Budgyt Reviews & Insights

Score8.6 out of 10

48 Reviews and Ratings

Other Services (except Public Administration)

“time savings: cannot overstate how impactful Budgyt has been relative to our former excel-based, manually-intensive budget process”

Overview

Synthesised from 14 reviews | Last Published April 23, 2026

This product assessment of Budgyt synthesizes insights from 14 recent reviews, covering overall satisfaction, strengths, weaknesses, and ROI. Budgyt is primarily used for budgeting and forecasting, with 10 of 14 reviewers specifically highlighting its utility in this area, often as a replacement for spreadsheet-based processes. The software is generally praised for its ease of use, with 6 reviewers noting its intuitive interface. Users also value its reporting and analysis capabilities, with 5 reviewers appreciating the detailed reports and financial data access it provides to stakeholders. However, some reviewers (4 of 14) find the data import and integration processes cumbersome, especially with systems like Sage Intacct and QuickBooks. While a smaller subset (2 of 14) experienced performance slowdowns with large datasets, the majority of reviewers report significant time savings (10 of 14) and improved efficiency (5 of 14) compared to previous methods, attributing these gains to Budgyt's centralized portal and reduced errors from eliminating spreadsheets.

Pros

Streamlines budgeting and forecasting processes, replacing error-prone spreadsheets.
Offers an intuitive user interface, reducing the learning curve for new users.
Provides robust reporting and analysis capabilities, delivering detailed financial insights.
Facilitates time savings by centralizing budget data and automating workflows.
Improves efficiency by reducing manual labor during budgeting, month-end close, and board reporting.

Cons

Cumbersome data import and integration processes, particularly with systems like Sage Intacct and QuickBooks.
Performance can be slow when handling large datasets.
Reliance on manual import/export processes can be time-consuming.

What positive or negative impact (i.e. Return on Investment or ROI) has Budgyt had on your overall business objectives?

From 14 reviews | Last Published April 23, 2026

Summary

This report analyzes 14 recent reviews to assess the return on investment (ROI) of Budgyt in relation to overall business objectives. A significant portion of reviewers, 10 out of 14, noted considerable time savings with Budgyt, particularly when compared to previous Excel-based budgeting processes. These time savings appear to be closely linked to improvements in efficiency, mentioned by 5 reviewers, including reduced labor during budgeting, month-end close, and board reporting. Reviewers also highlighted the elimination of errors associated with spreadsheets as a positive impact on efficiency. Budgyt's centralized portal seems to play a key role in both time savings and efficiency gains, enabling department managers to access cost information and input budget requests directly, thus streamlining workflows and freeing up time for collaboration and analysis.

Related topics

Time savings Improved efficiency

Top Quotes

Time savings

“time savings: cannot overstate how impactful Budgyt has been relative to our former excel-based, manually-intensive budget process”

Improved efficiency

“Reduction in labor during the budget process”

Describe how you use Budgyt in your organization. What are the business problems the product addresses and what is the scope of your use case?

From 14 reviews | Last Published April 23, 2026

Summary

This report synthesizes 14 recent product reviews to understand how users are leveraging Budgyt within their organizations, focusing on the business problems the software addresses and the scope of its use. A significant portion of reviewers (10 of 14) highlight the software's utility in budgeting and forecasting, often contrasting it with previous reliance on spreadsheets. Six reviewers specifically praise Budgyt's ease of use, noting its intuitive interface and streamlined processes. Beyond budgeting, 5 reviewers appreciate Budgyt's reporting and analysis capabilities, particularly in generating detailed reports and providing financial data access to various stakeholders. Reviewers generally convey positive sentiment towards Budgyt, emphasizing its role in improving budgeting accuracy, efficiency, and accessibility across different organizational levels.

Top Quotes

Budgeting and Forecasting

“We use Budgyt to forecast and budget for our business and compare to actuals.”

Ease of Use

“Budgyt is very user-friendly and flexible, and easy to administer, which is great considering that most of our users are non-finance folks. Budgyt is very intuitive and easy to follow, enabling successful navigation and use of financial info for our entire organization.”

Reporting and Analysis

“We use it for management reporting to department heads because it allows us to restrict what they can and can't see through permissions, rather than having to create multiple spreadsheets.”

Please provide some detailed examples of areas where Budgyt has room for improvement.

From 14 reviews | Last Published April 23, 2026

Summary

This report synthesizes 14 recent product reviews to identify areas where Budgyt users see room for improvement. A key area of concern, raised by 4 of 14 reviewers, involves integration and data import. These reviewers find the current reliance on manual import/export processes cumbersome, particularly with systems like Sage Intacct and QuickBooks. A smaller segment of reviewers, 2 of 14, noted that the platform's performance speed can be slow, especially when handling large datasets. These concerns highlight opportunities to enhance user experience through streamlined data handling and optimized performance.

