seen or hidden, figuring out all of the data and possibilities for exploring the data has a bit of a learning curve.  It's a quibble when compared to otherwise greatness.

**What problems is Budgyt solving and how is that benefiting you?**

Budgyt allows me to look at and plan for various department's financial needs while being the primary assistance to multiple parts of a small NPO.

**Official Response from James McCoy:**

> Hi, thank you for the review.  As Budgyt works in over 80 different verticals we have made many features configurable to various setups.  Most Admins indicate it takes about four hours to get very familiar with the platform.

  ### 8. Helpful CSR team & very userfriendly

**Rating:** 5.0/5.0 stars

**Reviewed by:** Caitlin G. | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 27, 2023

**What do you like best about Budgyt?**

We purchased all available modules and am really enjoying visualizations that are provided by Budgyt. Besides the system being very user friendly - their support staff is what has really made all the difference for our organization. Whenever I have a question they are always readily available to answer or help resolve it!

**What do you dislike about Budgyt?**

Still learning the Cashflow and Balance sheet modules but they are new to Budgyt! Looking forward to learning with Budgyt.

**What problems is Budgyt solving and how is that benefiting you?**

Visability to all of our data, the speed of updates and changes being updated throughout the site, the ease of forecasting and scenerio changes.

  ### 9. Budgyt.com and their team are amazing!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jillian S. | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 22, 2023

**What do you like best about Budgyt?**

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.

**What do you dislike about Budgyt?**

In my experience, there is nothing I dislike about Budgyt.com. The price point is perfect; the support team is available when needed, and the integration to QuickBooks online works like a charm.

**What problems is Budgyt solving and how is that benefiting you?**

We took the budget process from a spreadsheet and 15 revisions last year to a streamlined process where all users could enter their annual budgets and, more importantly, see the real-time results as actuals are populated.  Their reporting module allows the month-end-close results to be presented to decision-makers so they can make far superior decisions.

  ### 10. Amazing software; value for money

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kobina B. | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 31, 2020

**What do you like best about Budgyt?**

ease of implementation
quick implementation
self-implementation 
support during the implementation stage
virtually no support needed post -implementation

**What do you dislike about Budgyt?**

exchange rate management feature for multi-currency companies

**Recommendations to others considering Budgyt:**

easy to use
easy to implement
shortest learning-curve ever for a reporting software

**What problems is Budgyt solving and how is that benefiting you?**

going  beyond Excel for monthly reporting and group consolidations
a simple API interface or CSV upload leads to a complete management accounts pack, including group consolidations
multi-currency function
reporting seamlessly across multiple jurisdictions with different currencies at the click of a button
giving my both profit and loss and balance sheet reports, across eight countries, across four currencies, and across six different times zones within minutes
simple, aesthetic, easy-to-use, off-the-shelf, ready-to-go, hustle-free software

  ### 11. Stellar Customer Service

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kimberly S. | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 18, 2023

**What do you like best about Budgyt?**

James and his staff take time to ask relevant questions to gain insight into how we want to track our project expenses. Additionally, short meetings are easily scheduled promptly to address concerns or questions, and I can always keep moving forward. Budgyt is a user-friendly platform that makes recordkeeping easy, and the built-in reports provide instant answers when a steering committee member questions an expense. Customer support is stellar. Overall, an enjoyable experience!

**What do you dislike about Budgyt?**

I do not have an answer to this question.

**What problems is Budgyt solving and how is that benefiting you?**

I track expenses for a multimillion-dollar project in Budgyt. Reports for presentations or as references are organized succinctly and are formatted well.

  ### 12. I should have start using Budgyt years ago.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Greg Y. | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 29, 2023

**What do you like best about Budgyt?**

I highly recommend Budgyt, as it exceeded all my expectations. It is user-friendly and provides great visibility into our finances. It's effortlessly customizable to the unique needs of my organization. The training videos also saved a great deal of time in the onboarding process. The customer service is also amazing; the top-notch support team was always available to assist. The cost of the program with all its features was a bargain!

**What do you dislike about Budgyt?**

I have nothing even remotely bad to say about Budgyt.

