Budgyt

Hands-on multi-entity budgeting with drilldown, consolidation, and rapid reporting
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Open Budgyt, pick a fiscal year, and start building budgets without wrestling with spreadsheets. Begin by importing your chart of accounts and prior actuals from your accounting system, then map entities, departments, and sub-departments so rollups happen automatically. Invite teammates with role-based permissions—finance can design templates and rules, department owners can input plans, and executives can view consolidated summaries. Set up drivers (like headcount, units, or occupancy) and global assumptions (rates, inflation, payroll taxes) once so they update every plan consistently. Create one or more versions—base, stretch, worst case—so you can compare paths side by side at any time.

For day-to-day entry, department leads open their assigned P&Ls and fill in lines or use driver-based models to calculate values. They can copy last year, apply a percentage change, or spread totals by month using patterns (even, seasonal, custom). Notes and attachments keep context with each line, and tasks help route questions back to finance. Allocation rules share costs across teams automatically—set it once for IT, facilities, or shared services and let Budgyt distribute by headcount, revenue, or any metric you choose. When a manager submits, approvers review deltas against history, add comments, and lock sections so numbers don’t drift after sign-off.

Analysis is fast: compare any plan to actuals, prior budgets, or other versions with instant variance views by month, quarter, or YTD. Click into a line to see its source detail and continue all the way to individual transactions from the general ledger. Use filters to focus on one entity or roll everything up across the group; save common views for recurring meetings. Build polished statements—P&L, consolidated summaries, department packets—in minutes and export to Excel, PDF, or a link for stakeholders. Schedule reports to arrive before leadership reviews, and keep a single source of truth instead of chasing files across email.

As the year unfolds, roll your approved budget into a forecast, refresh with actuals each close, and update only the months ahead. Run what-if scenarios—change a hiring plan, adjust pricing, or shift timing—and instantly see the impact on margins and cash. Version history records who changed what and when, with an audit trail for compliance. Unlimited users means you don’t gate access; instead, you control visibility with permissions and period locks. Whether you’re managing multiple entities, franchises, programs, or locations, consolidation is one click away, giving you confidence that your board-ready numbers match the ledger—and that your team can move from planning to execution without leaving the platform.

Review summary

Features

  • Multi-entity, department, and sub-department budgeting
  • Consolidation with one-click rollups
  • Click-through to general ledger transactions
  • Driver-based modeling and allocations
  • Headcount and staffing planning
  • Role-based access, approvals, and period locks
  • Version control with snapshots and comparisons
  • Variance analysis vs. actuals and prior plans
  • Report builder with Excel/PDF export and scheduling
  • Audit trail and change history
  • Cash flow and runway planning
  • Unlimited users

How It’s Used

  • Build the annual operating plan across multiple entities and departments
  • Route department budgets for review and approval with comments and locks
  • Refresh rolling forecasts monthly with actuals and update only future months
  • Prepare board-ready consolidated P&L and department packets in minutes
  • Investigate variances by drilling from summary lines to transactions
  • Model hiring scenarios and see instant impacts on margin and cash
  • Allocate shared services by headcount, revenue, or custom drivers
  • Manage multi-location or franchise rollups with standardized templates
  • Track grant or program budgets for nonprofits with audit-ready history

Plans & Pricing

Easy (for Profit)

$199.00 per month

Departments: 5
Users: Unlimited
Employee Module
Multiple Versions: Unlimited
Excel Linking
User Permissions
Additional Department Cost: $15/month
Dimensions: $129/month
Charting & Visualizations Q4 '20 (Coming soon)
Balance Sheet (Q1 '21): (Coming soon)
Presentation Development: $699/template
Structure & Process Review: Starting at $699
Email Support
Self-Serve Knowledge Base
24/7 Access To Basic Chat Support
Live Support Response Time: Next Day

Plus (for Profit)

$399.00 per month

Departments: 20
Users: Unlimited
Employee Module
Multiple Versions: Unlimited
Excel Linking
User Permissions
Additional Department Cost: $10/month
Multi-Currency: $99/month
Approvals: $49/month
Dimensions: $99/month
Charting & Visualizations Q4 '20 (Coming soon)
Balance Sheet (Q1 '21): (Coming soon)
Presentation Development: $699/template
Structure & Process Review: Starting at $999
Email Support
Self-Serve Knowledge Base
24/7 Access To Basic Chat Support
Live Support Response Time: Same Day

Pro (for Profit)

$699.00 per month

Departments: 50
Users: Unlimited
Employee Module
Multiple Versions: Unlimited
Excel Linking
User Permissions
Additional Department Cost: $5/month
Multi-Currency: $99/month
Approvals
Dimensions
Charting & Visualizations Q4 '20 (Coming soon)
Balance Sheet (Q1 '21): (Coming soon)
Presentation Development: $699/template
Structure & Process Review: Starting at $1499
Email Support
Self-Serve Knowledge Base
24/7 Access To Basic Chat Support
Live Support Response Time: 4 Hour Response Rate*
Individualized Onboarding & Training: Custom Pricing
Dedicated Success Manager

Enterprise (for Profit)

Custom

Departments: 75+
Users: Unlimited
Employee Module
Multiple Versions: Unlimited
Excel Linking
User Permissions
Additional Department Cost: Custom Pricing
Multi-Currency
Approvals
Dimensions
Charting & Visualizations Q4 '20 (Coming soon)
Balance Sheet (Q1 '21): (Coming soon)
Presentation Development: $699/template
Structure & Process Review: Starting at $1999
Email Support
Self-Serve Knowledge Base
24/7 Access To Basic Chat Support
Live Support Response Time: Live access to a Budgyt Guru*
Individualized Onboarding & Training: Custom Pricing
Dedicated Success Manager

Easy (non-profit)

$199.00 per month

Departments: 10
Users: Unlimited
Employee Module
Multiple Versions: Unlimited
Excel Linking
User Permissions
Additional Department Cost: $15/month
Dimensions: $99/month
Multi-Currency: $99/month
Email Support
Self-Serve Knowledge Base
Live Support Response Time: Next Day
Individualized On-Boarding & Training
Dedicated Success Manager

Plus (non-profit)

$499.00 per month

Departments: 30
Users: Unlimited
Employee Module
Multiple Versions: Unlimited
Excel Linking
User Permissions
Additional Department Cost: $7/month
Dimensions
Approvals
Charting & Visualizations: Launching Soon
Multi-Currency: $99/month
Email Support
Self-Serve Knowledge Base
Live Support Response Time: Same Day
Individualized On-Boarding & Training
Dedicated Success Manager

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