Top Quotes

Integration and Data Import

“relying on manual import/export of financial data from Sage Intacct is not ideal. Budgyt has promised that live integration with Sage's API is coming, but it has yet to be delivered.”

Performance and Speed

“it is slow when there is much data-As the organization grows, we will hired more people and have more programs, it will be great for it to still work faster even as the data increase”

Please provide some detailed examples of things that Budgyt does particularly well.

From 14 reviews | Last Published April 23, 2026

Summary

This report synthesizes 14 recent product reviews to identify areas where Budgyt performs well. Reviewers frequently highlight the software's budgeting and reporting capabilities; this was mentioned by 7 reviewers. Several reviewers also praised the ease of use and data handling capabilities of the software. Specifically, 4 reviewers appreciated the user-friendly interface, and 3 noted the well-developed import functionalities and connected data sections. Overall, the reviews suggest that Budgyt is valued for its ability to streamline budgeting processes, provide robust reporting options, and facilitate easy data integration.

Top Quotes

Budgeting and Reporting

“budgeting: building annual budgets from the ground-up”

Ease of Use

“Easy user interface between QuickBooks Online and Budgyt”

Importing and Data Handling

“Easy to import actual data”

Reviews

46 Reviews

Budgyt is a great choice for simplifying the budgeting process

Rating: 10 out of 10

Incentivized

April 30, 2025

Use Cases and Deployment Scope

I was building the budget in Excell and I had to fill in each amount in the budget fields, which was very frustrating, time-consuming and with the risk of errors in the budget. In Budgyt, I got rid of this chore because I bring my amounts through imports from all the sources used for collecting information and I can focus more on analysis now.

Pros

It has well-developed import functionalities which facilitates importing from external sources, making it easier to complete the budget, regardless of the source of the data.
It has very flexible reporting possibilities, which makes it very efficient to analyze and present the budget, once the data has been imported or completed.
It has well-developed security and role management specifications for users, including an audit of user operations in the application, which ensures transparency in the way it works and facilitates the correction of any errors by the people who have a verification role in the platform.

Cons

My first impression was that there is no room for negotiation on the price that initially seemed a bit high to me, but it is the first budgeting application purchased, probably the advantages of the application will far exceed the initial purchase price.

Likelihood to Recommend

In my case, the problem was that I had a lot of different data sources and I would bring this data into an Excell file and then build all kinds of spreadsheets and other files for various reports. Budgyt allows me to centralize this data in a much more efficient way than I did in excel, and the reports in Budgyt are very good and it saved me from the additional processing I was doing in Excell.

Verified User

Employee in Finance and Accounting (51-200 employees)

Vetted Review

1 year of experience

Great Product for Mid-Sized Organizations

Rating: 10 out of 10

Incentivized

April 1, 2025

Use Cases and Deployment Scope

Budgyt is our financial planning and analysis software, used primarily for distribution of monthly financials to all department heads and for the annual budget build/approval process

Pros

Budgyt has a strong hierarchy structure (i.e. department, program, project) for roll up of various functions into their department
Allocation of shared costs, especially salary and benefits across various funding sources
Quick and easy switching between views (i.e. actual to budget, 3-year actual trend, 3-year budget trend)

Cons

Visualizations integration into core product
Balance Sheet functionality in core product

Likelihood to Recommend

Budgyt is great for instant consolidation of a multi-department and multi-entity organization. It has strong hierarchy and roll-ups at various levels. User setup and security is straightforward, with ability to restrict data to only department heads over a project. Excellent capability in salary and benefit calculation, for instance down to each type of state and federal tax, and each type of employee health benefit with individual cost as specific as necessary. Strong export functionality.

Steve Maciel

Chief Financial Officer in Finance and Accounting at League of California Cities (51-200 employees)

Vetted Review

2 years of experience

View profile

Fantastic Product

Rating: 10 out of 10

Incentivized

March 27, 2025

Use Cases and Deployment Scope

we use Budgyt to manage expenses and provide consistency in reporting. it is integrated with Business Central, our accounting software.

Budgyt is easy to use both for accounting purposes as well as the departmental staff who are responsible for their budgets.

Most important, Budgyt provides excellent customer support and is very responsive.

Pros

easy to use
nice consolidating roll up
easy to select roll up options

Cons

I havent noticed any missing functionality

Likelihood to Recommend

it is very easy to set up multiple scenarios. you don't need to be an accountant to utilize the software and provide input. Import and export Budgyt data and actual data is easy to use. customer support was very helpful in customizing the report format to accommodate our accounting software.
I do not use the balance sheet in Budgyt though it is an available feature. I also do not use much of the formulas in our current environment but did use it at a previous company.