**What problems is Budgyt solving and how is that benefiting you?**

It streamlines my budgeting process, and saves me so much time. Until recently, excel has been my primary budgeting platform, moving to Budgyt gave me the piece of mind that the finances are accurate, reliable and easily trackable.

  ### 13. Best budgeting tool I've ever used!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Gregory D. | Corporate Controller, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 31, 2020

**What do you like best about Budgyt?**

Easy to input data, create multiple budgets, track changes and view not only individual cost centers, but also entire entities with a few easy clicks.  Tracking the changes is very important especially if you give entity/cost center owners the ability to input their own data or if you have multiple Finance personnel editing information.  The payroll features are so very helpful and you can create as many fields as you need to calculate the payroll correctly and then assign these fields to the respective employees such as: FICA, bonuses, health benefits based on which group the employees has elected, wellness benefits, etc.  It is so easy to slice and dice the information even if you are working with multiple entities and you can easily export to Excel.  Overall, Budgyt took all of those troublesome spreadsheets for each entity and cost center and condensed it into an easy way to input, track and view the information.  This tool is a game changer!

**What do you dislike about Budgyt?**

There is nothing I don't dislike about this tool.

**Recommendations to others considering Budgyt:**

Pay attention to how easy it is to input personnel and the payroll formulas because that's usually 70% of the data.

**What problems is Budgyt solving and how is that benefiting you?**

The budgeting process has never been easier because Budgyt has everything you need.  I would cringe when budget season came up because of the Excel files that were previously used with these long formulas and, god forbid, if you wanted to add a new cost center, entity, etc.  Now, I don't have to worry about any of these points of frustration and can rest assured that the formulas work, the changes are tracked, the budget versions are available, and the numbers make sense.  Budgyt has cut our budgeting process in half, which has more than paid for itself.

  ### 14. Great platform and easy to navigate

**Rating:** 5.0/5.0 stars

**Reviewed by:** Amy T. | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 05, 2023

**What do you like best about Budgyt?**

The ease of navigation. I like the choice of views.

**What do you dislike about Budgyt?**

My login is through my company and not easy to find on the site.

**What problems is Budgyt solving and how is that benefiting you?**

It allows me to manage my area easily and with confidence

  ### 15. Simple to use, great for your organistation's budgetholders

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jim S. | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 07, 2023

**What do you like best about Budgyt?**

Budgyt's a very straight-forward system to use, with excellent control over access, so your budgetholders can see just what they need to see. Customer service is also excellent, and the team at budgyt are passionate about making sure you get what you need from the system.

**What do you dislike about Budgyt?**

I don't really dislike anything about Budgyt

**What problems is Budgyt solving and how is that benefiting you?**

The organisation I'm working for had a very finance - led budget process last year, and we wanted to find a simple way of creating a process which encouraged budget-holder buy-in. Budgyt seemed to be the answer, and has turned out that way.

  ### 16. Budgyt is an essential tool for non-profit leaders

**Rating:** 5.0/5.0 stars

**Reviewed by:** John F. | Deputy Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 16, 2022

**What do you like best about Budgyt?**

I highly recommend Budgyt without reservation.   The non-profit that I run has a $3.5 million budget, a staff of 30 and more than 40 different funders.  Prior to using Budgyt keeping track of what grants/contracts funded each staff member was cumbersome.  Budgyt simplifies the process through the use of Dimensions.   Reports that would take me hours to create in the past are now done in minutes.  Budgyt is an essential tool for leaders of non-profit organizations.

**What do you dislike about Budgyt?**

There is nothing that I can point to that I have not been satisfied with.   Tech support has solved any issue that I have had.

**What problems is Budgyt solving and how is that benefiting you?**

Budgyt allows me to have a full picture of how the non-profit that I run is being funded.

  ### 17. Great Platform

**Rating:** 5.0/5.0 stars

**Reviewed by:** Melanie B. | Associate Director of Finance, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 07, 2022

**What do you like best about Budgyt?**

Being able to have multiple users who can enter and track their budgets, and calculate their forecasts throughout the year without giving access to our accounting system.

**What do you dislike about Budgyt?**

Not being able to utilize it to its full capacity based on the lack of time to learn everything it offers.  This of course is not a Budgyt problem, but a personal one.

