---
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: '2026-08-07'
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. Budgyt Recommendation

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** December 18, 2020

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

I like that it is a Cross-Platform budget software. You can use it with QuickBooks, NetSuite, Great Plains, etc. The support that comes with Budgyt is great; however you do not need much help as it is self-explanatory.

**What do you dislike about Budgyt?**

The hyperlinks for diving into numbers; though, I go back and forth with this, as sometimes it is nice and sometimes it is not!

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

Multi-Departmental, Multi-Entity budgeting and Payroll Budgeting. I have used many different platforms in the past, this is the best platform for roll-up capabilities between departments as well as various entities. Payroll Budgeting is a huge win, the capabilities it has is amazing (HR Formulas [Taxes, Medical, etc.], Timed Increases, Timed New Hires, etc.).

  ### 2. My experience has been wonderful.  The videos are very helpful and also the Help Desk Support.

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** September 01, 2020

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

I like the videos, they are very helpful and show step by step.

**What do you dislike about Budgyt?**

I dislike when adding a new category you can't use the same reporting position you have to move other numbers around in order to get them directly in order according to the numbers.

**Recommendations to others considering Budgyt:**

Be willing to learn alot, watch videos, and work with support to get your Budgets to appear just the way it needs to be.  If you have any questions feel free to reach out to tech support they will always provide what you need.

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

The problems that are being solved with using this software is the less time it takes to get a consolidated report.  It would take longer if this software was not available.

  ### 3. Budgyt is a good tool to have if you need something more than what excel can provide.

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** September 01, 2020

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

As a Startup, Budgyt was what we needed to track our spend. Budgyt has helped us to better track expenses and hold departments accountable for their spend. Before, our Company used excel and with that it was a lot of manual input and verifying calculations. Pros: Budgyt in the grand scheme of things is easy to use. You can create calculations for payroll, taxes, revenue, and cogs. You can create budgets by department and also import the actuals from Quickbooks to do month, quarter or annual comparisons. Budgyt has helped us to better track expenses and hold departments accountable for their spend. Before, our Company used excel and with that it was a lot of manual input and verifying calculations.

**What do you dislike about Budgyt?**

It does take time to understand and calculate the formulas, but once you get use to it, it is a lot simpler to do future ones. In addition, customer support can assist to help you start them. I do wish they could add budgets greater than 1 year, but this might coming in future software releases.

**Recommendations to others considering Budgyt:**

If you need something more that what excel can provide, Budgyt is a useful tool.

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

Budgyt has helped us to better forecast and do budget to actual comparisons.  Before we used excel and it was just to difficult to use to for forecasting.

  ### 4. “So easy to learn! It's like the crystal ball for budgeting!”

**Rating:** 5.0/5.0 stars

**Reviewed by:** Aileen Z. | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 01, 2020

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

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 8 retail stores between Everafter and 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.

**What do you dislike about Budgyt?**

Large reports can sometimes take up to 2 minutes to run. However, instead of waiting, you can run the report and once its ready they send you an email with a link to report so that you're not waiting on the report page.

**Recommendations to others considering Budgyt:**

The software is very user friendly. The level of support and incredible should any questions come up.

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

I've always built budgets bottoms up which requires a great level of detail and information tracking. The employee module has eliminated a multitude of payroll budgeting and tracking spreadsheets. The ability to name and track items within a P&L line have been incredibly helpful. Actualizing budgets with Quickbooks is very quick and easy allowing me to analyze in real time.

  ### 5. Easy to Use Forecast and Budget Tool

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** January 13, 2021

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

Customer Service/continued enhancement of features

**What do you dislike about Budgyt?**

Lack of a balance sheet budget, glad to hear it is coming.

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

My nonfinancial users have found it easy to get to information they need.  No problems that support has not resolved.

  ### 6. Great System!

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** September 01, 2020

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

Intuitive user interface.  Great tool for forecasting.

**What do you dislike about Budgyt?**

The reporting is a limited. I usually have to put it in excel to get exactly what I need.

**Recommendations to others considering Budgyt:**

It is a robust system and a good economic value.

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

We were using excel spreadsheets so Budgyt eliminates the risk of error inherent in spreadsheets.  Our managers can input their own forecast updates instead of everything going through the Accounting department.  We can do detailed comparisons of budget, actuals, ty, ly, forecast.  It has saved us a lot of time and the information we are able to report is much more robust.

  ### 7. Budgyt a good solution

**Rating:** 4.5/5.0 stars

**Reviewed by:** Scott H. | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 28, 2020

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

We are on our fourth year with Budgyt and our templates are pretty well built out.  Managers are familiar with the system and like the ownership the solution provides.  James listens to his customers and the upgrades have been spot on

**What do you dislike about Budgyt?**

Some of the formulas, categories are tricky to figure out.

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

Distributed budgeting for the income statement to remote management


## 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=3&section=pricing&secure%5Bexpires_at%5D=2026-08-07+15%3A33%3A18+-0500&secure%5Bsession_id%5D=5f5b38cd-19b2-48b6-afaf-648fe2d496d3&secure%5Btoken%5D=042f9c40d9714d7dbc0f28cedcd0045c12e5b48f61518119ecb4326eb7f51162&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
- Real-Time Data

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

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

**Reconciliation**
- Consolidation
- Management
- Accounting
- Built-in Accounting
- Compliance Management
- Task Management
- Tax Management
- Cash Flow Management
- Financial Consolidation & Close Management

**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
- Generative 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
- Financial Analysis

**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

**Additional Functionality**
- Data Visualization
- Purchase Order Management
- Expense Management
- Ad hoc Reporting
- Multi-Company
- Profit/Loss Statement
- Workflow Management
- Access Controls/Permissions
- Customizable Reports
- Forecasting
- Dashboard Creation
- Self-Service Reporting
- Multi-Currency
- Financial Management
- "What If" Scenarios
- Asset Lifecycle Management
- Strategic Planning
- Visual Analytics
- Billing & Invoicing
- Real-Time Reporting
- Reporting/Analytics
- Receipt Management
- Scenario Planning
- Alerts/Notifications
- Collaboration Tools
- Version Control
- Activity Dashboard
- General Ledger
- Third-Party Integrations
- Consolidation/Roll-Up
- Drag & Drop
- Income & Balance Sheet
- Multi-Department/Project
- Accounting
- API
- Chart of Accounts
- AI Copilot
- Cash Management

**Additional Functionality**
- Third-Party Integration
- Reporting/Analytics
- Audit Trail
- Visual Analytics
- Income & Balance Sheet
- Profit/Loss Statement
- Financial Reporting
- Generative AI
- Multi-Currency
- Alerts/Notifications
- Accounting Integration
- General Ledger
- Multi-Country
- Dashboard
- AI Copilot
- Cost Database
- Financial Templates
- Checklists
- Receivables Ledger
- Multiple Projects
- Accounts Receivable
- Accounts Payable
- Budgeting/Forecasting

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