Verified User

Vice-President in Finance and Accounting (51-200 employees)

Vetted Review

6 years of experience

Powerful, Flexible, Easy to Use Budget & Planning Solution

Rating: 9 out of 10

Incentivized

March 10, 2025

Use Cases and Deployment Scope

ACSM uses Budgyt to build our annual operating budget, produce and view regular periodic financial reports, and complete ad hoc data analysis. Budgyt is very user-friendly and flexible, and easy to administer, which is great considering that most of our users are non-finance folks. Budgyt is very intuitive and easy to follow, enabling successful navigation and use of financial info for our entire organization.

Pros

budgeting: building annual budgets from the ground-up
financial reporting: Budgyt includes a number of great options for navigating financial reports
analysis (& reporting): the ease and flexibility of configuring and using data tools allow for detailed analysis, and numerous options for accessing data to enable effective analysis and reporting views

Cons

minor: a desired quality of life improvement would be to alter the way things are presented/navigated via the sidebar - in some cases, it can mean repeatedly toggling between multiple tabs or going back and forth between different screens when it could be more efficient and less tedious if done differently
major: having access to real-time data is a priority, therefore relying on manual import/export of financial data from Sage Intacct is not ideal. Budgyt has promised that live integration with Sage's API is coming, but it has yet to be delivered.

Likelihood to Recommend

Budgyt's value for the money is exceptional. the system is very approachable - implementation, initial setup, training, and getting up to speed with regular use was a breeze. support has been exceptional ever since implementation. the system seems straightforward and can be exceptionally simple if limited in use, or more complex based on utilization of advanced features. execution is great across the board, and the support tools available to navigate any uncertainty about using the product is incomparable.

Tom Ducary

Controller in Finance and Accounting at American College of Sports Medicine (11-50 employees)

Vetted Review

3 years of experience

Budgyt saved us time and money

Rating: 10 out of 10

Incentivized

March 10, 2025

Use Cases and Deployment Scope

We mainly use Budgyt as our budgeting software. Previously we used spreadsheets with links that often broke or were corrupted. We are able to set up different scenarios without overriding the original data.

Pros

Tailored to your agency needs
User friendly and intuitive
You don't have to enter the same information in different sections as they are all connected.

Cons

Need interface with Microsoft Dynamics 365

Likelihood to Recommend

The forecasting function helps with completing the budget. The software has many features that allow you to forecast/budget based on a flat % or a certain seasonality. My favorite feature is being able to allocate staff based on the revenue. As you make changes to the budget it recalculates and allocates appropriately.

Verified User

Administrator in Finance and Accounting (51-200 employees)

Vetted Review

3 years of experience

Good Budget for Accoutants

Rating: 10 out of 10

Incentivized

March 10, 2025

Use Cases and Deployment Scope

We use Budgyt to create our budget for the current year. We use it for Forecasting future years and can even compare the forecasts for multiple scenarios. The reporting feature is used to created detailed reports specific for whichever employee needs it. Our monthly financial data is entered and reviewed on Budgyt as comparisons is much easier.

Pros

Forecasting
Reports
Budget/Data Comparison
Formulas and KPIs

Cons

Importing could be more user friendly.

Likelihood to Recommend

Monthly reviews are easier since it can create specific reports that are structured by however we want. Forecasting future years is easy. Comparisons between budgets is simple along with previous years with comparing them to your current year.

JJ Munn

Controller in Finance and Accounting at Grandeur Fasteners Inc. (51-200 employees)

Vetted Review

1 year of experience

Great value and easy to use

Rating: 9 out of 10

Incentivized

March 7, 2025

Use Cases and Deployment Scope

We use Budgyt to forecast and budget for our business and compare to actuals. We also use it for management reporting to department heads because it allows us to restrict what they can and can't see through permissions, rather than having to create multiple spreadsheets.
As more than 95% of our cost is associated with employees and contractors located around the globe using spreadsheets to forecast costs is extremely difficult. Budgyt makes this process easy.

Pros

Permission levels, and aggregating sensitive GL categories
Payroll and contractor costing and forecasting
Multiple currencies

Cons

Only thing I would like to see is a report that uses actuals and budget to forecast the whole financial year

Likelihood to Recommend

It's most appropriate for P&L (Income statement) and payroll cost forecasting and budgeting. It's not appropriate for balance sheet forecasting. I would say it's most useful in the small to medium business space, probably not for very large enterprises. However, the solutions that are suitable for large complex enterprises don't really work for smaller businesses anyway.

Sharon Logan

Director of GRC in Corporate at XWP.Co Pty Ltd (51-200 employees)

Vetted Review

1 year of experience

View profile

Budgyt - Stop relying on error-prone Excel budgeting!

Rating: 10 out of 10

Incentivized

March 7, 2025

Use Cases and Deployment Scope

We use Budgyt to create and report against budgets at multiple levels in the organization. We have integrated Budgyt with Quick Books Online to rapidly bring in actual financials to report against the budget. We also use Budgyt workflows to manage out budgeting process.