**What problems is Budgyt solving and how is that benefiting you?**

Budgyt allows anyone I give access to review financial information and build their budgets every year.  No more downloading and formatting reports from Quickbooks to send out.  Users can make notes for others to view on each line item for further insight into variances.

  ### 18. Budgyt is easy to setup and customer service is great.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Eva K. | accounting manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 06, 2023

**What do you like best about Budgyt?**

We use Budgyt for our mid-size nonprofit with complex funding structure. We were able to set up our company, upload actuals and generate a budget quickly. We are taken care of by their team, who provide us with special upload/download templates. The support is responsive, accommodating and eager to advise the most efficient use of their product. Thank you.

**What do you dislike about Budgyt?**

The setup of personnel costs focuses on entities who do not use fund accounting. Non-profits need to customize this more detailed setup.

**What problems is Budgyt solving and how is that benefiting you?**

Budgyt helps with agency-wide budgeting and forecasting, department budget to actual performance measure, personnel costs control.

  ### 19. Budgyt Has Been a Life Saver!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ric V. | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 06, 2023

**What do you like best about Budgyt?**

Budgyt has been by far the best investment our business has made.  The time I save on monthly reporting alone has made it worth the cost.  Speaking of cost, the price is absolutely reasonable.

The ability to import and export data is simple and pain-free.  One of the best features is the ability to link spreadsheets.

Excellent onboarding experience, Excellent technical support.  I simply cannot say enough good things about Budgyt!

**What do you dislike about Budgyt?**

I can't think of anything negative about Budgyt

**What problems is Budgyt solving and how is that benefiting you?**

We use QBO for our general ledger and we use Budgyt for monthly reporting and forecasting/budgeting.

  ### 20. Useful User Interface to our ERP

**Rating:** 5.0/5.0 stars

**Reviewed by:** David G. J. | Controller, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 30, 2022

**What do you like best about Budgyt?**

It provides an easy self-service interface for our leaders into the financial data coming from our ERP.    It saves the Finance Team a lot of time answering questions.    It replaced our time-consuming internal monthly financial reports for each department.

**What do you dislike about Budgyt?**

Though the functionality is available in Budgyt, I have not yet taken the time to automate the interface between our ERP (MicroSoft Dynamics GP) and Budgyt.   The manual process is quick but something I'd like to eliminate.

**What problems is Budgyt solving and how is that benefiting you?**

Budgyt is providing a user-friendly interface into the financial data in our ERP for all our leadership.   They are able to customize the data they see (Actuals, Budget, Projection, Prior Year, etc.) and then drill down into the detail that supports those amounts.    It has empowered our leadership team to do their own financial analysis which is very helpful for our small Finance Team.

  ### 21. Excellent budgeting tool.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 16, 2023

**What do you like best about Budgyt?**

Budgyt is one of the best budgeting tools in the market.

**What do you dislike about Budgyt?**

I didn't see any downside of this budgeting software as of right now.

**What problems is Budgyt solving and how is that benefiting you?**

Previously we were on excel and now Budgyt made my life so easy and the best part is the HR module, which i like most.

  ### 22. I Love this Software

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 17, 2023

**What do you like best about Budgyt?**

Very user-friendly and intuitive. I love how easy it is t enter/update info. Also love the ability to see individual departments, or groups, or a complete consolidation.

**What do you dislike about Budgyt?**

I haven't found anything that I dislike.

**What problems is Budgyt solving and how is that benefiting you?**

Budgyt is providibng a major upgrade to how we generate our budgets.

  ### 23. Excellent product with exceptional support

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 18, 2023

**What do you like best about Budgyt?**

The platform is complex with a simple interface. The support is top-notch.

**What do you dislike about Budgyt?**

The complexities take time to master but are ultimately extremely useful.

**What problems is Budgyt solving and how is that benefiting you?**

Bridging the gap between budgeting, reporting, and forecasting.