Pros

Quickbooks integration
Multiple levels to report against and rollup for consolidation
Very strong support during implementation
Streamlined user interface comfortable with non-technical user community

Cons

Major changes to roll-ups over time may need tech support
Some modules of Budgyt will not be needed by many users (ie employee records)
Online learning library is comprehensive but could be more polished.

Likelihood to Recommend

Best suited if moving from Excel spreadsheets for budgeting, and if Quickbooks Online is your financial system of record. Less suited for organizations using more sophisticated accounting systems, or with a need to report against multiple sub-ledgers such as grants.

Verified User

Consultant in Corporate (11-50 employees)

Vetted Review

4 years of experience

Good Software. Highly Recommend

Rating: 10 out of 10

March 7, 2025

Use Cases and Deployment Scope

We have just recently begun using the tool. We were budgeting and forecasting using google sheets, which was challenging due to the manual nature of the file. This allows for quick links to actuals with scenario planning changes that eliminate a lot of the manual nature and reduces error risk.

Pros

Easy to import actual data
Departmental Hierarchy capability
Scenario Planning

Cons

Maybe add additional levels of hierarchy so it mirrors QuickBooks Online

Likelihood to Recommend

It is a really good tool for a scaling company. It is a cost effective way to build a budget, forecast the year and comparative create reports.

Verified User

C-Level Executive in Finance and Accounting (51-200 employees)

Vetted Review

Budgyt Budgeting Tool

Rating: 10 out of 10

Incentivized

March 7, 2025

Use Cases and Deployment Scope

Budgyt Budgeting Software offers a robust solution for organizations juggling multiple departments and complex budgeting needs. The platform’s biggest win for us is its seamless integration—allowing us to invite up to 20+ different departments to actively participate in the budgeting process. This collaborative setup enables teams to adjust their budgets effortlessly and submit them for approval, streamlining communication and decision-making. One of Budgyt’s significant strengths is its cumulative overview. With every department lead's activity feeding directly into the overall budget, you get an efficient, big-picture look at your organization's financial planning. This consolidated view is invaluable for maintaining control and ensuring every department’s budget aligns with broader strategic goals.

Pros

Budgyt budgeting software is transforming the month-end close process by streamlining executive reviews and empowering the C-suite to take control of their financial oversight. With Budgyt, executives can conduct independent financial reviews directly within the platform, enabling them to access real-time data and drill down into specific departmental budgets with ease.
One of Budgyt’s significant strengths is its cumulative overview. With every department lead's activity feeding directly into the overall budget, you get an efficient, big-picture look at your organization's financial planning.
Budgyt’s platform shines in its ability to easily configure user access, ensuring that every employee—from entry-level staff to top executives—sees exactly what they need. With a flexible permissions system, administrators can quickly set up tailored views and privileges for each role. For instance, while frontline employees might access only high-level summaries, department leads and financial managers can drill down into more detailed data. Meanwhile, the C-suite enjoys comprehensive dashboards that provide a full organizational perspective.

Cons

I think the user experience comes off a little flat but the functionality more than makes up for the simplistic view of the product.

Likelihood to Recommend

The following areas are scenarios that I think Budgyt excels: Multi-Department Organizations, Collaborative Budgeting Processes, Independent Executive Reviews, Granular Access and Permission Control. Budgyt is overkill for smaller organizations with simple budget needs, however, the price point of Budgyt may still be worth considering for small teams who are expecting growth in the future.

Verified User

Executive in Finance and Accounting (51-200 employees)

Vetted Review

5 years of experience

Loading Reviews List....

Budgyt Budgeting Tool

Rating: 10 out of 10

Incentivized

March 7, 2025

Use Cases and Deployment Scope

Pros

Budgyt budgeting software is transforming the month-end close process by streamlining executive reviews and empowering the C-suite to take control of their financial oversight. With Budgyt, executives can conduct independent financial reviews directly within the platform, enabling them to access real-time data and drill down into specific departmental budgets with ease.
One of Budgyt’s significant strengths is its cumulative overview. With every department lead's activity feeding directly into the overall budget, you get an efficient, big-picture look at your organization's financial planning.
Budgyt’s platform shines in its ability to easily configure user access, ensuring that every employee—from entry-level staff to top executives—sees exactly what they need. With a flexible permissions system, administrators can quickly set up tailored views and privileges for each role. For instance, while frontline employees might access only high-level summaries, department leads and financial managers can drill down into more detailed data. Meanwhile, the C-suite enjoys comprehensive dashboards that provide a full organizational perspective.

Cons

I think the user experience comes off a little flat but the functionality more than makes up for the simplistic view of the product.

Likelihood to Recommend

Verified User

Executive in Finance and Accounting (51-200 employees)

Vetted Review

5 years of experience