  ### 24. Excellent software

**Rating:** 5.0/5.0 stars

**Reviewed by:** rose j. | Controller, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 21, 2022

**What do you like best about Budgyt?**

navigation is so simple and fast.  We have multiple companies and multiple departements.  it is extremely helpful jumping back and forth and making comarisons.  We switched from outdated forecaster.  The old software was not user friendly and didnt allow for easy comparisons

**What do you dislike about Budgyt?**

I dont like the report output.  We have to make edits for a more user friendly report (for those interested in hard copy or PDF).  It would be nice if the reports could be customize to generate at a touch of a button.  Not a big obstacle as I dont like paper products.  Budgyt stands alone

**What problems is Budgyt solving and how is that benefiting you?**

No issues currently.  Budgyt has been extremely helpful and timely and any issues we have ever had.  We never had anything unresolved or had to wait for to fix the issue.

  ### 25. Budgtyt product review

**Rating:** 4.0/5.0 stars

**Reviewed by:** Janet R. | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 08, 2023

**What do you like best about Budgyt?**

REporting, and that staff can input in real time.  Different scenarios brought in from QBO "in a flash"

**What do you dislike about Budgyt?**

Havtn found much to dislike yet about the product

**What problems is Budgyt solving and how is that benefiting you?**

Excel formatting issues

  ### 26. Less Excel spreadsheets, reduced errors, automate manual processes. Intuitive and easy to learn.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Lona  T. | Vice President Finance & Operations, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 22, 2022

**What do you like best about Budgyt?**

Dashboards are helpful. When you can select a department and see a dashboard for each one. You can roll up the dashboards with whatever departments you want to.

**What do you dislike about Budgyt?**

Implementation takes extra time but once this step is complete, the software is amazing! Additional training options and streamlining the onboarding process could help.

**What problems is Budgyt solving and how is that benefiting you?**

Increased efficiency in the budget process. Less time is spent on the budget process by my team, and directors have to take ownership of their budgets and not ask accounting to make all of the updates.

  ### 27. Easy to use saving tons of staff hours

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 26, 2022

**What do you like best about Budgyt?**

The support for the implementation was bar none.  The software is easy to use and saved so much staff hours, including VP's time and Director's time.  Whenever we changed anything, all the reports were automatically updated.  And we don't have the issue of old versions of the budget floating around.  We would never go back to spreadsheets.

**What do you dislike about Budgyt?**

Nothing.  we have had no issues with the software.

**What problems is Budgyt solving and how is that benefiting you?**

Efficiency, productivity and staff hours.  The use of spreadsheets was inefficient. The quality of the data could not be guaranteed.

  ### 28. Budgyt Review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Hospitality | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 17, 2022

**What do you like best about Budgyt?**

Its product features and its staff. Budgyt is super easy to use and its technical support team is very knowledgeable and professional.  We can easiy get help and issue can be resolved in just one phone call.

**What do you dislike about Budgyt?**

None noted.  Everything has been working quite well for us. We received a lot of support and guidance during the setup to ensure that it was setup the way we wanted.

**What problems is Budgyt solving and how is that benefiting you?**

Streamlining our budgeting process.  Budgyt makes it simpler to collect data, easy to duplicate and manage different scenarios.  Reports can be run by period, department, revenue sources, expense components as well as against historical data.

  ### 29. Cool, User Friendly & Affordable Budget Solution

**Rating:** 4.5/5.0 stars

**Reviewed by:** Harinda I. | Senior Project Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 03, 2022

**What do you like best about Budgyt?**

The solution is extremely user-friendly and packed with powerful features such as scenario-based data modeling, segregation capability, Xero integration, SAML 2.0 authentication support, and so on. Aileen Zelekowitz, our implementation consultant, was fantastic throughout the implementation phase, gathering requirements, leading workshops, and assisting us in configuring the system.

**What do you dislike about Budgyt?**

We initially encountered some system performance issues. However, once raised, the support team promptly addressed it.

**What problems is Budgyt solving and how is that benefiting you?**

Moving away from Excel and enabling relevant department heads to access and collaborate anytime, anywhere.

  ### 30. Budgyt for Healthcare

**Rating:** 4.0/5.0 stars

**Reviewed by:** Winona G. | EPC, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 30, 2022

**What do you like best about Budgyt?**

It gives a good compare and contrast on a monthly basis, and from year to year. It allows you to coordinate well with administration on financial issues.

**What do you dislike about Budgyt?**

There is nothing I dislike about Budgyt, though it did take me a little while to figure out the variances.

**What problems is Budgyt solving and how is that benefiting you?**

Budgyt allows each department to create and approve budgets, and communicate quickly with the CFO, CEO, etc.

  ### 31. Becoming an impressive tool for budgeting and forecasting

**Rating:** 4.5/5.0 stars

**Reviewed by:** Joseph P. | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 01, 2020

**What do you like best about Budgyt?**

Budgyt has worked well with our budgeting and quarterly forecasting process.  I really like the ability to setup an input file and easily update it constantly. They are always adding great improvements and features, while keeping the data behind everything consistent.

**What do you dislike about Budgyt?**

Would like a more flexible way to load the payroll on a monthly basis, but I think they are already working on this feature.

**Recommendations to others considering Budgyt:**

It's slightly different from other budgeting solutions that have been around for a while, but this can be a good thing. Get past the learning curve by learning how to manipulate the data and calculations, and you'll be a budgeting powerhouse.

**What problems is Budgyt solving and how is that benefiting you?**

We have a very tight schedule of rolling budgets and forecasts with a constant need of providing sensitivities around different strategies. Budgyt has been a great tool to accommodate our needs and allows us to be very flexible.

  ### 32. Onestop Solution

**Rating:** 5.0/5.0 stars

**Reviewed by:** Preeti J. | Senior BI Analyst, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 24, 2022

**What do you like best about Budgyt?**

Its not one of the regular budgeting software wherein the user does not have much of the control adding restrictions over certain parts of the budget.

It allows the users to have fair control on who can see what part of budget, thereby good scope of data security & privacy. It acts our basic ledger & easy to use, understand & read.

Its the best app in market given the pricing as well.

**What do you dislike about Budgyt?**

I do not think that there is anything to dislike about the  App.

**Recommendations to others considering Budgyt:**

If you need one stop solutions for all your accounting needs, which is cost effective, Time efficient &  easy to use with good support then BUDGYT is something you need to consider.

**What problems is Budgyt solving and how is that benefiting you?**

Easy to read , Use & understand. And if at all you're stuck somewhere, they have there tutorials in place, which is so detailed.
Time efficient.
Cost Effective.

  ### 33. Great Software

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 30, 2022

**What do you like best about Budgyt?**

Quick and easy for the entire department to budget and then verify their actual spending. The features for payroll budgeting are also top-notch. The payroll formulas make everything super easy.

**What do you dislike about Budgyt?**

I wish that there was a more seamless sync between Budgyt and our accounting software, Intacct or at least an auto-feed for more real-time updates to spend for our budget managers.

**What problems is Budgyt solving and how is that benefiting you?**

Helping budget managers more actively manage their spending so they can dictate to our development team what they need regarding resources, to meet our org mission.

  ### 34. A gem in the crowded market of CPMs

**Rating:** 5.0/5.0 stars

**Reviewed by:** Dmitry G. | Senior Finance Analyst, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 08, 2022

**What do you like best about Budgyt?**

Budgeting is so easy with Budgyt. After a quick initial set up budgets can be prepared based on business drivers. Also, forecasting can be streamlined with nice features. So easy to use!!!

**What do you dislike about Budgyt?**

Nothing to say here. Support did everything we asked.

**Recommendations to others considering Budgyt:**

The best value for money on the market. If you fail with Budgyt you are not ready for anything else.

**What problems is Budgyt solving and how is that benefiting you?**

Collecting inputs from ~50 people, eliminating spreadsheets. Providing a self-service platform that acts as a single source of truth. Reduced time from months to weeks during budget time.

  ### 35. The answer to managing budgets!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jen S. | Director of Finance and Administration, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 29, 2020

**What do you like best about Budgyt?**

There are lots of things about the software that I really like, but the ongoing support and almost immediate responses from the Budgyt team are absolutely invaluable to me!

**What do you dislike about Budgyt?**

It has a pretty steep learning curve at first. But the Budgyt team is very patient and helped me through that.

**What problems is Budgyt solving and how is that benefiting you?**

I found Budgyt in my search for budgeting payroll only. We had a pretty complicated XLS solution. Not only does Budgyt fits my needs in budgeting payroll but monthly actual to budget reports and giving managers direct access to their budgets is proving very valuable to our organization.

  ### 36. Budgyt is so helpful that it has replaced our old ugly excel formula sheets

**Rating:** 4.5/5.0 stars

**Reviewed by:** Sakshi H. | Finance and administration coordinator, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 09, 2022

**What do you like best about Budgyt?**

Budgyt helps in planning the financial figures in a better and efficient way.

Non-accounting people can also understand it easily

It's much simpler than using excel.

**What do you dislike about Budgyt?**

It needs a lot of training and practise before using it like a pro.

The visualization tool can be better but it's below the average.

Hard implementation and time taking

**Recommendations to others considering Budgyt:**

Budgyt can improve it's visualization tool

Can make the integration easier

**What problems is Budgyt solving and how is that benefiting you?**

Budget palnning and it's successful implementation.

Helpful with short-term as well as long-term project's financial projections

Easy to compare the numbers

  ### 37. Budyt continues its improvements!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Michael D. | CFO, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 09, 2022

**What do you like best about Budgyt?**

It is really easy to understand.  Our user base expanded exponentially in recent years, and newbies "got it" in about 45 minutes of training.  The embedded videos rock!

**What do you dislike about Budgyt?**

Manual uploading of QuickBooks files is time consuming and can produce errors, and with our five companies, and error in one forces us to upload all five again.

**Recommendations to others considering Budgyt:**

Jump right into a demo version.  Your life will change for the better.

**What problems is Budgyt solving and how is that benefiting you?**

Annual fiscal budgeting, and periodic variance analysis of operations to budget.

  ### 38. This product has transformed our budgeting process.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Scott C. | Director of Financial Operating Systems, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 19, 2022

**What do you like best about Budgyt?**

The ease of implementation, user-friendliness and customer service are the three biggest advantages to this software for our company

**What do you dislike about Budgyt?**

The only criticism, I have experienced from users to this point is the inability to adjust the background and foreground color scheme

**Recommendations to others considering Budgyt:**

This is a great product for the value

**What problems is Budgyt solving and how is that benefiting you?**

Standardized budgeting process across the entire company and version control

  ### 39. We have been using Budgyt for the past 3 years.  It is very user friendly budgeting tool.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Ravi M. | Value Change, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 10, 2022

**What do you like best about Budgyt?**

I specially like its functionality, ease of use, speed of retrival of informaiton, report format and layout and most importantly moving data between our ERP system

**What do you dislike about Budgyt?**

It shows up unnecessary rows with zero values, which is quite disturbing.

**Recommendations to others considering Budgyt:**

If you have challenging times preparing your company's annual budget and quarterly forecast, Budgyt is your answer.

**What problems is Budgyt solving and how is that benefiting you?**

Our annual budgeting and quarterly forecast are much more efficient now and employees are realising the value of this

  ### 40. Best Budgyt Software

**Rating:** 5.0/5.0 stars

**Reviewed by:** Deanna S. | CFO, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 14, 2022

**What do you like best about Budgyt?**

Budgyt Software is easy to use and very detail-oriented.  Implementation was painless.  Ongoing questions or issues are addressed in a timely manner.

**What do you dislike about Budgyt?**

I really can't think of anything.  I am using Budgyt software for two different companies and love the agility of the software.

**What problems is Budgyt solving and how is that benefiting you?**

I love the way Budggy software handles labor/benefit costs.  I do a budget for a company in the service industry so labor is a large cost for us.  The Budgyt software handles payroll taxes and benefit-cost with such detail that by budget is always spot on with actual.

  ### 41. Budgyt Review - Highly Recommend

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 17, 2022

**What do you like best about Budgyt?**

Any time I have a question, I can find an easy to understand answer in the support section. If not, the chat function is super fast!

**What do you dislike about Budgyt?**

Most things our team would like to happen within budgyt are either newly released updates or in the pipeline.

**What problems is Budgyt solving and how is that benefiting you?**

We use budgyt to inform budget owners of their P&L and perform all of our P&L analysis and variances to budget/forecast. It is a great tool for keeping track of headcount as well!

  ### 42. Budgeting

**Rating:** 4.5/5.0 stars

**Reviewed by:** Melissa  H. | Vice President Finance, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 28, 2022

**What do you like best about Budgyt?**

Ease of use, integration capabilities with existing Financial System.

**What do you dislike about Budgyt?**

Notification for approvals could be more streamlined.

**What problems is Budgyt solving and how is that benefiting you?**

User understanding, ease of updating, and increased communication surrounding budgets with non-financial minded staff.

  ### 43. Fantastic software

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Events Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 09, 2022

**What do you like best about Budgyt?**

Very easy to use. Can handle complex calculations or simple. Very clean looking and easy to export for reports outside of budgyt. Love the comparatives in budgyt as well

**What do you dislike about Budgyt?**

Nothing is missing. It's a great product and hope to keep using for  a long time. Easy for staff too.

**What problems is Budgyt solving and how is that benefiting you?**

We use it to budget next year and we use it to forecast the current year. We also do modeling comparisons

  ### 44. Easy to Use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Stephanie I. | Accounting Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 15, 2021

**What do you like best about Budgyt?**

Very user friendly! I love that I don't have to use excel at all. It is very easy to copy a prior year and make changes or look at different scenarios.

**What do you dislike about Budgyt?**

The HR module is a little difficult at first to understand how everything flows.

**Recommendations to others considering Budgyt:**

Very easy to use and way better than spreadsheets!

**What problems is Budgyt solving and how is that benefiting you?**

No longer have to use excel and rely on complicated formulas. Saves a lot of time to used Budgyt!

  ### 45. Great Budget and Forecasting Software

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 22, 2021

**What do you like best about Budgyt?**

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 James, and the support team, are always available and quick to respond to inquires. The software now has updates that link directly to QBO and made my job as Finance Manager much easier. I could highly recommend Budgyt.

**What do you dislike about Budgyt?**

I am happy with the software. In the beginning phases, there were reports and options which were missing that would have been helpful. I addressed these with James and their support team, and they were able to build in the capabilities I needed.

**Recommendations to others considering Budgyt:**

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 James, 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.

**What problems is Budgyt solving and how is that benefiting you?**

I use Budgyt primarily for budget and actual reports, as well as quarterly forecasting. It is very easy to create forecasts with year-to-date actuals and forecast information. Additionally, it has really helped with my personnel. We are grant-based and need to update allocations on a regular basis. Their personnel portion has been a life saver.

  ### 46. Sept 2020

**Rating:** 4.0/5.0 stars

**Reviewed by:** Sherry L. | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 01, 2020

**What do you like best about Budgyt?**

Dashboard with preset reports and ability to see chosen timeframes

**What do you dislike about Budgyt?**

Unable to move from person to person and stay in same section.

**What problems is Budgyt solving and how is that benefiting you?**

Done with keeping up horrific spreadsheet with various formulas!!

  ### 47. Excellent tool for budgeting

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Food & Beverages | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 22, 2021

**What do you like best about Budgyt?**

I love all the Dashboard display variations.  Perfect for Budget to Actual comparisons.

**What do you dislike about Budgyt?**

Data import options are limited and a bit cumbersome at times.  The approval process on the approver's side can be a bit overwhelming with a large company.

**What problems is Budgyt solving and how is that benefiting you?**

We are consolidating all those pesky spreadsheets running around.  We've also started exporting our final P&L and importing it into GP.

  ### 48. Flexible and easy to use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Management Consulting | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 09, 2022

**What do you like best about Budgyt?**

Easy to use platform and total flexibility allows for easy deployment.

**What do you dislike about Budgyt?**

Nothing comes to mind here, it has met our needs to date.

**What problems is Budgyt solving and how is that benefiting you?**

Easy financial reporting in one system coupled with budget scenarios and forecasting make it an ideal platform.

  ### 49. Our First Several Months on Budgyt

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jim H. | Partner, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 19, 2021

**What do you like best about Budgyt?**

Budgyt is easy to use and has a clear user interface.  The level of personalized support and assistance we have received is exceptional.

**What do you dislike about Budgyt?**

The ability to easily upload new data into the application also means that it is easy to make a mistake and overwrite unintentionally.  Some additional guardrails for users might be useful.

**What problems is Budgyt solving and how is that benefiting you?**

We are using Budgyt to allow us to easily report budget vs actual results to our departments and to our Board and other stakeholders.  We looks forward to also implementing a more streamlined budget creation process.  Budgyt is very flexible and was easy for our departmental users to learn to use.  Our Board has already complimented the new reporting we have presented based on Budgyt data!

  ### 50. Instant and automatic consolidation of budget submissions - budget holders focus on their business.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jason K. | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 31, 2020

**What do you like best about Budgyt?**

The tool is so effective at collecting business leaders' input, that leaders can focus on making business decisions, rather than the administrative complexity of spreadsheets.  The tool consolidates instantly, allowing people to see immediately the impact of a given scenario change, dramatically increasing the quality of budget discussions and financial decisions.

**What do you dislike about Budgyt?**

By its very nature, a budgeting process involves detail, so while the Budgyt.com website renders on mobile phones, details can be harder to read on smaller screens.

**What problems is Budgyt solving and how is that benefiting you?**

Time lag and inevitable error checking and correction involved with spreadsheet based budget consolidation processes are a thing of the past.  The time lag issue is important, because decision-makers can now see the impact of their proposed decisions instantly, facilitating more rigorous discussion of business drivers and variables .  Budgyt.com facilitated better budget discussions, and we've increased our efficiency (smaller finance team).  The organization returned to balanced budgets through better decision making.  Additionally we use the tool for budget variance reporting outside the budget cycle, by uploading actual data for comparison against budget - this allows budget holders to check the budget from anywhere via the cloud.


## Budgyt Discussions
  - [What is Budgyt used for?](https://www.g2.com/discussions/what-is-budgyt-used-for) - 1 comment

- [View Budgyt pricing details and edition comparison](https://www.g2.com/products/budgyt/reviews?page=2&section=pricing&secure%5Bexpires_at%5D=2026-08-04+22%3A25%3A15+-0500&secure%5Bsession_id%5D=5936129b-b364-42cf-8b83-0b172db9e1ad&secure%5Btoken%5D=c50fe98f44b7cb092d944e49eb45608a9593a77d5170cf88031dcd086084e427&format=llm_user)
## Budgyt Integrations
  - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews)

## Budgyt Features
**Budget Creation**
- Data Import
- Budget Hierarchies
- Versioning
- Formulas
- What-If
- Budget Periods

**Data Management**
- Data Import
- Data Consolidation
- Data Validation

**Cash Flow Management**
- File Exports
- Income and Expenses
- Track Cash Flow

**Reconciliation**
- Consolidation
- Management
- Accounting

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Budget Management**
- Consolidation
- Adjustments
- Workflows

**Reporting Structure**
- Reporting Hierarchy
- Report Templates
- Report Types

**Cash Flow Forecasting**
- Historical Data
- Reforecast
- Forecast Types
- Rolling Forecasts
- AI

**Reporting**
- Report Types
- Standard
- Custom

**Forecasting**
- Historical Data
- Reforecast
- Forecast Types
- Rolling Forecasts
- AI

**Standard Analytics**
- Standard KPIs
- Standard Reports
- Financial Statements
- Drill Down

**Analytics**
- Variance Analysis
- Reports
- Forecast Comparison
- Forward Looking

**Closing Process**
- Audit
- Journal Entries
- Distribution

**Analytics**
- Variance Analysis
- Forecasts Comparison
- Forward Looking

**Custom Analytics**
- Dashboards
- Custom KPIs
- Custom Reports
- Self Service
- Multiple Entities

**Financial Data Transfer**
- Data Transfer
- Data Exchange
- Reporting
- Access
- Integration

**Agentic AI -  Cash Flow Management**
- Autonomous Task Execution

**Agentic AI - Budgeting and Forecasting**
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Agentic AI - Financial Analysis**
- Cross-system Integration
- Decision Making

**AI - Financial Close**
- Autonomous Task Execution
- Compliance
- Reconciliation
- Data Collection
- Analysis

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